This task requires the System Administrator security role A defined set of privileges. The security role assigned to a user determines which tasks the user can perform and which parts of the user interface the user can view. All users must be assigned at least one security role in order to access the system. or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions
Any users you add must already be in the Active Directory directory service. After the users are set up, the users use their password from Active Directory to access Microsoft Dynamics CRM.
In the Navigation Pane, click Settings, click Administration, and then click Users.
On the Users tab, in the Records group, click New.
In the General section, enter or edit information or observe any noted restrictions or requirements as needed:
User Name
Must be unique.
First Name
Enter a first name between 1 and 50 characters.
Last Name
Enter a name between 1 and 50 characters.
Business Unit
Click the Lookup button to select a business unit A way of representing a division or department in an organization. Business units are arranged in a hierarchy, and all users in the same division or department are assigned to one business unit.. By default, Microsoft Dynamics CRM selects the root business unit A business unit that is the top-level business unit in your organization chart. The root business unit is created based on the organization name that you enter during installation. You cannot change or delete this information..
If your organization uses sales territories Sales regions.Territories are used to manage accounts and sales, and to group data in sales reports., select one.
Site
If your organization uses service scheduling, select a site A business location to which resources are assigned. A site is used to ensure that all resources required for a service are in the same physical location. for this user.
E-mail will be forwarded from another e-mail address.
Microsoft Dynamics CRM for Outlook
E-mail is sent and received with Microsoft Dynamics CRM for Outlook.
E-mail Router
E-mail is sent and received with the Microsoft Dynamics CRM E-mail Router. If this item is selected, the Allow credentials check box is displayed. To require that credentials be entered, select the check box.
Select the level of access you want for this user.
Enter information on the Addresses tab. Please note:
to select a business unit. By default, Microsoft Dynamics CRM selects the root business unit.
Enter optional information about this user.