How to invite Dynamics 365 users to WeCom Account
We can use the Dynamics 365 WeCom connector to directly invite Dynamics 365 users to join our WeCom account, and the system will automatically create the corresponding WeCom user records.
Pre-requisites
Pre-requisites
To invite Dynamics 365 users to WeCom Account, inviter must be assigned with one of the security roles below
- System Administrator
- WeCom Admin
1. Navigate to “Dynamics 365 WeCom Connector” app, then “Settings”
2. Under Settings menu group, select “Users”
3. Select one or more user records from the user list and then click "Invite To WeCom" button in the command bar
4. On the "Invite To WeCom" page, select a WeCom account, it will display the information for the user(s) selected from the user list, including email/user id, mobile phone, main department and status
Users can have the following statuses:
Users can have the following statuses:
1) Ready - This user has not yet been linked to a WeCom account.
2) Inviting/invited - This user is being invited or has already been invited to join WeCom Account.
a. If the phone number is incorrect or the user has not received the invitation, the administrator can click “Cancel Invitation” and resend it.
3) Failed - The invitation request failed.
a. Administrators can hover over the status bar to view the error log, then click the “Re-invite” button to send the invitation again.
4) Linked - This user has been linked to a WeCom account.
