Microsoft Dynamics® CRM Training
Your Microsoft Dynamics CRM Online Trial
An error occurred while loading the video. Please try again.
Your Microsoft Dynamics CRM Online Trial
Thank you for viewing “Your Microsoft Dynamics CRM Online Trial.” Below, you will find a short practicum designed to help you reinforce this lesson as well as a summary of the material covered in the video.
Practice makes perfect! Complete the short assignment below to reinforce the material that you learned in this lesson. For guidance please refer to the instructions in this email and the “Your Microsoft Dynamics CRM Online Trial” video.
Create your own Microsoft Dynamics CRM Online trial account, using the link below. (If you already have a trial account, you can skip this step.) In the Office 365 admin portal, add five user licenses to your account then provide each of the users with a separate Security Role in Dynamics CRM. https://portal.office.com/partner/partnersignup.aspx?type=Trial&id=5e8a272d-b3e7-4821-bee0-0f6ca1b18f8d&msppid=565380
A trial, when conducted properly, can be a tremendous tool for evaluating the ability of software to meet your business needs. The purpose of a trial is to help you decide if a given application will be an effective solution for meeting your business needs. A successful trial is one in which you are able to confirm or reject an application’s suitability for your business. Unfortunately, most trials fail. The purpose of this lesson is to provide you with the tools you need to conduct a trial successfully.
How would I go about signing up for this free trial?
1. First, open a new tab and enter in this URL: https://portal.office.com/partner/partnersignup.aspx?type=Trial&id=5e8a272d-b3e7-4821-bee0-0f6ca1b18f8d&msppid=565380. You can also search on the web for a free trial link.
2. Click on the first “Try It Free” link and start to enter our information. It is very important that you choose the correct country so the servers you will be using will be optimized for the location of your company.
3. Now enter in your name.
4. Enter your own email address. Incidentally, some people like to use a free Outlook.com account for their trial, but it is not necessary.
5. A phone number is required as well.
6. Then Enter in your organization’s name. In this example, the name is RavEnterprises. The organization name is important because it becomes the display name.
7. Next, create your user login information. For the user ID it’s recommended to use your name. After the @ symbol enter your organization’s name. This is very important because the information you enter here will also function as your URL for our instance of Microsoft Dynamic CRM. For instance, if you enter in RavEnterprises here, your URL would be RavEnterprises.CRM.dynamics.com. So, make sure that you enter something important to you. If the Organization name is taken, an notification will appear. It is recommended to use as simple an Organization name as possible, for example in this case I would enter Just RAV. Remember to try to keep it from getting too long, since this will form a part of the URL you will visit to log into CRM.
8. Now create a password and verify it. Note that your password needs to be 8-16 character, contain an upper case letter as well as a lower case one, have at least one number in it, and it can’t contain common words or phrases. This is your company’s personal data, so please be sure to make it as secure as possible.
9. Verify your phone number. I find the text option the easiest, so I’ll enter in my phone number here, and once I get the text message I will enter the verification code.
10. Then click Create My Account.
11. If you do need to go back and fix any information, you will need to enter a phone number again for the verification code. It can be the same number as before.
12. So, to be clear, what we have just done is signed up for a Microsoft Dynamics CRM 2013 trial account—what can be confusing is that in doing so, you also created a Microsoft “Office 365” as well. You may ask what Office 365 is. It is actually a collection of enterprise applications in the cloud of which Microsoft Dynamics CRM Online is only one. Thus, to get a CRM trial, you must create an Office 365 trial as well. This can be confusing, and that’s why we take the time to mention it here.
13. On this page make sure all this information is correct. The country you choose before also effects the currency on this screen.
14. Continue the setup. This does take time so just wait for it to finish. I will pause the video and resume once it is done. I will also say the time elapsed.
15. It has finished setting up our system and it only took about 3 minutes. If yours is taking longer please be patient, it will eventually go through.
16. Again, here you will notice that you have signed up for two different products, one being Office 365 and the other being Microsoft Dynamic CRM, which is a part of the Office 365 suite of products. Other examples are Microsoft SharePoint for document management, and Microsoft Exchange, for email.
17. Click to launch CRM Online. When you click this, watch the URL. You will be able to see it will turn into what we mentioned earlier. This is our CRM organization URL, and as you can see it depends on what we entered as our organization identifier.
18. Now you have completed your Sign up and this is Microsoft Dynamics CRM 2013.
19. When your instance of CRM loads there might be an alert at the top of the page, it might ask you to update one of your programs, like Silverlight, or it might ask you to enable Server-Based SharePoint Integration.
