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Microsoft Dynamics CRM (Archived)

create user Microsoft dynamic CRM

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Hello friends .i am new in Ms dynamic CRM .Please tell me .how to create user in Microsoft dynamic CRM.

Thanks 

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  • Suggested answer
    Mahendar Pal Profile Picture
    45,095 on at

    Hi,

    Please check: www.microsoft.com/.../add-and-manage-users-and-set-security-roles.aspx

    Thanks

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi,

    In CRM Online:

    1. Go to Settings > Security. (How do I get there?)

    2. Choose Security > Users.

    3. In the list, select the user or users that you want to assign a security role to.

    4. Choose Manage Roles.  Only the security roles available for that user's business unit are displayed.

    5. In the Manage User Roles dialog box, select the security role or roles you want for the user or users, and then choose OK.

    or please check : technet.microsoft.com/.../jj191623.aspx

    Thank's and Regards

  • Suggested answer
    Hamzeh Zawahreh Profile Picture
    3,674 on at

    hi Lalit Raghav

    please refer to this site on how to manage user:

    https://technet.microsoft.com/en-us/library/dn531106.aspx

  • Community Member Profile Picture
    on at

    Hello Lalit,

    You may refer this link

    msdn.microsoft.com/.../hh670617.aspx

    Please mark my answer as verified if you found it useful.

    Regards,

    Bhartendu Pandey

    Microsoft Dynamics CRM Support Engineer

  • Suggested answer
    Aileen Gusni Profile Picture
    44,524 on at

    Lalit,

    At first, it depends on your environment, are you using CRM online or onpremise

    For Online one, it is straight forward you can just create the user, now managed by Office 365 and then you are no need to create Active Directory User, you just need a license.

    Here is for CRM Online:

    technet.microsoft.com/.../jj191623.aspx

    technet.microsoft.com/.../jj191618.aspx

    But for Onpremise, you need at first to create Active Directory Users.

    And then must join to AD you use for installing CRM.

    After that just go to CRM, Settings -> Administration -> Security -> Users and you can create single or by multiple users within Domain

    Then do not forget to assign security Role.

    Hope this helps!

    Thanks.

  • Community Member Profile Picture
    on at

    Hi Lalit,

    As mentioned by Aileen in an On-Premise environment first you need to create a user in Active Directory.

    Now depending on CRM version you can create users.

    For CRM 2011/2013 - Settings -> Administration -> Security -> Users

    For CRM 2015 - Settings -> Security -> Users

    Now simply use the username and the Full Name should get populated.

    You can assign role once you have created a user.

    Hope this helps you!

    Regards,

    Bilal

    Microsoft Dynamicsâ„¢ CRM Support Engineer

    "Please mark my answer as verified if you found it helpful"

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