What is Office 365 and how does it relate to CRM Online?

Office 365 is a collection of online services designed to work together to provide enterprise-grade, anywhere access to email, files sharing, and online meetings. Office 365 includes features that allow administrators to add users, manage passwords and licenses, and much more. Microsoft Dynamics CRM Online takes advantage of the Office 365 administration features to simplify user management. CRM Online users are created and managed in the Office 365 admin center.

A CRM Online subscription doesn’t include Office 365 applications such as Exchange Online or SharePoint Online. You can significantly enhance your company’s online, collaborative experience by integrating Office 365 applications with your CRM Online subscription. However, that requires a separate purchase. More information: Add Office 365 Online services

This guide demonstrates the benefit of integrating CRM Online with Office 365. It focuses on the following Office 365 services:

Tip

Though not covered in this document, take a look at the data compilation and visualization possibilities with Power BI for Office 365. Also, see the blog post Dynamics CRM Online in Power Query for a presentation on Power BI and Microsoft Dynamics CRM Online integration.

These videos provide a quick overview of Office 365 services for business:

See Also

Other Resources

Office 365 Service Descriptions
Compare all Office 365 for business plans
Office 365 and CRM

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