Adding new users in Dynamics CRM System

CRM Cheat Sheet – Add New User in the Team in Microsoft Dynamics CRM 2015

Your team is getting bigger as new resources joining in your team. That means you have to include them in yourhuge band of group work tools including in Microsoft Dynamics CRM System. Have you ever wondered how it is done?

This guide will show you how to add new users to a team within your Microsoft Dynamics CRM system. To start this process you need to have the correct roles assigned to you, which is the System administrator Role, and also of course to be logged into your Microsoft Dynamics CRM system.

Add user 1

First please open your corporate CRM System and click the ‘Advanced Find’ button.

Depending on your CRM setting, but a new browser will be loaded by default.

add new user in dynamics crm 2015

add new user in dynamics crm 2015

Choose ‘Teams’ in the ‘Look For’ field.

Choose Team

Choose Team

Click ‘Clear’ button on the Ribbon.

Clearing field

Clearing field

After all the fields are cleared, this is where you would like to set up a specific search for desired team which this new user will be added to. Search the Team which you want to register and click Results.

Team Search in Advanced Find

Team Search in Advanced Find

Click on the Team and find the Team Members grid then click Plus ‘+’ button.

Now you can search for new user and click Save to finally add them in the team.

add new user in dynamics crm 2015

add new user in dynamics crm 2015

We hope this cheat sheet will informed you well. Do not hesitate to contact us directly at 1300 792 700 or +61 (8) 9355 5880 to be in touch with our awesome team or sending your queries about Microsoft Dynamics CRM.

 

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