Assisted Transition Planning Guide for Enterprises - Microsoft online services environment transition

Sep 11, 2026

Uploaded by Anda

Transition planning guide for enterprises covering Microsoft Dynamics CRM Online’s move into the Microsoft online services environment, a unified administration portal and billing platform. Explains the rationale and scope of the change, including elimination of the legacy CTP platform, streamlining customer experience, and improving regulatory and industry compliance. Outlines responsibilities, key transition phases, licensing and subscription implications, and the steps required before, during, and after transition, plus supporting appendices.

LanguageEnglish

CategoryPresentations

FormatPDF

Pages41

Reading Time14 min

AccessFree to download

Introduction

Transition Overview

Transition responsibilities

Changes to user and administrator login experiences

Key phases in a transition

Transition flowchart

Subscription and licensing implications

Transition Steps

Prepare for transition

Review Pre-Transition checklist

Set up a trial organization

Activate licensing and billing

Perform transition

Perform Post-Transition activities

Appendices

Appendix A – Glossary of terms

Appendix B – Key contacts and further information sources

Appendix C – Profiling template

Appendix D – Pre and Post Transition Action Items Checklist

Appendix E – Assisted Transition Process for existing Office 365 subscriptions

Transition Planning Guide for Enterprises This document is provided "as-is" . Information and views expressed in this document, including URL and other Internet Web site references, may change without notice. Some examples depicted herein are provided for illustration only and are fictitious. No real association or connection is intended or should be inferred. This document does not provide you with any legal rights to any intellectual property in any Microsoft product. You may copy and use this document for your internal, reference purposes.© 2014 Microsoft Corporation. All rights reserved. Microsoft, Active Directory, ActiveX, Azure, BizTalk, JScript, Microsoft Dynamics, Outlook, SharePoint, SQL Server, Visual Basic, Visual Studio, Windows, Windows Server, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners. Contents Transition Planning Guide for Enterprises ....................................................................................... 4 Introduction................................................................................................................................... 4 Transition Overview...................................................................................................................... 8 Transition responsibilities ......................................................................................................... 8 Changes to user and administrator login experiences ........................................................... 11 Key phases in a transition ....................................................................................................... 14 Transition flowchart ................................................................................................................. 15 Subscription and licensing implications .................................................................................. 16 Transition Steps ......................................................................................................................... 18 Prepare for transition .............................................................................................................. 18 Review Pre-Transition checklist.............................................................................................. 20 Set up a trial organization ....................................................................................................... 24 Activate licensing and billing ................................................................................................... 24 Perform transition.................................................................................................................... 25 Perform Post-Transition activities ........................................................................................... 26 Appendices................................................................................................................................. 33 Appendix A – Glossary of terms ............................................................................................. 33 Appendix B – Key contacts and further information sources.................................................. 35 Appendix C – Profiling template ............................................................................................. 36 Appendix D-Pre and Post Transition Action Items Checklist................................................ 38 Appendix E-Assisted Transition Process for existing Office 365 subscriptions ................... 40 Transition Planning Guide for Enterprises Introduction Microsoft Dynamics CRM Online is a cloud-based customer relationship management (CRM) offering from Microsoft. As one of the first business-to-business online services available from Microsoft, it had to develop certain back-office and service

FAQs

What is the Microsoft online services environment mentioned in the guide?

It is the combination of a new administration portal and billing platform for Microsoft online services. It helps customers manage Microsoft Dynamics CRM Online and Office 365 subscriptions from one location and strengthens compliance handling.

Why are customers being moved off the legacy CTP platform?

The guide states that the legacy platform will be decommissioned around Q1 of calendar year 2014. Customers are then transitioned to Microsoft’s standard administration, billing, and provisioning environment for cloud services.

What responsibilities and transition steps are covered?

The guide includes transition responsibilities, key phases, a transition flowchart, and steps to prepare, set up a trial organization, activate licensing and billing, perform the transition, and complete post-transition activities.

Sep 11, 2026

Uploaded by Anda