Trial Guide: Microsoft Dynamics CRM Online and Office 365
The unified offering of Microsoft Office 365 with Microsoft Dynamics CRM Online combines familiar Microsoft Office applications with a powerful customer relationship management solution accessed over the Internet to rapidly improve marketing effectiveness, boost sales productivity, and enrich customer service interactions. This document will demonstrate how to setup and leverage the integration between Microsoft Office 365 and Microsoft Dynamics CRM Online to improve office collaboration, staff productivity, and make your organization more agile.
You can download this document in PDF format from the Microsoft Download Center.
Who should read this guide
This guide is intended for administrators and technical decision makers in your company who want to gain experience with Microsoft Dynamics CRM and Office 365 to evaluate better their benefits for your company. You can create up to 25 user accounts for other decision makers in your company who want to experience Microsoft Dynamics CRM Online.
To use this guide, you need to have acquired and setup a Microsoft Office 365 trial account according to the process described in the Microsoft Office 365 Trial Guide. The guide assumes that you are using an E3 trial or subscribing to one of the “E” plans for Office 365. The guide assumes that you are using an E3 trial or subscribing to an E3 or E4 plan. An E3 or E4 plan is required to fully integrate with Microsoft Dynamics CRM Online.
In addition, you need to have acquired a Microsoft Dynamics CRM Online trial account, or be ready to acquire a trial account to start working with Microsoft Dynamics CRM. For more information, see Scenario 2: Sign up for a 30-day trial of Microsoft Dynamics CRM Online.
|The trial lasts for 30 days, which begins on the day you activate the account. To convert your trial to a paid subscription, see Scenario 10: Converting a trial account to a paid subscription.|
As the account administrator, you should have general administrative skills in Microsoft Windows. You should also be able to work in management control panels to create users, allocate resources, and perform other common administrative tasks.
To use your company domain or a test domain name on your Office 365 account, you should be familiar with managing your domain name and records, and have access to your current domain’s Domain Name System (DNS) records.
What’s in this guide
The guide is designed to be used as a real-time road map that provides step-by-step instructions to help you quickly understand how to integrate Microsoft Dynamics CRM Online and Office 365 so the two products help your business increase productivity and maximize efficiency through cloud-based team communication and collaboration.
These step-by-step procedures are grouped into the following scenarios:
Scenario 1: Start with the Microsoft Office 365 Trial Guide
Scenario 2: Sign up for a 30-day trial of Microsoft Dynamics CRM Online
Scenario 3: I’m an existing Microsoft Dynamics CRM Online customer. How do I move to Office 365?
Scenario 4: Performing the “Start Here Tasks” for Microsoft Dynamics CRM
Scenario 5: Manage user account synchronization between Microsoft Dynamics CRM Online and Office 365
Scenario 6: Set up email between Microsoft Dynamics CRM Online and Office 365
Scenario 7: Set up Microsoft Dynamics CRM Online to work with Office 365 SharePoint
Scenario 8: Set up Microsoft Dynamics CRM Online to work with Office 365 Lync
Scenario 9: Getting support
Scenario 10: Converting a trial account to a paid subscription
What you need for the Guided Tour
This guide assumes you have a Windows Server Active Directory domain environment. Most tasks can be completed on one client computer. Two methods of user and credential synchronization discussed in this document require one or more domain member servers.
View a demo
Before starting the Trial Guide, take 5 minutes and view a short video demo of what Microsoft Dynamics CRM Online and Office 365 integration looks like: CRM Online & Office 365