Invite Someone to Use Microsoft Dynamics CRM Online

Can I do this task?

After you create a new user record in Microsoft Dynamics CRM Online, you can 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 an invitation can sign in to Microsoft Dynamics CRM Online and begin using the application immediately.

1. In the Navigation Pane, click Settings, click Administration, and then click Users.
2. Open the user record for the person you want to invite.
3. On the Actions toolbar, click Send Invitation.
4. To send the invitation, click OK.

You can check to see who has accepted an invitation in the User Invitation Status view. When a user accepts an invitation, the Invitation Status changes to Invitation Accepted. If the invitation expires, the status does not change from Invited.

Important

• When you reach the number of licenses A license grants one person permission to use Microsoft Dynamics CRM Online. you have purchased with your subscription An agreement in which a customer pays for a regular service. In this case, the use of Microsoft Dynamics CRM Online. for Microsoft Dynamics CRM Online, 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.

Notes

• You cannot select multiple records from the list and send invitations at the same time.
• Each user must have a unique Windows Live ID.