Microsoft Dynamics CRM 2013 Unleashed

Adding and Setting Up Additional Users

Adding new users to CRM Online differs a little as compared to adding users to CRM On-Premise. The process starts in the Office 365 Admin portal and supports adding individual users or bulk adding users.

Starting from the Office 365 administration portal (or navigate directly to http://portal.microsoftonline.com), click the Add New Users link, as shown in Figure 4.20. You must be a Global Administrator or User Management Administrator to access this function. Then, follow these steps:

1. The Office 365 portal will then ask for basic information about the new user. Only the Display Name and User Name are required, but best practice is to complete all four fields and then click the Next button. Figure 4.21 ...