Add resources to a site

 

Applies To: Dynamics CRM 2013

After you create a site, you can add resources such as users, equipment, or facilities to it.

1. Make sure that you have the System Administrator or System Customizer security role or equivalent permissions. 

   Check your security role

   • Follow the steps in View your user profile.

   • Don’t have the correct permissions? Contact your system administrator.

2. Follow the steps for the app you’re using.

   If using the CRM web application

   1. On the nav bar, click or tap Microsoft Dynamics CRM > Settings.

      Settings appears on the nav bar.

   2. Click or tap Settings > Business Management > Sites.

   If using CRM for Outlook

   1. In the Navigation Pane, expand your organization if necessary, and then click or tap Settings > Business > Business Management > Sites.

3. In the list of sites, under Name, double-click or tap the site that you want to add resources to.

4. In the Navigation Pane, expand Common if necessary, and then click or tap Resources.

5. On the Actions toolbar, click or tap Add Resources.

6. In the Look Up Records dialog box, in the Search text box, type in a part of the name of the resource you want to add to the site, and then click or tap the Start search icon .

7. In the list of records, under Full Name, click or tap the entry for the resource you want to add to the site, and then click or tap Add.

8. Close the site record.

See Also

Set up a CRM organization
Change regional and language options for your organization

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