Manage a Microsoft Dynamics 365 CRM Online Deployment

Course Code 

1010

Overview 

This course describes setting up and configuring subscriptions in an online deployment of CRM in Microsoft Dynamics 365.

The course covers subscriptions, tenants, and instances and describes connecting to other related online services.


Outline 

Module 1 Getting started with Dynamics 365 Online

  • Accessing Microsoft Dynamics CRM Online
  • Licensing plans
  • Plan a deployment
  • Import data

Module 2 Manage Online Subscriptions

  • Sign-up for a subscription
  • Manage users
  • User account synchronization
  • Microsoft Online services administrative roles

Module 3 Manage Online Instances

  • Overview of instances
  • Administer instances
  • Tenant considerations
  • Manage storage
  • Manage administrative email notifications

Module 4 Manage Online Updates

  • CRM Online Update Policy
  • Approve Updates to CRM Online

Module 5 Related Online Services

  • Exchange Online
  • Microsoft Social Engagement
  • Yammer
  • SharePoint Online
  • OneNote integration
  • Telephony
  • Office Groups
  • Office Delve
  • OneDrive for Business

Module 6 Microsoft Dynamics CRM 365 for Outlook and Dynamics 365 App for Outlook

  • Overview of Microsoft Dynamics 365 CRM for Outlook
  • Configure CRM for Outlook
  • Synchronized fields
  • Dynamics 365 App for Outlook features

Module 7 Configure Mobile Devices

  • Apps for mobile devices
  • Configure entities for mobile

Audience Profile 

This course is aimed at partners and customers that need to setup and manage Microsoft Dynamic 365 Online. This includes IT administration staff, consultants and support staff.


Prerequisites 

Some knowledge of Microsoft Office 365 services. Some experience of working with Microsoft Dynamics 365 is useful but not necessary.