Microsoft Lystavlen - the Online display board

Lystavlen is the danish word for 'the display board'. This blog is all about sharing the beauty of Microsoft Online Services

March, 2013

  • Office 365 - comparing P, M and E plans

     

    The new Office 365 Service Descriptions can be easily accessed in your favorite browser; just type office365sd.com in the address box, and you'll get a full list of service descriptions.

     

    Each service description will give you tables comparing features across plans, making it easier to pick the plan that suits your needs the best. To provide an easy, visual overview I've compiled the below table comparing Exchange Online, SharePoint Online and Lync Online across the P, M, and E plans.

    In the table I'm using these abbriviations for the plans

    • P1 = Office 365 Small Business
    • P2 = Office 365 Small Business Premium
      (Designed for 1-10 users, maximum of 25 users)
      x
    • M = Office 365 Midsize Business
      (Designed for 11-250 users, maximum of 300 users)
      x
    • E1 = Office 365 Enterprise E1
    • E3 = Office 365 Enterprise E3
    • E4 = Office 365 Enterprise E4
    • K = Office 365 Enterprise K1 (aka Kiosk)
      (Designed for 250+ users, no limit to number of users)
      x
    • You can read more about the above plans here

     ...and this Color coding visualizing whether a feature is included in the plan or not

    • Green = Yes
    • Red = No
      x
    • NOTE: always consult the appropriate service description for an authoritative answer as to whether a feature is included (comments can apply, but wont be listed here)

     

    Table: Comparing Exchange, SharePoint, and Lync Online across the P, M, and E (and K) plans

     (click here to get the source Excel file if you need to do filtering or other tasks)

     

    Note

    In the E-plan you can opt to subscibe to various available add-ons, e.g.

    • Visio Pro subscription
    • Project Pro subscription
    • Project Online
    • CRM Online (click here to learn more about the dynamic duo in the cloud; Office 365 and CRM Online)
      x

    See also

    • Exchange Online Comparison - link
    • SharePoint Online Comparison - link
    • Lync Online Comparison - link
    • What exactly do you get in an Office 365 plan? -. link

     

  • How the transition will affect users of CRM Online

    On July 19th, 2012 Microsoft Dynamics CRM Online on-boarded to a new administration portal and billing platform. Together the portal and billing platform are referred to as the Microsoft online services environment. This environment is designed to streamline and improve the customer experience across all Microsoft online services. It enables customers to manage their Microsoft Dynamics CRM Online and Office 365 subscriptions from one location and also delivers enhanced regulatory and industry compliance.

    Prior to the introduction of this environment, customers who created a subscription using Microsoft Dynamics CRM Online used a different administration portal and billing platform. For the purposes of this article, this legacy platform will be referred to as CTP (Commerce Transaction Platform). This original platform for the service will be decommissioned in the Q4 2013 timeframe, and customers will be moved to Microsoft’s standard administration, billing and provisioning environment for cloud services (the Microsoft online services environment).

    I often get asked about the transition experience for customers transitioning from the CTP platform to the Microsoft online services environment.

    On the CTP platform users logged into CRM Online using their LiveID credentials, whereas users logging into the Microsoft online services environment are using a different set of credentials - the Microsoft Online Services ID, the unique ID that is required to administer or use Microsoft online services. The Microsoft online services ID can be created when you try or buy a Microsoft Dynamics CRM Online or Office 365 plan for the first time. Alternatively, an administrator creates a new ID when creating a new user.

    So how will the transition affect your users of CRM Online

    1. Once transitioned users will need to input their new cloud managed credentials when logging on to Microsoft Dynamics CRM Online. Each customer is encouraged to create a communication plan ensuring that each user has received a communication telling them what their new user name and password will be prior to the transition.
    2. If your users access Microsoft Dynamics CRM Online using the Outlook client and experience logon difficulties even after inputting the correct cloud managed credentials or federated IDs then they may need to run the Outlook Configuration wizard to set the Server URL to “CRM Online”.

    To read more on the topic of credentials and much more on the transition itself you can download the Transition Guide here

    See also

    • Transition Center (automated) - link
  • How to Get your Office for Mac 2011 if you havent been upgraded yet

    In the new Office 365, Mac users can download Office for Mac 2011.

