How to Designate
xRM.com as the
Partner of Record for your
Microsoft Dynamics CRM Online 2011 Organization
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There are two methods for setting the Partner of Record, depending on when your CRM Online organization or free trial was created. If it was created before August 2012, scroll down to the old method.
New Method for CRM Online organizations created August 2012 or later
q Sign in to Microsoft Online Services at https://portal.microsoftonline.com/ and go to the Admin page (see below).
q Navigate to Subscriptions > Manage (see below), and click the link that says “Microsoft Dynamics CRM Online Trial” or your CRM Online organization.
q Enter the Partner ID for xRM.com ("1069627") in the Microsoft partner ID field, and click the Check ID button. "xRM.com" should then be displayed in green below the Microsoft Partner ID field. Click the OK button when all is correct.
q When the page refreshes (see below), you should now see "xRM.com" listed under Partner Information on the right.
q xRM.com is now designated as the Partner of Record for your Microsoft Dynamics CRM Online organization. Thank you!
Old Method for CRM Online organizations created before August 2012
q Note: Only the Billing Administrator can perform this task. Account Delegates cannot, even if promoted to Primary Administrator.
q Sign in to your CRM Online organization using your Windows Live ID.
q When the default page loads (see below), click the Resource Center button in the bottom left corner.
q When the Resource Center loads (see below), on the right, under Tell Us What You Think, click Designate a partner.
q A new browser window or tab opens for Microsoft Dynamics (see below). Sign in to Microsoft Dynamics using the same Windows Live ID you used to sign in to CRM Online.
q (This step might or might not occur.) If you are associated with more than one CRM Online organization, Microsoft Dynamics will prompt you to choose the one you want to work with (by company name) in this session. Click the circle button next to the correct company name and click the Continue button.
q Microsoft Dynamics prompts you to search for your partner (see below). Make sure that the Select a Product Line field reads “Microsoft Dynamics CRM Online”. Enter “xRM.com” into the Company Name field and click the Search button.
q When the search results return (see below), verify that the Partner Name column contains “xRM.com”. Click the circle button in the Acct# column and click the Associate button.
q xRM.com is now designated as the Partner of Record for your Microsoft Dynamics CRM Online organization. Thank you!