2011 Administrator’s Guide Copyright

Work with Teams

What else can I do? More tasks...

Create or edit a team

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Teams.
   
2. 
   On the Teams tab, in the Records tab, click New.
   
3. 
   In the General section, enter or edit information or observe any noted restrictions or requirements as needed:
   

• 
  Team Name
  

• 
  Business Unit
  

• 
  Administrator
  

• 
  Description
  

4. 
   Click Save or Save and Close.
   

Related Topics Work with Teams 14 Work with Your User Record and Work Hours 17 Manage a User's Record 16 Managing Users 16 Controlling Data Access 8

Add or remove team members

This task requires a manager, vice president, CEO-Business Manager, System Administrator, or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

After you create a team, you can add members to it. Team members can belong to more than one business unit. When team members are reassigned within your organization, you can remove them from one team and add them to another. You can also remove team members when they leave the organization.

5. 
   In the Navigation Pane, click Settings, click Administration, and then click Teams.
   
6. 
   Select the team or teams that you want to change.
   
7. 
   On the Teams tab, in the Actions group, click Add Members or Remove Members.
   
8. 
   In the Add Members to Team dialog box or the Remove Members From Team dialog box, click the Lookup button .
   
9. 
   Search for users and select the users you want to add or remove.
   
10. 
    Click OK.
    

• 
  In a record for a team, you can add members to or remove them from the team.
  
• 
  In an individual user record, you can add that user to or remove that user from a team.
  

Related Topics Work with Teams 14 Managing Users 16 Controlling Data Access 8

Managing Users

Add or remove users for a territory

This task requires the System Administrator or System Customizer security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

1. 
   In the Navigation Pane, click Settings, click Business Management, and then click Sales Territories.
   
2. 
   In the list, click the territory to which you want to add or remove a user.
   

• 
  Add members to the sales territory:
  

1. 
   In the Navigation Pane, click Members.
   
2. 
   On the Users tab, in the Records group, click Add Members.
   
3. 
   In the Look Up Records dialog box, add one or more members, and then click OK.
   

• 
  Remove members from the sales territory:
  

4. 
   In the Navigation Pane, click Members.
   
5. 
   In the list, select one or more members that you want to remove.
   
6. 
   On the Users tab, in the Records group, click Remove Members.
   

3. 
   In the confirmation message, click OK.
   
4. 
   On the Territory tab, click Save and Close.
   

Related Topics Work with salespeople 39 Work with Territories 36 Managing Users 16 Creating and Using Workflows 113

Manage a User's Record

What else can I do? More tasks...

This task requires the System Administrator security role or equivalent permissions. More information about specific permissions and performing this task while offline: Configuration Permissions

The number of users you can add is limited by the number of licenses purchased by your organization with the subscription. Each user must have a unique Windows Live ID.

1. 
   In the Navigation Pane, click Settings, click Administration, and then click Users.
   
2. 
   On the Actions toolbar, point to New, and then click Multiple Users. The Add Users wizard opens.
   
3. 
   If you work with more than one business unit, in the Select Business Unit dialog box, select the business unit you want to work with, and then click Next.
   
4. 
   On the Select Security Roles page, select one or more security roles, and then click Next.
   
5. 
   On the Select Users page, enter the user information, and then click Add. Repeat this step for all users you want to add, and then click Next. Each user must have a unique Windows Live ID.
   
6. 
   If, on the Select Security Roles page, you selected security roles for the new users, you can send an invitation to use the application now or send invitations later. More information: Invite Someone to Use Microsoft Dynamics CRM Online
   
7. 
   If you need to add more users, for example with a different set of security roles, click Add More Users. The wizard will start over.
   
8. 
   After adding all your users, click Close.
   

• 
  To edit a specific user record, close the wizard, and then open the user record from the list.
  
• 
  When you reach the number of licenses you have purchased with your subscription for Microsoft Dynamics CRM Online, the Next button is no longer available in the Add Users wizard.
  

Related Topics Managing Users 16 Work with Teams 14 Work with salespeople 39