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Integrating Dynamics CRM Online & Office 365

Integrating Dynamics CRM Online & Office 365. Jim Holtzman, Technical Writer Microsoft Dynamics CRM jimholtz@microsoft.com. Agenda. What’s going on with Dynamics CRM and Office 365? What does integration mean? How do you try out integration? Start with a trial of Office 365

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Integrating Dynamics CRM Online & Office 365

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  1. Integrating Dynamics CRM Online & Office 365 Jim Holtzman, Technical Writer Microsoft Dynamics CRM jimholtz@microsoft.com

  2. Agenda • What’s going on with Dynamics CRM and Office 365? • What does integration mean? • How do you try out integration? • Start with a trial of Office 365 • Use the Office 365 Trial Guide • Then a trial of Dynamics CRM Online • Use the Dynamics CRM Trial Guide to integrate the two

  3. What’s going on with Dynamics CRM and Office 365? • Transition Center • http://rc.crm.dynamics.com/rc/tc/en-us/default.aspx?ver=5.1 • On July 19th, 2012 Microsoft Dynamics CRM Online switched to a new administration portal and billing platform. • Referred to as the Microsoft online services environment. • Trial and new accounts are created on Microsoft online services environment.

  4. Bottom line • Office 365, at least as a billing and hosting platform, is coming your way…

  5. What does integration mean? • Dynamics CRM and: • Office 365 Exchange • Office 365 SharePoint • Office 365 Lync

  6. Spin up a trial of Office 365 • http://Office365.com

  7. Download the Office 365 Trial Guide • Microsoft Office 365 Trial Guide.docx • http://www.microsoft.com/en-us/download/details.aspx?id=26123

  8. Configure Office 365 according to the O365 Trial Guide • Scenario 1: Signing Up for a 30-Day Trial • Scenario 2: Performing the “Start Here Tasks” • Scenario 3: Adding a Custom Domain to Office 365 • Scenario 4: Managing Exchange Online • Scenario 5: Managing a SharePoint Site Collection • Scenario 6: Preparing Your System for Office 365 • Scenario 7: Using Exchange Online • Scenario 8: Using SharePoint Online • Scenario 9: Using Lync Online • Scenario 10: Getting Support • Scenario 11: Converting a Trial Account to Paid Subscription

  9. Sign up for a Microsoft Dynamics CRM trial • https://portal.microsoftonline.com • On the Purchase subscriptions page, click Trial for the Microsoft Dynamics CRM Online subscription. • Go through the steps to complete the trial subscription application. • Be patient….

  10. The Dynamics CRM trial is ready • It may take a while…

  11. Download the Dynamics CRM Trial Guide • CRMO365Integration_Pr.pdf • http://technet.microsoft.com/en-us/library/jj863696.aspx • http://www.microsoft.com/en-us/download/details.aspx?id=35776

  12. What’s in the Dynamics CRM Trial Guide? • 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

  13. What’s in the Dynamics CRM Trial Guide? • 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

  14. Add users • Done in Office 365 and Dynamics CRM • Users added in Office 365 • Security roles assigned in Dynamics CRM

  15. What’s in the Dynamics CRM Trial Guide? • 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

  16. User account synchronization3 options • Option 1: Single sign-on • Users in your organization can use corporate credentials to access the services in Office 365 such as Microsoft Dynamics CRM Online. • There’s a single password to manage. • The infrastructure needed to deploy synchronization with single sign-on can be complex and requires multiple servers. Therefore, this approach may be more suited to enterprise deployments with a large number of users.

  17. User account synchronization3 options • Option 2: Active Directory synchronization • One-way synchronization relationship between your on-premises Active Directory server and Office 365. • New user, group, and contact objects that are added/deleted to on-premises are added/deleted to Office 365 and Microsoft Dynamics CRM Online. • Passwords modified on-premises (AD) are not modified in Office 365 and Microsoft Dynamics CRM Online. • Active Directory synchronization is a good alternative to the single sign-on approach for smaller and medium-sized organizations.

  18. User account synchronization3 options • Option 3: No synchronization • For smaller organizations with few users or no on-premises Active Directory users. This is the simplest approach but can require more long-term administrative effort. • Every time you create a new user account, you will need to create the user in two locations: on-premises Active Directory and in Office 365. Likewise, name and password changes will require editing the accounts in both locations.

  19. What’s in the Dynamics CRM Trial Guide? • 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

  20. Email scenarios • Option 1: Microsoft Dynamics CRM for Outlook • A popular scenario because you can access to the same data through Microsoft Outlook as the Microsoft Dynamics CRM Web client. • Option 2: E-mail Router • You configure the Microsoft Dynamics CRM Online E-mail Router to process both outgoing e-mail that users create in Microsoft Dynamics CRM Online and incoming e-mail that will be received into and tracked in Microsoft Dynamics CRM Online. • Option 3: E-mail Router and forward mailbox • You configure Microsoft Dynamics CRM Online to use the E-mail Router for outgoing email and a forward mailbox for incoming email.

  21. What’s in the Dynamics CRM Trial Guide? • 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

  22. SharePoint integration • Integrating Microsoft Dynamics CRM Online with Microsoft Office 365 SharePoint enables you to use the document management capabilities of SharePoint within Microsoft Dynamics CRM. • Leverage the SharePoint infrastructure to share, manage, and collaborate efficiently.

  23. What’s in the Dynamics CRM Trial Guide? • 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

  24. Lync integration • You can immediately see the availability (presence) of all your Microsoft Dynamics CRM contacts for instant messaging, Live Meeting, or a phone call. • You can do real-time communications with customers, colleagues, and team members without leaving Microsoft Dynamics CRM.

  25. Resources • Office 365 Community • http://community.office365.com • CRM Integration with Office 365, Benefits and Installation • Videos • CRM Online & Office 365 • Grow your business with Microsoft Office 365 + Microsoft Dynamics CRM Online: A customer testimonial • Dynamics CRM 2011 - Connected Cloud Demo.wmv

  26. Resources • Labs • Office 365 Virtual Labs for IT Pros • Office 365 Demos • Office 365 for SMB Jump Start (01) | Office 365 Overview & Infrastructure • Administering Office 365 Jump Start (01): Office 365 Overview

  27. Questions?

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