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