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MB2-706 Microsoft Dynamics CRM Online Deployment

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MB2-706 exam Dumps Source : Microsoft Dynamics CRM Online Deployment

Test Code : MB2-706
Test name : Microsoft Dynamics CRM Online Deployment
Vendor name : Microsoft
: 48 real Questions

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Microsoft Microsoft Dynamics CRM Online

M&A mania as channel goes Microsoft Dynamics 365 loopy | killexams.com real Questions and Pass4sure dumps

The channel has stepped up mergers and acquisitions (M&A) activity in 2019, pushed through an extended exigency for Microsoft Dynamics 365 capabilities.

inside the zone of every week, two specialist partners were bought across Australia and unique Zealand, including to a synchronous world purchase and a multimillion-greenback deal finalised in early December.

jointly, the channel has went to market 4 instances in six weeks in quest of capabilities across business aid planning (ERP) and consumer relationship management (CRM) purposes, with three specialists housed in Queensland, Australia.

peculiarly, Rhipe entered into a binding contract to purchase Brisbane-based mostly Microsoft companion Dynamics business IT options in a $four.5 million deal, probably rising to $8 million.

Two days later, Fusion5 followed swimsuit with the acquisition of Dynamics group, a beginning-up also headquartered in Brisbane.

additional afield, DXC expertise snapped up the carrier business of Danish IT enterprise EG, integrating choices into the company's Microsoft Dynamics company, Eclipse. The acquisition mirrors the double buyout of Sable37 in A/NZ and UK-based mostly eBECS in early 2018, as suggested by means of ARN.

Kick-beginning six weeks of M&A exercise, India-based mostly Sonata utility obtained Scalable information techniques for $5.5 million in December, a expert Microsoft Dynamics 365 associate as soon as once again headquartered in Brisbane.

The acquisitions further amid a robust length of increase for the Microsoft productiveness suite, with Dynamics 365 growing to subsist fifty one per cent everything through the quarter ending December 2018.

at the very time, the supplier’s Dynamics business grew 17 per cent, with greater than 9 out of every 10 unique Dynamics CRM purchasers selecting Microsoft’s cloud providing throughout the period.

“We’re successful consumers with their differentiated approach to programs of list and methods of engagement with the aid of making them greater modular, extensible and AI-driven,” observed Satya Nadella, CEO of Microsoft, everything through the supplier’s recent revenue name.

“more and more, business manner automation contains digitising physical areas, actions and interactions.

“Dynamics 365, along with advances in Azure IoT, AI and combined fact, are leading the course for organisations to create these unique methods of commentary and systems of intelligence that power end-to-conclusion enterprise strategies, and bridge the on-line and offline worlds.”

as an example, Nadella stated the tech gargantuan now has the potential for purchasers to control stock in precise-time "from the shelf, to the warehouse, to the farm".

“but we’re no longer stopping there,” he added. “Our vigour Platform – spanning vitality BI, PowerApps and stream – enables any person in an employer to delivery building an clever app or workflow where zero exists.

“it is the best reply of its variety in the business – bringing together no-code/low code app development, robotic technique automation, and self-service analytics into a single, comprehensive platform.

“And it makes it feasible for extensibility throughout Microsoft 365 and Dynamics 365 as smartly as the leading third-party SaaS enterprise purposes.”

in the meantime, with vitality Platform, Nadella pointed out Microsoft is “fundamentally democratising” company processes, in a circulation designed to permit companies to Make "smarter, sooner decisions".

“I’m energised concerning the tremendous break during this area,” added Nadella, citing a number global consumers leveraging the administration suite.

in the UK, Centrica is counting on energy BI, energy Apps, and movement, together with Dynamics 365, to seriously change scheduling and dispatch for its first-line workforce.

meanwhile, Virgin community is the usage of power Apps and Dynamics 365 to generate a sole view of its passengers, surfacing insights to ameliorate client service and boost operational efficiency.

additionally, in Italy, the postal provider is the usage of Dynamics 365 to bounce-start the digital transformation of lots of post offices throughout the nation.

Such customer claim is probably going to further constrain M&A inside the channel, as the ecosystem aligns to considered one of Microsoft's quickest growing to subsist choices.

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The future of Microsoft Dynamics 365 tasks | killexams.com real Questions and Pass4sure dumps

#HoskCodeWisdom The future of Dynamics 365 tasks can subsist described by means of the people implementing them.

Dynamics experts should still embody unique applied sciences and capabilities. know-how adjustments and evolves, and Dynamics 365 projects adjust to elect information of them.

Microsoft dropped CRM from Dynamics product, tasks advanced from case management, sales pipeline and transforming outdo spreadsheets into business initiatives including legacy software, cellular functions, Azure and other capabilities (Social Engagement, gamification, box service).

Future Dynamics 365 projects will blend digital transformation, intelligence and mobile purposes to create tasks which deliver company value to the consumer.

purchasers wish cloud and mobile solutions, the focal point has moved to percentages and not limitations.

The drivers of solution structure are complexity, price sweep and the abilities of the architect, now not the barriers of Dynamics 365. The ambiance has modified and minuscule focused apps are being consumed on diverse instruments.

