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Курс 80847. Office 365 и Power BI для Microsoft Dynamics CRM 2016

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Продолжительность курса 1 день/8 академических часов

Время проведения — с 10:00 до 17:00

Ближайшие даты проведения тренинга Microsoft CRM.

* Описание курса 80847 Office 365 и Power BI для Microsoft Dynamics CRM 2016 представлено на английском языке. Курс читается на русском языке.

Описание курса

About this Course

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, setting up your integration with OneNote using CRM document templates and the CRM app for Outlook.

This course contains modules and lessons from 80726: Customer Service in Microsoft Dynamics CRM 2016 as well as new modules and lessons covering Microsoft Dynamics CRM 2016.

Course Outline

Module 01: Overview of Integration with Microsoft Office 365 and CRM

  • Microsoft Office 365 at a Glance
  • CRM Works with Office Productivity Apps
  • Closing a Deal with CRM and Office 365
  • API’s and Integrations

Module 02: Email Server Integration

  • Email Server Integration Overview
  • Supported Server to Server Configurations
  • Monitoring Server Side Synchronization
  • Migrating to Server Side Synchronization

Module 03: Email Client Integration with CRM

  • CRM Email Client Integration Overview
  • CRM for Outlook
  • Configure Entities and Folder Tracking

Module 04: SharePoint and CRM

  • SharePoint Integrations Overview
  • Document Storage Structure
  • Working with Documents Folders and Records
  • CRM Permissions vs SharePoint Security
  • Document Management from Dev to Production

Module 05: Microsoft OneDrive

  • OneDrive for Business Integration Overview
  • Working with Records

Module 06: Working with Excel

  • Excel Integration Overview
  • Reimporting Data
  • Understanding the update process
  • Export and Import Limits
  • Open in Excel Online
  • What Data is Available?

Module 07: Document Generation with Word and Excel

  • Document Creation Overview
  • Versions and Templates
  • Enabling Developer Mode
  • Automating Document Generation

Module 08: Power BI with CRM

  • Power BI Overview
  • Apply Filters for Different Information
  • Concepts
  • Getting Data
  • Power BI Designer
  • Search and Dashboard

Module 09: OneNote Integration with CRM

  • What is OneNote?
  • OneNote Client and Structure
  • CRM Record Connection to OneNote
  • Changing Names and Sharing Notebooks
  • CRM Security vs OneNote Security

Module 10: Team Collaboration with Yammer

  • Team Collaboration Overview
  • Yammer Overview
  • Troubleshooting

Module 11: Team Collaboration with Office 365 Groups

  • Office Groups Overview
  • Using Office Groups with CRM
  • Installing Office Groups into CRM
  • Managing Groups from within Office 365
  • Deciding Between Yammer and Office Groups

Before attending this course, students must have:

  • Understand the key integration points between Dynamics CRM and Office 365
  • Some basic experience using Windows applications
  • Knowledge of Office 365
  • Completion of the Microsoft Dynamics CRM Introduction course

В начало

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Ближайшие тренинги Microsoft Dynamics CRM 2016

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

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