Office 365 groups are a great way to collaborate. Microsoft has added integration of the Office 365 groups with Microsoft Dynamics CRM. As an example you could create an Office 365 group for a new account or a new opportunity that you have in your CRM.

In order to use the groups in CRM, there are some configurations to be done by your administrator.

Here is what you need to do to enable Office 365 group collaboration from Microsoft Dynamics CRM.

Requirements

To be able to use Office 365 groups your users need an Office 365 licence with an Exchange Mailbox and SharePoint Online.

Then you will need to deploy the group solution in your CRM entity

Deploy Office 365 Group solution to CRM

Connect to your Office 365 subscription using the tenant global administrator account, in the Office 365 Admin Center click on CRM

In the CRM Online Administration Center,

  • Click on Instances
  • Select your CRM Online instance
  • Click on the pen beside Solutions to add the Office 365 Groups solution.

If the solution is already installed you will see it listed in the Manage your Solutions section

Manage Permissions

The following steps will explain you how to verify permission In order to integrate Office 365 Groups in Microsoft Dynamics CRM

Click on CRM from the App Launcher

Click on Settings, then Security

In the Security page, click on Security Roles

Select the security role that you want to allow to use the Office 365 Groups

  • Click on the Customization Tab
  • In the Miscellaneous Privileges section, make sure that ISV Extensions is selected

Configure Office 365 groups in CRM

To configure the Office 365 groups, go back to the CRM administration tool

  • Click on Settings
  • Click on Office 365 Groups

Add an Entity, in my example I have added Account

Note that you have the option to auto create a group when an Account is created

Then click Publish All

Create an Office 365 group for a CRM Account

To create an Office 365 Groups for a CRM account

  • Goto CRM from the App Launcher
  • Click on the menu, select the Sales Group
  • In the Customers Section select Accounts

In the account list:

  • Select your account
  • On the nav bar click on the arrow next to your account
  • Click on Office 365 groups

Here I have Selected Bellows College, you have the option of creating a new group or joining an existing group.

When creating a new group you will see the following message

Once the group creation is completed, you will have full access to the Office 365 Group from your CRM Account

You can read more about Office 365 Groups in this article: https://tremblayse.wordpress.com/2016/09/19/office-365-groups-and-planner-the-new-collaboration-way/

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