Junior Developer

  • grants Dynamics 365 tasks the exhaust of the abilities, methods and solutions used in the past.
  • respectable Developer

  • uses generic options mixed with unique features, functionality and capabilities.
  • knows unique functionality but doesn’t possess experience.
  • makes exhaust of unique functionality on a venture making error everything over implementation.
  • great developer

  • Reads, stories and knows unique features, capabilities and functionality in Dynamics 365. Proofs of ideas provide practical journey to succor theoretical potential.
  • Don’t wait

    Don’t wait to are trying unique performance, services and gear except essential as a result of that’s too late. investigate and build money into researching to elect into account the features now and able to exhaust them.

    Examples are stream, PowerApps, convivial engagement, container capabilities, cognitive capabilities, bots, cell applications and so on. Microsoft hypes unique tools and releases them with fundamental functionality, making it complicated to Make exhaust of them on tasks. selecting the limitations and realizing how these gear labor means that you can comprehend when to Make exhaust of them and when now not to.

    Some examples:

  • circulate has no technique to script deployment
  • PowerApps is evolving without a scripting deployment
  • field service regularly needs customisation to add lacking functionality
  • Social engagements interaction with convivial media capabilities
  • previous initiatives

    past initiatives are not a reusable template; they should evolve, enhancing with unique performance and a more robust knowing the course to architect solutions.

    Microsoft Dynamics CRM renamed to Microsoft Dynamics 365 changed into in no course practically accounts, contacts, sales approaches and case administration.

    Microsoft Dynamics 365 is an XRM framework, a set of gear to create solutions. Microsoft created dependencies to income, advertising and case administration. These commonplace necessities had been now not crucial in many XRM projects and created undesirable dependencies.

    The latest edition of Microsoft Dynamics 365 is now a real XRM framework; you mount from a blank slate and exhaust most effective what you need.

    Dynamics projects are not restrained to Microsoft Dynamics 365, they exhaust many Microsoft capabilities (other functions are available :-))

    • Azure services and WebJobs will let you circulate processing out of Dynamics 365 • PowerApps or short mobile application • standard data carrier allows builders to hyperlink statistics from discrete sources • circulation can link diverse services with Dynamics 365

    Breaking freed from the shackles of Microsoft Dynamics 365 permits options using other functions, mobile functions and scaling by means of Azure. This allows for commercial enterprise initiatives to subsist created with Microsoft Dynamics 365 on the centre.

    using distinctive functions allows for Dynamics gurus to tackle diverse industries; the restrict is not know-how but creativeness and the competence of reply architects.

    the future projects of Microsoft Dynamics 365 will encompass extra intelligence and cognitive functions, using companies’ records proactively to digitally radically change companies.

    Microsoft Dynamics 365 continues to adapt — the pace of exchange is increasing, and initiatives may subsist larger, more complicated and extra fun.

    To convey enterprise initiatives, groups will should embody DevOps and convey the most desirable practices of utility construction to Microsoft Dynamics 365.

    How Microsoft Dynamics 365 has modified

    Microsoft Dynamics 365 has viewed Microsoft flux from constructing competing products similar to Microsoft Dynamics CRM, Nav, AX and now focal point on creating functions which can subsist used by course of everything Microsoft items. Microsoft builds aiding services quicker which are greater characteristic prosperous.

    New functions and tools

  • circulation
  • PowerApps
  • Azure services
  • Social engagement
  • PowerBI
  • Cognitive services
  • The challenge in Dynamics projects is working with its obstacles. builders initially thought it wasn’t viable to create complicated customisations the usage of Microsoft Dynamics 365 online, but with the tools and functions purchasable, that you would subsist able to create business options — a safe deal of it without growing code and using Microsoft Dynamics 365 on-line. It’s feasible to possess complete DevOps, automating the sheperd initiatives and enhancing the robustness of the code which can subsist essential to business projects.

    The accustomed facts service, PowerApps and Azure desist initiatives from being restrained to Microsoft Dynamics 365 and ease integration with non-Microsoft features/legacy programs. which you can integrate diverse features and Microsoft cognitive functions to procedure customers’ statistics, automate and add intelligence to records and approaches.

    the long run

    Microsoft Dynamics 365 allows digital transformation of many business and industries. Dynamics gurus will exigency to know the tools, functions and unique Dynamics 365 functionality to permit them to create the superior answer.

    With alternate comes disruption and probability. #HoskWisdom


    CRM 2016 online | killexams.com real Questions and Pass4sure dumps

    be taught the what, why, and hows of CRM 2016 online.

    This chapter is from the booklet 

    Microsoft has made large investments in Microsoft Dynamics CRM on-line to supply a value-helpful and whole-featured journey for users. the mixing with Microsoft office 365 on-line has streamlined the process and gives a desultory for agencies to consolidate their workplace 365 and Microsoft Dynamics CRM on-line experiences.

    This chapter is devoted to the on-line edition of Microsoft Dynamics CRM 2016. In some areas, this chapter explicitly notes alterations between On-Premises and online, but the plot it doesn’t, that you can hope that the textual content is ready CRM online.

