Description
In this course you will learn about Dynamics CRM Online and its integration with Office 365. This course will guide you through common integration scenarios and use cases. This course provides an insight into integration for email, including both Server Synchronization and Client Integration. The course introduces SharePoint, Excel and OneNote integration with Dynamics CRM Online. Additionally, key aspects of team collaboration will be discussed. You will also gain hands on experience with the analytics of Power BI and setting up your integration with OneNote.
This course helps prepare you for exam MB2-713.
What are the goals for this course?
Understand the key integration points between Dynamics CRM and Office 365
What are the prerequisites to consume this course?
Before viewing this training, individuals must have:
- Some basic experience using Windows applications
- Knowledge of Office 365
- Completion of the Microsoft Dynamics CRM Introduction course
Outline
Module 01: Introduction and Overview of Integration with Office 365 and Dynamics CRM
- Explore the Dynamics CRM vision for integrating with Office 365
- Develop a high level understanding of the different CRM and Office 365 integrations
- Understand project life cycle management implications of Office integrations
- Discover what's available in preview
Module 02: Email Server Integration
- Overview of email server synchronization
- Common scenarios
- Synchronization options
- Server settings, server profiles, and mailbox configurations
- Migrating to server-side synchronization
Module 03: Email Client Integration with CRM
- CRM Email Client Integration Overview
- CRM for Outlook
- Demonstration: CRM App for Outlook
- Folder Tracking
- Enabling Folder Tracking
- Configuring User Folder Tracking Rules
- Demonstration: Setup and Use Folder Tracking
- Possible Usage Scenarios
- Module Review
Module 04: SharePoint and CRM
- Overview of SharePoint and CRM Integration
- Architecture Overview
- Setting up SharePoint Documents
- Working with Documents
- Usage Scenarios
Module 05: Working with Excel
- Overview of Excel and CRM
- Working with Export to Excel
- Immersive Excel experience using Excel Online
Module 06: Power BI with Dynamics CRM
- Overview of Power BI
- Power BI Experiences
- Data Sources
- Using Power BI with CRM
Module 07: OneNote Integration with Dynamics CRM
- Overview of OneNote integration
- OneNote integration architecture
- Configuring CRM for OneNote
- Using OneNote with CRM
- Exploring how security works
- Troubleshooting
Module 08: Team Collaboration
- Overview of team collaboration options with CRM
- Using Skype and Skype for Business with CRM
- Using Yammer with CRM
- Using Office Groups with CRM
Module 09: Course Review
- CRM