    So what to do if you want your Office for Mac now, and your tenant hasn't yet been upgraded to the new Office 365 experience?

    If your are an existing Office 365 E-plan customer, and your tenant hasn't yet been upgraded to the new Office 365 experience, your tenant is in what we call Pre-Upgrade. Pre-upgrade Office 365 tenants will not expose links to end users for Office for Mac 2011.

    However, if you want to use Office for Mac 2011 with Office 365 activation, you can download the DMG installation package from this link. That will download an English-US version of Office for Mac 2011 SP3 which will activate against an Office 365 tenant Pre- or Post-Upgrade for users with rights to Office Professional Plus or Office 365 ProPlus desktop apps.

    These will also count against the five installations per user and the interface to manage deactivation of Office apps will be available to users once pre-upgrade tenants have been upgraded.

     

    See also

    • Office 365 Technical Blog, Jeremy Chapman blog post on this topic (and how to get the new Office client for PCs) - link
  • Now you can control who sees what in the Exchange Online GAL

    Companies who have gone through a merger often need to have separate Global Address Lists (GAL) per company, with functionality that allows users to see only other appropriate users.

    Schools often need different views of the GAL for subsets of users within the same organization - restrict students’ access to GAL to avoid misuse.

    To mirror the GAL segmentation functionality available in on-premises Exchange Server, Address Book Policies (ABP) have added to Exchange Online in Office 365 - and there are a few things to notice:

    1. the ABP features are only available to customers with Office 365 for Enterprise (‘E’ plans) and Education (‘A’ plans). We are not making ABPs available to small business (P Plan).
      x
    2. this feature to allows you to create custom additional Address Lists (ALs), Global Address Lists (GALs), Offline Address Books (OABs), as well as ABPs within your tenant. So even if you don’t use ABPs, you can add additional custom Address Lists to your tenant if you so choose.
      x
      For example, you could create an Address List containing all the users with mailboxes in Chicago, and have Outlook and Outlook Web App (OWA) show that additional Address List. You don’t need ABPs, just the smarts to create a new Address List (we still recommend using custom attributes for filtering as they are consistent on all the mail enabled objects).
      x
    3. we are creating a limit to the number of ABPs and OABs you can create by default. These things all consume resources and when you are a tenant on a multi-tenant shared platform you have to ensure one tenant doesn’t consume all the available resources. One way of doing that is by restricting the number of objects or actions one tenant can take.
      x
      The default for Office 365 for Enterprise customers is to allow 10 GALs, 10 OABs, 10 ABPs and 40 ALs.

    See also

    • Address Book Policies, Jamba Jokes and Secret Agents - link
    • Exchange Online Service Description - link
  • Multiple Instances in CRM Online - whats the use case?

    With the December 2012 Service update (aka "Polaris"), we introduced the ability for customers to provision and manage multiple CRM instances within a single subscription.

    This opens up new enterprise customer scenarios such as separate instances for departmental use, regional use, development/test instances for application lifecycle management and more. 

     

    Use Case for Multiple Instances

    Logically, you can imagine multiple CRM Online instances for an organization structured similar to multi-tenant high-rise or building. Each floor within a building can be logically considered as an application (Sales/Service, Vendor mgmt., Wealth mgmt., etc) and each unit within a floor can be considered as an instance for a specific purpose such as production (final), training, testing, development, etc.

      

    The need for multiple instances varies from one organization to another. Some organizations might require just a few and others might need large number of instances depending upon their business needs.

    It is important to note that multiple instances cannot be created across the globe. Currently, all the additional instances can only be created within the same geo (Americas, EMEA or APAC) as the subscription.

     

    Scenario: Departmental Use

    So - why would an organization need multiple instances of CRM Online if data segregation can be achieved using business units and role-based forms?

     

    A common use for additional instances is to have separate instances for each department or region within an organization. For example a large financial organization might need separate instances for retail banking division, wealth management vision, separate ones for insurance business and vendor mgmt., etc. Another example might be to have separate instances for different regions (Northwest, South, East, etc) as the policies and business procedures might significantly vary from one region to another within the same organization.

