80715 - Office 365 Integration with Dynamics CRM Online MB2-713

Code: 80715
Course duration: 1 days
Location Period
Secaucus, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Attend Online 10-13
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Instructor-Led) 10-13
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Attend Online 11-10
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 11-10
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Attend Online 12-15
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 12-15
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Attend Online 01-12
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 01-12
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Attend Online 02-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-16
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Greenwich, Connecticut (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Fort Lauderdale, Florida (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Attend Online 03-16
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-16
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-16
09:00AM to 05:00PM
enroll

80715 - Office 365 Integration with Dynamics CRM Online  MB2-713 (1 Day)

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 and setting up your integration with OneNote.

This course helps prepare you for exam MB2-713.

Course Overview            

Module 1: Introduction and Overview of Integration with Office 5 and Dynamics CRM     

Module Overview           

Office 5 at a Glance        

Show Me: Office 5 at a Glance   

Leveraging Office 5 with CRM     8

Show Me: Leveraging Office 5 with CRM

CRM Works with Office Productivity Apps            

Show Me: CRM Works with Office Productivity Apps       

Server to Server Connections    

Closing a Deal with CRM and Office 5      

Search and Discovery with Office 5          

Developers Can Leverage the Office 5 Graph API

Preview – CRM App for Outlook

Show Me: Preview – CRM App for Outlook          

Preview – Office Groups              

Show Me: Office Groups              

CRM Project Life Cycle  

What’s Ahead in the Rest of the Course

Module 1 Key Take Away             

Test Your Knowledge Module 1

Module 1: Your Notes   

Test Your Knowledge Answers Module 1              

Module 2: Email Server Integration         

Module Overview           

Email Server Integration Overview          

Common Scenarios        

Integration Options        

Supported Server to Server Configurations          

Show Me: Supported Server to Server Configurations     

Process for Configuring Server to Server Synchronization              

Show Me: Process for Configuring Server to Server Synchronization         

Email System Settings   

Show Me: Email System Settings              

Email Server Profile        

Mailbox Configuration  

User Mailbox vs. Forward Mailbox           

Show Me: User Mailbox vs. Forward Mailbox      

Synchronization Methods           

Using Mailbox Defaults 

Monitoring Server-Side Synchronization

Troubleshooting Tips     

Server-Side Synchronization Dashboard

Show Me: Server-Side Synchronization Dashboard           

Migrating to Server-Side Synchronization             

Email Router Migration 

Module 2 Key Take Away             

Test Your Knowledge Module 2

Module 2: Your Notes   

Test Your Knowledge Answers Module 2              

Module 3: Email Client Integration with CRM      

Module Overview           

CRM Email Client Integration Overview 

Show Me: CRM Email Client Integration Overview            

CRM for Outlook             

Show Me: CRM for Outlook        

Folder Tracking 

Enabling Folder Tracking              

Show Me: Enabling Folder Tracking         

Configuring User Folder Tracking Rules  

Show Me: Configuring User Folder Tracking Rules             

Possible Usage Scenarios             

Module 3 Key Take Away             

Test Your Knowledge Module 3

Module 3: Your Notes   

Test Your Knowledge Answers Module 3              

Module 4: SharePoint and CRM

Module Overview           

SharePoint Integration Overview             

Notes vs. Document Library        

Architecture Overview 

Show Me: Architecture Overview            

CRM Online Recommended Configurations (Server-Side)

Enabling Server-Side Integration              

Show Me: Enable Server-Side Integration            

CRM On-premises Recommended Configurations (Client-Side)   

