How to add a new user to a CRM Live Org

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How to add a new user to a CRM Live Org:

You need to have the Windows Live ID of the new user.

 

To add a new user to a CRM Live Org

Goto Settings->Administration->Users

Select New User

Enter in information

In the Primary Email ID enter the Windows Live ID account of the User.

Click Save.

Assign Role(s)

Click Save

Send Invite

Click Save and Close

 

The Windows Live ID field will be automatically filled in after the invitation is sent.

The Windows Live ID must already be created for the specific user. CRM does not create it.

The email account that is identified by the live id will be the one that receives the invite email. The user must have access to it.

The primary email field in the user settings in CRM can be changed after the invite is sent and accepted to the Windows Live ID email account.

 

Example.

The user goes to Live.com and establish a WLID – johndoe@Live.com

My CRM Admin uses johndoe@live.com when creating my user account in the primary email field.

Next, the CRM Admin clicks Invite.

I receive an email at the email johndoe@live.com.

 

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