Transcript of Video
Learn to add new people to your Microsoft Dynamics CRM Online organization, and then invite them to join.
To start, add your new personnel to your list of users. Go to the Administration area and open the Users list. Before you click New, make sure that the people you want to add don’t already exist in the system. If you have more than one business unit, select the business unit you want to add them to and continue.
You can add one or more people with the same set of security roles at the same time. To see what each security role does, move your mouse pointer over it. You can look in Help for more information about security roles.
On this page, type the person’s first name, last name, and their e-mail address. When you click the Add button, the name moves to the list of new users. You can add as many people as you have licenses available. The number of licenses available displays under the New Users box.
Before continuing, verify that the information is correct. If you made a mistake, you can edit the name, or you can remove it from the list.
As a final step, you can either send an invitation to your new users with an explanation of how to join your organization or choose to send them later. Invitations expire in five days, but if an invitation expires, you can send it again from the users list.
Now that this group of people is added, you can add more people in another security role. If you are done, close the window.
In your Users list, use the User Invitation Status User Invitation Status view to check who has accepted your invitations to join. If you need to resend an invitation, select the name, and under More Actions, click Send Invitation.
