Dynamics 365 Customer Engagement
[Pages:2]Dynamics 365 Customer Engagement: Email and Collaboration 1 Day with Lab
WorkshopPLUS
Duration: 1 Day | Focus Area: Business IT Alignment Level: 300
The Dynamics 365 Customer Engagement Email and
The course also focuses on configuring Email,
Collaboration WorkshopPLUS is a one-day course
Appointment, Contact, and Task synchronization as well
designed for Dynamics 365 Customer Engagement
as the available analytics for collaboration activities.
administrators which focuses on configuring Server-Side
Synchronization, SharePoint Integration, OneDrive for
Business integration, OneNote integration, Office 365
Groups and using the App for Outlook integration with
Dynamics 365.
OUTCOMES
Skills
Gain a deeper understanding of how to synchronize emails,
contacts, tasks, appointments and use integrated collaboration tools.
Best Practices
Learn the available methods of collaborating and how to configure the tools that fit your organization
PREREQUISITES
Way Forward
Take what you've learned in the classroom and setup Dynamics 365
to share information through multiple channels.
Participants that have existing experience administering Dynamics 365 Customer Engagement will receive the most value from this course.
Recommended Qualifications
? Previous experience with Dynamics 365 Customer Engagement
Hardware Requirements
? An Intel Core-i5-based ? Microsoft Office 2016 or
PC
Office 365 Enterprise E3
? 4 GB RAM
or later
? 128 GB HDD
? Internet access with at least 1 Mbps bandwidth
? Windows 7 SP1 or later per student
2018 ? Microsoft Corporation. All rights reserved. This data sheet is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY
AGENDA
Duration: 1 days
START
Morning Session
Afternoon Session
End
? Server-Side Synchronization ? App for Outlook
? SharePoint Integration ? Office 365 Groups Integration ? Relationship Insights
Module 1: Server-Side Synchronization ? Configuration ? Folder Level
Tracking ? Synchronization ? Troubleshooting
Module 2: App for Outlook ? Deploy App for Outlook ? Track emails, contacts and activities ? Work with Dynamics 365 data in the App for
Outlook
SYLLABUS
Module 3: SharePoint Integration ? Configure Server-Based SharePoint Integration ? Configure Document Management settings ? Manage Document Management permissions ? Configure OneDrive for Business Integration ? Configure OneNote Integration
Module 4: Office 365 Groups Integration ? Office 365 Groups requirements ? Office 365 Groups solution installation ? Configure Office 365 Groups ? Uploading documents and using conversations
Module 5: Relationship Insights ? Enable Relationship Insights ? Working with Relationship Assistant ? Configure and use Auto Capture ? How to use Email Engagements
NEXT STEPS: If you are interested in any of the following for your organization, please contact your Microsoft Account Representative:
?WorkshopPLUS - Dynamics 365 Customer Engagement: Administration 1 Day ?WorkshopPLUS - Dynamics 365 Customer Engagement: Customizations 1 Day ?WorkshopPLUS - Dynamics 365 Customer Engagement: Reporting 1 Day ?WorkshopPLUS - Dynamics 365 Customer Engagement: Troubleshooting 1 Day ?WorkshopPLUS - Dynamics 365 Customer Engagement: Data Archival & Retention 1 Day
2018 ? Microsoft Corporation. All rights reserved. This data sheet is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS SUMMARY
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