Microsoft Dynamics CRM 2011 Online Change User License Step by Step

 

From time to time, organisations may have staff change over.  In this case, you want to transfer the Microsoft Dynamics CRM 2011 Online license from the departed user to a new user.  In summary, it involves 2 main steps.

1) Disable the exited user in CRM Online

2) Add new user to CRM Online

Disable the exited user in CRM Online

You must have System Administrator role to disable other users in CRM Online.  To disable a user (not yourself) in CRM, follow steps below:

Step 1) Log onto to CRM Online.  Go to Settings – Administration – Users

Step 2) Highlight the user and click Disable.  You have now successfully disabled an existing user from CRM Online and spared 1 user license for reallocation.

Add New User to CRM Online

There must be at least 1 spare user license before you can add a new user to CRM Online. 

Step 1) Log onto CRM Online.  Go to Settings – Administration – User

Step 2) Click New button to add a new user.  You will see a new user screen pops- up.

Step 3) Assign the appropriate role( s )  and click Next.

Step 4) Populate the new user form (First Name, Last Name, Email Address) and click Add to New users pane.  Click Next to continue.

Step 5) Check Add new users and send invitations now, then click Create New Users

Step 6) Click Close to complete the add user wizard.

You have now successfully change the CRM Online user license from 1 user to another.