Change your company name



Microsoft Commerce Transaction Platform CRM Online Top Administration How TosAdministrator-level access to the your Microsoft Dynamics CRM Online account is required for all of the following CRM Online account administration activities. Only an administrator can call the billing and support team to make changes that can’t be done online. Important noteBefore using this How To topic, please verify that you are on the Microsoft Commerce Transaction Platform for CRM Online. If you are, your account sign-in will match this format - youremail@Contents TOC \o "1-3" \h \z \u Change your Company Name PAGEREF _Toc385172567 \h 1Change your Company Address PAGEREF _Toc385172568 \h 2Change a Billing Administrator PAGEREF _Toc385172569 \h 2Find an Invoice or Billing Statement PAGEREF _Toc385172570 \h 2Open an Invoice or Billing Statement PAGEREF _Toc385172571 \h 2Print an Invoice or Billing Statement PAGEREF _Toc385172572 \h 2Update or Change Your Credit Card Details PAGEREF _Toc385172573 \h 3Update credit card information PAGEREF _Toc385172574 \h 3Pay by using a different card PAGEREF _Toc385172575 \h 3Add Users to your Microsoft Dynamics CRM Online account PAGEREF _Toc385172576 \h 4Cancel my subscription to Microsoft Dynamics CRM Online PAGEREF _Toc385172577 \h 4Change your company nameGo to commerce. and find the account you want from the drop-down list. Select Profile, then edit your company information. Select Save when you’re done. Note: you can’t change the domain name without creating a new account and recreating your CRM Online instance. (Contact billing support for assistance.)Change your company addressGo to commerce. and find the account you want from the drop-down list. Select Profile, and then edit your address information. Select Save when you’re done. Change a billing administratorContact billing support.Let the agent know you would like to do a “billing admin change.”Find an invoice or billing StatementInvoicing customers - Call billing support.Ask the agent to resend an invoice.Credit card customers can find their billing statement. Please note that this is not a bill. Go to commerce. and find the account you want from the drop-down list. Click or tap Transactions, complete the filtering options, and then select Search. Open an invoice or billing StatementInvoicing customers - Call billing support. Ask the agent to resend an invoice.Credit Card customers can find their Billing Statement. * Please note that this is not a bill. Navigate to commerce. and find the account you want from the drop down on the top right. Click on Transactions, then complete the filtering options and select Search. Print an invoice or billing statementInvoicing customers - Call billing support. Ask the agent to resend an invoice.Credit card customers can find and print their billing statement. Please note that this is not a bill. Go to commerce. and find the account you want from the drop-down list. Click or tap Transactions, complete the filtering options, and then select Search. Click or tap Show Print View, and then Print. Update or change your credit card detailsUpdate credit card information Go to the Billing and Account Management page.If necessary, sign in by using your Microsoft account.If you’re paying for more than one Microsoft service through this page, select Microsoft Dynamics CRM Online from the drop-down list of services.On the Payment Method page, click or tap Edit payment method information.On the Payment method activity page, update your credit card details, and then click or tap Save.The credit card information must match the address on your credit card billing statement.Pay by using a different card Go to the Billing and Account Management page and, if necessary, sign in by using your Microsoft account.If you’re paying for more than one Microsoft service through this page, select Microsoft Dynamics CRM Online from the drop-down list of services.On the Transfer all services page, make sure that both Microsoft Dynamics CRM Online and Add new credit card are selected, and then click or tap Next.On the Payment method activity page, click or tap Go to payment method information page.On this page, click or tap Use a different payment method.The Confirm transfer page opens, and you'll be asked to confirm that you understand all of the conditions that apply to the new payment method.When you're ready, click or tap Next.Enter the details for your new payment method, and then click or tap Save.The billing account overview page opens to display both the new and the old credit cards. The old credit card will be marked Removed.Add users to your Microsoft Dynamics CRM Online accountEach user license requires a unique user ID, and every user who signs in to Microsoft Dynamics CRM Online needs a license. When you add a user to your subscription, that user is automatically assigned one of the licenses you purchased.You can add user licenses with the Add User License Wizard.Click or tap Settings > Administration > Subscription Management.Under Resource Usage and Management, next to User Licenses, click or tap Add plete the Add User License Wizard.Changes to your subscription take a few minutes to take effect, and will be reflected in your next month's billing on a prorated basis.To reduce user licenses, contact Billing Support using the appropriate phone number for your country or region.Cancel my subscription to Microsoft Dynamics CRM OnlineFor additional information about things to consider before canceling the subscription, see Cancel your subscription to Microsoft Dynamics CRM Online.To cancel your subscription, call Billing and subscription support at the phone number for your country or region.Before you call, have the following information ready:Billing administrator's Microsoft account and passwordOrganization URL and nameThe day on which you want your subscription to Microsoft Dynamics CRM Online to be terminatedYou should have also made the following decisions:Do you want to keep your existing data? If so, you can export it to Microsoft Office Excel. For more information, see Export Data to Excel.Do you want to keep any Internet Marketing service campaigns running? If you're not the person who signed up for the marketing service, you must work with that person to cancel or maintain it. ................
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