Sign up your customer for a Microsoft Dynamics CRM Online subscription

As a Microsoft Dynamics CRM partner, you can help your customer sign up for a Microsoft Dynamics CRM Online subscription. You can customize and set up their organization for them, and reduce their effort to get started. After signing up, you can designate your company as the customer’s partner of record. As the partner of record, you can help to ensure that your customer has a great trial experience and start them down the path toward success with Microsoft Dynamics CRM Online.

This document describes in detail the three tasks you must complete to sign up for Microsoft Dynamics CRM Online on behalf of your customer. It also describes the tasks a customer must do to remove your administrative privileges from the customer's company to ensure that they will not be charged for your access after the trial is complete.

Sign up for a free trial subscription

Using a Windows Live ID, which can be your ID or your customer’s, sign up for a free trial of Microsoft Dynamics CRM Online.

Tip

If you sign up for the trial subscription using your customer's Windows Live ID, you won't need to worry about transferring ownership of the account later on.

The free 30-day trial subscription includes 20 user licenses and 5 gigabytes (GB) of storage. You can activate your customer’s trial subscription as a paying subscription at any time during the first 30 days.

When signing up for the free trial, note the following:

• Make sure to select the correct country/region for your customer in Step 1. The country/region is important for setting up your customer's billing.

  Important

  If the customer does not have a billing address in the country/region you select, their account cannot be activated later.

• When you accept the terms of service in Step 3, you are accepting it on behalf of your customer and representing their agreement to our terms.

Sign up for a free trial subscription

1. Go to the Microsoft Dynamics CRM Web site and do the following:
   1. Verify the country or region of your customer organization’s billing address. If you are asked, select the correct country.
   2. Verify that you are in the Microsoft Dynamics CRM Online Web site that corresponds to the country of your customer’s organization, and then click Get Started under Free Trial.

   – OR -

   If you received an e-mail with the customer’s invitation, click the link.

2. Sign in with a Windows Live ID.
3. Read and accept the Microsoft Dynamics Microsoft Dynamics CRM Online Terms of Service.

   Important

   By signing up on behalf of your customer, you are acting as their agent. Your customer will also have to read and agree to the terms of service as part of accepting the invitation to use the service.

4. Enter your customer’s company name.
5. If needed, click Change currency to set the correct currency for viewing reports.

   Important

   After you click Finish in the next step, the organization name and base currency of your customer’s subscription of Microsoft Dynamics CRM Online are final and cannot be changed.

6. Click Finish to complete the sign up.

Soon after you complete the sign up, you will be notified by e-mail that the Microsoft Dynamics CRM Online trial subscription is ready. You will also receive e-mail messages that provide help for new organizations during the first 30 days of their subscription. Forward these e-mail messages to your customer.

Designate yourself as the partner of record

After completing the trial signup, designate your company as the partner of record who is responsible for the customer. As the partner of record, you can help Microsoft provide our partners and customers with the best service and support. After the trial subscription becomes a paid subscription, your partner company can also claim the CRM Software Advisor (CSA) fee for the subscription. For information about the CSA fee program, visit the Microsoft Partner Network site, where you can download the Microsoft Dynamics CRM Software Advisor Operations Guide and FAQ, which provides detailed instructions for the fee claim process.

If your customer has already signed up for a Microsoft Dynamics CRM Online subscription, or prefers to sign up for the trial subscription themselves, they can still designate your company as the partner of record.

To designate your company as the partner of record:

1. Go to the Partner of Record Designation page in CustomerSource.
2. Sign in with the same Windows Live ID that you used to sign up for the trial subscription.

   If this Windows Live ID is associated with more than one Microsoft Dynamics CRM Online subscription, select your customer’s organization.

3. Search for your partner company’s account, and then select Microsoft Dynamics CRM Online as the product line from the drop-down list.

   Tip

   You can search for your partner company by company name, phone number, or their 10-digit partner MBS authorization number.

