When purchasing licenses for your Office 365 or Dynamics CRM Online account, you’ll have some options. If you are currently on a trial, you can convert a trial account to a paid subscription or you can purchase each license and assign them to each user. You will need a credit card on hand when purchasing licenses. Jump to the following sections to learn more:
- Purchasing licenses
- Managing subscriptions
- Adding users
- Using bulk edit
- Deleting a user account
- Assigning licenses
Tip! PowerObjects recommends you purchase your licenses before adding users. This way, as you add users, you can assign them licenses as part of the process when setting up your account.
To purchase licenses in the Microsoft Online Portal, you must be a global or billing administrator for your company’s account.
1. In the Admin center, click purchase services on the left hand side. On this page, you will be able to purchase your Dynamics CRM Online and Office 365 licenses.
2. Customize your order by choosing the number of licenses you’d like to order. You have optional add-ons to select from before checking out. Once you have the number of licenses you want, click check out.
3. Follow the three steps Microsoft lays out for you to purchase your licenses. If you would like to add more licenses or purchase more licenses or add other Office 365 plans to your subscription, you can do so in the purchase services section in the admin center.
Tip! To drop a license or subscription from your account, you will need to open a service request ticket with Microsoft. You’ll want to open the ticket under the billing department.
If you are on an Office 365 trial or have already purchased licenses, you can manage your subscription in the Microsoft Online Portal.
On the left hand side of the Admin Center, click Licensing. This will show your Office 365 and Dynamics CRM Online subscriptions. By clicking any of your subscriptions, you can do the following:
- View billing
- Turn auto-renew on or off
- Edit payment details
- Set Partner of Record
1. To add a user to Office 365, navigate to the user and groups on the left side. Then click the + sign.
2. Fill in the user’s actual name, the name you want displayed to everyone, and the username (for example, if you wanted to make firstname.lastname@example.org, you would put Dan in the username field.) Then choose your organization from the drop-down list next to the username field.
Note: There is an option to bulk upload users.
3. On the next page, you need to decide if the new user you are adding requires administrative roles for your company’s Office 365 or Dynamics CRM online account allowing them access and control in the Admin Center. For general users, it is recommended to choose No unless they will be administering your accounts. You also need to choose the country the user resides in from the drop-down list. Once you are satisfied with your choices, click Next.
4. Determined by which plan you have, this may look different. Assign the user their license/licenses then click save.
5. To conclude, click on Create. The final page will show the new email address you created and the temporary password for that specific user. Click Finish to return to the user’s page.
1. On the Users and Groups page, click the bulk add emblem.
2. Select the CSV file you’d like to import the bulk file from. After the CSV file is ready to be uploaded, browse for the file then click Next.
3.On the Settings page, click Next. On the Assign licenses page, click Submit.
Note: If you try to bulk edit your own user details, you’ll see a warning stating “You can’t edit yourself through bulk edit.”
On the Users and Groups page, you’ll see all users added to your account.
Use the search box to find the name of the user you wish to remove. When you have found the user, check the box to the left of their name and click Delete.
The system will ask you if you are sure you wish to delete the user. If you are sure, click Yes, and that user will be removed from the system. You can delete multiple users at the same time by clicking multiple checkboxes. Once deleted, you will still be paying for the deleted user’s subscription. You will need to open a Service Request Ticket with Microsoft to deactivate the paid subscription.
Using this same methodology, you can also edit user settings and reset user passwords.
Note: you can restore deleted user accounts in the Deleted Users section in the user and group’s page.
Assigning licenses can be done while adding users, or you can click on the specific user you want to assign a license to. To do this, in the Admin Center, click users and groups then click on the user you want to assign the license to.