Microsoft Dynamics 365 Administration: Customer Engagement Apps
1h 50mIntermediate2020-01-30
Authors
Gini von Courter
Teaching computer classes on Microsoft Office for 20+ years
Course details
In this course, Gini von Courter dives into administering a Microsoft Dynamics 365 enterprise account for customer engagement. Gini begins the course with an exploration of a newly installed Dynamics 365 environment and a walkthrough of the common configurations and settings. Gini goes on to discuss the tasks and functions required to administer and refine Dynamics 365 for Customer Engagement in an organization.
Learning objectives
Getting started with Dynamics 365 administration
Managing users, subscriptions, licenses, and security
Creating and editing users in Office 365
Adding licenses to a user account
Assigning an admin role to a user
Working with teams
Managing instances
Administering the organization
Creating, editing, and deleting a business unit
Creating, editing, and deleting a physical site
Configuring the product catalog
Monitoring and reporting
Learning objectives
Getting started with Dynamics 365 administration
Managing users, subscriptions, licenses, and security
Creating and editing users in Office 365
Adding licenses to a user account
Assigning an admin role to a user
Working with teams
Managing instances
Administering the organization
Creating, editing, and deleting a business unit
Creating, editing, and deleting a physical site
Configuring the product catalog
Monitoring and reporting
Skills covered
Dynamics 365CRM SoftwareCustomer ServiceSalesBusiness Software and ToolsMicrosoftDeep Dive (X:Y)
Concepts
0. Introduction
- 01 - Manage Dynamics 365 Customer Engagement (CE) apps
- 02 - What you need for this course
1. Get Started with Dynamics 365 Administration
- 03 - Dynamics 365 CE terminology
- 04 - The work of a Dynamics 365 administrator
- 05 - Use the Office 365 admin centers
2. Manage Licenses, Subscriptions, and User Accounts
- 06 - Purchase licenses
- 07 - Add licenses to users
- 08 - Create and edit users in Office 365
- 09 - Reset a user account password
- 10 - Assign an admin role to a user
- 11 - Manage licenses
3. Manage Security
- 12 - Security roles - The basics
- 13 - View your profile and security role
- 14 - Assign a security role to a user
- 15 - Create or edit a security role
- 16 - Manage users in sales territories
4. Manage Instances
- 17 - Dynamics instances - The basics
- 18 - Plan a new instance
- 19 - Purchase an instance
- 20 - Configure an instance
- 21 - Backup instances
- 22 - Reset a Sandbox instance
- 23 - Delete an instance
5. Administer the Organization
- 24 - Business units and sites - The basics
- 25 - Create and edit a business unit
- 26 - Change the business unit for a user or equipment
- 27 - Create a physical site
- 28 - Delete a business unit
6. Audit and Monitor Storage
- 29 - Start or stop auditing
- 30 - View audit logs
- 31 - Monitor storage usage
- 32 - Manage storage space
- 33 - Gain storage space
Conclusion
- 34 - Next steps