Продолжительность курса 1 день/8 академических часов

Время проведения — с 10:00 до 17:00

Ближайшие даты проведения тренинга Microsoft CRM.

* Описание курса 80715 Интеграция Office 365 с Microsoft Dynamics CRM Онлайн представлено на английском языке. Курс читается на русском языке.

Описание курса

About this Course

In this 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.

After completing this course, students will be able to:

Understand the key integration points between Dynamics CRM and Office 365

Course Outline

Module 01: Introduction and Overview of Integration with Office 365 and Dynamics CRM

Explore the Dynamics CRM vision for integrating with Office 365
Develop a high level understanding of the different CRM and Office 365 integrations
Understand project life cycle management implications of Office integrations
Discover what’s available in preview

Module 02: Email Server Integration

Overview of email server synchronization
Common scenarios
Synchronization options
Server settings, server profiles, and mailbox configurations
Migrating to server-side synchronization

Module 03: Email Client Integration with CRM

CRM Email Client Integration Overview
CRM for Outlook
Demonstration: CRM App for Outlook
Folder Tracking
Enabling Folder Tracking
Configuring User Folder Tracking Rules
Demonstration: Setup and Use Folder Tracking
Possible Usage Scenarios
Module Review

Module 04: SharePoint and CRM

Overview of SharePoint and CRM Integration
Architecture Overview
Setting up SharePoint Documents
Working with Documents
Usage Scenarios

Module 05: Working with Excel

Overview of Excel and CRM
Working with Export to Excel
Immersive Excel experience using Excel Online

Module 06: Power BI with Dynamics CRM

Overview of Power BI
Power BI Experiences
Data Sources
Using Power BI with CRM

Module 07: OneNote Integration with Dynamics CRM

Overview of OneNote integration
OneNote integration architecture
Configuring CRM for OneNote
Using OneNote with CRM
Exploring how security works
Troubleshooting

Module 08: Team Collaboration

Overview of team collaboration options with CRM
Using Skype and Skype for Business with CRM
Using Yammer with CRM
Using Office Groups with CRM

Module 09: Course Review

Before attending this course, students must have:

Some basic experience using Windows applications
Knowledge of Office 365
Completion of the Microsoft Dynamics CRM Introduction course

В начало

Ближайшие даты

Ближайшие тренинги Microsoft Dynamics CRM 2016

Для уточнения расписания или записи на обучение напишите сообщение на E-mail info@giustoconsulting.com или позвоните по телефону в Москве: +7 495 642 44 05