Its here – Office 365 Groups in CRM Online


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

Below you see an Office 365 Group created and opened in Outlook

Fig. 1: Office 365 Group

You can use Office 365 Groups to collaborate with people across your company – even if they don't have access to Dynamics CRM Online. 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

"Office 365 Groups" is a CRM solution you provision from your Office 365 admin portal

In this example I'll deploy Office Groups in my CRM Online tenant, and create an Office Group for an opportunity

In the Office 365 admin center, choose CRM (1)

Fig. 2: Office 365 Admin Portal

In the CRM Online Administration Center, choose your organization and then choose Solutions (1)

Fig. 3: Solutions

Select "Office 365 Groups" (1) and then click Install (2)

Fig. 4: Install

Review the terms of service and then click Install (1)

Fig. 5: Accept ToS

The solution is being installed

Fig. 6: Installing

When installed you can navigate to Settings > Solutions to verify its there

Fig. 7: Solution installed

If insterested you can take a look at the installed entities

Fig. 8: Note the new entities

Configure Office 365 Groups

Once you provision Office 365 Groups, you can enable them for any entity. Security group membership is associated with the entity. You configure Office 365 Groups in CRM Online.

In CRM Online, choose Settings (1) > Office 365 Groups.(2)

Fig. 9: Open Office Groups Settings

On the "Office 365 Groups Integration Settings" page, click Add Entity (1)

Fig. 10: "Office 365 Groups Integration Settings" page

Choose an entity from the drop-down list (eg. Opportunity). Repeat this step for each entity you want to enable.

You can optionally choose Auto-create for an entity to have a new group automatically created when a new record for that entity is created. However, we recommend you choose this option only for entities that typically require large groups to collaborate.
When you have added all the entities you want to enable for Office 365 Groups, choose Publish All. (2)

Fig. 11: Add Opportunity and Publish All

All of your pending system customizations will be published, including those you may have saved but not published in another area.

Create an Office 365 Group for an Opportunity

Navigate to Sales > Opportunities (1)

Fig. 12: Navigate to Opportunities

Open an opportunity

Fig. 13: Opportunity record opened

Click the opportunity name (1) and then "Office 365 Groups" (2) to open the "Welcome to Office 365 Groups" page

Fig. 14: Navigate to Office 365 Groups page for the Opportunity Record

A default name for the group is being fetched based on the record name (1)

Fig. 15: Office Groups Welcome dialog - fetching default name

Fig. 16: Default Group Name generated

Change the name if you prefer so (1) and then click Create Office 365 Group (2)

Fig. 17: Custom Group Name and Create

The Group is being set up

Fig. 18: Office 365 Group for opportunity being created

The Group is ready, but empty. You can now begin to invite members to the group (even externals), create meetings in the group calendar, start a group conversation, share documents and more.

Fig. 19: Office Group created

Navigate to the Office 365 Group calender (click Open Calendar) and create an appointment

Fig. 20: First appointment in Group Calendar

Back in the opportunity record note that the Group section reflects the newly created appointment

Fig. 21: Group reflects changes

As said you can invite members (also users without a CRM license) to the group making it really easy to collaborate on the opportunity with relevant parties.

Below I've added Henrik Krogh to the group. Henrik Krogh has an E3 license but no CRM license

When Henrik Krogh (1) access his Office 365 mailbox he'll see a mail (2) from the group admin as well as a new link to the group in the navigation pane (3)

Perhaps Henrik want to see the calendar for the group so he clicks the group link, and then the More menu (1)

In the More menu he can click Calendar (1)...

... to see that the group has scheduled a meeting.

I hope you will enjoy this addition to the best CRM Online service in the world.

Note

  • The security privilege, ISV Extensions, is required to use Office 365 Groups. You can add or remove this privilege from custom or default security roles to meet your business needs. If a user does not have this privilege, they will not be able to see the Office 365 Groups item in a record’s navigation menu

See also

  • Collaborate with your colleagues using Office 365 Groups - link
  • Deploy Office 365 Groups - link
Comments (14)

  1. Anonymous says:

    I was on a call today, actually the incredible CRM Community Technology call and in addition to the great

  2. Sopho says:

    Hi, I’m getting error message, when I try to create a group "Office Groups Exception occured in RetrieveOfficeGroupsSetting: 3." Can you help please?

  3. Kerry Burn says:

    We have updated to the latest version, we have all of the relevant configuration but we cannot see the option to update, when we access the solutions page it is blank. Can anyone comment if there is a delay to the rollout (we are in the UK)

  4. Kadambari says:

    I am getting same error as Sopho, "Office Groups Exception occured in RetrieveOfficeGroupsSetting: 3" when i am trying to create group. Any help will be appreciated.

  5. JNMR says:

    I experienced the "Office Groups Exception occured in RetrieveOfficeGroupsSetting: 1" error message after changing the Opportunity name, I assume this created a mis-match between the Opp name and Group name. Reverting the Opportunity name resolved the
    issue.

  6. Mads Jakobsen says:

    I am trying to set an office 365 group up. It works fine – the group is created and I can log in with my user in office 365 and see the group. If I use the same user and log in to CRM Online and try to open the group from CRM online (Fig 19) then I am
    asked to log into Office 365, when I do this, I am asked to log in again and so on. Anyone else experiencing this?

  7. Dominique Gire says:

    I have exactly the same issue as Mads Jaokbsen : groups are created in O365 but I get a login page in the CRM instead of the group features. The login does not work and shows the login page forever.

  8. Hostis says:

    I have exactly the same issue in that the login page stays forever when trying to access the group

  9. Derrick VIlleneuve says:

    I am having the same problem as Mads.

  10. Revathi says:

    Hello Mads, It looks like you were able to create a group from CRM successfully but you cannot view the contents of the group from CRM when you try to login a second time. Is this correct? Did you change the group name after it was created?

  11. Revathi says:

    Mads, (and others facing the login issue). Can you please try the resolution in the following article
    http://go.microsoft.com/fwlink/?LinkID=746578

  12. Haider says:

    While Creating an office 365 group at Opportunity Record i am getting this Error:

    “The remote server returned an error: (404) Not Found.

    [Microsoft.Dynamics.OfficeGroups.Plugins: Microsoft.Dynamics.OfficeGroups.Plugins.PostEntityCreate]
    [bfc962b9-5da6-4622-8742-118a0b27628d: CreateCollaboration]”.

    Kindly help me out with the problem.

Skip to main content