What happens when you cancel your Dynamics 365 subscription? It used to be pretty involved as you called into CRM Support and went through the process over the phone. Now it’s just a few clicks online at your Office 365 portal to make it happen. As shown below you will be given the Cancellation Date and the Deletion Date.

Dynamics 365 Cancellation Process

Dynamics 365 Cancellation Process

Not sure where to go to signup for a Dynamics 365 trial?

Use this link https://go.microsoft.com/fwlink/?linkid=789063

If you already have an Office 365 account you can add the trial to that tenant. If not spin up an independent trial. The upside of the instance of running in your own environment is that you can use all your standard login creds.

Microsoft Dynamics 365

Microsoft Dynamics 365

 

Recently a client wanted to selectively remove certain Contacts from a Dynamic Marketing List. After discovering that you can’t do this they pinged us with the question – What can we do?

The answer is simply convert the dynamic list to a static list and then edit the static list. Sounds simple, right? There is a button that appears on the dynamic marketing list tool bar that makes it a one click operation. Well almost.

Here is the button.

Copy a Dynamic Marketing List to a Static List

Copy a Dynamic Marketing List to a Static List

However, there is one more step you have to take to be able to manage the members on the list. It gets created in a ‘locked’ state. So change it to unlocked and you will be good to go.

Unlocking a Static Marketing List

Unlocking a Static Marketing List

Although this blog is all about Dynamics CRM (now Dynamics 365) I stumbled onto something this morning that I didn’t know was even a setting option in Outlook that I wanted to share with all my blog followers.

Have you ever been burnt by doing a Reply All to a distribution list email which will go to everyone but really only intended to reply back to the sender? Have you ever sent something to everyone that was in the To: box but only meant it for the sender?

Well here’s a way to keep you from potential utter embarrassment.

There is a setting in Outlook 365 that can control whether Reply or Reply All is the default.

I haven’t fully thought through this myself whether I will change it to just Reply yet. I can see how it would be inconvenient 85% of the time, requiring additional clicks and copy to do a Reply All. However, if it saves me from looking stupid, foolish, or just a ‘newbie’ by accident once a month it probably is going to be well worth it.

Outlook Reply vs Reply All Settings

Outlook Reply vs Reply All Settings

The CRM product team has pre-staged several informative articles regarding Dynamics 365 that go into effect November 1, 2016.

Get a head start and start reading them now.

  • Switch from Dynamics CRM Online to Dynamics 365 (online) – Microsoft is introducing Dynamics 365, the next generation of intelligent business applications that enable your organization to grow, evolve, and transform to meet the needs of your customers and capture new opportunities. As a result, Microsoft is introducing new plans for customers November 1, 2016, that are similar, but not identical to your current plan.
  • Access Dynamics and Office 365 apps in Dynamics 365 (online) – If you’re a Dynamics 365 (online) user with an Office 365 subscription, you’re just two clicks away from accessing the family of online apps that are available to you, like Word and Excel Online.
  • Sign in to Dynamics and Office 365 apps – There are multiple ways to sign in and access your Dynamics and Office 365 apps. You can sign in by using the Office 365 admin center, or sign in directly. For December 2016 update for Microsoft Dynamics 365 (online), we’re introducing the Office 365 home page which you can also sign in to directly.

And if you just want to get caught up with the big picture and haven’t seen this article, here it is:

Connect is Dead! Long Live Connect! (alteast for product suggestions)

That’s right folks, the good old Microsoft Connect site has had it’s content moved over the new CRM Ideas site.

So you if you want to help improve Microsoft Dynamics CRM and its family of products and solutions submit your ideas.

What can you do at the site? Provide suggestions, discuss ideas suggested by others and give feedback.

There are 4 forums for the product family.

  • Microsoft Dynamics CRM
  • Microsoft Dynamics Marketing
  • Microsoft Social Engagement
  • Parature, a Microsoft Company

What’s it the number 1 voted item in the Dynamics CRM category? Allow Not In searches in the advanced find with 854 votes.

ideas

Spin up  a 30 day CRM Online trial, get to day 29 and what do you do? Up to just recently you could have called CRM Support and gotten a 30 day extension. While this was free it took some time to get connected to support to request the extension.

The process has now changed. You can determine if it is has gotten easier or harder.

Today you go to the Office 365 portal, enter your credit card and the trial is extended for another 30 days. Obviously if you are just testing and don’t plan on converting that instance to a  paid subscription you better give yourself a few calendar reminders to cancel the subscription.

I think this is an excellent improvement in the process.

CRM Online 30 day trial pending expiration

CRM Online 30 day trial pending expiration

CRM Online Trial Credit Card Input

CRM Online Trial Credit Card Input

30 Day Trial Extension Approved

30 Day Trial Extension Approved