To set up the Zavanti environment we require a user account set up as per the below. Zavanti can assist and do a screen share with the clients IT resource if needed.
1. Create Microsoft 365 AAD account for Zavanti user in your tenant with global administrator role preferably if not assign power platform admin user role to the Zavanti environment. Please forward us the username and temporary password. Although guest users can be created and assigned a D365 security role, there are limitations when it comes to administering D365. For example, guest users cannot be assigned Power Platform Admin roles, hence limits Zavanti for performing critical updates and customisations. For more details on power platform admin centre and roles refer to Power Platform.
2. Assistance is required from clients IT resource that has Global Admin access to set up two new D365 environments. One for production, the other for Sandbox purposes. The systems engineer is to provide D365 URLs to Zavanti. This step is not needed if the user setup in step 1 has been provided power platform admin role. Its up to the clients to name the URL’s appropriately.
3. The systems engineer needs to assign a D365 Sales Enterprise license to Zavanti user created in step 1.
4. Zavanti user created in step 1 is to be provided System Administrator role in D365 and has to be an active user for the duration of the contract.
5. During the implementation process Zavanti will need additional log ins set up for consultants to work on. This will be required until the go live date. These users only need to have D365 log in with sys admin access. Zavanti are happy to comply with client security policies like MFA etc.