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Since the users within Dynamics 365 Online are managed within the Office 365 Admin Center, all historical users will need to be added via the Office 365 Admin Center. 

High level overview

  1. Create the user in Office 365
  2. Add a Dynamics 365 license
  3. Wait for the new user to sync to Dynamics 365
  4. In Dynamics 365, assign a security role to the user
  5. In Office 365 admin portal, remove the Dynamics 365 license from the user.  This will cause the user to be disabled in Dynamics 365, however since they still have a security role it is possible to migrate historical data connected to the user.

The historical users must first be added to the Office 365 Admin Center.  This can be done manually one by one or via Import.

Add one user at a time

  1. Go to the Office 365 admin center. https://portal.office.com/adminportal/home#/homepage
  2. On the Home page, choose Add a user
  3. Fill in the information for the user.
  4. In the Product licenses section select the Dynamics 365 CRM license.
  5. Click Add when you are done to create the user. 

** When you create a user and assign a Dynamics 365 licenses in the Office 365 Admin Center, the user is also created in Dynamics 365 (online).  The synchronization process between the Office 365 Admin Center and Dynamics 365 (online) can take a few minutes to complete.

Add several users at the same time via Import in the Office 365 admin center

  1. In the Office 365 admin center, choose Users > Active users.
  2. In the More drop-down, choose Import multiple users.
  3. On the Import multiple users panel, you can optionally download a sample CSV file with or without sample data filled in.
  4. Your spreadsheet needs to include the exact same column headings as the sample one (User Name, First Name, etc...). If you use the template, open it in a text editing tool, like Notepad, and consider leaving all the data in row 1 alone, and only entering data in rows 2 and below.
  5. Your spreadsheet also needs to include values for the user name (like bob@contoso.com) and a display name (like Bob Kelly) for each user.
  6. Enter a file path into the box, or choose Browse to browse to the CSV file location, then choose Verify.
  7. If there are problems with the file, the problem is displayed in the panel. You can also download a log file.
  8. On the Set user options dialog you can set the sign-in status and choose the product license that will be assigned to all users.
  9. On the View your result dialog you can choose to send the results to either yourself or other users (passwords will be in plain text) and you can see how many users were created, and if you need to purchase more licenses to assign to some of the new users.

Additional Microsoft help at http://support.office.com/en-us/article/add-several-users-at-the-same-time-to-office-365-admin-help-1f5767ed-e717-4f24-969c-6ea9d412ca88?ui=en-US&rs=en-US&ad=US

Add user to Dynamics 365

Now that the users are in Office 365, the Dynamics 365 license needs to be added to the users.  In the case where you have a limited number of licenses you will need to do these steps in stages based on the number of available licenses you have.

  1. In the Office 365 admin center, choose Users > Active users.
  2. Select multiple users and the Bulk Actions area shows on the right hand of the window
  3. Click Edit Product licenses
  4. Select Add to existing product license assignments and click Next
  5. Click the slider for the Dynamics 365 CRM license and click Add
  6. Wait a few minutes for the users to synchronize with Dynamics 365 and create the users
  7. Next, in Dynamics 365 a security role will need to be assigned to the user.   Open Dynamics 365 and go to Settings > Security > Users.   The new users should be shown in the Enabled users view.
  8. Select the users (if multiple users have the same role select then at the same time)
  9. Click Manage Roles
  10. In the Manage User Roles dialog box, select the security role or roles you want for the user or users, and then click OK.
  11. Now the Dynamics 365 license can be remove from the users in the Office 365 admin portal.  In the Office 365 admin center, choose Users > Active users.
  12. Select multiple users and the Bulk Actions area shows on the right hand of the window
  13. Click Edit Product licenses
  14. Select Remove to existing product license assignments and click Next
  15. Click the slider for the Dynamics 365 CRM license to remove the license and click Remove