Sunday, 16 November 2014

How to create users in CRM 2013

Hi All,
In this post I have listed simple steps to create users in CRM 2013
Step 1:
Navigate to Settings
Step 2:
Click on Administration
Step 3:
Click on Users

Now this will display all the existing users.
Click on New button to create a new user.

Step 4:
In the user name box provide the domain id.












For ex if the user name is DOMAINNAME\User id,
you have to enter only the user id and on pressing TAB, it should automatically populate with the associated domain name.
If the domain name doesn't append automatically, it means that the user name is not created in the Active Directory.
Step 5:
Select the desired Business Unit to which this user has to be associated.
Step 6:
Now click on Save to create the user.
Step 7:
Once the user is created,click on the three dots symbol and in the underlying menu, select "Manage Roles"
and check the desired roles for that particular user.
That's it. You are done.
Key Points:
-->User will not be able to login if yo have created the users but haven't associated the roles.


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