Invite someone to use Microsoft Dynamics CRM

  • Article

 

Applies To: Dynamics CRM 2013

After you create a new user in Microsoft Dynamics CRM Online, you can send an invitation to the associated person. A person who accepts an invitation can immediately sign in to CRM Online and begin using the application.

When a user accepts an invitation, the Invitation Status in their user record changes to Invitation Accepted**. If the invitation expires before being accepted, the status will not change from Invited.**

Important

Before you send invitations, be sure that you have added the URL of your CRM Online organization to the list of sites allowed by your browser’s pop-up blocker.

Note

When a new user is invited to Microsoft Dynamics CRM Online, an invitation email is sent to that user. The invited user must then accept the invitation in CRM Online using a Microsoft account that is associated with the email address that the invitation was sent to.

  1. Make sure you have the System Administrator security role or equivalent permissions in Microsoft Dynamics CRM. 

    Check your security role

    • Follow the steps in View your user profile.

    • Don’t have the correct permissions? Contact your system administrator.

  2. Follow the steps for the app you’re using.

    If using the CRM web application

    1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

    2. Click or tap Settings > Administration > Users.

    3. In the list of users, click or tap to select the user, or users, you want to send an invitation to.

    4. On the Actions toolbar, click or tap More Commands (More commands icon) > Send Invitation.

    If using CRM for Outlook

    1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > System > Administration > Users.

    2. In the list of users, click or tap to select the entry for the user, or users, you want to send an invitation to.

    3. On the ribbon bar, click or tap Send Invitation.

  3. Click or tap OK to send the email invitation.

See Also

Manage users
Manage security, users and teams
Control data access

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