  • For extra suggestions about On-Premises installations of CRM, descry CHAPTER 29, “On-Premises Deployments.”

  • Microsoft Dynamics CRM is available in three simple installation options: On-Premises, CRM on-line, and associate hosted. This chapter covers CRM online, together with licensing, merits and barriers, an operational overview of the features supplied with the aid of Microsoft, and a ebook on a course to note up and maneuver a CRM on-line instance.

    Microsoft Dynamics CRM online is a Microsoft-hosted service that presents tight integration with the workplace 365 platform. Microsoft started providing CRM on-line right through the CRM four.0 days, with shut characteristic parity with what you possibly can receive the usage of an On-Premises or companion hosted implementation. With the liberate of CRM 2011, the on-line providing was also up to date, and the differences between the alternate options narrowed, however obstacles imposed on account of a shared hosting ambiance kept some agencies from the exhaust of this provider offering. In 2012, Microsoft rolled out updates that further narrowed the transformations and better safety, enabling CRM online to subsist a real first-category subject in the Microsoft CRM world.


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    Microsoft Dynamics CRM Online Deployment

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    Dynamics 365 online deployment — MB2–715 study notes | killexams.com real questions and Pass4sure dumps

    You cannot create a solution with Microsoft Dynamics 365 if you don’t understand it. #HoskCodeWisdom

    The goal of Dynamics certifications is to broaden your knowledge, learn how unique features labor and find a certification to prove you know it — and that’s useful to you and employers.

    The benefits of Dynamics certifications are discussed in my posts below:

    How to prepare

    First of all, understand what you will subsist tested on and read the certification criteria:

    Microsoft Dynamics 365 customer engagement Online Deployment certification criteria

    These are the main areas:

  • Create a Customer Organizational Structure (25% — 30%)
  • Administer the Microsoft Dynamics 365 Environment (25% — 30%)
  • Integrate Microsoft Dynamics with Other Applications (20% — 25%)
  • Manage Microsoft Outlook and Mobile Environments (25% — 30%)
  • Look at the details under these because they will comprise parts of the Dynamics 365 you don’t possess undergo with. This article explains why you might not possess undergo with inevitable areas of Dynamics 365.

    Certification process

    I possess been getting Dynamics certificates since Microsoft Dynamics CRM 4 and I exhaust the very proven steps:

    · Watch the Dynamics learning portal videos for the certification for the functionality I don’t know (and sometimes watch them for a refresh).

    · Whilst watching the videos I will Make study notes. I believe in lively reading/watching; otherwise I can’t disclose if the information is sinking in or bouncing off.

    · For functionality I haven’t used before I create a crucible in Dynamics 365 and play with the functionality. Using the functionality is the best teacher.

    · I Make notes on the limitations of functionality and absolutes because these are the things Microsoft likes to test you on. It’s also facile to read these notes and build them into a quiz to enable you to test your knowledge.

    Source of information

  • Dynamics learning portal self-paced learning — 81071: Deployment in Microsoft Dynamics 365
  • Neil Parkhurst MB2–715 revision guide
  • Get yourself a Microsoft Dynamics 365 trial
  • Read and learn the study notes below and makes some notes of your own
  • Hosk study notes

