Adding and Removing Users
If you manage your Microsoft Dynamics CRM Online subscription at Microsoft Dynamics CRM, you can add multiple user records at a time for the same set of security roles by using the Add Users wizard. After creating the users in Microsoft Dynamics CRM, you can send them invitations to join your organization.
To remove a user, you can disable that user's record in the system, but you can't delete it. Disabling the user record denies access to the system but retains user information in the database.
More information: Add users to Microsoft Dynamics CRM Online
Managing User Licenses
Microsoft Dynamics CRM Online uses user licenses to provide access to your organization. You need one user license per person with an active user record who logs into your organization.
If you manage your Microsoft Dynamics CRM Online subscription at Microsoft Dynamics CRM, then when you add a new person, the Add Users Wizard displays the number of user licenses available. If you reach your limit, the Next button is no longer available. You can add additional licenses with the Add User License Wizard.
An unaccepted invitation requires a user license until the invitation expires two weeks after it was issued.
If you have more user licenses than you are using, contact support to reduce the number of licenses. You cannot reduce the number of licenses to less than you are currently using or less than your offer allows. Any changes are reflected in your next billing cycle.
If you manage your subscription at Microsoft Office 365, each user license requires a unique Microsoft Online Services ID, and every user who logs on to Microsoft Dynamics CRM needs a license. Most Microsoft Dynamics CRM subscriptions include a specific number of user licenses.
When you add a user to your subscription, that user is automatically assigned one of the licenses you purchased.
More information: Add or remove user licenses
Optional Ways to Organize Users
Depending on how you are using Microsoft Dynamics CRM, you may want to explore additional ways to organize users. These groupings do not have any impact on controlling data access.
- Sales Territories. These are used for organizing data in sales reports. More information: Work with Territories
- Resource groups. These are used for scheduling resources. More information: Work with Resource Groups
- Queues. These are used for grouping cases and activities. Anyone in the same queue can work on the case or complete the activity. More information: Creating Queues for Incoming Cases
What Users Can Do for Themselves
Users can do the following tasks themselves: