How to Setup Microsoft Office 365 and CRM Online Trial Outlook Client

Start by requesting a Microsoft Dynamics CRM Online Trial from this site

Then login to the Microsoft Office 365 Portal using the same Administrator login created from the CRM Online Trial.  Navigate to “Purchase Services” and request the “Office 365 Enterprise E3 Trial”.

Once all the services are provisioned (may take a few minutes), it should look something like below:

From 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.

Note:  SMTP/POP3/IMAP are enabled by default with Exchange Online. Also the Exchange ActiveSync for Mobile Devices is enabled.  You can check for these details via clicking on the User record and then click “more” under licenses

Next we will setup the Microsoft Outlook Client using the Exchange Online from the above Office 365 Trial.  If you have not install Microsoft Outlook yet – go to this link to download and install the latest version of Office.

Navigate to Microsoft Outlook >> File >> Account Settings:

Use the Administrator login used above (example: admin@test.onmicrosoft.com) for the E-mail Address and then the password.

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

That should be it to setting up Outlook with Exchange Online.  You should be able to send and receive emails using this account now.

Next we will setup the Microsoft Outlook Client with the Microsoft Dynamics CRM Online Trial.  Use this download link and run the CRM for Outlook installer. 

The Microsoft Dynamics CRM 2013 for Outlook Installing Guide.docx provides step by step details for this.

Link to more details on Office 365 + Microsoft Dynamics CRM.

Contact me if you need help with your CRM Online.

Frank Lee, CRM MVP since 2006
Workopia – Microsoft CRM Online Specialist