    Please note these were made in 2017 and some things could possess moved on…

    · blog post with a few details on Dynamics 365 instance management

  • There are two types of Instances: Production Instances and Non- production Instances.
  • Sandbox instance can subsist build in Administration Mode and System Administrator and System Customizer role can note in to the instance
  • While Copying instance, target instance can subsist a Sandbox or Preview instance; not a Production instance.
  • When an instance is copied, target instance will subsist deleted and replaced with copy Source instances data, customizations.
  • Global administrator can copy everything available instances. But Dynamics 365 system administrator can copy instance for which they possess system administrator role.
  • Notifications are sent to administrators or any additional recipients configured when 80 % for storage confine is reached. If storage confine is reached no unique records can subsist created. Here then data needs to subsist removed and/ or additional storage needs to subsist purchased
  • Full Copy includes everything application data, user, customizations from the source instances and is suitable for UAT, upgrade testing, preview in Production (TAP/EA) and training.
  • Minimal copy includes users, customizations and is suitable for iterative team deployment, Partner/ ISV Solutions and Proof of Concepts.
  • System backups occur daily.
  • System backups are retained up to three days. Check your expiration date.
  • System backups achieve not count against your storage limits.
  • You can back up Production and Sandbox instances.
  • You can only restore to a Sandbox instance. To restore to a Production instance, first switch it to a Sandbox instance.
  • Only CRM Online 2016 Update 1 or later versions are supported for backup.
  • On-demand backups are retained for up to three days. Check your expiration date
  • The instance remains available while being backed up.
  • The instance remains unavailable while being restored.
  • Copied instances are copied to the very region as the source instance.
  • Instances that are reset are reset to the current region.
  • Preview Instances achieve not consume any of the storage quota purchased for Production and Sandbox instances.
  • A tenant can comprise up to 50 Dynamics 365 (online) production instances and up to 75 non-production (Sandbox) instances.
  • Each instance within the tenant receives its own SQL database.
  • Dynamics 365 data is not shared across instances.
  • Storage is shared across the primary instance and any additional instances.
  • All instances for a sole customer tenant will subsist set up in the geography where they initially signed up for their account. Storage consumption is totalled and tracked across everything the instances attached to a customer tenant.
  • You can set up divorce security groups for everything instances.
  • A licensed Dynamics 365 (online) user can potentially access everything the Dynamics 365 (online) instances associated with the tenant. Access is controlled by instance security group membership.
  • You can purchase additional instances through the Additional Instance Add-On. Additional instances can subsist added only to “paid” subscriptions — not trials or Internal exhaust Rights (IUR). If you purchased your Dynamics 365 (online) subscription through Volume Licensing, you must fade through your large Account Reseller (LAR) to purchase the additional instance.
  • You can’t merge existing trials or subscriptions onto an additional instance; instead, you will exigency to chase your data and customizations.
  • User accounts, identities, security groups, subscriptions, licenses, and storage cannot subsist shared among tenants. everything tenants can possess multiple instances associated with each specific tenant. Dynamics 365 data is not shared across instances or tenants.
  • Your instance will not subsist updated unless you accredit it. This means your organization will fade without the latest features and functionality until you explicitly give approval for the update to happen. retain in mind, they achieve possess an update policy that will Make some updates mandatory, with no approval required.
  • At any given point a customer must subsist on the current version (n) or a version prior (n-1). For example, if you are on CRM Online 2016 Update (n-2) and chose not to elect the available CRM Online 2016 Update 1 (n-1), then you would exigency to elect December 2016 update for Dynamics 365 (online) (n) as a mandatory update.
  • Twice per Year unique features become available through customer-driven updates in the Microsoft Dynamics 365 instance.
  • Office 365 admin centre to add/remove users
  • Best practise is to Make the user change their password when they login
  • You add the user in Office 365 admin centre but you then must log into Dynamics 365 and give them a security role
  • Authentication is having a licence and office 365 user
  • Authorisation is having a security role
  • Removing the Dynamics 365 license makes the user disabled
  • Role assignment will linger the very for a disabled user.
  • Non-interactive users are for service accounts/integration
  • You can possess 5 non-interactive accounts
  • Non- interactive users can subsist used for programmatic access
  • Non-interactive users don’t consume a licence
  • Global Administrator — access office 365 admin centre
  • Administrative roles don’t exhaust licences
  • Administrative roles can’t descry any Sales, Marketing or service records
  • Administrative role is set to Administrative on user settings
  • To reduce administration, it’s recommended you setup federation because you must possess an office 365 user. Synchronise your AD with Azure AD
  • A global administrator will, by default, also possess systems administration privileges in Dynamics 365
  • Global administrator can access Dynamics 365 without a license but they cannot view any records without a Dynamics 365 license in read-write mode
  • Global Administrators are the only people who can assign other admin roles
  • You can assign alternative email addresses
  • Customized Administrator roles
  • · Billing Administrator

    · Dynamics 365 service administrator

    · Exchange administrator

    · Password administrator

    · Skype for business administrator

    · Power BI service administrator

    · Service administrator

    · SharePoint administrator

    · User management administrator

    Licensing

  • Dynamics 365 is available in two editions. business and Enterprise. — not any more but the exam might not subsist updated
  • Enterprise is aimed at customers with more than 250 users
  • Enterprise can comprise operations and finance
  • Enterprise has dual rights which means you find a free on-premise licence with your on-line licence
  • Business edition is aimed at companies with 10–250 users
  • Dynamics 365 is based on named users — e.g the license is assigned to a Office 365 user
  • Enterprise edition application licenses are often $95 each. Whilst the customer engagement plan, giving access to everything of the engagement apps is $115 per user per month
  • The Dynamics 365 contrivance license, giving total access to everything of customer engagement and operations is currently $210. Whilst the Unified Operations contrivance is $190.
  • Business edition, complete users are $40 per exhaust per month. And a business edition team member license is $5 per user per month.
  • One sandbox and one production instance are provided with your first purchase of a Dynamics 365 license.
  • Additional sandboxes cost $90ish per month
  • Portal

  • One portal is included with any Dynamics 365 Customer engagement contrivance subscription, per tenant, shared across everything Customer engagement Application
  • Each portal may only subsist associated with one instance
  • Instances

  • Tenant — an account created in Microsoft Online services
  • One tenant > many instances
  • Each instance is deployed to a divorce SQL database
  • Different instances can subsist used for different tasks — test, dev, training, etc
  • Security group — what users can access what instances. g. you could possess a developers security group, with access to the evolution instances
  • Two Instances types
  • · Production instances

    · Non-production instances — Sandbox

  • Production and sandbox instances are purchased as addons for a subscription
  • Trials cannot purchase add-ons
  • All instances possess names and unique url
  • Instances are managed in the Dynamics 365 admin centre
  • Sandbox instances possess actions not available on production instances such as
  • · Switch (change from production to sandbox or sandbox to production)

