Category Archives: Office 365

Dynamics 365 App for Outlook together with Outlook App for iPad/iPhone is Awesome!

Posted on April 5, 2017 by Frank Lee

The latest Microsoft Dynamics 365 App for Outlook (from the December 2016 CRM Update, v8.2x) works pretty well.  It even integrates with the latest Microsoft Outlook App for iPad/iPhone (via the new Dynamics 365 Add-in) – to help track emails … Continue reading →

Posted in CRM On Premise, CRM Online, Dynamics 365, Dynamics 365 Outlook App, iOS, iPad, iPhone, Microsoft CRM, Microsoft CRM Mobile, Microsoft Dynamics CRM, Microsoft Outlook App, Mobile, MS CRM, Office 365 | Tagged , , , , , , , | 8 Comments

Microsoft CRM App for Outlook – Online Only

Posted on March 8, 2016 by Frank Lee

With the release of Microsoft Dynamics CRM 2016 Update 0.1 – CRM App for Outlook is only available for CRM Online at this time.  We will be using Office 365 apps more and  more as we moved more to the … Continue reading →

Posted in CRM 2016, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, Mobile, Office 365, Outlook Client, Tablet | Tagged , | Leave a comment

How To Schedule Your CRM Online (2015) Update

Posted on December 15, 2014 by Frank Lee

Microsoft Dynamics CRM Online team has emailed CRM Online (2013) Administrators “Admin action required: Approve update to Microsoft Dynamics CRM Online 2015!”  The email contains the direct link to schedule the upgrade: https://port.crm.dynamics.com/G/UpgradeSchedule/index.aspx Alternatively, you can login to Microsoft Online … Continue reading →

Posted in CRM 2015, CRM Online, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Office 365, Service Update, Update, Upgrade | Tagged | Leave a comment

How to Setup Microsoft Office 365 and CRM Online Trial Outlook Client

Posted on February 13, 2014 by Frank Lee

Start by requesting a Microsoft Dynamics CRM Online Trial from this site Then login to the Microsoft Office 365 Portal using the same Administrator login created from the CRM Online Trial.  Navigate to “Purchase Services” and request the “Office 365 … Continue reading →

Posted in CRM Online, Microsoft CRM, Microsoft CRM Installation, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, Office 365, Outlook Client | Tagged | 1 Comment

Office 365 Midsize Business Plan supports Microsoft CRM Online

Posted on November 13, 2013 by Frank Lee

The Office 365 Midsize Business Plan supports Microsoft Dynamics CRM Online!  This is in-addition to the Microsoft Office 365 Enterprise Business Plans (E3 and E4). This gives a lower cost option for folks that want to use both Office 365 … Continue reading →

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Office 365 | Tagged | 2 Comments

How to Change your Microsoft CRM Online Friendly and URL name

Posted on May 27, 2013 by Frank Lee

There were a few occurrences in the past that some Microsoft CRM clients asked me if they can change their CRM Online Display Name and/or URL that they had setup during the 30 Day Trial.  Most often, they would prefer … Continue reading →

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Office 365 | Tagged , , | 2 Comments

How To Add Microsoft CRM Online Subscription Advisor

Posted on February 27, 2013 by Frank Lee

If you are working with a Microsoft CRM partner on your Microsoft Dynamics CRM project.  Here is how to add them as your Microsoft CRM Online Subscription Advisor: Login to the Office 365 Admin Center with a Office 365 Administrator … Continue reading →

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Office 365 | Tagged , | Leave a comment

How to tell if your Microsoft CRM Online is using LiveID or Office 365 for Authentication

Posted on December 29, 2012 by Frank Lee

Microsoft Dynamics CRM Online organizations created since July of 2012 are using the Microsoft Office 365 authentication and billing platform.  This was a switch from using Microsoft LiveID since the beginning of Microsoft CRM Online in April of 2008. However … Continue reading →

Posted in CRM Online, Office 365, Upgrade | Tagged , , | 2 Comments

Microsoft Office 365 and CRM Online Trial Setup

Posted on October 1, 2012 by Frank Lee

A common question I get asked is how to setup an Office 365 and CRM Online Trial together under the same account.  Microsoft Dynamics CRM Online shares the same administration, billing and provisioning platform used by Microsoft Office 365 vs. … Continue reading →

Posted in CRM Online, Microsoft CRM, Microsoft Dynamics CRM, Office 365 | Tagged , , | 2 Comments