Did you get a request to setup
CRM demo with email integration enabled and looking for steps to set it up? If yes, this article is going to help you for sure. This is a common question when you are working in presales. This article will provide the basic steps required to set CRM online demo and use email integration. Let’s divide our requirement into two steps:
- Setup Online trial (Very quick and it’s free :) )
- Setup email integration (it’s also free ;) )
Setup Online trial
The process to setup trial is different from time to time, so bestthe option is to use your search engine to search for the correct URL that can be used to setup the online trial. We are going to use this link and will use Self-Start trial option to setup the CRM online trial organization. The process of setting trial basically includes following the below three steps:
Step 1: Here we need to enter the basic details of our organization and contact person details.
Step 2: Here we need to create CRM user and need to provide a unique name for our trial organization.
Step 3: Here we need to prove that we are not Robots :) through call or SMS.
Finally, we can click on "You’re ready to go" link and setup currency and language of our organization.
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Now we are done with our first step, so when we will sign-in to CRM online, we should see our Sales Activity Social Dashboard based on the sample data setup for us.
Setup Email Integration
To setup email integration, first we need to buy Office 365 Enterprise E3 plan and need to setup it. We need to use the following steps:
2. Search for Office 365 Enterprise E3 plan under Enterprise Suite and click on Start Free Trial. After that confirm our order and click on
Continue.
3. Navigate to User and select Active Users.
4. Select our CRM user and click on Edit button under Product licenses.
5. Enable Office 365 Enterprise E3 and click on Assign button. (Note: User won’t be able to see office online products until we will assign this license to user).
6. Now refresh your browser, after that user will be able to see all Office 365 products like below:
7. Let it complete mail setup first and click on Mail after that open Office 365 outlook.
8. Navigate to Mailboxes under Settings, then Email Configuration.
9. Open CRM user mail box and click on Approve Email button on command bar and click on Test & Enable Mailbox button.
Finally, after successful configuration, we should be able to see alerts like below:
Here it’s using Server Side Synchronization method for this email integration. If you are new to Server Side Synchronization, please refer to this KB to understand Server Side Synchronization.
We should see a test email in our Office 365 outlook and we are done !!! Similarly we can create more users if required and assign them licenses.
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