Switch from Dynamics CRM Online to Dynamics 365 (online)

 

Updated: March 1, 2017

Applies To: Dynamics 365 (online), Dynamics CRM Online

Your Microsoft Dynamics CRM Online plan is being retired. When it's time to renew, we'll walk you through your options and help you switch plans in the Office 365 admin center. To learn more about your options, see Important information for CRM Online customers.

If you're an existing Dynamics CRM Online customer, you will be notified when your subscription will expire. At that time, you'll need to start a new subscription with one of the new Dynamics 365 (online) licenses. You can switch before you receive the expiration notice.

Email: Dynamics 365 (online) is expiring

 

Dynamics 365 information

To renew to Dynamics 365, follow these steps.

  1.  Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials.

  2. Go to Billing > Subscriptions and review your current subscriptions.

    Choose Billing > Subscription

     

  3. If you have a Partner of Record, take note of the Partner ID to use later. Under Active, click More actions > Edit partner of record and record the ID number.

    Find your Partner of Record

       

  4. Under Active, set Auto-renew to off.

    Subscription auto-renew

     

  5. Above Active, click + Add subscriptions and select the offer for the service you want and proceed through the purchase process.

    System_CAPS_noteNote

    If you need to purchase a mix of plans, each plan must be purchased separately in order to apply promo codes for discounted pricing.

    • If you require Dynamics 365 for Plan 1 Enterprise Edition, find that offer in the catalog and select desired quantity and add to cart.

      Dynamics 365 Plan 1 Enterprise Edition

       

    • If you require Dynamics 365 for Sales, find that offer in the catalog and select desired quantity and add to cart.

      Dynamics 365 Sales Plan

       

    • If you also require Dynamics 365 for Customer Service, find that offer in the catalog and select desired quantity and add to cart.

      Dynamics 365 Customer Service Plan

       

    • If you require Dynamics 365 for Team Members, find that offer in the catalog and select desired quantity and add to your cart.

      Dynamics 365 Team Plan

       

  6. Adjust the plan options, and then click Add to cart.

    Dynamics 365 Enterprise Plan settings

     

    System_CAPS_tipTip

    To manually adjust license assignment, uncheck Automatically assign to all of your users with no licenses.

    Uncheck automatically assign licenses

     

  7. In your cart, click Add-ons to add Add-ons like an additional non-production instance or more storage.

    Click Add-on in your cart

     

    To see which add-ons are included with Dynamics 365 plans, see Important information for CRM Online customers.

  8. Click Check out in your cart.

  9. In the Checkout Step 1 page, click Have a promo or discount code?, enter a promo code, and then click Apply promo code.

    Apply a promotion code

     

    For current CRM Online customers, we are offering discounted pricing on Dynamics 365 plans when you transition. Click on your subscription type to find your promo code, then return and complete the remaining steps.

    Subscription type

    Promo codes: Commercial Web Direct

    Promo codes: Government Web Direct

    Promo codes: Faculty Web Direct

    Promo codes: Student Web Direct

    Promo codes: Non-profit Web Direct

    System_CAPS_importantImportant

    If you're considering a mix of plans, you must complete that transition in a separate transaction with each promo code.

  10. Click Next. On the Checkout Step 2 page, if you have a partner, click Add in the right-side of the page, and then use the Partner ID you recorded above.

    Click Add to add a partner

     

  11. Fill in the information, and then click Place order.

  12. Once the new subscription is ready to use, reassign user licenses to the new subscription.

    In the You're all set page, click assign users to your new subscription. Or, go to Users > Active users and select the users to receive the new licenses. For more information, see Assign a license to a user.

    Purchase confirmation

     

    First, a global admin un-assigns the CRM Online license.

    Add a Dynamics 365 license

    Then, a global admin assigns the Dynamics 365 license.

    Add a Dynamics 365 license - Step 2

You'll need to repeat the above process for each Dynamics 365 plan you want to purchase.

Once you've moved all your Microsoft Dynamics CRM Online users to Dynamics 365 plans, you're ready to cancel your Microsoft Dynamics CRM Online subscription.

System_CAPS_tipTip

Be sure to assign Dynamics 365 licenses to all your users before cancelling your Dynamics CRM Online subscription so current users don't lose access.

  1.  Browse to the Office 365 admin center and sign in using Office 365 Global administrator credentials.

  2. Go to Billing > Subscriptions and select your Microsoft Dynamics CRM Online subscription.

  3. On the right-hand side of the page, click More actions > Cancel subscription.

    Cancel your Dynamics 365 (online) subscription

     

  4. Fill in the information on the Cancel subscription page, and the click Cancel subscription.

When you check your Microsoft Dynamics CRM Online subscription (Billing > Subscriptions), you'll see the following regarding your cancelled subscription:

  • You're no longer being billed for the subscription.

  • You'll receive a prorated credit for any unused service 30 to 60 days from the date you switched plans.

  • The subscription is disabled with reduced functionality.

Subscription cancellation information

As an admin for Dynamics 365, you get free access to our knowledgeable support agents for pre-sales, account, and billing support, as well as for help resolving technical issues. You can also contact support on behalf of Dynamics 365 users in your organization. See Help & Training: Billing and subscription support.

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