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Adding a DCRM User

1. Log on to HC panel.
2. From the left menu click Toolbox, and then Tools.
   The Tools Options page is displayed.
3. Under System Services section, click Dynamics CRM.
   The Dynamics CRM Sites page is displayed.
4. Under the Dynamics CRM Site Name column, click name of the DCRM site, and then CRM Users.
   The CRM Users page is displayed.
5. Click Add User.
   The Add User page is displayed.
6. Under General tab, specify User Information:
   • User Name: Type name of the user.
   • Password: Type password.
   • Confirm Password: Retype password.
   • First Name: Type first name of the user.
   • Last Name: Type last name of the user.
   • Title: Type title of the user.
   • Primary Email: Type main email address of the user.
   • Email 2: Type secondary email address of the user.
   • Mobile Alert Email: Type email address for various alerts.
   • Main Phone: Type main phone number.
   • Other Phone: Type alternate phone number.
   • Home Phone: Type home phone number.
   • Mobile Phone: Type cell number.
   • Preferred Phone: Select your preferred phone type from the drop-down list box.
   • Pager: Type pager number.
   • Fax: Type fax number.
7. Specify Organization Information:
   • Business Unit: Select business unit from the drop-down list box.
8. Specify Email Access Information:
   • E-mail Access Type - Icoming: Select type to access email from the drop-down list box for incoming emails.
   • E-mail Access Type - Outgoing: Select type to access email from the drop-down list box for outgoing emails.
9. Specify Client Access License (CAL) Information:
   • Access Mode: Select mode of access from the drop-down list box.
     

     The Available options for Access Mode are:

     Full: It gives full rights to the user being added.

     Administrative: It gives administrative rights to the user being added.

     Read-Only: It gives limited rights to the user being added.

10. Click Next.
    The User Addresses page is displayed.
11. Specify Mailing Address:
    • Street 1: Type primary address of the user.
    • Street 2: Type secondary address of the user.
    • Street 3: Type other address of the user if any.
    • State/Province: Type state or province of the user.
    • Zip/Postal Code: Type zip or postal code of the user.
    • Country/Region: Type country or region name of the user.
    • City: Type city of the user.
12. Specify Other Address:
    • Street 1: Type primary address of the user.
    • Street 2: Type secondary address of the user.
    • Street 3: Type other address of the user if any.
    • State/Province: Type state or province of the user.
    • Zip/Postal Code: Type zip or postal code of the user.
    • Country/Region: Type country or region name of the user.
    • City: Type city of the user.
    • Preferred Address: Select your preferred address type from the drop-down list box.
13. Click Add User.
    The DCRM user is added.

See also