Microsoft Dynamics® CRM Training
Enable & Disable Users - Classic
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Enable and Disable User Records
(This video naturally follows the Adding Users video. We don't call this video "removing users" or "deleting users" because, even though that's effectively what you will be doing as far as license use is concerned, Microsoft recommends not deleting a user record, but merely disabling it. That way, it remains in the database in a deactivated state for archival purposes while freeing up one license to be used by another user. It is also easier to enable a disabled user record than to recreate a deleted user record.)
In this video we're going to walk through the simple process of enabling and disabling user records in Microsoft Dynamics CRM Online 2011.
We begin by navigating to the Settings module, click on Administration in the left navigation pane, and then click on Users.
We'll first disable a user record. To do so, we navigate to the user record we want to disable. As you can see, I have pulled up the view "CA Sales Users", a view I have created for this xRM.com CRM Online system. A default view you may find helpful is "Enabled Users". For this example however, we'll remain in this view.
Next, we'll highlight the user record we wish to disable by clicking on the checkbox next to the corresponding name. Notice that once we highlight the record, the Ribbon presents us with a list of commands. We can now click on the Disable button in the ribbon, or we can open the record to disable it there. Once we open the record, we simply click Disable, and then we then click OK (in the Confirm User Record Deactivation dialog that pops up).
It is important to note that once you disable the user record, any active system job or workflow rules owned by this user may not function properly.
Now let's enable a previously disabled user record. To do so, we open the "Disabled Users" view. Notice we are still in the Settings module, under Administration and Users.
Next, we simply highlight the user record we want to enable, and then click Enable in the ribbon. Then click OK (in the Confirm User Activation dialog that pops up). It's important to note that the process is not complete just yet. The newly enabled user must activate the CRM Online account from their e-mail account, the one previously designated when their user record was originally created.
In this video, you've seen how to enable and disable user records in CRM Online. Thanks for watching.
Thanks for watching.