    · Reset

    · Delete

    · Copy

  • An admin can switch between product to sandbox and sandbox to production.
  • You can only switch instances if you possess paid for the different types
  • Production instances cannot subsist reset
  • When an instance is reset, it’s deleted and created as a unique instance
  • Sandbox instance can subsist moved to Administration mode
  • Administration mode, limits access to administrators and customizers
  • Administration mode stops back group operations such as Async services and workflows
  • All the storage is shared between everything instances
  • A complete copy, Copies an instance copies Data, users and customisations
  • Minimal copy only copies users and customisations
  • When copying reckon how much data you possess available and cost
  • You might not want developer users to descry production data — be careful
  • You can only copy instances to a sandbox instance
  • You can copy from production or a sandbox instance
  • A tenant can comprise 50 production instances and 75 non-production instances
  • Each tenant is bound to the very region
  • You can put a question to Microsoft to create instances in different regions
  • You can only copy between instances in the very region
  • You can possess multiple tenants, you cannot participate anything between tenants
  • Each tenant is linked to a divorce lively directory
  • You can enable Admin mode (Administrative Access) and only users with Administrator or System customizer security roles can note in.
  • Administrative access will disable Asnc jobs such as Workflows, async plugins, service side sync)
  • You can only enable Admin mode on sandbox instances
  • You can switch a production instance to a sandbox instance
  • You can delete a sandbox instance
  • You cannot delete a production instance
  • You can reset a sandbox instance
  • You cannot reset a production instance
  • Resetting an instance wipes it clean, removes customisations, data, users, everything
  • You can copy an instance to a Sandbox instance
  • You cannot copy sandbox to production or production to production
  • The maximum data you can copy is 100 GB
  • Full copy copies customisation, data and users
  • Minimal copy copies customisations and users but not data
  • Reset an instance, deletes it and recreates it. This is useful to set the sandbox to a different version, free up storage space, delete the data
  • Storage

  • Storage is shared between everything instances
  • If storage capacity is reached, unique records cannot subsist created
  • Storage is connected to a subscription not an instance
  • You find a warning when 80 percent of storage is reached
  • You can add more email recipients to the notification list (e.g. partners)
  • You cannot reset a production instance
  • A unique subscription will provide 10Gb of storage, a free sandbox instance, free portal
  • an additional 5Gb will subsist granted for each 20 complete licenses purchased
  • You can descry your Microsoft Dynamics licenses within the licenses option under billing in Office 365 admin
  • There is a confine of 30 TB
  • Dynamics 365 has a confine of 300 custom entities
  • default a Dynamics 365 Customer engagement subscription will provide 10Gb of storage. Then an additional 5Gb of storage is automatically added for every 20 complete users. (Team member licenses achieve not contribute to this increase.)
  • The amount of extra “free” storage is capped at 30Gb.
  • Additional storage can subsist purchased in 1Gb chunks. Up to a maximum of 5Tb of extra storage.
  • Updates

  • Updates become available twice a year
  • CDU — Customer driven update
  • You can skip one update but you cannot skip 2 in a row
  • The next update will subsist mandatory if you skip one
  • Patches will subsist released between major releases
  • Update emails are sent prior, during and after the update
  • Updates exigency to approved for each instance
  • Your instance won’t subsist updated without your approval. Unless the update is mandatory where it will subsist updated without approval (e.g. you must elect 1 update per year)
  • You must subsist a Dynamics 365 System administrator to accredit an update
  • When an update is approved, you can reschedule it as long as it hasn’t started
  • When an update has started the reschedule option will no longer subsist available
  • Four stages of an update
  • · Queue (Not Started)

    · Backup

    · Restore

    · Database Upgrade

    Notifications

  • You find notifications for
  • · Service outages

    · 80% storage confine reached

    · Potential upgrades

    SharePoint — Document management

  • SharePoint can store documents outside of Dynamics 365 and is a course to reclaim space in Dynamics 365
  • SharePoint is server to server integration
  • All combinations of Dynamics 365 online/on premise and SharePoint online/on premise are supported
  • Microsoft OneDrive

  • 1TB of cloud space provided
  • You can participate documents on OneDrive to provide a more private manner of sharing, instead of the public SharePoint
  • You exigency SharePoint integration for OneDrive to work
  • You must subsist assigned an Office 365 licence
  • Dynamics 365 on Premise or on line
  • You must enable OneDrive for business in System settings
  • There is a security privileges called OneDrive for Business, create in in core records à heterogeneous privileges
  • Microsoft OneNote

  • OneNote is used to capture notes
  • OneNote integrates with Dynamics 365 and On premise
  • OneNote notebooks are stored in a SharePoint site
  • SharePoint integration must subsist enabled
  • You enable OneNote integration at an entity level
  • For enabled entities OneNote notebook will display on the activity wall, after Notes
  • Microsoft Skype/Skype for business

  • You can configure which skype is used
  • It can automatically open when you click on a phone number
  • Office 365 groups

  • Shared workspaces for people to collaborate
  • It allows collaboration with Dynamics 365 and Office 365 users (who don’t possess Dynamics 365 licences)
  • You exigency an Exchange Mailbox for each user that will exhaust Office 365
  • SharePoint integration must subsist enabled for Office 365 Group users to view documents
  • Office Delve uses Machine learning to search everything data (but not data held in Dynamics 365)
  • Delve can subsist shown in the Dynamics 365 as a dashboard
  • Delve dashboard cannot subsist shown on Dynamics 365 on premise
  • Dynamics 365 Apps

