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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