The following table explains what steps you can take, based on your number of licenses.
The steps to cancel your trial or paid subscription depend on the number of licenses in your subscription. The amount is either credited towards your next invoice or returned to you in the next billing cycle.
If you cancel after you start or renew your subscription, you receive a prorated credit or refund. This prevents you from being charged again for your subscription, and lets you keep your access to your products and services for the remainder of your subscription. If more than 72 hours have passed, turn off recurring billing. If you need to cancel within 72 hours after the start or renewal of your subscription, go to Steps to cancel your subscription later in this article. If you cancel during this limited time window, the prorated amount is either credited towards your next invoice or returned to you in the next billing cycle. You can only cancel and receive a prorated credit or refund if you cancel within 72 hours after the start or renewal of your subscription. Workopia – Microsoft CRM Online SpecialistĮnter your email address to subscribe to this blog and receive notifications of new posts by email.Before you continue, determine if you have a billing profile. Link to more details on Office 365 + Microsoft Dynamics CRM.Ĭontact me if you need help with your CRM Online. The Microsoft Dynamics CRM 2013 for Outlook Installing Guide.docx provides step by step details for this.
Use this download link and run the CRM for Outlook installer. Next we will setup the Microsoft Outlook Client with the Microsoft Dynamics CRM Online Trial. You should be able to send and receive emails using this account now. That should be it to setting up Outlook with Exchange Online. Note: Check the Outlook Send/Receive Groups include this new Exchange Online Account by going to Outlook > SEND/RECEIVE tab > Send/Receive Groups > Define Send/Received Group > Edit the “All Accounts” Group > check select “Include the selected account in this group
Use the Administrator login used above (example: for the E-mail Address and then the password. Navigate to Microsoft Outlook > File > Account Settings:
If you have not install Microsoft Outlook yet – go to this link to download and install the latest version of Office. Next we will setup the Microsoft Outlook Client using the Exchange Online from the above Office 365 Trial. You can check for these details via clicking on the User record and then click “more” under licenses
Also the Exchange ActiveSync for Mobile Devices is enabled. Note: SMTP/POP3/IMAP are enabled by default with Exchange Online. Once all the services are provisioned (may take a few minutes), it should look something like below:įrom the Microsoft Office 365 Portal using the same Administrator login, navigate to “ Users and Groups”, click on the Administrator user and check the Assign licenses for access to Microsoft Office 365 and CRM Online. Navigate to “ Purchase Services” and request the “ Office 365 Enterprise E3 Trial”. Then login to the Microsoft Office 365 Portal using the same Administrator login created from the CRM Online Trial. Start by requesting a Microsoft Dynamics CRM Online Trial from this site