  • Apps allow you to edit the site map to only point to inevitable entities, regardless of security role
  • Apps can subsist enabled/disabled for one or more security roles
  • Each App has its own URL
  • The apps suffix will labor in the url
  • Users can navigate to the app from the menu
  • Apps only labor in the web client
  • Apps can modulise the UI and provide a filtered view
  • Apps is another solution enabled entity
  • Apps can used Dashboards, Forms and views and Charts and business process functions
  • App validation warns users on missing dependencies during app creation
  • App has a sitemap designer, which can subsist used by non-admin users
  • App Source allows you to find apps
  • Apps can add Site Map, Dashboards, business process flows, entities (forms, views, charts)
  • Powerapps

  • PowerApps allow you to create no code apps
  • PowerApps can subsist built from templates
  • PowerApps can rush in a web browser or mobile device (IOS, Android, Windows phones/tablets.)
  • To exhaust PowerApps you exigency Office 365 or Dynamics 365 licence
  • You can access PowerApps from the app selector in Office 365
  • Powerapps is free of Office 365 and Dynamics 365 users
  • 2 Paid plans for PowerApps
  • Free PowerApps cannot exhaust the common Data Service
  • 1 paid contrivance can exhaust the common data service
  • 2 paid contrivance can model your data using common data service and enterprise grade admin
  • You can connect powerapps with 90 plus different services
  • You don’t write code but can exhaust outdo dote formulas
  • You can link PowerApps with Flow
  • Outlook integration

  • Dynamics 365 for outlook is installed on a user’s computer
  • You can track emails, appointments, contacts and tasks
  • Dynamics 365 for outlook allows you to labor offline
  • Dynamics 365 for outlook supports 32 and 64 bit
  • Dynamics 365 for outlook works with Windows 7, 7 SP1, 8, 8.1, 10
  • Dynamics 365 for outlook works with Windows server 2012 and 2012 R2
  • Deploying can subsist done manually, command line, group policy, remote desktop, Microsoft System focus configuration manager
  • To track emails, the outlook email address must match the users email address in Dynamics 365
  • You can add multiple instances visible in Outlook
  • Only one instance can subsist a syncing instance
  • Offline data is stored on a local Microsoft SQL server express database
  • The offline data filters controls what data is downloaded to the users computer
  • You cannot add unique province or custom province to the synchronisation settings
  • Dynamics 365 app for outlook
  • Dynamics 365 apps works online not on each users machine
  • You can track meetings and appointments not just emails
  • Dynamics 365 email templates can subsist used in the Dynamics 365 app for outlook
  • Dynamics 365 doesn’t possess built in email functionality
  • Server side sync, integrates Exchange and Dynamics 365
  • Server side sync doesn’t exigency Outlook to subsist running
  • Server side sync talks direction with exchange and Dynamics 365
  • Incoming — None, Microsoft Dynamics 365 for Office outlook, Server side sync or email router or forward mailbox
  • Outgoing none, Microsoft Dynamics 365 for Office outlook, Server side sync
  • Folder smooth tracking will automatically track emails when they are moved to inevitable folders
  • You can link Exchange rules to chase emails into folders and linked with Folder smooth tracking
  • A confine of 25 rules/folders
  • You create folder tracking rules
  • Mobile Apps

  • Dynamics 365 for phones — uses the very forms as web applications
  • Dynamics 365 for phones — CRM onlines 2015 updates 1, CRM 2016 on premises
  • Dynamics 365 for phones express — CRM 2013 on prem, on line
  • Dynamics 365 for tablets — CRM 2013 online and on premise
  • Mobile apps are free for licenced users
  • Go to a contour and click a province to set if a province is visible on the phone
  • Forms are used for both web app and mobile
  • Entity metadata has a checkbox — enable for mobile
  • · Read only in mobile

    · Enable for mobile offline

  • 2 Security privilege restrict access Dynamics 365 for mobile and Dynamics 365 for phones express
  • Mobile security privileges are create in the business management section
  • All custom entities can subsist enabled for everything mobile apps
  • Dynamics 365 for phones and tablets can Make entities read only
  • Some system entities cannot subsist enabled
  • Tabs, sections and fields can subsist hidden from Dynamics 365 for phones
  • You cannot veil components (fields, sections, tabs) for Dynamics 365 for tablets
  • You can veil components for Phones but not tablets
  • Multiple dashboards can subsist enabled for Dynamics 365 for phones and Dynamics 365 for tablets
  • System or user dashboards can subsist enabled for phones and tablets
  • There is a dashboard property called Enable for mobile
  • You can only enable offline sync in a production instance
  • You exigency 5+ professional licences or 1 enterprise license
  • You exigency to create mobile offline profile, which defines what data is taken offline
  • You can define data to subsist download as My data, Teams data or business units data
  • You exigency to add users to a mobile profile and publish it
  • You can elect to set Synchronization conflicts

  • Microsoft Dynamics CRM 2011 Released for On-Premises and Partner-Hosted Deployments | killexams.com real questions and Pass4sure dumps

    REDMOND, Wash. — Feb. 16, 2011 — Microsoft Corp. (Nasdaq “MSFT”) today announced that Microsoft Dynamics CRM 2011 for on-premises and partner-hosted deployments has been completed and released for customer download. This release complements the latest version of Microsoft Dynamics CRM Online, which delivers Microsoft Dynamics CRM 2011 as an on-demand service from Microsoft’s datacenters and was launched into 40 markets and 41 languages in January. With a sole multitenant code basis across cloud and on-premises deployment models, Microsoft Dynamics CRM 2011 delivers the Power of Productivity to sales, service and marketing organizations worldwide.

