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Tip #521: SharePoint integration in a CRM Online trial

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So you set up a Dynamics CRM Online 30 day trial and you want to also try the document and OneNote integration. Here is how to get a SharePoint Online trial to use with your Dynamics CRM trial. There are two approaches:

  1. If you have already set up a CRM Online trial, from the Office 365 account associated with your trial, sign up for the Office E3 trial (https://products.office.com/en-us/business/office-365-enterprise-e3-business-software). This trial includes SharePoint.
  2.  If you have not already set up a CRM Online trial, start with an Office 365 trial, open O365 portal, go to Purchase and add CRM trial.

 


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