Dynamics 365 Business Central: How to change default User Groups for new Business Central users (User Group Plan)

Dynamics 365 Business Central

Hi, Readers.
Today, I would like to discuss how to change default user groups for new Business Central users.
As you might know, when you get new users from Microsoft 365 in Business Central, Business Central will assign user groups to new users automatically based on the assigned license.

For example: Global Administrator with Dynamics 365 Business Central for IWs license:

Licenses:

Name
Internal Administrator
Dynamics 365 Business Central for IWs

Default user groups:

CodeName
D365 BACKUP/RESTOREBackup or restore database
D365 BUS PREMIUMD365 Premium Business Access
D365 INTERNAL ADMINExport data
D365 TROUBLESHOOTD365 Troubleshoot
EXCEL EXPORT ACTIOND365 Excel Export Action

Is there any association between Licenses and Default user groups?
Yes, you can find the answer in Licensing in Business Central | Microsoft Docs:

The User Group Plan table stores the mapping between the service plans and the user groups. Based on this mapping, the service determines which user group is assigned to a user by default when a user logs in to Business Central for the first time. The user group assigns a specific license (or makes the user a member of a specific Azure AD role).

……

table 9007 “User Group Plan”:

You can force Business Central to run the table by adding the ?table=9007 parameter to the URL, such as in the following example: 
https://businesscentral.dynamics.com/d8f36038-1f93-4543-affc-5dc92b6ee871/Sandbox18?table=9007

After filtering Plan Name (Internal Administrator|Dynamics 365 Business Central for IWs), you can see the user groups assigned to the Global Administrator.

PS: The User Group by Plan (9842, Worksheet) page also shows the information of the service plans and the user groups. You can force Business Central to run the page by adding the ?page=9842 parameter to the URL, but as with table 9007 above, you can not edit it.

This is a very nice page, but unfortunately it cannot be opened and modified directly.

Let’s return to the topic. If we need to change the default user groups, how to do it? In this post, I will share two simple ways, hope this will help.

1. Using Configuration Package (No Customization)

Create a new configuration package, and add table 9007 “User Group Plan” to the line.

There are only two fields in the table:

Export the data to Excel.

PS: Plan ID and Plan Name list

Plan IDPlan Name
{00000000-0000-0000-0000-000000000007}Delegated Helpdesk agent – Partner
{00000000-0000-0000-0000-000000000008}Delegated Admin agent – Partner
{00000000-0000-0000-0000-000000000009}(Blank)
{00000000-0000-0000-0000-000000000010}(Blank)
{100e1865-35d4-4463-aaff-d38eee3a1116}Dynamics 365 Business Central Device
{170991d7-b98e-41c5-83d4-db2052e1795f}Dynamics 365 Business Central External Accountant
{2ec8b6ca-ab13-4753-a479-8c2ffe4c323b}Dynamics 365 Business Central Basic Financials
{3f2afeed-6fb5-4bf9-998f-f2912133aead}Dynamics 365 Business Central for IWs
{44367163-eba1-44c3-98af-f5787879f96a}(Blank)
{4c52d56d-5121-425a-91a5-dd0de136ca17}Dynamics 365 Business Central Premium – Embedded
{5d60ea51-0053-458f-80a8-b6f426a1a0c1}Microsoft Dynamics 365 – Accountant Hub
{62e90394-69f5-4237-9190-012177145e10}Internal Administrator
{8bb56cea-3f11-4647-854a-212e2b05306a}Dynamics 365 Business Central Essential – Embedded
{8e9002c0-a1d8-4465-b952-817d2948e6e2}Dynamics 365 Business Central Premium
{920656a2-7dd8-4c83-97b6-a356414dbd36}Dynamics 365 Business Central Essential
{996def3d-b36c-4153-8607-a6fd3c01b89f}D365 Business Central Infrastructure
{a98d0c4a-a52f-4771-a609-e20366102d2a}Dynamics 365 Business Central Device – Embedded
{d9a6391b-8970-4976-bd94-5f205007c8d8}Dynamics 365 for Team Members
{fd1441b8-116b-4fa7-836e-d7956700e0fa}D365 Business Central Team Member – Embedded

For example, add three new user groups for Plan Internal Administrator {62e90394-69f5-4237-9190-012177145e10}.

Import data from Excel.

Apply the data to the database.

