Description
In this learning 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, setting up your integration with OneNote using CRM document templates and the CRM app for Outlook.
This course contains modules and lessons from 80726: Customer Service in Microsoft Dynamics CRM 2016 as well as new modules and lessons covering Microsoft Dynamics CRM 2016.
What are the goals for this course?
- Understand the key integration points between Dynamics CRM and Office 365
- Some basic experience using Windows applications
- Knowledge of Office 365
- Completion of the Microsoft Dynamics CRM Introduction course
What are the prerequisites to consume this course?
Outline
Module 01: Overview of Integration with Microsoft Office 365 and CRM
- Microsoft Office 365 at a Glance
- CRM Works with Office Productivity Apps
- Closing a Deal with CRM and Office 365
- API's and Integrations
Module 02: Email Server Integration
- Email Server Integration Overview
- Supported Server to Server Configurations
- Monitoring Server Side Synchronization
- Migrating to Server Side Synchronization
Module 03: Email Client Integration with CRM
- CRM Email Client Integration Overview
- CRM for Outlook
- Configure Entities and Folder Tracking
Module 04: SharePoint and CRM
- SharePoint Integrations Overview
- Document Storage Structure
- Working with Documents Folders and Records
- CRM Permissions vs SharePoint Security
- Document Management from Dev to Production
Module 05: Microsoft OneDrive
- OneDrive for Business Integration Overview
- Working with Records
Module 06: Working with Excel
- Excel Integration Overview
- Reimporting Data
- Understanding the update process
- Export and Import Limits
- Open in Excel Online
- What Data is Available?
Module 07: Document Generation with Word and Excel
- Document Creation Overview
- Versions and Templates
- Enabling Developer Mode
- Automating Document Generation
Module 08: Power BI with CRM
- Power BI Overview
- Apply Filters for Different Information
- PowerBI.com Concepts
- Getting Data
- Power BI Designer
- Search and Dashboard
Module 09: OneNote Integration with CRM
- What is OneNote?
- OneNote Client and Structure
- CRM Record Connection to OneNote
- Changing Names and Sharing Notebooks
- CRM Security vs OneNote Security
Module 10: Team Collaboration with Yammer
- Team Collaboration Overview
- Yammer Overview
- Troubleshooting
Module 11: Team Collaboration with Office 365 Groups
- Office Groups Overview
- Using Office Groups with CRM
- Installing Office Groups into CRM
- Managing Groups from within Office 365
- Deciding Between Yammer and Office Groups
- CRM