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Microsoft Dynamics 365 | Integration, Dataverse...
Suggested answer

How to add More users to CRM Trial?

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Posted on by

I started a trial of Dynamics CRM but I cannot add more users.  When I go to the users area it says my account doesn't have access to add licenses and to sign in with a different user.

I would like a few other associates to test Dynamics, is there a way around this?

I have the same question (0)
  • Suggested answer
    CRMJetty Profile Picture
    3,512 on at
    RE: How to add More users to CRM Trial?

    Hello,

    By default one tries getting 25 users. You will need to go to the O365 admin and assign a CRM license - after a few minutes they will synchronize with CRM.

    Pls refer this article,

    https://powerobjects.com/crm-101/using-office-365-security-groups-to-control-microsoft-dynamics-crm-online-access/

    I hope it helps,

    Thanks.

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365

  • shil12 Profile Picture
    30 on at
    RE: How to add More users to CRM Trial?

    Hi,

    Go through the link below to know how to add users to Dynamics 365 Trial instance.

    docs.microsoft.com/.../create-users

    docs.microsoft.com/.../manage-users

    Thank you,

    shilpa

    website: https://www.dynamicslabs.io/

  • AriaConsulting Profile Picture
    2 on at
    RE: How to add More users to CRM Trial?

    OK, let's try having one of the users (not you) go to port.crm.dynamics.com/.../TrialInstancePicker.aspx and see if the trial instance shows up there.

  • CRM Learner 88 Profile Picture
    on at
    RE: How to add More users to CRM Trial?

    I didn't go incognito so I suppose my regular email.

  • AriaConsulting Profile Picture
    2 on at
    RE: How to add More users to CRM Trial?

    When you created the trial, did you use your normal M365 domain account?  Or did you go through an incognito browser session and use a "personal" (non-domain) account?

  • CRM Learner 88 Profile Picture
    on at
    RE: How to add More users to CRM Trial?

    Both.  It looks like I wasn't given access to the Admin Center from the Trial... very odd.    

    I have been accessing from Settings>Users but it still provides the ability to go to the Admin Center and when I click that link it says my user account doesn't have access.

  • AriaConsulting Profile Picture
    2 on at
    RE: How to add More users to CRM Trial?

    WHich reply did you try?

  • CRM Learner 88 Profile Picture
    on at
    RE: How to add More users to CRM Trial?

    Unfortunately this doesn't work.  It says my user account (email address) doesn't have access to the Admin Center.  This makes no sense because I started the trial with this email/user account.

  • Suggested answer
    Carlos Eduardo Fontolan Profile Picture
    on at
    RE: How to add More users to CRM Trial?

    Hello, 

    I hope you are doing well.

    I believe that you can follow these steps below:

    • The user accesses http://trials.dynamics.com
    • User enter your email and cell phone
    • The administrator receives an invitation request
    • The administrator approves the request
    • Administrator follow steps here to add security role to new user docs.microsoft.com/.../create-users-assign-online-security-roles -

    Kind regards, 

  • Suggested answer
    AriaConsulting Profile Picture
    2 on at
    RE: How to add More users to CRM Trial?

    Hi,

    You need to go to the Microsoft 365 (formerly Office 365) Admin Center using that trial tenant's domain (easiest is in an incognito session) and add the users there and assign a license and make sure they're in the same security group as the demo users.

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