Setting up a complete CRM Online Trial for demo

I see this question asked every now and then, so I’ve decided to put all the new steps together. You have your Dynamics CRM Trial set-up. You’ve started from this URL:

https://www.microsoft.com/en-ca/dynamics/crm-free-trial-overview.aspx

with the Self-Start Trial, followed all the steps, and your 30-day Trial is up and running. Hopefully you’ve made a note of the username and password configured, as well as the URL provided. If you did not save the URL, no problem, as you can login into the O365 portal with the user name and password, and get to your CRM instance from there:

But, soon after, you realize that a whole bunch of services require a little more than just your instance of Dynamics CRM to run properly. Things like the Document Management features, OneNote, Office Groups, etc. require also a subscription to Office 365 Online.

No problem. You can easily add a 30-day trial of O365. But in order to be able to easily integrate these services with your Dynamics CRM Online instance, you should spin-up this trial on the same O365 instance. To do this follow these steps:

In the Office 365 Admin portal, once you logged in with the credentials for your Dynamics CRM trial organization, navigate to Billing > Subscriptions

On the top-right of the page, find the Add subscriptions link.

On the next page, scroll down until you find the Enterprise Suite section. Here you can choose to add a trial of Office 365 Enterprise E3, Office 365 ProPlus or Office 365 Enterprise E5. E5 replaces the old E4 and adds a few new features. E3 is still the most popular option. For the purpose of the demo, go for the best available option. That is, select the E5 trial.

Confirm your order by selecting the try now button, and click continue on the next screen.

And with that, your setup is complete. Don’t forget before you move on to assign the proper licenses to all users. You do that by navigating to Users > Active Users

Select a user from the list, and on the right side, find Assigned licenses and click on Edit.

Make sure both Microsoft Dynamics CRM Online Professional and Office 365 Enterprise E5 licenses are checked, and click on Save.

That’s it. Now your user has access to both Dynamics CRM Online and Office 365 Enterprise for 30 days. With this set-up in place, you can now go ahead and use the O365 services for integration in Dynamics CRM. Configure Document Management, set-up your integration with OneDrive for Business, Office Graph (Delve), and OneNote. Further more, while at it, have a look at the new CRM App for Outlook too once you’ve configured Server-Side Synchronization.

NOTE: Alternatively, you can do the reversed process, starting with an Office 365 Enterprise E3/E5 trial and adding the Dynamics CRM Online trial. The process is quite similar.

Enjoy!