Get started administering Microsoft Dynamics CRM Online

 

Applies To: Dynamics CRM Online

This section looks at the overall process of deployment and what it takes to get the service ready for users.

Microsoft Dynamics CRM Online is an online service offered by subscription through Microsoft Online Services environment. Microsoft installs the service on its servers and maintains it for you. However, as the administrator, some tasks remaining for you are: add information about your organization, create business units if needed, license and register your users, assign security roles to users, and configure user access to the service. You can then add or import your organization’s data and invite users to access CRM Online.

When you manage the subscription in the Microsoft Online Services environment, the hands-on deployment takes place in two steps. The first step takes place in the Office 365 admin portal and covers the initial tasks that are necessary to set up your subscription to the CRM Online service and to register users to be recognized by the service. You complete these initial tasks in the administrative areas of the Office 365 admin portal. You only need to do these tasks once, unless you add users to the system or purchase additional storage or services.

The second step takes place in CRM Online. Here you work on administrative tasks that include assigning users to at least one security role (a user must have at least one security role to access the system), preparing the system for first use, and importing your current CRM data. When you finish these tasks, your users can access CRM Online through email invitations sent by the Microsoft Online Services environment.

If you manage the subscription in CRM Online, you do the initial administrative tasks directly in CRM Online. You create business units, if needed, create users, and assign security roles, prepare the system for first use, and import your current CRM data. When you finish these tasks, your users can access CRM Online through email invitations.

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For onboarding resources, check out the Microsoft Dynamics CRM Online Onboarding Success Center.

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