deactivate currency records so they won’t be available for future transactions. See Also Install CRM for Outlook If your users run a recent version of Microsoft Office Outlook, they can use Microsoft Dynamics CRM for Microsoft Office Outlook. CRM for Outlook makes it easier for your team to work with CRM data in the familiar Outlook environment. Important Before you and your users install CRM for Outlook, be sure to have completed your desired customizations. In particular, for best performance, you should ensure that you enable only the minimum required entities and views for offline use in CRM for Outlook. For more information about customization, see the Customization Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. For more information about setting up entities for synchronization, see Entity options that can be enabled and disabled. Security After you install CRM for Outlook, you have to set some options so that users can send and receive email from CRM for Outlook and to specify what data is synchronized. Any users who log on locally to a computer that has Microsoft Dynamics CRM for Outlook installed can potentially access Microsoft Dynamics CRM data that is stored in the offline database. Shared use of a computer running CRM for Outlook is not supported. More information: For upgrade information, see Upgrading Microsoft Dynamics CRM for Outlook. To download and install CRM for Outlook, see Task 1: Install Microsoft Dynamics CRM for Outlook. See Also Upgrading Microsoft Dynamics CRM for Outlook Microsoft Dynamics CRM 2013 for Outlook Installation Instructions
multiple systems or services through a single set of sign-on credentials. For example, implementing single sign-on for CRM Online in an organization’s network environment that after a user signs in to the network, that user does not have to enter credentials again when accessing CRM Online. their CRM Online subscription through the Microsoft online services environment. There are additional requirements to implement this feature, therefore, consider how important it is to your organization. More information: . Administrative roles in the Microsoft online services environment A number of administrative roles are available to assign to users if you manage your subscription in the Microsoft online services environment. Administrative roles define administrative responsibilities related to subscription management activities, for example, billing administration, password administration, and user management administration. Consider the available administrative roles and the needs of your environment to identify the roles you want to use and the users you will choose for each role. The global administrator role is the highest level role, having all the permissions to manage any part of the subscription process. We recommend that you assign this role to more than one person so that someone is always available to manage all aspects of the subscription. Note Administrative cover all subscription management functions within the service. These aren’t the same as the security roles that you assign to users in CRM Online, which are required and govern access to resources in the CRM Online service. See
During your planning phase, you might have identified a set of key administrative roles that you want to fill. More information: . Because the administrative roles provide coverage for administrative tasks when the global administrator is not available, it’s a best practice to assign these roles to users, including assigning the global administrator role to a second user. More information: and . The online service sends an invitation to each user After you set up a user in the Office 365 admin portal, that user receives an email invitation with a link and a password for the Microsoft online services environment. The credentials in the invitation provide access to the portal and to documentation. However, the users who receive these invitations can’t access CRM Online until you complete step two in this process. Step Two: Assign security roles in Microsoft Dynamics CRM Online Sign in to CRM Online and add business (if your organization needs more than one business unit), and assign security roles and business units to users. The users you registered with the online service in step one are automatically added to CRM Online. After you assign at least one security role to a user, that user can click the link in the email invitation, enter credentials, and begin using CRM Online. More information: and . Important Before you start adding information to CRM Online, we recommend that you turn off or disable your browser’s pop-up blocker. Pop-up blockers can block data-entry dialog boxes in CRM Online. For more information about browser and other settings for improved product performance, see . You might have CRM data located in other systems. In your planning phase, you considered how you’ll import this data. Before you invite users into CRM Online, ensure that you have completed the data migration process. More information: and . See Also Import data into Microsoft Dynamics CRM Online If you’ve completed a Microsoft Dynamics CRM Online free and are converting to a CRM Online paid subscription, you can easily remove the sample data and then import or enter your own data. If your business data is currently located in systems, you should import it into CRM Online. Depending on the amount and complexity of the data in other systems, there are several options for importing it.
If the CRM web application If using CRM for Outlook 3. Microsoft Dynamics CRM validates all the selected site URLs and immediate subordinate site and document library URLs. It then displays the results in Validating Sites. 4. To fix a URL, open the site record, and enter the correct URL. More information: 5. Click Save & Close. See Also Set Up Document Management Install the Microsoft Dynamics CRM List component The documents for your Microsoft Dynamics CRM records can be stored on Microsoft SharePoint in folders. You can either create the folders manually or you can let CRM automatically create the folders. To let CRM automatically create folders, install Microsoft Dynamics CRM List Component on a site collection on Microsoft SharePoint Server 2010 or Microsoft SharePoint Server 2013.