Sunday 29 January 2017

Non-Interactive Users in Dynamics CRM Online

Hi,

A non-interactive user is a user account in Microsoft Dynamics CRM Online that will only be used for programmatic access to CRM (using the web services layer) such as as for integration with an ERP system or other LOB systems  without requiring a Microsoft Dynamics 365 (online) license. For each instance of Microsoft Dynamics 365 (online), you can create up to five non-interactive user accounts.

Here are the setps to create non-interative user in Dynamics CRM Online.
  • Create a user account in the Office 365 admin center.
  • Be sure to assign a Dynamics 365 (online) license to the account.
  • Go to Dynamics 365 (online).
  • Go to Settings > Security.
  • Choose Users > Enabled Users, and then click or tap a user’s full name.
  • In the user form, scroll down to the Client Access License (CAL) Information section and select Non-interactive for Access Mode.
  • You then need to remove the Dynamics 365 (online) license from the account.
  • Go to the Office 365 admin center.
  • Click Users > Active Users.
  • Choose the non-interactive user account and in the right-side menu under Product licenses, click Edit.
  • Turn off the Dynamics 365 (online) license and click Save.
  • Go back to Dynamics 365 (online) and confirm that the non-interactive user account Access Mode is still set for Non-interactive.

Hope this helps.

--
Happy CRM'ing
Gopinath

2 comments:

  1. Can non-interactive accounts own workflows, send emails, and update record data?

    ReplyDelete
  2. Extremely useful information which you have shared here about Customer Training Program . This is a great way to enhance knowledge for us, and also beneficial for us. Thank you for sharing an article like this.

    ReplyDelete