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Microsoft Dynamics CRM 2013 Unleashed by Marc Wolenik

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CRM Online Provisioning Process

The first step is to provision an Office 365 account, which is the portal used for Microsoft’s Office 365 and CRM Online administration. This section covers the step-by-step process to provision a new CRM trial account using Office 365, add users, perform initial CRM configuration, and grant security roles:

1. Go to http://www.microsoft.com/en-us/dynamics/crm-free-trial-overview.aspx. A web page similar to what is shown in Figure 4.10 will display.

Image

FIGURE 4.10 30-day free trial (CRM Online).

2. Click the Try It Free button.

3. On the signup page, fill out the requested information, as shown in Figure 4.11. Key ...

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