80715 - Office 365 Integration with Dynamics CRM Online MB2-713 (2 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