How to designate xRM as your Partner of Record

What is a Partner of Record?

The Partner of Record (POR) designation informs Microsoft that one of the company’s partners is servicing your Microsoft Online Services subscription.

Designating a POR for your Microsoft Dynamics® CRM Online or Office 365™ subscription costs nothing and takes only a minute. Additionally, identifying xRM as your POR grants you access to additional tools and resources, such as the Success Portal, a training video library that only xRM customers can access.

Instructions for Designating a Partner of Record for Microsoft Online Services subscriptions

1. Sign in to Microsoft Online Services at

2. Click Admin in the top right corner of the screen.

3. On the Left hand Pane go to Billing and click Subscriptions

4. Select the Subscription for which you wish to add xRM as your Partner of Record, in this example Microsoft Dynamics CRM Online Trial, each subscription has a separate Partner of Record.

5. Once you have selected your Subscription click on More Actions and click Edit Partner of Record.

6. Enter the Partner ID for xRM, (which is: 5266619) in the field, click Check ID button. “Partner found: xRM” should then be displayed in green below the Microsoft Partner ID field.

7. Then click Submit

8. You should now see xRM listed under partner information on the right.

9. xRM is now designated as the Partner of Record for your Microsoft Dynamics CRM Online organization. Thank you! To name xRM as your POR for another subscription, such as Office 365, please repeat steps 4 through 7.

Alternatively, if you are already logged into your Microsoft Dynamics CRM Online organization, you can get to the Office 365 Admin center to designate us as your Partner of Record.

To do this go to Microsoft Dynamics CRM > SETTINGS > Administration > Subscription Management.

And go through steps 4 to 7 to designate us as your Partner of Record.

What do I get when I sign up?

You get access to videos showcasing xRM's features and how we stand out from other soltuions.

Sign up for a full preview.