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Archive for the ‘Office 365’ Category

Dynamics 365 – Dynamics 365 Admin Role is here!

Yes, we finally have a Dynamics 365 Service Administrator role within Office 365 to administer Dynamics 365 instances, rather than using the current Global Administrator role. This is a great forward step by Microsoft for D365 System Administrators and will keep Global Administrators very happy!

The full TechNet article about this new role can be found here: https://technet.microsoft.com/library/mt793847.aspx

D365AdminRole

Enjoy!
Greg Olsen
YellowDuckGuy

Dynamics CRM – Billing FAQ for CRM Online

You may have questions that are related to billing when working with CRM Online, if so, keep reading. 

Microsoft has an online page on the CRM Help & Training site where there a quite a few of these common questions are answered, like “How do I extend my CRM Online Trial” or “How to I apply for not for profit / non-profit pricing”.

FAQs answered on the page URL below are:
https://www.microsoft.com/en-us/dynamics/crm-customer-center/billing-faqs-for-crm-online.aspx

  • How do I find the correct CRM Online billing and subscription support team?
  • What billing activities do I need to contact CRM Online Billing Support to manage?
  • When I renew my subscription, can I change my payment method?
  • How do I purchase CRM Online through Volume Licensing?
  • How do I extend my CRM Online trial?
  • How do I migrate from CRM Online to the on-premises version of CRM?
  • How do I cancel my CRM Online subscription?
  • How do I reactivate my expired CRM Online account?
  • How do I apply for a credit due to a CRM Online service outage?
  • How do I apply for non-profit pricing?
  • How to change the Bill to country/region
  • I’m a CRM Online customer and I have learned there is a minimum of 5 Professional users that I need to purchase. What if I only require 3 Professional users?

Quite commonly the question of “How do I extend my CRM Online Trial” is asked. Hopefully this helps solve this and other questions you may have with CRM Online.

Greg Olsen
YellowDuckGuy

Outlook on the web makes going on vacations less stressful

I thought I would add reference to this Office Blog post as it was quite useful. 

https://blogs.office.com/2016/04/12/outlook-on-the-web-makes-going-on-vacations-less-stressful

Vacation is a time to relax. However, the weeks leading up to it can often be as stressful as the time off is fun, as you rush to get packed and finish all those important to-dos before you set your “Out of Office” message. We want to take one thing off your to-do list.

Outlook on the web now makes it easier to clear your calendar and automatically decline meetings before you head out for some time away from the office. When you set an automatic reply in Outlook on the web, Outlook will offer to do the following on your behalf:

  • Block your calendar so people know you’re away.
  • Clear existing meetings on your calendar by declining/canceling them.
  • Automatically send a response to incoming invitations while you’re away.

 

Outlook-OutOfOffice

More info: https://blogs.office.com/2016/04/12/outlook-on-the-web-makes-going-on-vacations-less-stressful

Greg Olsen
YellowDuckGuy

Microsoft Dynamics CRM – Outlook Tracking Emails Warning

August 18, 2015 Leave a comment

You can use Microsoft Dynamics CRM for Outlook (add-on to Microsoft Outlook) to track email, contacts, tasks, and appointments. When you use the track option in Microsoft Outlook to track an email message, contact, task, or appointment record, a copy of that record is saved as an activity in Microsoft Dynamics CRM and synchronised with the Outlook record. They are now linked. You can now view and edit that record in Outlook or CRM. If you have Outlook on your laptop or tablet etc, you can view that same tracked record.

Tracking records in CRM for Outlook is a manual process.  Therefore, CRM gives you the ability to keep your personal Outlook records separate from your CRM records. You don’t want your email to your wife about what’s for tea tonight ending up in your CRM system!

So tracking emails in CRM from Outlook is a great feature. However if not set up correctly, you could run into issues. Some of us have multiple email addresses or CRM organisations we manage or maintain, therefore keeping these all separate at times on one device can be a challenge, especially if you perform demos or testing multiple CRM systems.

So what do you do when you receive the following warning when setting up Outlook, possibly from an existing configuration? Keep reading.

To track emails and perform synchronization, your Outlook email address should be the same as your email address in Microsoft Dynamics CRM

The error message will be displayed as:

Outlook Message - Track Email

 

The scenario I am normally faced with is because the email address I am using is different from the email address of my CRM organisation.  The simple fix is to update your associated email address in CRM on the user record and Approve the email address.  You may find if your tracking of email is not working, approving the email may fix your tracking issue as well. Once your email address is updated in CRM, use the Approve Email (found on the command bar in CRM 2013 and 2015) to accept the email change and allow CRM to process emails using this address.

To note, you may also see this error message if you are configuring Microsoft Dynamics CRM for Outlook, but you don’t have an Outlook email address, or you haven’t set the primary email address field in CRM.

Office 365 – Office 365 and CRM now available from Australia Data Center

Today (March 31st for NZ, 30th for USA), Microsoft has announced that Office 365 and Dynamics CRM are available from the Microsoft Australian data centers.

AustraliaNowAvailable

I recently created a blog post outlining the up and coming data center for Australia and the questions you might have. You can read this blog post at the link below.

https://yellowduckguy.wordpress.com/2015/03/03/office-365-accessing-the-australia-office-365-data-center-for-nz/

Overall this is great news for New Zealand and Australian customers. This will provide businesses faster performance (through the drop in latency), geo-redundant backup and reduce concerns some may have around data sovereignty.

Office 365 – Accessing the Australia Office 365 Data Center for NZ

As I write this article, New Zealand (NZ) Office 365 subscribers have their services hosted out of a data center in Singapore.  The distance from New Zealand to Singapore is a good length, which means it can take a bit longer for our client requests in NZ to hit the servers in Singapore meaning Latency can be a issue for some customers.

Australia

We have known for a while now that there is a new data center in Australia. Actually two of them. One in Sydney and the other in Melbourne. This is great news. Since geographically Australia is closer to NZ than Singapore, this will mean greater speed connections and a drop in latency. The new service includes two geo-redundant sub regions in NSW and Victoria.

But the question now for customers is … how do I access the Australia Office 365 data center or move my existing Office 365 subscription to Australia from Singapore? Well, this article will provide you with options for those queries.

When is it scheduled for release?

The Australian data center is planned to start taking new subscriptions from March this year. Remember these are for new sign-ups of Office 365.

When is my Office 365 instance scheduled to be moved?

Standard Office 365 instance moves from Singapore to Australia will commence in September 2015. See below to move earlier.

What is the process for moving my existing Office 365 subscription?

Microsoft has put together a quick process table and guide to explain this for you.  The table from the guide is shown below.

Move Process

More info: https://technet.microsoft.com/library/dn878163.aspx

What planning should be done before shifting to Australia?

I would recommend you take a look at this page on TechNet. This page has some handy tasks to do. The page also includes the link to apply for the beta program. https://technet.microsoft.com/en-nz/library/dn879433.aspx

Can I sign up early to have my Office 365 instance moved?

You can apply for an early move by visiting the beta request form and firstly signing into MS Connect and completing the form.

Remember, you must notify the Office 365 support team if you DO NOT want to move to the Australia data centre. All New Zealand instances will be moved eventually to Australia.

This is going to be of huge benefit to APAC customers, especially for Australia and New Zealand. Here in NZ, we are looking forward to this new data center.

Greg Olsen
YellowDuckGuy