Microsoft Dynamics® CRM Training
An error occurred while loading the video. Please try again.
In Microsoft Dynamics CRM Online, a 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. The latter is what we’ll be focusing on in this lesson, but we’ll do a quick overview of the other two.
A Read-Write access mode provides the User with full access to Microsoft Dynamics CRM within the constraints of their assigned Security Role.
The Administrative access mode is for Users you want to grant access to the Settings module of Microsoft Dynamics CRM, but not the Sales, Marketing, Service areas. This is covered in more detail in the “Administrative Users” video.
A Non-Interactive User account applies only to Microsoft Dynamics 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, but can interact with the instance. What’s good about Non-Interactive User account is that it does not require a Microsoft Dynamics CRM Online license. For each instance of Microsoft Dynamics CRM Online, 5 free Non-Interactive User accounts are allowed.
To create a Non-Interactive User, sign in to the Microsoft Online Services portal. For the purposes of this lesson, we’ll work with a previously created User. Please watch “Adding Users—Office 365” for more details on that process. Once the User is created, make sure that the Microsoft Dynamics CRM Online box is checked in the Licenses section. Even though Non-Interactive Users do not require a license, they must be given one initially so that you can configure their record in CRM Online.
In CRM Online, navigate to Settings > System > Administration > Users. Open the User record, which will be located in the Enabled Users View. If you don’t see the record initially, click refresh until it appears.
Once the User form opens, scroll down to the Access Mode field, and then select Non-Interactive. Once you’re done making any other necessary changes to the record, click Save and Close.
Now, return to the Microsoft Online Services portal and click users and groups in the navigation on the left. Once again, open the User record and in the Licenses page, uncheck the Microsoft Dynamics CRM Online box, thus removing the license from the User.
For more tips, tricks, and tutorials, please refer to the Success Portal or blog.xrm.com.