Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By : Nicolae Tarla
Book Image

Microsoft Dynamics CRM 2016 Customization - Second Edition

By: Nicolae Tarla

Overview of this book

Microsoft Dynamics CRM is a Microsoft solution to satisfy the various needs of customer relationship management and is already equipped to be flexible to meet the needs of businesses. With Microsoft Dynamics CRM 2016, many new features were added for social, marketing, sales, and integration with other tools. These features add many dimensions to customization. This book will not only showcase how CRM can be customized, but will also be your guide on how the latest advancements in Dynamics CRM 2016 can be used to benefit your business. You will learn how to enhance the functionality of Microsoft Dynamics CRM 2016 and use it to serve different businesses of various scales. You will see how to get ready to customize CRM and then quickly move on to grasp the CRM app structure, which will help you customize Dynamics CRM better. You will find out how to customize CRM for sales, service, marketing, and social. We’ll also show you how CRM 2016 can be seamlessly embedded into various productivity tools, and how to customize CRM for machine learning and contextual guidance. Finally, we’ll also cover the latest advancements in CRM’s mobile capabilities and its complete offline support so you can better customize it.
Table of Contents (13 chapters)
Microsoft Dynamics CRM 2016 Customization Second Edition
Credits
About the Author
About the Reviewer
www.PacktPub.com
Preface
Index

Integrating with Office 365 E3 trial services


Office 365 is offered in a variety of flavors, each including a different set of services. One of the common tiers offered as a trial is the E3. It includes services such as the Office suite, e-mail, document and file management, conferencing and Skype, team sites, Yammer, and so on. For additional details on what is included in Office 365 E3, see the following page:

https://products.office.com/en-us/business/office-365-enterprise-e3-business-software

From your existing Office 365 instance where you created your Dynamics CRM Online trial, you can add this additional trial service. Start by navigating on the left navigation area to BILLING | Subscriptions.

Select Add subscription on the top-right side of the screen. You are now presented with a listing of available subscriptions you can add to your existing instance. Scroll until you find the Enterprise Suite area and find Office 365 Enterprise E3.

Hover over the ellipsis () at the bottom of the subscription, and from the popup, select Start free trial.

The Check out page confirms your selection. Click on the try now button.

A confirmation number and the option to print a receipt is presented. Click on the continue button.

With that last step completed, all the additional services associated with the Office 365 Enterprise E3 services are now enabled and associated to your existing instance. To confirm, look at the landing page on your Office 365 admin center. In the Current health area, you will see a listing of all services now active on this instance, as shown in the following screenshot:

Now, we can configure all the integrations available. We will look at those tasks in some of the future chapters.