WebSan User Update

O365/D365 Existing Customer User Change Request Form

**This form is for existing WebSan customers only. If you wish to become a client, please contact info@websan.com. Please note this request is not final until you receive confirmation from accounting@websan.com **
Company Name *
Name of Authorized Approver *
Current support contact for your company
Approved Submitter Email *
A copy of this request form will be sent to the email provided
Please select all that apply:
Specify Action(s) *

Add License Disable License
For which product? *

Office 365 Dynamics 365 Business Central Dynamics 365 for Sales
License(s) to Add
License Type and number of licenses
License(s) to Disable
License Type and number of licenses
Permissions *

I’ll configure the permissions for this user Please configure the permissions for this user
Note: Response time for user permission setup is subject to individual SLA.
User to Assign license to: *
Permissions: *

Copy permission Assign the following permission groups
Copy from existing user: *
Select Business Central Groups: *

D365 Accountant - (Dynamics 365 for Accountants) D365 Administrator - (Create and setup companies) D365 Backup and Restore - (Backup and Restore Database) D365 Basic ISV - (D365 Basic ISV access) D365 Bus Full Access - (Full Business Access includes user management) D365 Bus Premium - (D365 Premium Business Access) D365 Ext. Accountant - (External Accountant) D365 Extension Mgt. - (Dynamics 365 Extension Management D365 Fin & Purch. - (Finance and Purchase Data) D365 Finance - (Read & Write Finance Data) D365 Full Access - (Dynamics 365 Full Access) D365 Global DIM Mgt. - (Dynamics 365 Global Dim) D365 Internal Admin - (Export Data) D365 Opportunity Mgt. - (Opportunity Management) D365 RapidStart - (Dynamics 365 RapidStart) D365 Sales - (Post Sales Doc.) D365 Security - (User Management) Business Central Team Member - (Team Member)
Select Sales Groups: *

Activity Feeds CEO-Business Manager Common Data Service User CSR Manager Customer Service App Access Customer Service Representative Delegate Dynamics 365 App for Outlook User Environment Maker Export Customizations (Solutions Checker) Forecast Manager Forecast User Help Page Author Help Page Consumer Knowledge Manager Marketing Manager Marketing Professional Playbook Manager Playbook User Relationship Insights Admin Sales Manager Sales Professional App Access Sales Professional Manager Sales Professional Person Salesperson Schedule Manager Scheduler Solution Checker Survey Owner Survey Services Administrator System Administrator System Customizer Vice President of Marketing Vice President of Sales
Effective Date *

Month Day Year
Additional Comments:
After you complete the form please click "submit" below and WebSan Support will contact you if any further information is needed. Thank you for choosing WebSan!

**Taxes and fees may apply**
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O365/D365 Existing Customer User Change Request Form