General Interest

Add users to Microsoft Dynamics CRM

The steps for doing this task will differ depending on where you manage your Microsoft Dynamics CRM Online subscription. If you manage your subscription at Microsoft Dynamics CRM, follow the steps in the first section. If you manage it at Microsoft Office 365, see the second section.

For subscriptions through 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.

More information: Manage a User's Record

Can I do this task?

This task requires the System Administrator security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

The number of users you can add is limited by the number of licenses purchased by your organization with the subscription. Each user must have a unique Microsoft account.

  1. In the Navigation Pane, click Settings, click Administration, and then click Users.

  2. On the Actions toolbar, point to New, and then click Multiple Users. The Add Users wizard opens.

  3. If you work with more than one business unit, in the Select Business Unit dialog box, select the business unit you want to work with, and then click Next.

  4. On the Select Security Roles page, select one or more security roles, and then click Next.

  5. On the Select Users page, enter the user information, and then click Add. Repeat this step for all users you want to add, and then click Next. Each user must have a unique Microsoft account.

  6. If, on the Select Security Roles page, you selected security roles for the new users, you can send an invitation to use the application now or send invitations later. More information: Invite Someone to Use Microsoft Dynamics CRM

  7. If you need to add more users, for example with a different set of security roles, click Add More Users. The wizard will start over.

  8. After adding all your users, click Close.

    Note
    • To edit a specific user record, close the wizard, and then open the user record from the list.

    • When you reach the number of licenses you have purchased with your subscription for Microsoft Dynamics CRM, the Next button is no longer available in the Add Users wizard.

    • To add additional users, you must either disable any user records that you no longer need, or purchase additional licenses for your subscription.

For subscriptions through Microsoft Office 365

Add new users on the Microsoft Office 365 Admin portal Users page. When you add a user to your subscription, you can choose to assign one of the licenses that you purchased immediately, or you can assign a license later.

You can also add users programmatically by using the SDK. More information, see Connect with Microsoft Office 365 and Microsoft Dynamics CRM Online

If you want to add the following types of users, you can only do this programmatically by using the SDK:

  • A user whose data that you want in CRM, but who is not licensed, and is not added as a user in the Office 365 Admin portal. This user would have no access to your CRM system. You might for example do this if you want to associate the data of a former employee with records in your system.

  • A non-interactive user who has programmatic access to customize your CRM system, but can't interact with any records or data. This user is not licensed, and can be either added or not added as a user in the Office 365 Admin portal.

You must be a member of an appropriate administrator role to do these tasks. Learn more: Assigning administrator roles in Office 365

Caution
When you sign out of the Microsoft Office 365 Admin portal, doing this doesn't sign you out of Microsoft Dynamics CRM. You have to do that separately.

See Also

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