There is so much available in Dynamics CRM that it can be challenging to keep up. Since features are coming at us so quickly and we are all incredibly busy, it is easy to miss things or not be aware of what is available. Given that and in an effort to bring you quick read articles, I thought it might be helpful to post shorter but informative information. Today’s post is one of those.
For those that are not aware, there is a significant list of solutions that you can install when creating a Dynamics CRM Online trial. It is important to note that some of the solutions are only available in the US data center. To view the list, you can fire up a CRM online trial. I generally select the Self-Start Trial option but you can select either option depending on your familiarization with the product.
After setting up your trial, log into the online Office 365 using your new user name and password and select Admin from the top left hand corner.
Select CRM from the left navigation menu.
Select the instance you want to update and select the Manage Solutions icon.
Here is the list of solutions currently available in my CRM Online trial instance.
Installing each one is a simple click of the button. Select the solution you want to install and select the Install icon.
Once all selected options are installed you can begin configuring it and learning about the solutions. You should be able to find all the information you need on the Customer Center, Technet and MSDN. Here are a few but very useful tips for navigating Technet.