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

  1. Login in to portal.office.com

Office 365 and SharePoint Access

  1. Click on Admin. The Admin Center preview is displayed.

admin-center-preview

  1. Click Users. Active users list is displayed.
  2. Search for the user who needs the license and open the record
  3. In the right-side menu, under Product licenses, click Edit.

product-licenses

  1. Turn on a Microsoft Dynamics CRM Online license, and then click Save.

turn-on-dynamics-crm-online-license

Once the license has been assigned, the user needs to be assigned a role in CRM.

  1. Log in to the Dynamics CRM instance to which the user has requested access.
  2. 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.

  1. Open the user record and click on “MANAGE ROLES”. Set the appropriate role for the user and Click OK.
  2. Add the user to the appropriate access team.

The user should now have access to CRM

SharePoint Access

For SharePoint access:

  1. Make sure the user has the Enterprise license for SharePoint assigned.
  2. Go to the admin center’s left navigation > Resources > Sites. A list of all sites would be displayed.

list-of-all-sites

  1. 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.

  1. Once the site is fully loaded, click on the settings icon > Site Settings.

site-settings

  1. Click on “People and groups” (seen below Users and Permissions).

people-and-groups

 

  1. On the left navigation pane, select the appropriate group. List of all users in the group are displayed.
  2. Click on New > Add users to this group
  3. In the below popup, enter the name of the user.

enter-name-of-user

  1. Click on SHOW OPTIONS.
  2. Un-check the “Send an email invitation” checkbox to avoid sending the user an email invitation regarding the SharePoint access.
  3. Click SHARE button.

The user will now have access to the SharePoint documents in CRM.

Comment below if you have questions.