MS Dynamics CRM and collaborate with your colleagues using Office 365 Groups

Office 365 Groups are a shared workspace for email, conversations, files, and events where group members can collectively get stuff done.

You can use groups to collaborate with people across your company, even if they don’t have access to Microsoft Dynamics CRM Online. For example, you can create a group for your sales team and invite other Office 365 users to join the group, and then share documents, conversations, meeting notes, and OneNote information related to specific accounts or opportunities.

The groups solution works with any entities, even custom ones.

Collaborate through meetings, conversations, notes, or documents.

Prerequisites

  • You need to have an Office 365 subscription which includes Exchange Online and SharePoint Online.
  • Before you can start using Office 365 Groups, the groups solution needs to be deployed and turned on for your CRM entities. For more information, see TechNet: Deploy Office 365 Groups.

Create a group

  1. Go to the record that you want to create a group for. For example, Go to Sales > Accounts. (How do I get there?)
  2. Choose an account.
  3. On the nav bar, choose the drop down menu next to the account name, and then click Office 365 Groups.
  4. In the Welcome to Office Groups! section, click Create Office 365 Group.

Join a meeting

Group meetings help all members coordinate their schedules. Everyone in the group automatically sees meeting invites and other events.

  • Choose the meeting title to view meeting details.

Start a conversation

Having a group conversation is a way to communicate with group members. The conversations section displays each message, where you can read, reply to, and create new conversations.

  • To start a new conversion, in the Start a group conversion box, type in your message.
  • In the Conversations section choose a conversion to read and reply to it.

Add notes

Share notes with everyone in your group using the shared OneNote notebook. OneNote lets multiple people write in the same notebook, on the same page, at the same time, and it automatically merges everyone’s changes.

  • In the Notebook section, choose the group’s notebook. When OneNote opens, add your notes.

Share documents

When you create or upload a file in the group’s OneDrive for Business page, it’s automatically shared with all members of the group. When you add members to the group, they automatically get shared access to the files. By default, only group members have view and edit access to the files. When you create a group in Microsoft Dynamics CRM, it’s set to private, so only the group members can see information about the group including files, conversations, or even the group itself.

  • To see the latest list of documents, refresh the list using by choosing the refresh icon.
  • To upload or manage all of your documents in OneDrive for Business, click Open OneDrive.

Use the Office 365 Connectors for Groups

Use the Office 365 Connectors for Groups to connect new or existing Office 365 Groups with CRM Online so the group is notified when new activities are posted. To set it up, follow these steps:

  1. Enable the Developer Preview. See: https://dev.outlook.com/Connectors.
  2. From within the Office 365 Groups web app, create or choose an Office 365 Group.
  3. Choose Connectors.
  4. Choose Dynamics CRM Online.
  5. If you have access to more than one CRM Online organization, choose which organizations to connect to this Office 365 Group. If you only have access to one CRM Online organization, this step will be skipped and you will advance to the next step.
  6. Choose the CRM record you want to connect this Office 365 Group to.

 

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