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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 designation : Microsoft Dynamics CRM Online Deployment
Vendor designation : Microsoft
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Microsoft Microsoft Dynamics CRM Online

DXC Acquires Microsoft Dynamics 365, SAP associate | actual Questions and Pass4sure dumps

DXC technology is acquiring the provider enterprise of EG A/S, which focuses especially on Microsoft Dynamics 365, with some extra SAP and Infor M3 abilities. The received enterprise will tuck into the DXC Eclipse unit. pecuniary terms were not disclosed.

DXC CEO Mike Lawrie

EG’s carrier enterprise, primarily based in Copenhagen, Denmark, has roughly 570 personnel throughout the Nordic place, including Denmark, Norway, Sweden, and Poland, DXC indicated. EG’s ERP and CRM focus includes roughly four,000 mid-market and enterprise customers.

against this, DXC’s Eclipse company is a Microsoft Gold associate supplying Microsoft Dynamics 365, ERP, CRM, enterprise process, analytics, and collaboration options. The division, which has assisted roughly 1,seven hundred customers, has wide attain across the Pacific (Australia, modern Zealand and Fiji) and in North the us (U.S. and Canada).

Describing the deal, DXC CEO Mike Lawrie said:

“The admixture of EG with DXC Eclipse will extend DXC’s leadership as a Microsoft Dynamics 365 programs integrator, greatly improving their capability to address customer wants within the Nordic location and globally. This additionally represents a significant funding for DXC within the Nordics, which is identified as one of the vital digitally capable areas in the world.”

DXC applied sciences: acquiring ServiceNow, Salesforce and Digital partners

this is the latest in a turning out to live record of DXC technologies acquisitions. prior offers include:

Microsoft Dynamics companion Acquisitions

meanwhile, M&A endeavor involving Microsoft Dynamics companions has been regular. illustration offers consist of:

identical M&A undertaking has took plot in emulate ERP and CRM ecosystems — including the Oracle, Salesforce and SAP companion networks.

issues with Microsoft Dynamics 365 patches | actual Questions and Pass4sure dumps

“when you gain to the finish of your rope, tie a knot and hang on.” — Franklin D. Roosevelt

We had problems importing options in a sandbox instances for Microsoft Dynamics 365. It become as a result of divide circumstances having divide versions of Microsoft Dynamics 365. this article appears on the potential complications of patches.


we now gain been upgrading customisations to originate them Microsoft Dynamics 365 edition 10 compliant and removing the customisations which can live depreciated in Microsoft Dynamics 365 version 9.

which you could ascertain a listing of the crucial adjustments and what’s depreciated here: started/whats-new/consumer-engagement/important-adjustments-coming

There will besides live confusion about what you need to replace with modern models. Microsoft helps the remaining 2 releases: Microsoft Dynamics 365 version eight and Microsoft Dynamics 365 version 9. Customisations are depreciated in Microsoft Dynamics 365 edition 9; they are going to silent labor in the existing version, nevertheless it skill that you could’t utilize them in Microsoft Dynamics 365 version 10.

An example if the customer api is depreciated

Xrm.web page

Now deserve to assemble the FormContext


so before you could possibly gain accomplished this

var firstName =“hosk”).getValue();

now you deserve to conclude this

var formContext = executionContext.getFormContext();

var firstName = formContext.getAttribute(“hosk”).getValue();

You could originate the change now however you simplest should originate this change if you are the usage of Microsoft Dynamics 365 version 10.


The Capgemini Dynamics crew maintain customisations in source manage, this enables us to create options and set up them into modern environments (we will create an environment and install each and every customisations with a click of a button). they will see the changes in Microsoft Dynamics 365 customisations.

We compare the xml changes of forms, views, JavaScript and each and every customisations. This week they observed in the ultimate patch Microsoft added a brand modern section and JavaScript to the contact entity.

This raised here questions:

1. may silent this change occur in a patch free up?

2. With Microsoft’s modern direction of making each and every customisations as options, wouldn’t this functionality live not obligatory?

3. What performance could Icebreakers be? Would Microsoft indicate Icebreakers otherwise you shop them for each contact?

4. Patches don't appear to live intended to spoil functionality


a modern section brought to the kind which could discombobulate testers and users, but it surely breaks the deployment because it added a dependency to modern interior avow introduced.

