Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Index

Managing Users and Teams


Once we have the Business Units and Security Roles defined, it's time to start configuring users and teams. The process varies a little bit between an Online deployment versus an On-Premise deployment with regards to the steps to be performed when adding a user to an Organization, but once that's done, assigning roles and permissions is the same.

Creating a new User

In an On-Premise deployment, the process to create a new user is based on the domain account of the user. When adding a user, provide in the user name field the domain\username as configured in Active Directory (AD). If the user is found, the AD details for the user are brought over and populate the user form.

When adding a user to an Online organization, the process starts from the Office 365 portal:

  1. Navigate to Users | Active Users, and select the user you want to add to your Microsoft Dynamics CRM Organization.

  2. Once the user is selected, find the Assigned licenses on the right-hand side, and click on Edit...