    Microsoft Dynamics CRM 2011 is now globally available and existing customers with lively Microsoft Software Assurance agreements can access the unique version immediately via the Microsoft Download Center.

    In addition, Microsoft announced the unique release scaled to 150,000 concurrent users in a sole instance while delivering sub-second response times, once again raising the bar for performance and scalability in the CRM industry. The unique benchmark results will subsist detailed in a Microsoft Dynamics CRM performance and scalability white paper that will subsist delivered in the coming weeks.

    “The exigency to build deeper and more profitable relationships on a global scale remains a CIO top priority,” said note Barrett, senior vice president, CRM, Avanade. “The combination of Avanade’s profound undergo in solution evolution and Microsoft Dynamics CRM 2011 enables us to deliver comprehensive CRM capabilities to their clients through on-premises deployments as well as a software-as-a-service offering. Microsoft Dynamics CRM 2011 provides a platform for us to succor companies strengthen customer and ally relationships, increase productivity, and collaborate across the organization.”

    Microsoft Dynamics CRM 2011 provides customers and partners with a wide sweep of benefits, including point-and-click configurability, enterprise scalability, and facile interoperability to existing applications and databases. It delivers the Power of Productivity for users in organizations of everything sizes through its focus on the following:

  • Familiar experiences through a next-generation indigenous Microsoft Outlook client, browser-based and mobile access, RoleTailored design, and advanced user personalization, improving user adoption and giving users facile access to the information they exigency to subsist successful.

  • Intelligent experiences through guided process dialogs, inline business intelligence for performance and goal management, and real-time dashboards, providing the most up-to-date information critical to enabling sales, service and marketing professionals to achieve their jobs effectively.

  • Connected experiences through flexible cloud development, Windows Azure interoperability, contextual Microsoft SharePoint capabilities and the unique Microsoft Dynamics Marketplace, making it facile for customers and partners to configure and customize Microsoft Dynamics CRM to meet specific business needs.

  • “Microsoft Dynamics CRM 2011 brings a total unique smooth of productivity to sales, marketing and customer service departments,” said Terje Laugerud, CEO, CIBER International. “The focus on familiar, intellectual and connected experiences appeals to their customers and provides an model platform for CIBER to deliver innovative CRM solutions to customers in a sweep of industries.”

    Integrated within Microsoft Dynamics CRM 2011, the Microsoft Dynamics Marketplace is available today in 20 markets and currently offers more than 1,400 ally offerings for solutions and services. This online catalog is an facile course for partners to market and distribute solutions to Microsoft Dynamics customers, whether online, on-premises or partner-hosted. The marketplace enables customers to quickly search, discover and apply industry-specific applications and solution extensions from Microsoft and its partners to succor them accelerate and extend their CRM and ERP implementations. Microsoft Dynamics Marketplace is available in Austria, Australia, Belgium, Brazil, Canada, Chile, Colombia, Denmark, Germany, France, India, Italy, Japan, Mexico, Netherlands, Portugal, Russia, Switzerland, the United Kingdom and the United States.

    More information about partners and customers deploying Microsoft Dynamics CRM 2011 can subsist create at http://crm.dynamics.com. Those who want to result and engage with the Microsoft Dynamics CRM community can achieve so at @MSDynamicsCRM, #crm2011.

    About Microsoft Dynamics

    Microsoft Dynamics is a line of simple to learn and exhaust ERP and CRM solutions that labor with your existing technology and scale as you grow to give you long-term value. By using software and online services that labor the course people and organizations work, businesses are better able to Make informed decisions and adjust to rapid change. Microsoft Dynamics helps your people subsist more productive and your investments in existing systems ultimate longer, while enabling your business to derive the insights necessary to respond quickly and possess a competitive edge in an ever-changing world of business.

    About Microsoft

    Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that succor people and businesses realize their complete potential.

    Note to editors: For more information, intelligence and perspectives from Microsoft, gratify visit the Microsoft intelligence focus at http://www.microsoft.com/news. Web links, telephone numbers and titles were rectify at time of publication, but may possess changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other usurp contacts listed at http://www.microsoft.com/news/contactpr.mspx.

