September 21, 2014

Manage multiple Dynamics CRM users with Google Chrome

Google Chrome is one of the supported browsers for Dynamics CRM, many users choose it because it's faster than Internet Explorer or because they need to access different CRM instances or the same instance with a different role, for example they use Internet Explorer to login with a System Administrator user and Google Chrome with a Sales Manager one.

This last scenario is very common for developers, consultants or administrators, they deal with different customers or CRM trials so everytime is necessary to sign out, find the username/password, sign in again, etc etc.

A very useful functionality offered by Google Chrome is the possibility to have multiple users on the same machine, each user will act as a standalone browser without sharing the settings. We can rely on this function in order to switch easily between Dynamics CRM users and/or instances.

Step by Step tutorial:

Open the Google Chrome menu on the browser toolbar and select Settings.

In the Users section, click Add new user...

The following dialog will appear, select an icon and a name


You can select to have a desktop shortcut, to access directly the new user


You can easily switch between the user by clicking the icon in the top left corner


You can create users for different organizations or users for the same organization


And more important, you can run multiple users at the same time

3 comments:

  1. is this still working? Where or how do I put in the AD credentials for the users I have to test as ?

    Thanks
    Alen

    ReplyDelete
    Replies
    1. Hi Alen, this still works (the menu name and the position of the switch are changed, for example the switch is now on the top right and instead of "Users" is "People"). When you are browsing with the new user just go to the CRM url and enter your credentials.

      Delete