During your planning phase, you might have identified a set of key administrative roles that you want to fill. More information: . Because the administrative roles provide coverage for administrative tasks when the global administrator is not available, it’s a best practice to assign these roles to users, including assigning the global administrator role to a second user. More information: and . The online service sends an invitation to each user After you set up a user in the Office 365 admin portal, that user receives an email invitation with a link and a password for the Microsoft online services environment. The credentials in the invitation provide access to the portal and to documentation. However, the users who receive these invitations can’t access CRM Online until you complete step two in this process. Step Two: Assign security roles in Microsoft Dynamics CRM Online Sign in to CRM Online and add business (if your organization needs more than one business unit), and assign security roles and business units to users. The users you registered with the online service in step one are automatically added to CRM Online. After you assign at least one security role to a user, that user can click the link in the email invitation, enter credentials, and begin using CRM Online. More information: and . Important Before you start adding information to CRM Online, we recommend that you turn off or disable your browser’s pop-up blocker. Pop-up blockers can block data-entry dialog boxes in CRM Online. For more information about browser and other settings for improved product performance, see . You might have CRM data located in other systems. In your planning phase, you considered how you’ll import this data. Before you invite users into CRM Online, ensure that you have completed the data migration process. More information: and . See Also Import data into Microsoft Dynamics CRM Online If you’ve completed a Microsoft Dynamics CRM Online free and are converting to a CRM Online paid subscription, you can easily remove the sample data and then import or enter your own data. If your business data is currently located in systems, you should import it into CRM Online. Depending on the amount and complexity of the data in other systems, there are several options for importing it.
During your planning phase, you might have identified a set of key administrative roles that you want to fill. More information: . Because the administrative roles provide coverage for administrative tasks when the global administrator is not available, it’s a best practice to assign these roles to users, including assigning the global administrator role to a second user. More information: and . The online service sends an invitation to each user After you set up a user in the Office 365 admin portal, that user receives an email invitation with a link and a password for the Microsoft online services environment. The credentials in the invitation provide access to the portal and to documentation. However, the users who receive these invitations can’t access CRM Online until you complete step two in this process. Step Two: Assign security roles in Microsoft Dynamics CRM Online Sign in to CRM Online and add business (if your organization needs more than one business unit), and assign security roles and business units to users. The users you registered with the online service in step one are automatically added to CRM Online. After you assign at least one security role to a user, that user can click the link in the email invitation, enter credentials, and begin using CRM Online. More information: and . Important Before you start adding information to CRM Online, we recommend that you turn off or disable your browser’s pop-up blocker. Pop-up blockers can block data-entry dialog boxes in CRM Online. For more information about browser and other settings for improved product performance, see . You might have CRM data located in other systems. In your planning phase, you considered how you’ll import this data. Before you invite users into CRM Online, ensure that you have completed the data migration process. More information: and . See Also Import data into Microsoft Dynamics CRM Online If you’ve completed a Microsoft Dynamics CRM Online free and are converting to a CRM Online paid subscription, you can easily remove the sample data and then import or enter your own data. If your business data is currently located in systems, you should import it into CRM Online. Depending on the amount and complexity of the data in other systems, there are several options for importing it.
crmigv6_administrationguide.docx