1 / 27

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

prem
Download Presentation

Integrating Dynamics CRM Online & Office 365

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  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?

More Related