4. Select your company from the search results, and then click Associate.

Transfer ownership after completing the trial

After the trial period is complete and your customer is ready to start their subscription, there are a few steps you need to complete in order to transfer ownership of the Microsoft Dynamics CRM Online instance. If you signed up for the Microsoft Dynamics CRM Online subscription on behalf of the customer by using a Windows Live ID other than your customer’s, call Microsoft Dynamics CRM Customer Service and Support to request a transfer of ownership of the subscription to your customer and designate him or her as the billing administrator of the customer’s Microsoft Dynamics CRM Online organization. The billing administrator can take actions that have financial implications to the Microsoft Dynamics CRM Online subscription, such as:

• Upgrading to a different subscription
• Upgrading to a different release
• Purchasing additional licenses
• Purchasing additional storage

  Tip

  If you used a Windows Live ID that belongs to someone in your customer’s organization, or that can be transferred to your customer, skip this task. Give the e-mail address and its password to your customer.

To transfer the ownership of the Microsoft Dynamics CRM Online trial subscription, you will need the following:

• The e-mail address of the person from your customer’s organization who will act as a system administrator and the billing administrator for the subscription.

  Important

  Each organization must have a billing administrator.

• The Windows Live ID that was used to sign up for the subscription.
• The name of the company used to create the trial subscription.

  You will need this name to identify your customer's company if there is more than one account registered at the Microsoft Billing and Account Management site.

• If the free trial subscription has already been activated to a paying subscription, you will also need the credit card number used to pay for the subscription.

Add a system administrator

1. Sign in to Microsoft Dynamics CRM Online using the Windows Live ID that you used to sign up for the trial.
2. In the Navigation Pane, click Settings. Under System, click Administration, and then click Users.
3. In the Records group, click New.
4. Select the security role System Administrator, and then click Next.
5. Enter the new billing administrator’s name and e-mail address, and then click Add.
6. Complete the wizard, and send the invitation.
7. Make sure the new billing administrator has successfully accepted the invitation and has access to the subscription.

   Important

   Make sure that the new billing administrator has accepted the invitation before you complete the ownership transfer.

Add an account delegate

1. Go to the Microsoft Billing and Account Management site.
2. Sign in with the same Windows Live ID that you used to sign up your customer for the trial subscription.
3. Under Billing account overview, select the company account where you want to add a delegate.
4. Click View or add account delegates.
5. On the Manage account delegates page:
   1. Click Add an account delegate.
   2. Enter the Windows Live ID of the new billing administrator.
   3. Click Add delegate.

Request an ownership transfer

1. Contact Microsoft Dynamics CRM Customer Service and Support.
2. Give the customer service representative the Windows Live ID that was used to sign up for the subscription and the account ID number.
3. Give the customer service representative the Windows Live ID of the new billing administrator.
4. Ask the customer service representative to promote the new billing administrator to initial user, and primary administrator.

   Important

   Make sure that the new billing administrator has accepted the invitation to become a system administrator. The Windows Live ID that was used to sign up for the trial subscription will be demoted to an account delegate.

Remove the partner's administrative privileges

These tasks are optional. After you sign up your customer and register yourself as the partner of record, you will have access to your customer's subscription and billing account for the subscription. The following tasks are performed by the customer.

Important

If you or your customer do not remove your privileges, the customer will be charged the standard monthly user fee for your access.

Remove partner access to the billing account

If your customer wants to remove your access to the billing account for the subscription, they must complete the following steps:

1. Go to the Microsoft Billing and Account Management site.
2. Sign in with the Windows Live ID you use for the billing administrator at your company.
3. If the service name displayed under Billing account overview is not Microsoft Dynamics CRM Online, select the account from the menu that corresponds to the Microsoft Dynamics CRM Online subscription.
4. Click View or add account delegates.
5. Next to the names of account delegates you want to remove, click Remove.
6. In the next window, click Yes to confirm the removal.

   Important

   We strongly recommend that at least two people in the organization have access to the Billing and Account Management site. To add someone, click Add an account delegate, and then follow the online instructions.

   Tip

   To verify that the information on the personal information page is correct, click Go to Account Information.

Disable partner access to the Microsoft Dynamics CRM Online subscription

If your customer wants to disable your access to the subscription, they must complete the following steps in Microsoft Dynamics CRM Online:

1. Sign in to the Microsoft Dynamics CRM Online subscription with the Windows Live ID you use for the billing administrator at your company.
2. In the Navigation Pane, click Settings. Under System, click Administration, and then click Users.
3. In the list, select the name of the user from the partner company.
4. In the Records group, click Disable.