Microsoft Dynamics® CRM Training
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In Microsoft Dynamics CRM, a User’s client access license (CAL) dictates how a User interacts with your organization. As of now three access modes are supported: Read-Write, Administrative, and Non-interactive. We’ll focus on Administrative in this lesson, but let’s do a quick overview of the other two.
Read-Write access provides the User with full access to Microsoft Dynamics CRM within the constraints of their assigned Security Role.
Non-Interactive access applies only to CRM Online. It’s used for applications and tools that were developed by using the Microsoft Dynamics CRM Software Development Kit. Essentially, the User cannot use the Microsoft Dynamics CRM interface. Non-Interactive Users do not require a Microsoft Dynamics CRM Online license.
Administrative access is a bit nuanced because it can operate with or without a CRM Online license. It works in conjunction with Microsoft Online Services. Any User created in the Microsoft Online Services portal that is given a role of Global or Service Administrator, but is not given a CRM Online license, is automatically designated as an Administrative User in CRM Online. This means that the User is granted access to the Settings module of CRM Online, but not Sales, Marketing, nor Service.
Users given a role of Global or Service Administrator, AND given a CRM Online license are automatically designated as System Administrators in CRM Online.
Let’s take a look at a User record in the Microsoft Online Service portal. A User can make administrative configuration to my CRM Online instance without requiring a CRM Online license. To do this, verify that the Microsoft Dynamics CRM Online box is unchecked in the Licenses section of their User record in the online service portal. Now, in the Settings section, designate them as a Global or Service Administrator in the Assign role area. Once you click Save, the User can access the administrative Settings area of your CRM Online instance.
If down the road you needed this User to access the Sales, Marketing, and Service areas of CRM Online, you could give them a license by checking the Microsoft Dynamics CRM Online box, which would automatically make them a System Admin.
Understanding the client access license information, and how it interacts with roles and licenses in the Microsoft Online Services portal is important. It has a direct impact on how Users interact with Microsoft Dynamics CRM, and it can save you licenses if you understand exactly what a User needs access to and what permissions they need to do their job effectively.
For more tips, tricks, and tutorials, please refer to the Success Portal or blog.xrm.com.