80847 - Office 365 and Power BI for Microsoft Dynamics CRM 2016

Code: 80847
Course duration: 1 days
Location Period
Greenwich, Connecticut (Instructor-Led) 12-14
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 12-14
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 12-14
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 12-14
09:00AM to 05:00PM
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Attend Online 12-14
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 12-14
09:00AM to 05:00PM
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Northern New Jersey (Virtual Instructor-Led) 12-14
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 12-14
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 12-14
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 12-14
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 01-11
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Instructor-Led) 01-11
09:00AM to 05:00PM
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Mid-Town New York City (Virtual Instructor-Led) 01-11
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 01-11
09:00AM to 05:00PM
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Attend Online 01-11
09:00AM to 05:00PM
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NYC-23rd Street (Virtual Instructor-Led) 01-11
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 01-11
09:00AM to 05:00PM
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Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 01-11
09:00AM to 05:00PM
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Secaucus, New Jersey (Virtual Instructor-Led) 01-11
09:00AM to 05:00PM
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Palm Beach County Florida (Instructor-Led) 01-11
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 02-15
09:00AM to 05:00PM
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Mid-Town New York City (Instructor-Led) 02-15
09:00AM to 05:00PM
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Newark, New Jersey (Virtual Instructor-Led) 02-15
09:00AM to 05:00PM
enroll
Attend Online 02-15
09:00AM to 05:00PM
enroll
NYC-23rd Street (Virtual Instructor-Led) 02-15
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 02-15
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 02-15
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 02-15
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 02-15
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 02-15
09:00AM to 05:00PM
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Greenwich, Connecticut (Virtual Instructor-Led) 03-15
09:00AM to 05:00PM
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Fort Lauderdale, Florida (Virtual Instructor-Led) 03-15
09:00AM to 05:00PM
enroll
Mid-Town New York City (Virtual Instructor-Led) 03-15
09:00AM to 05:00PM
enroll
Newark, New Jersey (Virtual Instructor-Led) 03-15
09:00AM to 05:00PM
enroll
Attend Online 03-15
09:00AM to 05:00PM
enroll
NYC-23rd Street (Instructor-Led) 03-15
09:00AM to 05:00PM
enroll
Northern New Jersey (Virtual Instructor-Led) 03-15
09:00AM to 05:00PM
enroll
Wilkes-Barre, Pennslyvania (Virtual Instructor-Led) 03-15
09:00AM to 05:00PM
enroll
Secaucus, New Jersey (Virtual Instructor-Led) 03-15
09:00AM to 05:00PM
enroll
Palm Beach County Florida (Instructor-Led) 03-15
09:00AM to 05:00PM
enroll

80847 - Office 365 and Power BI for Microsoft Dynamics CRM 2016 (1 Day)

Description

In this Digital 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.

Module 1

  • Microsoft Office 365 and CRM
  • Office Productivity Apps and Server to Server Connections
  • Closing a Deal and Search and Discovery with CRM and Office 365
  • API's and Integrations

Module 2

  • Email Server Integration
  • Server to Server Configurations
  • Monitoring Server-Side Synchronization

Module 3

  • CRM Email Client Integration
  • CRM for Outlook
  • Configure and Use Folder Tracking

Module 4

  • SharePoint Integration
  • CRM Recommended Configurations
  • Document Management
  • CRM Security vs. SharePoint Security
  • Document Management from Dev to Production

Module 5

  • OneDrive
  • Working with Records

Module 6

  • Excel Integration Overview
  • Reimporting Data
  • Understanding the update process
  • Export and Import Limits
  • Open in Excel Online
  • What Data is Available

Module 7

  • Document Creation
  • Versions and Templates
  • Selecting Relationships

Module 8

  • Power BI
  • Drill Down For More Details
  • PowerBI Concepts
  • Getting Data
  • Power Designer
  • Power BI Search and Personal Dashboard

Module 9

  • What is OneNote?
  • OneNote Client and Structure
  • CRM Record Connection to OneNote
  • Changing Names and Sharing Notebooks

Module 10

  • Team Collaboration
  • Yammer Overview
  • Troubleshooting

Module 11

  • Office Groups
  • Using Office Groups with CRM
  • Installing Office Groups into CRM
  • Managing Groups from within Office 365
  • Deciding Between Yammer and Office Groups

Prerequisites:

  • Some basic experience using Windows applications
  • Knowledge of Office 365
  • Completion of the Microsoft Dynamics CRM Introduction course

Guaranteed to Run

2018-03-07 09:00 to 2018-03-09 17:00
Fort Lauderdale, Florida (Virtual Instructor-Led)
2017-12-11 09:00 to 2017-12-15 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-12-04 09:00 to 2017-12-08 17:00
Attend Online
2017-11-27 09:00 to 2017-12-01 17:00
Attend Online

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