Thursday, May 03, 2012 2:55 PM
I need to get users on to the system so I can assign records to them, but they don't need access to the system. Will creating a new user, but not sending an invitation use a license? I cannot see the definitive answer to this question anywhere.
Thursday, May 03, 2012 3:31 PM
hoping that you are aware of the CRM licensing process. It is not possible to assign the CRM records to some other non CRM User who has not license in the CRM App server(and also the user in the Active Directory).
*So the User should have the license in the CRM server.
if it not answers your question please elaborate your requirement.
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Thursday, May 03, 2012 4:06 PM
Thank you for your reply. We use CRM online 2011 and after setting up a new user they then have to be 'invited'. This sends an email to them that they need to accept, and gives them access through their windows live id.
I found this text from here: http://rc.crm.dynamics.com/rc/2011/en-us/online/5.1_CTP/Help/ug_org_ManagingUsers.htm
An unaccepted invitation requires a user license until the invitation expires two weeks after it was issued.
So the way I understand it is I can create a new user account but not send the invite, this will then create a user account which the user cannot use, doesn't use a license, but is active and therefore can be assigned as an owner of records.
Does this make sense?
Thursday, May 03, 2012 6:09 PM
if the users are not going to login to the system, why do you want them to own records? wouldn't it be easier to use teams? or even have the entities owned by the organization. That way you are neither breaking the letter nor the spirit of the licensing conditions.
It's just my opinion that you would be breaking the spirit of the licensing conditions.
Tuesday, May 08, 2012 1:21 PM
It's because the record owner gets synched to our email marketing provider, so when the emails get sent out it uses their names as the sender of the mail.
I wouldn't say there was a spirit to the licensing, it either uses a license, or it doesn't no? This is what I'm having trouble finding out an answer to.
Tuesday, May 08, 2012 5:23 PMModeratorScott, if you only need a name to use in an email marketing merge I would use a custom entity. No licensing hassles and complete flexibility.
Thursday, May 10, 2012 9:14 AM
Scott, if you only need a name to use in an email marketing merge I would use a custom entity. No licensing hassles and complete flexibility.Thanks for the reply Neil. The trouble is all the coding for the integration to the email provider has already been done for the record owner.
Thursday, May 10, 2012 3:14 PMModerator