Import Users to CRM

There are multiple ways to create new users in Dynamics CRM or Dynamics 365. We can use OOB import users as well.
Here are some of the key points which has to be followed via the Import Tool

1) For On Premise, User Name must have Domain name. Format - domain\user or user@domain.com format. For Online, Primary Email is mandatory
2) First Name and Last Name are mandatory.
3) All the users will be disabled in CRM.
4) We cannot set Business Unit during the import. By default, all users will be assigned to the Root business unit. After the import, we can update the business unit using Change Business Unit.
5) Every user will be assigned to Sales Person role by default.

Hope this helps.

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Happy CRM'ing
Gopinath

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.

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Happy CRM'ing

Gopinath