Assign Parature licenses to Microsoft Dynamics CRM users

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Applies To: Dynamics CRM 2015

Any Microsoft Dynamics CRM Online user with a Professional user subscription license can use the knowledge management capability in CRM without any additional setup in Parature, from Microsoft.

If a Microsoft Dynamics CRM Online user with an Enterprise user subscription license wants to use knowledge management capability, you’ll need to assign a Parature license to the user, and then assign this user a “Knowledgebase View Only” role in Parature.

To assign and verify Parature licenses, use the Office 365 admin portal.

  1. Browse to the Office 365 admin portal (https://portal.office.com) and sign in using Global administrator credentials.

  2. Choose Users > Active Users and select a user to assign a license.

  3. On the right side of the page, under Assigned license, choose Edit.

    Assign license to CRM users

  4. Choose the Microsoft Dynamics CRM Online Enterprise drop-down arrow, and then select the check box for Parature Enterprise.

    Assign Parature license to CRM users

  5. Choose Save.

To learn about managing CSR roles in Parature or to create new CSRs, see Manage CSR roles and Create, manage, and deactivate CSRs.

To learn more about Microsoft Dynamics CRM Online licensing, see Dynamics CRM Online Pricing and Licensing Guide.

See Also

Connect Microsoft Dynamics CRM to Parature knowledge base

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