Microsoft - Dynamics CRM 2016 Cloud

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Dynamics CRM 2016 Online deployment

The course begins with an overview of Office 365 and the services provided by Office 365 including Dynamics CRM Online. The different methods for accessing Dynamics CRM Online are explained along with hardware and software requirements for the browser, Outlook and native app clients. The License and Subscription model for Dynamics CRM Online is explained.

Planning the deployment of Dynamics CRM Online is then covered. This involves understanding of the Office 365 Administration portal and how Office 365 is used to manage Dynamics CRM Online users, licenses and storage. Security is explained along with how to implement Single Sign On by federating local active directory domain with Office 365.

The different options for importing data are explained including the new bulk import tool.

The course then focuses on managing Dynamics CRM Online instances; both sandbox and production. This involves how to manage storage between instances and how to apply updates. The various options in copying and resetting instances are explained and how you would use multiple instances in ongoing developing and testing. The course then goes on to consider multi-country deployments and the implications of single vs multiple tenants.

Office 365 has a number of services which can enhance the experience of Dynamics CRM Online users. These other services such as Yammer, SharePoint Online, OneNote, Skype for Business and OneDrive are explored. Other more deeply integrated services; Social Engagement, Microsoft Dynamics Marketing and Office 365 groups are examined. How to enable these services and enable their integration is a key topic in this course.

How to install and manage the various clients for Dynamics CRM Online including Outlook and the native apps for phones and tables is the next major topic of this course. This involves how to enable functionality such as entities and dashboards for the mobile clients as well as the functionality for working offline. Handling email, appointments, contacts and tasks is a major requirement for CRM users. The course will explain the different methods for synchronising these between CRM Online and the various clients.

The course shows how to manage the Outlook and mobile clients for Dynamics CRM Online and the different methods to configure synchronisation of email, contacts and appointments. The course will then cover how to monitor and manage your CRM Online system using the built in tools. The course will also show you how to diagnose issues with client connectivity and how to use the diagnostic tools provided by Microsoft and how to interact with Microsoft support and provide the information Microsoft will require for any support issues.

Customising Microsoft Dynamics CRM Online is the final topic and focuses on basic field, form, view and dashboard customisation techniques.

Dynamics CRM 2016 Sales

This course describes the features of Dynamics CRM 2016 Sales functionality. The course covers provides information about various business scenarios and how sales functionality can be employed within different organisations.

The course describes lead and opportunity management, the product catalog, sales transaction processing, goal management, and sales analysis. The course then looks at mobile working and the various tools and Apps provided by Microsoft and how these work in Sales organisations.

The course finally investigates at how Office 365 and associated services such as Yammer, SharePoint, Office Groups, One Note and Skype for Business can be configured for use with Dynamics CRM Online.

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