On the User Group by Plan (9842, Worksheet) page, you can see the new user groups have been added for Plan Internal Administrator.

Next, try to get a new user and see if the user groups have changed.
Test Video:

PS: You can use Delete Table Records Before Processing field to delete the default user group plan.

2. Creating a new page to manage table 9007 “User Group Plan”(Customization)

Create a new list page in AL. (A very simple example)

Open the new list page.

Choose Edit List, then you can edit the default user group plan.

Since Table ‘Plan’ is inaccessible due to its protection level, we can’t click or lookup Plan ID on the page, but we can copy and paste plan ID directly.

The standard source code in System Application:

Test video:
Delete and add user group plan:

Add a new user:

PS: Default User Group Plan in Version:W1 18.0 (Platform 18.0.22893.24704 + Application 18.0.23013.23532)

User Group CodeUser Group NamePlan Delegated Helpdesk agent – PartnerPlan Delegated Admin agent – PartnerPlan Internal AdministratorPlan Dynamics 365 Business Central Essential – EmbeddedPlan Dynamics 365 for Team MembersPlan Dynamics 365 Business Central PremiumPlan Dynamics 365 Business Central Basic FinancialsPlan Dynamics 365 Business Central EssentialPlan D365 Business Central InfrastructurePlan Microsoft Dynamics 365 – Accountant Hub
D365 ACCOUNTANTSDynamics 365 for AccountantsNoNoNoNoNoNoNoNoNoYes
D365 ADMINISTRATORCreate and set up companiesNoNoNoNoNoNoNoNoNoNo
D365 AUTOMATIONDynamics 365 AutomationNoNoNoNoNoNoNoNoNoNo
D365 BACKUP/RESTOREBackup or restore databaseYesNoYesNoNoNoNoNoNoNo
D365 BASIC ISVD365 Basic ISV AccessNoNoNoNoNoNoYesNoNoNo
D365 BUS FULL ACCESSFull business access excluding user managementNoNoNoYesNoNoNoYesNoNo
D365 BUS PREMIUMD365 Premium Business AccessNoNoNoNoNoYesNoNoNoNo
D365 COMPANY HUBDyn. 365 Company HubNoNoNoNoNoNoNoNoNoNo
D365 DIM CORRECTIOND365 Dimension CorrectionNoNoNoNoNoNoNoNoNoNo
D365 EXT. ACCOUNTANTExternal AccountantNoNoNoNoNoNoNoNoNoNo
D365 EXTENSION MGTDynamics 365 Extension managementNoNoNoNoNoNoNoNoNoNo
D365 FIN. & PURCH.Finance and purchase dataNoNoNoNoNoNoNoNoNoNo
D365 FINANCERead and write finance dataNoNoNoNoNoNoNoNoNoNo
D365 FULL ACCESSDynamics 365 Full accessYesYesNoNoNoNoNoNoYesNo
D365 GLOBAL DIM MGTDyn. 365 Change Global DimNoNoNoNoNoNoNoNoNoNo
D365 INTERNAL ADMINExport dataNoNoYesNoNoNoNoNoNoNo
D365 OPPORTUNITY MGTOpportunity managementNoNoNoNoNoNoNoNoNoNo
D365 RAPIDSTARTDynamics 365 RapidStartYesYesNoNoNoNoNoNoNoNo
D365 SALESPost sales doc.NoNoNoNoNoNoNoNoNoNo
D365 SECURITYUser managementNoNoNoNoNoNoNoNoNoNo
D365 SNAPSHOT DEBUGSnapshot DebugNoNoNoNoNoNoNoNoNoNo
D365 TEAM MEMBERTeam MemberNoNoNoNoYesNoNoNoNoNo
D365 TROUBLESHOOTD365 TroubleshootYesYesYesNoNoNoNoNoNoYes
EMAIL SETUPEmail SetupNoNoNoNoNoNoNoNoNoNo
EXCEL EXPORT ACTIOND365 Excel Export ActionYesYesYesYesYesYesYesYesYesYes
INTELLIGENT CLOUDIntelligentCloud – All DataNoNoNoNoNoNoNoNoNoNo
RETENTION POL. SETUPRetention Policy SetupNoNoNoNoNoNoNoNoNoNo
SMARTLIST DESIGNERSmartList DesignerNoNoNoNoNoNoNoNoNoNo

END

Hope this will help.

Thanks for reading.

ZHU

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