For partners: the Delegated Administrator

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Applies To: CRM Online

[This topic is pre-release documentation and is subject to change in future releases.]

Admins for CRM Online can use their Office 365 global administrator role to create and edit users, reset user passwords, manage user licenses, manage domains, and assign admin permissions to other users in their organization, among other things. However, if admins want someone else to do these administrative tasks, they can delegate this role to an authorized CRM partner. When admins authorize a partner to take on this role, the partner is referred to as a delegated admin. A delegated admin can perform routine tasks such as adding users and resetting passwords, or more complex tasks such as adding a domain. A delegated admin can have access to multiple tenants, which can simplify and consolidate tenant management.

You can see the new Delegated Admin user in Microsoft Dynamics CRM Online revisions 2040 or greater or in Microsoft Dynamics CRM Online 2015 Update 0.2. This user won’t appear in standard provided views. You must create a custom view to see it.

Tip

To determine your revision of Microsoft Dynamics CRM Online, in the upper-right corner of your CRM screen, choose the Settings gear (User settings button) > About.

Your revision should be 2040 or above for both numbers highlighted.

CRM Online revision version

To create a simple custom view to see the delegated admin user:

  1. Go to Settings > Security > Users.

  2. Choose Select a view (Drop-down button) and then choose Create Personal View.

  3. Verify Users is selected in Look for.

  4. Choose User > Contains Data, and then choose Results.

    Create a custom user view

Delegated Admin will appear in the list of users.

Delegated admin appears in user list

How to get authorized as a delegated admin

CRM partners can be authorized to be delegated admins for a company in several ways:

  1. A partner can offer the customer to become a delegated admin for their account by sending a link to the delegated admin offer. The customer will need to accept and sign in with their Office 365/Microsoft Dynamics CRM Online credentials.

  2. A partner can send the customer a purchase offer link with delegated admin selected as part of the offer. The customer will need to sign up for the offer and accept the delegated admin offer.

  3. A partner can create a trial invitation link to Microsoft Dynamics CRM Online and invite the customer to the trial via a link in email or a link on the partner’s website. The trial invitation can include delegated admin if the prospect chooses to accept.

Review the following for more information on partners and delegated admins.

See Also

Other Resources

Introducing the new Office 365 Partner admin center
Partners: Offer delegated administration
Partners: Add or delete a delegated admin

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