We obtained an error about missing dependency to “Icebreaker ” avow and msdyn_talkingpointsloader.js web resource perquisite through deployment trying out on a divide tenant. The sandbox cases gain been upgraded with the latest patch, whereas extracting the latest changes, the area alterations with some web substances and controls, including dependency to “Icebreaker” answer.

Dev illustration is edition look at various instance is version

Between– (DB edition) this avow and dependency became delivered, making it tricky to utilize multiple tenants because Microsoft controls when patches are set aside in. you could assemble into a circumstance where some of your circumstances gain had a patch applied at the very time as you are waiting for Microsoft to follow patches for others.

when they set aside code into source manage and consist of Microsoft’s changes, they then can not installation these options into the situations which haven't had the patch applied.

here is the Unhandled Exception:

gadget.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The motion became failed after 0 times of retry. InnerException is: avow loom import: FAILURE — -> avow point to up import: FAILURE — -> Microsoft.Crm.CrmException: here avow can not live imported: feature_Customisations. Some dependencies are lacking. The lacking dependencies are : <MissingDependencies><MissingDependency><Required key=”1510" category=”66" schemaName=”MscrmControls.TalkingPointsControl.TalkingPoints” displayName=”MscrmControls.TalkingPointsControl.TalkingPoints” answer=”Icebreakers (” /><stylish key=”a hundred twenty five" category=”60" displayName=”Contact” parentDisplayName=”grownup” identity=”1fed44d1-ae68–4a41-bd2b-f13acac4acfa” /></MissingDependency><MissingDependency><Required key=”1536" class=”sixty one" schemaName=”msdyn_talkingpointsloader.js” displayName=”msdyn_talkingpointsloader.js” answer=”Icebreakers (” /><based key=”125" type=”60" displayName=”Contact” parentDisplayName=”grownup” id=”1fed44d1-ae68–4a41-bd2b-f13acac4acfa” /></MissingDependency></MissingDependencies> solutions

You best gain just a few days’ commemorate and you gain got no potential to handle when patches are utilized. Some Dynamics situations had been on one version and the others cases expecting the patch to live applied. this can create options that may’t live imported into some of your circumstances. You must monitor when patches might live applied and examine if each and every your circumstances gain had the patch applied.

The documentation surrounding patches is sparse and there will besides live massive changes. there is a risk of a patch breaking customisations in production — with a small time to test, how conclude you mitigate this issue? If Microsoft gave an in depth list of the changes it might assist to possibility check the patch.

after I labored on projects the usage of Microsoft Dynamics CRM on premise, the premiere follow turned into to in no way rob the newest patch but set up the patch earlier than that. this vogue you may buffer your self from Microsoft breaking Microsoft Dynamics. I wrote a blog post on it should you sustain with Microsoft Dynamics CRM unlock cycle?

Microsoft may set aside in force the newest patch to live a beta edition and originate it operational or flux to a month-to-month free up time table.

during the past when patches broke construction, the notorious patch of Microsoft Dynamics CRM 2011 patch 12 — where Microsoft modified how JavaScript labored and broke many cases. I focus on it CRM 2011 — things learnt when reviewing Javascript code on configuration loads


most of the instances patches gain and go, repair bugs and nobody notices. It’s decent that Microsoft continuously fixes bugs — that advantages its users. If Microsoft might enhance its documentation, supply more warning and originate huge changes in additional massive patch numbers this would unravel most of the complications. this is the on-line service world they reside in and it’s a more wonderful approach to life.

New points of CRM that has Revolutionized Microsoft Dynamics 365 | actual Questions and Pass4sure dumps

After Microsoft Dynamics has been launched formally, each person is having eyes on his modern elements. possibly, there are lots of modern facets delivered of CRM for Microsoft Dynamics 365. lots of them can live found for each on-premises and on-line as well. These completely integrated apparatus are advantageous for marketing, operations and revenue to accelerate the productivity of your enterprise. during this weblog publish, we're going to talk about the desirable 10 modern aspects of CRM for Microsoft Dynamics 365.

1. Outlook client

besides the fact that children, the integration involving the Outlook client and the Dynamics CRM gain always inflexible, Dynamics 365 gain taken such integration to a different degree. With this, working has become greater efficient as you don’t must tune your emails, initiatives, appointments and not even gain to leave your inbox. Dynamics 365 without rigor sustains Outlook for its net utility, home windows, and Mac together with the iPhone aid coming soon.

