Trying out Microsoft Dynamics CRM Online even easier in the R4 release

The best moments creating software are when you see your hard work directly have a positive impact on your customers. With the recent CRM Online R4 release, one of our design goals was to make it as easy as possible for customers to product. Being a part of this improvement was a lot of fun, especially when we saw huge increases in the number of monthly product trials.

We’ve always had free trials available for CRM Online, but previously the sign up process was lengthy, and required a credit card. Once through the sign up process, the customer might have to wait a long time if the service was busy with new sign ups. It was great that people were trying our product, but we needed to make it easier to get into CRM Online.

For the R4 release we attacked this issue in a couple ways:

- Creating a new, simpler free trial sign up wizard

- Removing the requirement for a credit card and billing information

- Completely changing the organization creation process to make new organizations “instantly”

With our new design, you only need enter an email address, prove you’re human, and choose a name for your CRM organization. I’ve signed up and gotten access to my Microsoft CRM organization in less than three minutes from start to finish!



David Carlton

Comments (3)

  1. Frank Lee says:

    I like the new and improved process.  Good work!

  2. Robert says:

    Hi David,

    Kudos for making it easy to try Dynamics online.  

    However, if your trial subscription should expire on a weekend, your customer will be unable to access any of their CRM data until the following monday when your support phone lines are staffed.  

    The email sent automatically that notifies the user of the end of their trial is sent on the day it ends – leaving the user little time to activate their subscription.  And, if the end date is on a weekend, they will not be able to activate their subscription for 2 days.  

    Further, the billing website ( ) and CRM support website ( )are useless in this scenario – and it seems to one is available on a weekend to address this issue.  

    I hope you’ll look into this…as a trial user it has turned a very good experience into a very bad experience.  And I suspect other small- to medium-sized businesses would feel the same way.

    Thanks for listening.

  3. David Carlton says:

    Thanks for the feedback! I will look into that and see if we can improve the experience.

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