I suppose all NAV people have already heard that NAV 2016 has natively Dynamics CRM Online integration. This is a really great feature in new NAV release. Probably most of you want to try how it looks like. If you don’t know how to create your trial CRM Online subscription or didn’t try it, this article is for you. I want to show you how to do it, step by step.
First open this web page. On this page, in upper right part, click the “Sign In”. You have to type your Office 365 account.
Now you need to confirm this order to get Microsoft Dynamics CRM Online Trial with 30 day subscription for 25 users. After you confirm it, you will open your Office 365 Portal. You will see new e-mail with all instructions and I suggest read it. Click on Login and choose Admin.
Go to your Active Users on portal and add CRM license to you and your other users. You can do it clicking on Edit > Licenses > and check “Microsoft Dynamics CRM Online Professional”. Click Save.
Now you need to choose your CRM App, enter your domain name you already registered (*.onmicrosoft.com) and click “Continue Setup”.
You can find potential issue here. Maybe you will not see it, but it is possible. If you get the following error message, try do to next step:
You are not a member of this organization. You (YourAccount@XXXXX.onmicrosoft.com) do not belong to the organization YYYYY. Verify the organization name and try to sign in again.
Resolution: Click the “Sign Out” button on the page that you see the error on. Then log back in with the correct login to access your Dynamics CRM Online organization. This is because the cookies that are used in the Internet Explorer browser sessions are trying to use your previous credentials to login.
Then, you should confirm some details about your language, country and currency. Then click the “Finish” and you can start “get started video”.
And… You’re in! Click on your CRM Online URL you’ve got on this page (copy this URL because you will need it later and for integration with NAV 2016). Now you’ve opened your CRM Online and you have to assign security roles to the new user. You can do it clicking Assign Roles button on the top of the screen.
Now, assign security roles in CRM so this user can access your Dynamics CRM organization.
You can use your 30-days trial Dynamics CRM Online subscription. In next article, I will show how you can connect your CRM Online subscription with your NAV 2016.