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If you have implemented CRM Online since it and Office 365 have joined forces, you will use the Microsoft Online Services Administration Portal to manage Dynamics CRM users. This blog covers how to add a user for CRM 2011 Online. (You can also learn more about this topic on our CRM How-To Portal.)

crm-101

1. Open CRM Online | Settings | Administration | Users

2. Click on the New button in the Ribbon

3. On the Add and License Users dialog click on Add and License Users button

add a user to crm 2011 by clicking Add and License Users button

4. This launches the Microsoft Online Portal (you may have to login using the same credentials as CRM

5. Click on Users in the left navigation panel

6. Click on New

7. Choose User (there is an option for Bulk Add for which you need a CSV file with user data)

Add a new user by clicking on Users under Management

8. On the Details page, enter the user’s login information. Click on the blue arrow next to Additional Details to enter more information. The information you enter here will be entered into the user record in CRM.

login info is required when creating a user in CRM 2011

9. Click on Next

10. On the Assign Role page, you can choose whether or not to add the user to a security role:

a. No. You must manually add a security role via the User record once the user is created.

b. Yes. This adds the user to an administrator security role. Other roles must be added manually via the User record in CRM.

11. Select the country where the user is located

Determine security roles when you add a user in CRM 2011

12. Click on Next

13. On the Assign Licenses page and make sure Microsoft Dynamics CRM Online is selected

14. Click on Next

15. Send email: you can enter an email address that will alert the new user with their credentials. You can also send the user their credentials using the information on the next page. The user can set up their new password using the information provided on this email. See below.

Alert a new user they've been added to CRM 2011

16. Click on Create

17. You can use the information on this page in an email you manually create and send

18. Click on Finish

19. The new user record will be in CRM

So that’s how to add a user for CRM 2011 Online! (You may also be interested in yesterday’s post about how to ‘delete’ a user from CRM 2011.)

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.