In this step, we will be guided through the steps necessary to connect and configure Dynamics 365 and Microsoft Teams for proper integration. For users to be able to use …
In this step, we will be introduced to Office 365 Groups, available with Dynamics 365, which provide an environment for collaboration with Office 365 users who don’t use Dynamics 365. …
This step will introduce us to the ability to use non-default folder locations within SharePoint, a useful option when attempting to integrate SharePoint into an existing workflow. With Dynamics 365 …
As they are two separate environments, this step will guide us through security considerations when integrating SharePoint and Dynamics 365. It is important to note that security for SharePoint and …
In the previous step we learned about integration between SharePoint and Dynamics 365 when both are in the online environment. However, in this step, we will explore some of the …
Your Dynamics 365 and Office 365 users are not automatically allowed access to your SharePoint sites. This step will guide us through how to work within the SharePoint site to …
Word templates provide users with a means to easily generate standardised documents about records that are rich with Common Data Service (CDS) data and leverage the full formatting power of …
Having covered integration with email services and applications quite thoroughly this week, next week’s activities will focus on the integration of Dynamic 365 with other Microsoft products. Next week we …
Having configured the Outlook app or add-on in the previous steps, this step will show us how we can customise our installation to match our specific needs. Dynamics 365 App …
While the previous step introduced us to some of the functionality provided by integrating Dynamics 365 and Outlook, this one will guide us through how to enable the Dynamic 365 …
Having covered enabling basic integration functionality with email services in the previous activities, this step will start to explore advanced details of the integration between Dynamics 365 and our email …
Whereas the previous step dealt with Microsoft Exchange Online services, this step will discuss necessary considerations and differences when working with an on-premises Microsoft Exchange instantiation. For the mail processing …
In the previous step, you were presented with an overview of email integration. In this step, you will learn about Microsoft Exchange Online. Both Common Data Service (CDS) for Apps …
Thank you for telling us a little bit about yourself. We hope this course will be an enjoyable learning journey for you. In this course we will cover the following: …