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Global and Service administrators can administer CRM without a license

Applies To: CRM Online

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

By default, all Office 365 Global administrators and Office 365 Service administrators who do not have a Microsoft Dynamics CRM Online license are granted the following two levels of permission in CRM Online.

  • System administrator security role

  • Administrative access mode

The system administrator security role is typically granted to Microsoft Dynamics CRM administrators giving them unrestricted access to the administrative (Settings) areas, which are used for managing and configuring features of Microsoft Dynamics CRM.

Administrative access mode limits access to those areas of Microsoft Dynamics CRM used to configure or customize the system.

To give these administrators access to additional areas, such as the Sales, Marketing, and Service areas, a CRM Online license must be added to the Office 365 Global administrator or Office 365 Service administrator user account, by using the Office 365 admin center. Note that Administrative access mode cannot be changed on the user form in the CRM Online application.

Create a Microsoft Dynamics CRM administrator account

  1. Sign in to the Office 365 admin center, and then choose Users > Active Users.

  2. Select an existing user in the list. If you want to create a new administrative user, see Create or edit users and Assigning admin roles.

  3. In the right-side menu, choose Edit (Edit button).

  4. Choose Licenses and make sure a Microsoft Dynamics CRM Online license is not assigned to this user.

    Important

    Unlicensed Office 365 Global and Service administrators have access to the administrative areas of CRM Online. However, if the administrator also needs access to additional areas of CRM Online you must select a CRM Online license for the user.

  5. Choose Roles, and then choose either Global administrator or Limited admin access > Service administrator. For more information about these roles, see Assigning admin roles.

  6. Enter an alternate email address, and then choose Save.

See Also

Concepts

Manage subscriptions, licenses, and user accounts

Other Resources

Manage your Microsoft Dynamics CRM Online subscription

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