Prepare for the Upgrade to Microsoft Dynamics CRM 2013

Microsoft has a powerful vision for CRM. It is defining and delivering a connected and forward-looking enterprise - the successful enterprise of the future, an enterprise that connects its employees, partners and customers to what they need, in the right context. The upgrade to Microsoft Dynamics CRM 2013 is the first step to realizing that potential.

I recommend reading this document to prepare your organization for Microsoft Dynamics CRM 2013 upgrade.

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Using existing Active Directory users with CRM Online

If you have a large organization that uses Active Directory to manage your users and groups, setting up Active Directory synchronization will allow you to manage all of your CRM Online users in a central location, avoiding the need to manage multiple user accounts and passwords. In the Office 365 portal, each user record automatically includes user details such as phone number, which is populated from the corresponding user entry in Active Directory. After you assign a CRM license to a user in the Office 365 portal, the user (and all associated details) will appear within the CRM application. If the user's name or other information is updated in Active Directory, any changes will automatically propagate to CRM.

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