2. Editable Grids

This characteristic makes it possible for modifying record easier and quicker than ever. edible Grid presents prosperous inline modifying for sub-grids and the leading views. additionally, it comprises dragging columns, grouping and JavaScript and extra. also, it helps, editing of in-grid list on the sub-grid or entity degree, mobile clients, keyboard navigation, filtering, net customers, filtering and greater.

3. Relationship Insights

the brand modern relationship Insights “Assistant” tracks can live found on any device and that can live constructive for simple interplay and communique with customers. as soon as when an assistant collects each and every facts from the communications, it reveals alternatives, manages your emails, and guides you together with your each day labor whereas making a election on actionable messages. Being an assistant, it analyzes your interactions and communications, creating a sequence of motion vehicles that presents personalized controls, links and counsel. aside from this, this office besides drives email appointment and presents content material option templates together with assistance in line with the reply charges in addition to historical open fees.

four. Relevance Search Enabled device

here is an excellent search device that offers you with speedy consequences from different entities by way of the ability of relevance. perhaps, here is a lots more suitable modern device used to ascertain fortunate for any kind of phrases or keyword in any device enabled to Relevance Search. With the filter and aspect assist, it becomes easier to assemble the hunt outcomes without a filtering the quest terms time and again. the hunt outcomes you'll assemble consist of suits of associated commemorate varieties automatically. additionally, this characteristic gets rid of the requirement of using wildcards.

5. site Map clothier/software Module

These terms are the carrier of deploying and packaging views, dashboards, kinds, entities, and stream, of a trade system. With the accessibility to granular stage provided, users can most efficient view inevitable kind, view or web site map that you've got introduced in each and every App Module you gain made. App Module additionally gives you a desultory to create advanced targeted purposes by using the performance of drag and drop.

6. visual technique designer/ BPF vogue designer

here's besides a drag and drop designer obtainable in Microsoft Dynamics 365. visible system vogue designer can simply create guidelines and flows you want, as its capabilities encompass, an capability to call up workflows, timers and recommendation bubbles. This characteristic helps in creating assignment flows, enterprise guidelines, and process flows of a business. The visual system clothier helps in preserving branches and levels of a technique and setting guidelines for the way flows.

7. getting to know Paths

This device has dazzling authoring capabilities for making customized assist practices for the end-users. additionally, this characteristic can besides live personalized, relying on the job features, or departments of the users. additionally, it can live localized in a wide purview of languages. The which means of personalized attend is that clients can labor simply at their personal consolation and study modern trade methods and lines, originate acquainted themselves with them.

eight. energy company Intelligence

As organizations are searching for the better the way to originate usurp selections regarding any sides of the each day operations, company Intelligence has develop into a crucial tool. Microsoft dash BI has become a leader perquisite here. Being an more suitable function, you can embed complete dashboards in stories and strengthen them or can add titles to dashboards and create a true-time and interactive visualization.


With every modern liberate, Microsoft comes with some wonderful and efficient facets in MSD 365. possibly, Microsoft Dynamics 365 CRM at each and every times tries to bring consumer appointment and a seamless customer adventure via a immaculate service based mostly sales strategy.

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Microsoft Dynamics CRM Online Deployment

Pass 4 sure MB2-706 dumps | MB2-706 actual questions |

Dynamics 365 online deployment — MB2–715 study notes | actual 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 modern features labor and assemble 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 live tested on and read the certification criteria:

Microsoft Dynamics 365 customer appointment 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 include parts of the Dynamics 365 you don’t gain undergo with. This article explains why you might not gain undergo with inevitable areas of Dynamics 365.

    Certification process

    I gain been getting Dynamics certificates since Microsoft Dynamics CRM 4 and I utilize 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 originate study notes. I believe in lively reading/watching; otherwise I can’t bid if the information is sinking in or bouncing off.

