Manage a user in Microsoft Dynamic 365 CRM Online

Following is broad category to configure a user in Dynamic CRM.

• First, create a user in Active Directory and assign him respective dynamic CRM license.
• Second, Assign security role to a user in Dynamic CRM
• Configure and test user mail box

Create a user in Active Directory and assign him respective dynamic CRM license.

Login to Online CRM or Office 365 instance using Global Admin credentials.

Go to Admin Settings.

Go to “Add a user” Section.

Fill-in the required information for New User forms and provides personal details and contact information of the user.

Create a password and optionally you can select to change the password by the user itself when they sign in first time.

Select the respective role according to business needs. Mostly for common use we are supposed to select User (no administrator access)

Assign user a license accordingly under Dynamic 365 Customer Engagement Plan. This could be different based on the license option obtain by you organization.

BINGO! We have new user on Active Directory.

Please note: User creation and assign a dynamic CRM License require few minutes of synchronization for a User to be created in Dynamic CRM online. You should see a user in Dynamic CRM by navigating to 
Settings -> security -> Users

Once the new user is reflect in Dynamic CRM instance, we will proceed with next step to assign user a security role.

Select the new user and click on Manage Roles. This will pop up – Manage Users Roles window. Select the desired security role and click OK to assign the security role to the new user.

After this step is done User would be able to login to Dynamic CRM and perform all functional tasks within it. But a user should also be able to do communication with client and other member of the team. For this it is also important to configure user a mail box.

Let’s proceed with configuring user mail box inDynamic CRM.

Thanks.

Vipin Jaiswal

vipinjaiswal12@gmail.com