Plan for Microsoft Dynamics CRM Online deployment and administration
Applies To: Dynamics CRM Online
Your Microsoft Dynamics CRM Online deployment will go more smoothly with some preliminary planning. The following table lists some of the items to consider before you start the actual deployment process.
A detailed description of your organization’s environment in terms of number of users, groups or teams, and the number and type of business units or divisions. Identify current CRM data that you would like to bring into CRM Online, and your overall data storage requirements. Include a business requirements analysis that describes your organization’s expectation or requirements for a service level agreement (SLA). An SLA is an agreement between two or more parties describing the deliverables, support, and communication that each party will provide to the other. Specify your policies related to security and privacy.
Is there enough overlap in customers and products across business units to be able to work in the same CRM data? What type of security policy does the organization already have in place? Are there any special requirements in this area? Is there a plan for business growth that could affect the number of users of CRM Online?
Plan for enough time to do this discovery; information that comes out of this exercise can affect the way you implement the service.
An authentication process that enables a user to access multiple systems or services through a single set of sign-on credentials. For example, implementing single sign-on for CRM Online in an organization’s network environment means that after a user signs in to the network, that user does not have to enter credentials again when accessing CRM Online.
There are additional requirements to implement single sign-on, therefore, consider how important it is to your organization.
More information: Manage user account synchronization
Integration with Office 365 applications
You can significantly enhance your company’s online, collaborative experience by integrating Office 365 applications with your CRM Online subscription. This requires a separate purchase of an Office 365 subscription
You’ll have the best integration experience if your Office 365 subscription and CRM Online instance are in the same tenant.
For full Office 365 feature integration with Microsoft Dynamics CRM Online and Microsoft Dynamics CRM (on-premises), you'll need Office 365 Enterprise E3 or later. Skype for Business PSTN calling and conferencing requires Office 365 Enterprise E5. Other Office 365 plans are not supported. For more information on licensing and pricing, see: Licensing and Pricing Guide.
More information: What is Office 365 and how does it relate to CRM Online?
Administrative roles in the Microsoft Online Services environment
A number of administrative roles are available to assign to users if you manage your subscription in the Microsoft Online Services environment. Administrative roles define administrative responsibilities related to subscription management activities, for example, billing administration, password administration, and user management administration.
Consider the available administrative roles and the needs of your environment to identify the roles you want to use and the users you will choose for each role. The global administrator role is the highest level role, having all the permissions to manage any part of the subscription process. We recommend that you assign this role to more than one person so that someone is always available to manage all aspects of the subscription.
Security roles in Microsoft Dynamics CRM Online
CRM Online uses role-based security. The security role assigned to a user determines the tasks the user is permitted to perform and the data that the user is permitted to view.
Every user must be assigned at least one security role to access CRM Online.
CRM Online offers a wizard to help with importing CRM data from other applications and services.
If you import data from other systems, consider the way you’ll process the data to minimize errors. More information: Import data (all record types) [Conceptual]
Some CRM Online releases will include optional product updates that you can choose to enable.
Product updates may affect existing customizations in your CRM Online instance. Review the documentation associated with each product update before you enable it in a production environment. Additionally, some product updates, such as the sales and service process forms, can’t be removed or easily reverted to the previous functionality. Therefore, you should give careful consideration before you enable a product update. More information: Install product updates
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