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 **
Request Type*

Add/Disable License(s)Transfer License(s)Configure Permissions
Please note permissions configured by WebSan Support is a billable request. If you would like to configure the permissions yourself, click here for instructions and do not complete this form.
Company Name*
Authorized Approver*
Current support contact for your company
Email Address*
A copy of this request form will be sent to the email provided
For which product?*

Dynamics 365 Business CentralDynamics 365 for Sales (CRM)Office 365WebSan Apps
License(s) to Add
License type, number of licenses, user(s) to assign license(s) to
License(s) to Disable
License type, number of licenses, user(s) to disable
License(s) to Transfer
License type, number of licenses, user(s) to receive transferred license(s)
Configure Permissions*

Do not configure the permissionsPlease configure the permissions
Please note permissions configured by WebSan Support is a billable request. If you do not want WebSan Support to configure the permissions, ensure 'Do not configure the permissions' is selected.

Instructions on how to configure the permissions yourself can be found here.
For which product?*

Dynamics 365 Business CentralDynamics 365 for Sales (CRM)
Please list the users you want WebSan Support to configure the permissions for*
Permissions:*

Copy permissionAssign 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 ManagementD365 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 FeedsCEO-Business ManagerCommon Data Service UserCSR ManagerCustomer Service App AccessCustomer Service RepresentativeDelegateDynamics 365 App for Outlook UserEnvironment MakerExport Customizations (Solutions Checker)Forecast ManagerForecast UserHelp Page AuthorHelp Page ConsumerKnowledge ManagerMarketing ManagerMarketing ProfessionalPlaybook ManagerPlaybook UserRelationship Insights AdminSales ManagerSales Professional App AccessSales Professional ManagerSales Professional PersonSalespersonSchedule ManagerSchedulerSolution CheckerSurvey OwnerSurvey Services AdministratorSystem AdministratorSystem CustomizerVice President of MarketingVice President of Sales
Effective Date*

MonthDayYear
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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Signature
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O365/D365 Existing Customer User Change Request Form