In this blog, I will discuss Office 365 step-by-step guide to grant CRM and SharePoint access to users. You must be a global administrator to grant access to O365 and others
Dynamics CRM Access
- Login in to portal.office.com
- Click on Admin. The Admin Center preview is displayed.
- Click Users. Active users list is displayed.
- Search for the user who needs the license and open the record
- In the right-side menu, under Product licenses, click Edit.
- Turn on a Microsoft Dynamics CRM Online license, and then click Save.
Once the license has been assigned, the user needs to be assigned a role in CRM.
- Log in to the Dynamics CRM instance to which the user has requested access.
- Go to Settings > Security > Users. Change the view to “Users with no assigned security role”.
Note: As the user has just been granted a license, it might take sometime before the user record is seen in CRM.
- Open the user record and click on “MANAGE ROLES”. Set the appropriate role for the user and Click OK.
- Add the user to the appropriate access team.
The user should now have access to CRM
For SharePoint access:
- Make sure the user has the Enterprise license for SharePoint assigned.
- Go to the admin center’s left navigation > Resources > Sites. A list of all sites would be displayed.
- Copy the URL and paste it on a new browser.
Note: You can go to the SharePoint site directly if you have the link saved as favourites. It’s usually of this format https://asciano.sharepoint.com/sites/<orgnizationname.
- Once the site is fully loaded, click on the settings icon > Site Settings.
- Click on “People and groups” (seen below Users and Permissions).
- On the left navigation pane, select the appropriate group. List of all users in the group are displayed.
- Click on New > Add users to this group
- In the below popup, enter the name of the user.
- Click on SHOW OPTIONS.
- Un-check the “Send an email invitation” checkbox to avoid sending the user an email invitation regarding the SharePoint access.
- Click SHARE button.
The user will now have access to the SharePoint documents in CRM.
Comment below if you have questions.