Create Users and Assign Microsoft Dynamics CRM Online Security Roles

Create a User Account if You Manage the Subscription through Microsoft Online Services

(Optional) Assign an Administrator Role if You Manage the Subscription in Microsoft Online Services

Reset a User’s Password in Microsoft Online Services

Add a License to a User Account in Microsoft Online Services

When you create a user account in the Microsoft online services portal, the system generates a user ID and temporary password for the user. You have the option to let the service send an email to the user as clear text. Although the password is temporary, you may consider copying the information to send to the user through a more secure channel, such as from an email service that can digitally encrypt the contents.

Note

Users are created in Microsoft Dynamics CRM Online when a license is first assigned for the user by using the Microsoft online services portal. After a license is assigned, the synchronization process between the Microsoft online services portal and Microsoft Dynamics CRM Online can take a few minutes to complete. By entering a user ID and password, a user can access the Microsoft online services portal to view information about the service. However, the user will not have access to Microsoft Dynamics CRM Online until you assign at least one Microsoft Dynamics CRM Online security role to this user.

For more information about the difference between administrative roles in the online service and security roles in Microsoft Dynamics CRM Online, see Differences between Microsoft Online Services Administrative Roles and Dynamics CRM Online Security Roles.

For step-by-step instructions for creating a Microsoft online services user account, see Create or Edit Users.

For information about assigning Microsoft Dynamics CRM Online security roles, see Set Up and Assign Security Roles in Microsoft Dynamics CRM Online.

You can share Microsoft online services administration tasks among several people by assigning Microsoft online services administrator roles to users you select to fill each role. You might decide to assign the global administrator role to a second person in your organization for times when you are not available.

There are five Microsoft online services administrator roles with varying levels of permissions. For example, the password reset administrator role can reset user passwords only; the user management administrator role can reset user passwords as well as add, edit, or delete user accounts; and the global administrator role can add online service subscriptions for the organization and can manage all aspects of subscriptions. For detailed information about Microsoft online services administrator roles, see Assigning Administrator Roles. For step-by-step instructions for assigning a Microsoft online services administrative role, see Assign or Remove Administrator Roles for an Existing User.

Note
Microsoft online services administrator roles are valid only for managing aspects of the online service subscription. These roles do not affect permissions within the Microsoft Dynamics CRM Online service.

If a user loses a password, you can reset it. To reset a user’s password, you must be a Microsoft online services global administrator, user management administrator, or password administrator.

For step-by-step instructions for resetting a password, see Reset a User’s Password.

Note
The reset password is temporary. The user must change the temporary password the next time he signs in. To help users meet the requirements for creating a new password in the Microsoft online services environment, see Password Policy.

If you manage your subscription of Microsoft Dynamics CRM Online in the Microsoft online services environment, you can license the user when you create the user account, or you can license the user later. You must assign a license to every user account that you want to access the online service.

For step-by-step instructions for adding a license to a user account, see Assign a License to a user.

Important
Licensed users must be assigned at least one Microsoft Dynamics CRM security role in order to access Microsoft Dynamics CRM Online. For more information, see Set Up and Assign Security Roles in Microsoft Dynamics CRM Online.

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