Unable to Access the CRM

Issue

You are unable to access the CRM Dynamics365 system.

Possible Causes

Access to the CRM may be unavailable for one of the following reasons:

• Your account is blocked.
• Your CRM license has not been approved or assigned.
• You do not have the required Dynamics 365 security roles or permissions.

Resolution

1. Check if Your Account Is Blocked

If you are using a @united-church.ca email address, verify that your account is not blocked.

For instructions on how to resolve a blocked account, refer to: Blocked Account for Users with united-church.ca Email Addresses

Ask IT to:

2. Verify License Approval

Ensure that the required CRM/Dynamics 365 license has been approved and assigned to your account.

3. Confirm CRM Permissions

Verify that you have been assigned the appropriate Dynamics 365 security roles required to access the CRM and perform your work.

If you have confirmed that your account is not blocked and you have the appropriate license and permissions, please submit a ticket to IT Support and include:

• A screenshot of the error message (if available)
• A brief description of what you were trying to access

This information will help us investigate the issue more quickly.