Chapter 6. Managing Users in Dynamics CRM


  • Understanding client access license options

  • Configuring user records

  • Reassigning user records

Prior to beginning to use Dynamics CRM in a production environment, you need to purchase the appropriate licenses. Licensing options vary depending on the selected version (online or on-premise), required functionality, and if you will be using portals to allow access to external users. This chapter covers licensing options provided by Microsoft.

After you purchase the licenses and install the software, one of the first steps of setup is creating records for users. Creating user records includes adding the record to Dynamics CRM, adding a security role, and testing e-mail settings. As existing users are deactivated, records should be reassigned to new or existing Dynamics CRM users.

This chapter covers the basics of licensing and creating and managing users in Dynamics CRM.

Understanding Licensing Options

Dynamics CRM includes a number of different licensing components. The components required by your organization vary depending on the type of implementation (CRM Online or CRM On-Premise) and your goals for your Dynamics CRM project. In this section, we provide an overview of the various licenses and how to acquire them.


At the time of this writing, Microsoft is still working out the details of licensing for Dynamics CRM 2011. The information in this chapter is based on the best currently available information. For up-to-date information ...

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