Enable Client-Side Integration   

Document Storage Structure      

Folder Structure              

Show Me: Folder Structure         

Working with Documents            

Working with Sub Folders            

Working with Records   

CRM Permissions            

CRM Security vs. SharePoint Security      

Troubleshooting              

Document Management from Dev to Production              

Module 4 Key Take Away             

Test Your Knowledge Module 4

Module 4: Your Notes   

Test Your Knowledge Answers Module 4              

Module 5: Working with Excel   

Module Overview           

Excel Integration Overview         

Understanding the Export Menu Options             

Show Me: Understanding the Export Menu Options        

One Click Export              

Show Me: One Click Export         

Mappings During Export to Excel              

Show Me: Mappings During Export to Excel         

Mappings of Composite Fields   

Re-importing Data          

Understanding the Update Process         

Export and Import Limits              

Open in Excel Online      

Common Scenarios        

Show Me: Common Scenarios   

What Data is Available  

Saving Data to CRM        

Module 5 Key Take Away             

Test Your Knowledge Module 5

Module 5: Your Notes   

Test Your Knowledge Answers Module 5              

Module 6: Power BI with Dynamics CRM               

Module Overview           

Power BI Overview        

Power BI Experiences   

Power BI Sites with Power Query/Excel 

Show Me: Power BI Sites with Power Query/Excel            

PowerBI.com Concepts

Show Me: PowerBI.com Concepts           

Getting Data from Dynamics CRM            

PowerBI.com    

Why it Matters for CRM Data     

Show Me: Drilling Down and Filtering to Reach the Source Data  

Power BI Designer          

Show Me: Power BI Designer     

Natural Language Searches         

Module 6 Key Take Away             

Practice Module 6           

Scenario 6.1 Add Power BI to Your Office 5 Tenant           

Scenario 6.2 External Data           

Test Your Knowledge Module 6

Module 6: Your Notes   

Test Your Knowledge Answers Module 6              

Module 7: OneNote Integration with Dynamics CRM       

Module Overview           

What is OneNote            

Show Me: What is OneNote       

OneNote Clients              

OneNote in CRM             

Understanding OneNote’s Structure      

CRM Record Connection to OneNote     

Configuring for OneNote Integration      

Show Me: Configuring for OneNote Integration 

Changing Section Names and Titles          

Show Me: Changing Section Names and Titles    

Deleting Records             

Sharing OneNote File Across Multiple Records   

CRM Security vs. OneNote Security         

Document Management from Dev to Production              

Module 7 Key Take Away             

Practice Module 7           

Scenario 7.1 Enable Server-Based SharePoint Integration              

Scenario 7.2 Setup OneNote Integration

Scenario 7.3 Create OneNote Document

Scenario 7.4 Rename OneNote Documents         

Scenario 7.5 Add Sections to OneNote Document            

Scenario 7.6 Dynamics CRM, SharePoint, and OneNote Working Together             

Test Your Knowledge Module 7

Module 7: Your Notes   

Test Your Knowledge Answers Module 7              

Module 8: Team Collaboration  

Module Overview           

Team Collaboration Overview   

Understanding How the Pieces Fit Together        

Show Me: Understanding How the Pieces Fit Together   

Skype and Skype for Business    

Show Me: Skype and Skype for Business

Yammer Overview          

Yammer and CRM           

Steps to Using Yammer with CRM            

Activate Yammer Enterprises in Office 5

Verifying the Domain     

Show Me: Verifying the Domain

Activating Yammer         

Show Me: Activating Yammer    

Sign In To Yammer with Domain Account              

Show Me: Sign In To Yammer with Domain Account         

Optionally Creating a Group to Use         

Show Me: Optionally Creating a Group to Use    

Enabling CRM to Connect to Yammer     

Show Me: Enabling CRM to Connect to Yammer

Following Individual Records      

Show Me: Following Individual Records 

Troubleshooting – Trusted Sites

Show Me: Troubleshooting – Trusted Sites           

Troubleshooting – User Sign-in Problem

Office Groups Overview

Using Office Groups with CRM   

Installing Office Groups

Configuring an Entity for Office Groups 

Show Me: Office 5 Groups Integration Settings  

Setting up the Group for the Record       

Show Me: Setting up the Group for the Record  

Office Groups Viewed from CRM              

Show Me: Office Groups Viewed from CRM         

Managing Groups from Within Office 5  

Show Me: Managing Groups from Within Office 5             

Deciding Between Yammer and Office Groups   

Module 8 Key Take Away             

Test Your Knowledge Module 8

Module 8: Your Notes   

Test Your Knowledge Answers Module 8              

Module 9: Course Review           

 

 

Guaranteed to Run

2018-03-20 09:00 to 2018-03-23 17:00
Palm Beach County Florida (Instructor-Led)
2018-03-19 09:00 to 2018-03-23 17:00
Secaucus, New Jersey (Virtual Instructor-Led)
2018-03-01 09:00 to 2018-03-02 17:00
Palm Beach County Florida (Instructor-Led)

Course Reviews

No reviews found for this course.

Be the first to write a review