    Multiple instances are needed when segregation of plugins/workflows/admin resources are required which cannot be easily isolated using business units in CRM. In the below example - when Retail banking needs to make a change or install a 3rd party component for their needs, you wouldn’t want the wealth management users to be affected by those changes.

    Additional instances are charged at a monthly rate per instance and do not require additional CRM user licenses (CALs). Each user with a CRM license can access all of the instances in their subscription. When a user is part of multiple instances, they’ll see an instance picker while logging into CRM Online. Security can also be applied to restrict users only to specific instances.

     

    Instance Security Groups

    Security groups defined within the Microsoft Online Services Portal (MOSP) controls access to various CRM Online instances. Any security group available within the MOSP can be used to control access to a CRM instance. If a security group is not associated with a CRM instance, all users with a CRM license will be created as users in the instance.  If a security group is associated with an instance, only users with CRM licenses that are members of the security group will be created as users in the CRM instance

     

    Security groups can also be nested, meaning one security group can encompass other security groups making it easy to map complex security and access requirements that is illustrated in the slide. For example, you can easily create an “All Sales” group that includes Corporate, Field Management and Field Sales/Service groups.

    Administrators can view and create security groups within the MOSP. If you have configured your subscription for Active Directory synchronization, security groups you create in Active Directory will be replicated to the MOSP and can be associated with your CRM Online instance for simplified integration. Of course security groups within Active Directory can be used for controlling access to other products such as SharePoint, network shares and other applications making it easier to achieve end-to-end enterprise security.

     

     

    Note

    See also

    • "Using Multi-tenancy in Microsoft Dynamics CRM 2011 to Address Challenges in Enterprise Business Environments" (white paper) - link
      Discusses scenarios in which using multiple CRM instances to separate areas of functionality can assist in addressing business challenges in the Enterprise.

     

     

    Important reminders regarding the Additional Instance Add-On:

    1. Additional instances can only be added to "paid" subscriptions (not trials or IURs)
    2. Existing trials and/or subscriptions cannot be merged onto an Additional Instance; instead, the customer or partner will need to move their data and customizations
    3. If the customer purchased their CRM Online subscription through Volume Licensing, they must go through their LAR to purchase the Additional Instance
    4. Storage is shared across the primary subscription and any purchased Additional Instances
    5. Separate security groups can be set up for each Additional Instance

  • Social CRM - what is it, what can it do for you?

    Social CRM
     
    Far more than a passing trend, social is here to stay.
     
    But when it comes to applying it to your business, you may be asking, "Where do I start?" The answer is simple: start with the priorities you have for your business.
     
    Example: Loyalty
     
     
    Enterprise Social can help you do whatever you need to do—faster and smarter. Social capabilities help you do many things:
    • LISTEN. Hear what your customers are saying, uncover trends, and identify influencers.
    • ENGAGE. Take part in meaningful conversations with your stakeholders.
    • COLLABORATE. Connect with people quickly and easily, and work together to desired outcomes.
    • AMPLIFY. Create broad awareness of your message.
    • SOLVE. Grow and harvest community knowledge, and connect customers to solve problems.
    • INNOVATE. Take action on ideas and opportunities gleaned from the crowd.
    • ANALYZE. Get real-time feedback, monitor buzz, detect sentiment, and measure impact.

    To learn how see the whitepaper "The Connected Enterprise: Embracing social technologies to drive the Dynamic Business."

    Update Post Convergence March 22, 2013 - Microsoft aquired NetBreeze a social listener application, which will bring a lot of capabilities to CRM

    • Customized dashboard for users - can contain trend charts, volume of mentions, tag cloud, list of influencers etc
    • Trend chart which provides a chart of trend over months - broken down by channel sources
    • Sentiment analysis (negative or positive) - includes sentiment terms that cause the negative or positive sentiment
    • Influencers and influence quotient (the impact of the influencer)
    • Ability to respond to social channels (like twitter) from within CRM/Netbreeze
    • Native language sentiment analysis

     

    Below you'll see a screenshot of how we could embed this functionality in Microsoft Dynamics CRM down the line.