20. For the purposes of the CRM trial, you can ignore the SharePoint offering, since a trial of SharePoint is not currently available. If you are curious about SharePoint, Server-Based SharePoint Integration is the ability to take an Office 365 SharePoint instance, which provides document management, and integrate it with your Microsoft Dynamics CRM, such that Share Point repositories of documents can be exposed in CRM. For the purposes of the trial, however, SharePoint integration is not available.
21. One of the first things you may wish to do is to add additional users to your CRM instance, since you get 25 licenses with your trial. However, you will find that when you go to Settings > Administration, and click on Users that CRM will redirect you to the Office 365 Admin Portal. I will display this URL on the screen for this part of the video.
22. When we do go to this URL we need to remember and understand that this is not Dynamics CRM -- this is Office 365. Here we can manage and add users of Office 365, users which will find their way into the CRM trial when we add them here. Thus, the users can then take advantage of the free trial of Microsoft Dynamics CRM as well.
23. If you would like to purchase any other services, along with the full version of CRM, you can easily navigate to the Purchase Services tab, and see a multitude of different options available to enhance your Office 365 subscription.
24. To add users here, go back and click on the User and Group tab. You can then click on the plus symbol to add a new user.
25. You can then enter in their name along with their preferred display name, and then assign them a user name.
26. When we click on Next, Office 365 will ask us if we want to give this person administrative rights. Understand this is for the entirety of Office 365, and all its platforms.
27. Thus, more often than not the answer will be no, but if it is yes, you can select their role, and enter in an alternative email address. If you want to maintain careful control over your CRM trial, we recommend you choose “No” here. If, however, you want others to gain the full experience of both the Office 365 and CRM platforms, then you should choose yes. If you choose yes, you will not have to return to CRM and assign roles later – the user will be created as a system administrator in CRM.
28. Choose this new user’s location, making sure we use the right one because different services are available in different locations.
29. Now click next.
30. Here you can see the different platform available to assign this new user to. If Microsoft Dynamic CRM is the only option, it is simply because nothing else was signed up for.
31. To the right of this we can see that it will give us a count of the licenses available as well. In this trial environment, you are allotted 25 licenses, or 25 users.
32. Click next. You will then get the ability to send an email to an address notifying the person, that they have been invited to try Microsoft Dynamic CRM.
33. Again, if you want to control all aspects of the process, you can send this notice to your own email address – or you can enter the user’s email address. Please note that for the purposes of trials, the CRM usernames will take the format of firstname.lastname@example.org– this can be changed once the service has been purchased.
34. This email that is sent is a template-based email and will include the user name along with the password, so make sure the address is correct.
35. When we then click Create, you can see the information the system just sent—it will show up on the screen.
36. You can then forward the email that you sent yourself to the proper address, or you can record this temporary password for your own records, in case the email was lost due to spam settings.
37. From this screen it is possible to add another user if need be. For demonstration purposes I am not going to repeat this process but if you need to, it is identical to the one you just did. You can create up to 24 additional users.
38. You will want to save these emails you sent to yourself in case you need them at a later date.
39. Remember not to try to sign in with the new user information; because it is a temporary password, you would need to change it right away to something permanent. Thus, we recommend you let the user choose their own permanent password. Office 365 administrators can always change CRM passwords anytime in the Office 365 portal. Now, you should be aware that if you go back to CRM and go to the user interface, you would still only see the original user. This stays true even if we try refreshing or logging out and then back in.
40. It can take upwards to an hour for users added in Office 365 to show up on the CRM interface. (I will wait for this to happen and then continue the recording)
41. When they do appear we will have to assign them a role, unless they were created as an Office 365 administrator, in which case they will be system administrators. You can click on them individually or if they are all going to have the same role we can select them all.
42. Once we open up that user’s information, we can select Manage Roles from the options above their name. A list will then pop out and we can choose the corresponding role necessary.
Things to Remember
· Signing up for Office 365 will lead to signing up for Dynamics CRM Online.
· Adding users to Dynamics CRM Online is done through the Office 365 Admin Portal found at this URL:
· When adding user in Office 365 any administrative right given to user is for Office 365 as a whole not for the Microsoft Dynamic CRM Trial.
· Sending the invitation email to yourself and then forwarding to the intended user can lead to better control over the trial environment.
· There can be up to 25 different users in the Microsoft Dynamic CRM Online trial organization.
· After adding user in Office 365, it can take up to an hour for them to show up in the CRM interface. Users cannot log into Dynamics CRM Online without a security role, even if they set their permanent password, so make sure that you assign each user at least one security role.This video has now covered the basics of signing up for a free trial for the Microsoft Dynamic CRM. We have gone over how to sign up for an Office 365 account and subsequently a trial version of the Microsoft Dynamic CRM, as well as an introduction to adding users to both Office 365 and CRM, as well as assigning them roles in each system, respectively. Now that your trial is underway, you are ready to make the most of it. Please see the other videos in this series to help you do just that.