Description
This course describes the techniques required to deploy and manage Microsoft Dynamics CRM Online.
This course helps prepare you for exam MB2-710.
What are the goals for this course?
- Getting started with Microsoft Dynamics CRM Online
- Manage Microsoft Dynamics CRM Online Subscriptions, Instances and Updates
- Related Online services
- Microsoft Dynamics CRM for Outlook
- Configure mobile devices
- Email Management
- Server-side Synchronization
What are the prerequisites to consume this course?
- Basic understanding of Dynamics CRM
Outline
Module 01: Getting Started
- Accessing Microsoft Dynamics CRM Online
- Licensing plans
- Plan a deployment
- Import data
Module 02: Manage Online Subscriptions
- Sign-up for a subscription
- Manage users
- User account synchronization
- Microsoft Online services administrative roles
Module 03: Manage Online Instances
- Overview of instances
- Administer instances
- Tenant considerations
- Manage storage
- Manage administrative email notifications
Module 04: Manage Online Updates
- CRM Online Update Policy
- Approve Updates to CRM Online
Module 05: Related Online Services
- Exchange Online
- Microsoft Social Engagement
- Microsoft Dynamics Marketing
- Parature
- Yammer
- SharePoint Online
- OneNote integration
- Telephony
- Office Groups
- Office Delve
- OneDrive for Business
Module 06: CRM for Microsoft Office Outlook
- Overview of Microsoft Dynamics CRM for Outlook
- Configure Microsoft Dynamics CRM for Outlook
- Synchronized fields
Module 07: Configure mobile devices
- Apps for mobile devices
- Configure entities for mobile
- Describe the CRM App for Outlook
Module 08: Email Management
- Email processing options
- Email tracking and correlation
- Mailbox monitoring
- Synchronization methods
- Mailbox records
Module 09: Course Review
Установка, настройка:
- CRM