Description
This course focuses on the skills needed to plan, design, and deploy customer engagement in Microsoft Dynamics 365. The course will walk you through minimum requirements and licensing details, deploying and working with Microsoft Dynamics 365 subscription and instances all over the world, best practices regarding Microsoft Dynamics 365 updates, details regarding new and exciting capabilities regarding Microsoft Dynamics 365 Apps and PowerApps, as well as all you need to know regarding the new and improved Dynamics 365 App for Outlook, and Mobile clients.
This course helps prepare you for assessment Microsoft Dynamics customer engagement Online Deployment.
What are the goals for this course?
- Getting Started with Microsoft Dynamics 365
- Manage Microsoft Dynamics 365 Subscriptions
- Manage Microsoft Dynamics 365 Instances
- Managing Microsoft Dynamics 365 Upgrades
- Integration with other Microsoft Online Business Solutions
- Managing Microsoft Dynamics 365 Apps
- Microsoft Dynamics 365 integration with Microsoft Outlook
- Configure and Manage Mobile Devices
- Some basic experience using Windows applications
- Knowledge of basic sales, marketing, and customer service roles in a business
- Some knowledge of common Microsoft Dynamics CRM record types is preferred
What are the prerequisites to consume this course?
Module 01: Getting Started with Microsoft Dynamics 365
- Overview of Microsoft Dynamics 365
- Accessing Microsoft Dynamics 365
- Requirements
- Planning a Deployment
- Import Data
Module 02: Manage Microsoft Dynamics 365 Subscriptions
- Signing-up for a Subscription
- Managing Users
- Microsoft Online Services Administration
Module 03: Manage Microsoft Dynamics 365 Instances
- Overview of Instances
- Administration Mode
- Working with Tenants
- Managing Storage
- Managing Administrative Email Notifications
Module 04: Managing Microsoft Dynamics 365 Upgrades
- Update Policy
- Customer Driven Upgrade Process
Module 05: Integration with other Microsoft Online Business Solutions
- Microsoft Exchange Online
- Microsoft SharePoint Online
- Microsoft OneDrive
- Microsoft OneNote
- Microsoft Social Engagement
- Yammer, Office 365 Groups
Module 06: Managing Microsoft Dynamics 365 Apps
- Introduction to My Apps
- App Management
- Getting More Apps from AppSource
- Overview of PowerApps
Module 07: Microsoft Dynamics 365 integration with Microsoft Outlook
- Overview of Dynamics 365 for Outlook
- Configure Dynamics 365 for Outlook
- Synchronization Field Management
- Dynamics 365 App for Outlook
Module 08: Configure and Manage Mobile Devices
- Mobile Device Apps
- Exploring Mobile Only Configuration
- Dynamics 365