     

     

    See also

    • Social CRM - link
    • Why Social Media Is One Of The Best Ways To Keep Your Customers Happy - link
    • Is Social Media The Future Of Customer Service? [INFOGRAPHIC] - link
  • Collaboration in Exchange Online

    Exchange Online provides the following rich features that can help your end users easily collaborate in email:

    • Site mailboxes
    • Public folders
    • Shared mailboxes
    • Groups (also called distribution groups)

    Each of these features has a different user experience and feature set and should be used based on what the user needs to accomplish and what your organization can provide.

    For example, site mailboxes provide great documentation collaboration features. However, site mailboxes rely on SharePoint, so if you aren’t planning on subscribing to SharePoint, you can use public folders to share documents.

    So what is the difference between site mailboxes, public folders, shared mailboxes, and distribution groups?

    Site mailboxes

    • For groups of people that are working together on a shared set of deliverables. They want to keep important emails and documents in one place.
    • The content is scoped to a particular project that a small team is working on. As such, all content in that mailbox is highly relevant to the team members.
    • User will not see a site mailbox in their Outlook client unless they are an owner or member of that site mailbox.
    • See this technet article for more

    Public folders

    • Public folders hold the full body of shared email knowledge in an organization.
    • Public folders are a great technology for distribution group (DG) archiving. A public folder can be mail enabled and added to the DG. Emails that are sent to the DG will be automatically added to the public folder for later reference.
    • With the new Office public folders are now also available in Office 365.
    • You are limited to 50 public folder mailboxes with a maximum size of 1.25 TB. See the Exchange Online Service Description for more

    Shared mailboxes

    • A group of people is working on behalf of a virtual entity (e.g. help@contoso.com). They are triaging incoming emails against a shared inbox and responding on behalf of the virtual entity.
    • Integrated document collaboration is not a requirement for this scenario.
    • Users will usually only do this for one shared mailbox and the mailbox is added manually to the user’s Outlook profile.

    Distribution groups

    • Distribution groups are not actually a shared store in Exchange. They are rather a way for sending emails to a defined set of people such that emails are delivered to those users’ inboxes for triage

     

    A table of comparison could look like this:

     

     

    Read more here

    Note

    • Public Folders not available for the Office 365 Enterprise K1, and Government K1 plans - link

     

  • What’s new in Microsoft SharePoint Online

    The new SharePoint Online, available with Office 365, includes a wide variety of improvements and new features.

    Discover how SharePoint Online can help you share your work and work with others, organize your projects and teams and discover people and information.

    Share

    • Social features
    • Collaborate with external users
    • Community site
    • OneNote integration with team sites
    • New ways to work with video and rich media (SharePoint Online Enterprise plans only)

    Organize

    • Document libraries
    • Keep track of important SharePoint sites on your Sites page
    • Keep track of your tasks
    • Project sites & site mailboxes

    Discover

    • Search
    • Business intelligence

    Build

    • Site customization
    • Public website
    • Workflows (SharePoint Online Enterprise plans only)
    • Apps for SharePoint
    • External data access

    Manage

    • Security, site management, and site upgrade
    • Information rights management
    • eDiscovery and case management (SharePoint Online Enterprise plans only)
    • Preservation of content (SharePoint Online Enterprise plans only)

    Read more here.

     

    Administration Center

    On top of the above you might also want to check out how you as an Admin can automate SharePoint Online management tasks using remote Windows PowerShell, e.g. create a bunch of sites from code.

    See the article "The new SharePoint Online Administration Center—more customer control" here

     

    See also

    • SharePoint Online Management Shell - link

     

  • How you can use Yammer in CRM Online

    If you’re part of a Microsoft Dynamics CRM Online organization and you choose to install product updates, you have the option to integrate Yammer into your sales and service processes.

    You can stay up to date with the records you care about and hold conversations with your colleagues without navigating away from the work area. When you follow a record, changes to it will trigger a notification on your screen. You’ll be able to look up this information later, along with your conversations, right in the record.

    We've released a video in which you can see how the above could play out for your organisation.

     

    Click here to see the video

     

    See also

    • Frequently asked questions about Yammer - link