Managing user statuses in Dynamics CRM On-Premise, specifically enabling and disabling users, is a straightforward process. Users with administrative privileges can easily handle user statuses by selecting them from the User grid view and toggling their status using the Activate/Deactivate button. This ensures efficient management of user access and permissions within the system.
On the other hand, Dynamics CRM Online lacks an Enable/Disable button for system user records. This is because user management is integrated into the Office365 portal. If users were added through Office365, enabling or disabling them in Dynamics CRM requires granting or removing their CRM licenses
If users were added through Office365, enabling or disabling them in Dynamics CRM requires granting or removing their CRM licenses.
Follow these step-by-step steps to enable or disable users in Dynamics CRM Online
- Log into Office365 Portal:
- Open your web browser and navigate to the Office365 Portal.
- Sign in using your admin credentials.
- Navigate to Users:
- Once logged in, locate and select the ‘Users’ tab from the left-hand menu or navigate to ‘Admin centers’ and then ‘Users.’
- Find the User:
- Use the search functionality to find the specific user you want to enable or disable within your organization.
- Manage Product Licenses:
- Click on the user’s name to open their details. Look for an option like ‘Manage product licenses’ or ‘Assign licenses.’
- Assign or Remove CRM License:
- In the license management interface, locate the CRM license associated with the user.
- To enable the user, ensure the CRM license box is checked.
- To disable the user, uncheck the CRM license box.
- Save Changes:
- After assigning or removing the CRM license, click ‘Save’ or ‘Apply’ to apply the changes and enable or disable the user.
Summary
By following these detailed steps, you can effectively manage user access in Dynamics CRM Online through the Office365 Portal. Adjust the specific actions and interface elements based on your Office365 and Dynamics CRM setup.
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