    Microsoft to deliver intellectual cloud from Norway datacenters

    Microsoft Cloud to accelerate digital transformation and innovation through a strategic partnership with Equinor and to the profit of organizations across Norway


    Top 10 Features of Microsoft Dynamics CRM 2011 | killexams.com real questions and Pass4sure dumps

    Home   →   CRM   →   Top 10 Features of Microsoft Dynamics CRM 2011 Posted September 23, 2010 By Herman Mehling     Feedback

    Microsoft hopes its latest CRM offering can succor the software giant gain ground on Salesforce.com.

    The beta version of Microsoft Dynamics CRM 2011 released earlier this month has created quite a stir among beta testers and market-watchers, as it contains a number of gargantuan improvements. Those features comprise a next-generation indigenous Microsoft Outlook client, Microsoft Office contextual CRM Ribbon for Office navigation and user experience, role-tailored design, and user personalization.

    The unique software, designed for both cloud-based and on-premises deployments, is Microsoft's latest attempt to gain ground on CRM (customer relationship management) market leaders Salesforce.com (NYSE: CRM), Oracle (NASDAQ: ORCL) and SAP (NYSE: SAP).

    Here's a list of the top 10 features of the beta release, which can subsist create at www.crm2011beta.com.

    1. unique business Intelligence Functionality

    The unique real-time dashboards in Microsoft Dynamics CRM 2011 deliver advanced business intelligence functionality that is simple to use.

    Users can quickly configure multiple dashboards to monitor business performance, for example. The dashboards can subsist set up for individual or shared use, and can comprise inline charts with drill-down intelligence to visually navigate data, identify trends and uncover unique insights.

    2. tight Integration with Microsoft Office

    Microsoft Dynamics CRM 2011 introduces a unique Office 2010 contextual ribbon for Microsoft Dynamics CRM Online and Microsoft Dynamics CRM browser clients. The ribbon delivers a consistent, chummy navigation and user experience.

    The unique release enables CRM information to elect complete handicap of indigenous Outlook functionality, including previews and conditional formatting. Users can highlight and flag CRM records, just dote they can with an Outlook email.

    The reading pane gives users an instant view of a record without having to open a unique screen.

    3. Advanced User Personalization

    Microsoft Dynamics CRM 2011 lets users configure their workplaces to meet their specific roles and information needs. Personalizing a workspace allows users to set the default pane and tab that parade when they open Microsoft Dynamics CRM Online.

    Users also possess control over what links display in the workplace view, how many records display in lists, how numbers and dates display, and the language they want to use. Finally, users can combine these personalized features with the unique dashboard feature to create a personalized dashboard for their default view.

    4. Integration with SharePoint and Microsoft Dynamics NAV

    The beta demonstrates Microsoft's wish to provide out-of-the-box integration with two key Microsoft products: SharePoint and Microsoft Dynamics NAV.

    Microsoft Dynamics CRM 2011 integrates with SharePoint Server's document management through contextual document repositories.

    CRM 2011 will also integrate with Microsoft Dynamics NAV 2009 R2, due for release in the next few months. Together, the two products will boost productivity by enhancing interaction between front and back office applications.

    5. Role-based Forms and Views

    Microsoft Dynamics CRM 2011 displays forms and views based on user roles. This role-tailored design ensures that users possess speedily access to the material information they need. Role-based forms and views also prevent users from seeing data that they are not authorized to view.

    6. Better Configuration Capabilities

    Microsoft has incorporated numerous minuscule but significant features into Microsoft Dynamics CRM 2011 that Make it easier for businesses to configure solutions, either for themselves or third-parties.

    Key features are: custom activities and communications; field-level security; data auditing; tailored contour experience; and an improved information base.

    7. Customizing and Sharing

    Microsoft Dynamics CRM 2011 introduces what the vendor calls 'solutions,' which are ways to reclaim customizations and participate them with others. Users can create a solution or import a solution created by a developer outside the organization.

    A managed solution can only subsist edited by a specific user. An unmanaged one can subsist edited by any user with an usurp role. A solution can possess version numbering, relationships with entities and other components, and security features based on user roles.

    8. Interactive Process Dialogs

    Dialogs succor companies to collect and process information using step-by-step scripts. At the most basic level, companies can exhaust dialogs to sheperd customer interactions and internal processes. At another level, dialogs can subsist used to increase performance and versatility by incorporating workflow logic. This logic invokes automated tasks using the responses a customer or user makes during a dialog script.

    9. Microsoft Dynamics Marketplace

    Microsoft Dynamics Marketplace is an online solutions catalog that helps developers accelerate and extend their Microsoft Dynamics CRM Online implementations. The marketplace is fully integrated with Microsoft Dynamics CRM 2011.

    Customers will subsist able to access Microsoft Dynamics Marketplace from within Microsoft Dynamics CRM to search and download applications and connect with Microsoft partners. For more information, visit http://crm.dynamics.com/DynamicsMarketplace/landing.aspx.

    10. Cloud evolution and Deployment

    Microsoft Dynamics CRM 2011 allows developers to elect handicap of Windows Azure to develop and deploy custom code for Microsoft Dynamics CRM Online using tools such as Visual Studio. Developers can exhaust Microsoft .NET Framework 4.0 to incorporate Microsoft Silverlight, Windows Communication Foundation, and .NET Language Integrated Query (LINQ) into their cloud solutions.



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