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Configuring Teams

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 …

Office 365 Groups

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. …

Configure SharePoint On-Premises

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 …

Configure SharePoint Security

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 …

Working with Document Locations

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 …

Word Templates

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 …

Configure SharePoint Online

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 …

Configure Outlook Add-In

In this step, we will cover some of the things to be aware of if you are working on a deployment with the Dynamics 365 add-in for Outlook, an older …

Customise App for Outlook

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 …

Week 2: Looking Ahead

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 …

Enable App for Outlook

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 …

Microsoft Exchange On-Premises

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 …

Mailbox Management

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 …

Microsoft Exchange Online

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 …

Course Syllabus

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: …