Create or edit a user record

Can I do this task?

After you create a user in Microsoft Dynamics CRM Online, you send an invitation An e-mail message sent to a potential new user, which includes instructions for how to access their organization's subscription to Microsoft Dynamics CRM Online and an invitation key to use during the initial sign in. to that person. People who accept the invitation can sign in to Microsoft Dynamics CRM Online and begin using the application immediately. More information: Invite Someone to Use Microsoft Dynamics CRM Online

Restore ribbon controls to forms

Users cannot be deleted, but can be deactivated. Deactivated users do not use a license.

1. In the Navigation Pane, click Settings, click Administration, and then click Users.
2. On the Users tab, in the Records group, click New. Or, open an existing record that you want to change.
3. On the Select Business Unit page, in the Business Unit list, select a business unit A way of representing a division or department in an organization. Business units are arranged in a hierarchy, and all users in the same division or department are assigned to one business unit.. By default, Microsoft Dynamics CRM Online selects the root business unit A business unit that is the top-level business unit in your organization chart. The root business unit is created based on the organization name that you enter during installation. You cannot change or delete this information. for this field. Click Next.
4. On the Select Security Roles page, select check boxes for the security roles you want to assign to the user. Hover over each to get a description of the security role. Click Next.
5. On the Add Users page, enter the following:
   • First Name

     Enter a first name between 1 and 50 characters. This is a required field for a user record.

   • Last Name

     Enter a name between 1 and 50 characters.

   • E-mail Address
6. Click Add to add the user. Click Edit or Remove if that's the action you want to take. Click Next.
7. On the Send E-mail Invitations page, select either Add new users and send invitations now or Add new users and do not send invitations. Click Create New Users.

After processing the new user, the Summary page reports either that the user addition succeeded, or it reports details if it failed.

After you save this user record, you can edit a user's teams, security roles, quotas (for sales people with quotas), work hours, and services.

Important

The Users form does not have restricted access, so everyone in the system can view the information about the form.

Delete Connection

Delete Connection