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CRM 2016 Online

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Managing Your Subscription

Few differences exist between CRM Online and CRM On-Premises in terms of managing your subscription. However, two areas specific to CRM Online are important:

  • Subscription management

  • Resources in use

Both features are available in the administration page in CRM. To get to the administration page, follow these steps:

  1. Click Microsoft Dynamics CRM at the top of the page.

  2. Select Settings > Administration.

Figure 4.26 shows the standard administration functions you see at this point.

Figure 4.26

Figure 4.26 CRM administration features.

If you click the Subscription Management icon shown in Figure 4.27, you end up at the Office 365 Admin Portal. As shown in Figure 4.28, you can select Billing > Subscriptions on this page.

FIGURE 4.27

FIGURE 4.27 Office 365 Admin Portal subscription and license management.

You can then purchase a license, add users to an existing subscription, purchase additional storage, and view billing history. Here you can also access additional privacy and security supplements.

Many users may not have to view the resources in use under normal circumstances, as this is typically reserved for administration and billing purposes.

It is a good practice to regularly (perhaps monthly) check storage growth in your CRM organization because Microsoft does not automatically allocate additional storage when you run out. Figure 4.29 shows the resources in use for a sample organization. If you exceed the limit, you will not able to change or update your existing data until you make space or purchase additional storage. Microsoft sends a warning at 80% full, but you should not depend on that email; the space can fill quickly under certain circumstances.

FIGURE 4.28

FIGURE 4.28 CRM resources in use.

Checking System Health Status

Within the Office 365 Admin Portal, you can log in and check the health of your organization and the Microsoft services. As shown in Figure 4.29, the Service Health page provides a quick overview of the organization and the service offerings from Microsoft.

Figure 4.29

Figure 4.29 Office 365 Admin PortalService Health page.

Adding a Production or Development Instance

Microsoft now includes the option for users to add additional development or production instances to the Online environment. By default, users are provided with the following with every Online subscription:

  • One production instance

  • One non-production instance (if there are at least 25 users)

  • 5GB of storage

Additional instances and storage can be purchased directly from Microsoft. Prices are typically quoted on a per-month basis.

To add additional instances to your Dynamics CRM Online instance, follow these steps:

  1. Navigate to http://portal.office.com.

  2. Enter your username and password to go to the Office 365 Admin Portal interface (see Figure 4.30).

    Figure 4.30

    Figure 4.30 Office 365 Admin Portal interface.

  3. Select Purchase Services from the left-side navigation area.

  4. Navigate down to your Microsoft CRM Online instance and select Buy Now. If you are still within the initial 30 days, you see Microsoft Dynamics CRM Online Trial (see Figure 4.31), and if you are not on trial anymore, you see Microsoft Dynamics CRM Online.

    FIGURE 4.31

    FIGURE 4.31 Purchasing more services.

    • The purchase options appear, as shown in Figure 4.32. You have the option to purchase one or more of the following, at the prices shown at the website:

    • User licenses

    • Non-production instances

    • Production instances

    • Additional storage

    FIGURE 4.32

    FIGURE 4.32 Office 365 order interface for additional Dynamics CRM products.

  5. Select the purchase option you want, and navigate to the checkout to complete for the purchase for your new services. The new services are immediately available for use and can be modified through this interface.

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