How to Create a User in CRM

Create a User in CRM

1. While in CRM click down arrow beside Microsoft Dynamics CRM
2. Click on settings

3. Select security > users >new
4. Type in IWU username firstname.lastname (same as IWU email)
5. (this should fill in the first name and title)
6. Fill in primary email
   1. Colleague id
   2. Site
   3. Business unit
   4. Manager
7. Click save
8. Select the … after reassign records at top of the page
9. Select Manage roles
   1. Add to the correct roles
10. Select Join teams
    1. Add to the correct teams
11. After Creating user name in CRM, must Create user in InContact.  (click for creating InContact user)