User to Person Relationships in Microsoft Dynamics 365 for Finance and Operations

Posted on: December 17, 2019 | By: Christopher Rusing | Microsoft Dynamics AX/365

Normally, when creating a new user in D365FO, the process begins with importing that user from your Azure Active Directory.  Once you have imported said user, you can add security roles to specify their access level.  Assuming you already have an employee/worker created in the human resources module, the last step would be to associate that user with the worker or ‘person’ in that user form.  What if you made a mistake and established the wrong relationship between user and worker?  Or possibly after some time, you needed to delete the relationship and create a new user-person connection?  Fortunately, there is an easy process to handle these situations.

 

You can see in this user-person relationship that the last name is misspelled so we want to break the relationship between the user and person.

In order to do that, click on Maintain versions from the user record.

In this form, you can select the relationship and delete it.

I can now select a new person for this user.

If you need any additional help and/or you are looking for additional information please feel free to reach out to us at info@loganconsulting.com or (312) 345-8817.

All the best!
Logan Consulting
www.loganconsulting.com

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