[Applies to: Microsoft Dynamics CRM 4.0]

Add Users

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 Online, you can send them invitations to join your organization.

More information: Manage a User's Record

Can I do this task?

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 Windows Live ID.

In the Navigation Pane, click Settings, click Administration, and then click Users.
On the Actions toolbar, point to New, and then click Multiple Users. The Add Users wizard opens.
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.
On the Select Security Roles page, select one or more security roles, and then click Next.
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 Windows Live ID.
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 Online Online
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.
After adding all your users, click Close.

Notes

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 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.