If you are not familiar with Project “Madeira” or would like to learn more about the Preview, please take a few minutes to read my post titled: Project “Madeira” Preview has arrived & here’s everything you need to know!
If you’ve been around Dynamics NAV, you’ve probably added a new user or two (or hundreds) in the system. It’s so simple, you could probably do it in your sleep.
So why do we need an article for this?! Page hits? Not exactly, but we appreciate the page hits too. 🙂
If you haven’t yet tried to add a new user in Project “Madeira” with Office 365, prepare for a “Who moved my cheese?!” moment.
When you click the “New” action in the ribbon on the Users list page, you will be greeted with the following error message:
Not sure what to do next? You’ve come to the right place for help! Keep reading for a step-by-step walkthrough and you’ll be swimming in a sea of new Madeira users in no time at all.
First things first: You will need administrative access to your O365 tenant.
If you provisioned your Project “Madeira” Preview with a production O365 tenant and you are not an admin, you will need your administrator to facilitate the next few steps, which may include adding users to O365 (and this could increase the monthly subscription cost of O365 for your organization).
If you’re using an O365 CIE (Customer Immersion Experience) demo account provisioned using MicrosoftOfficeDemos.com or MicrosoftCIE.com, then you should already have 20+ demo users of O365 created, and you just need to enable them for Project Madeira access.
Step 1: Enabling the user for Project “Madeira” access from O365 Admin Center
Click on the O365 menu icon on the top left of your screen and click on the “Admin” tile.
Note: If you have not accessed the Admin center for your O365 tenant before, it may ask you to verify the account with an e-mail address and a phone number before you can continue. You are able to provide a personal e-mail address and a personal phone number to complete the verification process.
In the “Admin center preview” window, click on the icon for “Users”, then click on “Active Users”.
This brings up the list of all O365 users in your tenant directory. If the user you wish to add to Project “Madeira” is listed here, click on the name in the Active Users list, and it will bring up a page with the user’s account details.
Note: If the user does not appear in the Active users list, click on “Add a user”. Adding a new user could result in additional subscription costs in a production / live O365 tenant.
Edit the “Product licenses” setting, as shown in the screenshot.
You will see an option called “Project Madeira for IWs (preview)”, and by default, it will be set to ‘Off’. Click on it to toggle the setting to ‘On’.
Currently, the Project “Madeira” Preview allows for up to 10,000 user licenses, but each Madeira user must also have an O365 user license.
Click the “Assign” button that appears below the settings to save this change.
Repeat the process for all users who need to have access to the Project “Madeira” Preview.
Step 2: Adding User(s) in Project “Madeira” Preview
Return to the Project “Madeira” window, and navigate to the “Users” list page. You can do this from the Search function, or by clicking on the Actions ribbon while on the home page for the Business Manager Role Center, and clicking on “Company Settings” as shown below.
In the Company Settings window, click on “Users” to view the list of Project “Madeira” users.
Click on “Get Users from Azure” in the ribbon on the Users list page. This will import all the users for whom you enabled Project “Madeira” access in the O365 Admin Center in Step 1.
In my case, I noticed that the user I just added was already assigned the SUPER permission set in Project “Madeira”.
If you do not wish to give the user SUPER permissions, then click on “Edit” in the ribbon and manage the Permission Sets (similar to how it is managed in Dynamics NAV).
Step 3: Congratulate yourself on a job well done, share this post on social media, and take a coffee break.