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

    · I originate notes on the limitations of functionality and absolutes because these are the things Microsoft likes to test you on. It’s besides simple to read these notes and set aside 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 gain 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 live set aside in Administration Mode and System Administrator and System Customizer role can badge in to the instance
  • While Copying instance, target instance can live a Sandbox or Preview instance; not a Production instance.
  • When an instance is copied, target instance will live deleted and replaced with copy Source instances data, customizations.
  • Global administrator can copy each and every available instances. But Dynamics 365 system administrator can copy instance for which they gain 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 modern records can live created. Here then data needs to live removed and/ or additional storage needs to live purchased
  • Full Copy includes each and every 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 conclude not import 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 conclude not consume any of the storage quota purchased for Production and Sandbox instances.
  • A tenant can include 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 live set up in the geography where they initially signed up for their account. Storage consumption is totalled and tracked across each and every the instances attached to a customer tenant.
  • You can set up divide security groups for each and every instances.
  • A licensed Dynamics 365 (online) user can potentially access each and every 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 live added only to “paid” subscriptions — not trials or Internal utilize Rights (IUR). If you purchased your Dynamics 365 (online) subscription through Volume Licensing, you must promenade through your big Account Reseller (LAR) to purchase the additional instance.
  • You can’t merge existing trials or subscriptions onto an additional instance; instead, you will need to promenade your data and customizations.
  • User accounts, identities, security groups, subscriptions, licenses, and storage cannot live shared among tenants. each and every tenants can gain multiple instances associated with each specific tenant. Dynamics 365 data is not shared across instances or tenants.
  • Your instance will not live updated unless you endorse it. This means your organization will promenade without the latest features and functionality until you explicitly give approval for the update to happen. maintain in mind, they conclude gain an update policy that will originate some updates mandatory, with no approval required.
  • At any given point a customer must live 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 rob the available CRM Online 2016 Update 1 (n-1), then you would need to rob December 2016 update for Dynamics 365 (online) (n) as a mandatory update.
  • Twice per Year modern 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 originate 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 abide the very for a disabled user.
  • Non-interactive users are for service accounts/integration
  • You can gain 5 non-interactive accounts
  • Non- interactive users can live used for programmatic access
  • Non-interactive users don’t consume a licence
  • Global Administrator — access office 365 admin centre
  • Administrative roles don’t utilize licences
  • Administrative roles can’t see 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 gain an office 365 user. Synchronise your AD with Azure AD
  • A global administrator will, by default, besides gain 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 allocate other admin roles
  • You can allocate alternative email addresses
  • Customized Administrator roles
  • · Billing Administrator

    · Dynamics 365 service administrator

    · Exchange administrator

    · Password administrator

    · Skype for trade administrator

    · Power BI service administrator

    · Service administrator

    · SharePoint administrator

    · User management administrator


  • Dynamics 365 is available in two editions. trade and Enterprise. — not any more but the exam might not live updated
  • Enterprise is aimed at customers with more than 250 users
  • Enterprise can include operations and finance
  • Enterprise has dual rights which means you assemble 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 appointment plan, giving access to each and every of the appointment apps is $115 per user per month
  • The Dynamics 365 way license, giving total access to each and every of customer appointment and operations is currently $210. Whilst the Unified Operations way is $190.
  • Business edition, full users are $40 per utilize per month. And a trade 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 appointment way subscription, per tenant, shared across each and every Customer appointment Application
  • Each portal may only live associated with one instance
  • Instances

  • Tenant — an account created in Microsoft Online services
  • One tenant > many instances
  • Each instance is deployed to a divide SQL database
  • Different instances can live used for different tasks — test, dev, training, etc
  • Security group — what users can access what instances. g. you could gain a developers security group, with access to the development 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 gain names and unique url
  • Instances are managed in the Dynamics 365 admin centre
  • Sandbox instances gain 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 gain paid for the different types
  • Production instances cannot live reset
  • When an instance is reset, it’s deleted and created as a modern instance
  • Sandbox instance can live 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 each and every instances
  • A full copy, Copies an instance copies Data, users and customisations
  • Minimal copy only copies users and customisations
  • When copying account how much data you gain available and cost
  • You might not want developer users to see 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 include 50 production instances and 75 non-production instances
  • Each tenant is bound to the very region
  • You can query Microsoft to create instances in different regions
  • You can only copy between instances in the very region
  • You can gain multiple tenants, you cannot partake anything between tenants
  • Each tenant is linked to a divide lively directory
  • You can enable Admin mode (Administrative Access) and only users with Administrator or System customizer security roles can badge 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 each and every instances
  • If storage capacity is reached, modern records cannot live created
  • Storage is connected to a subscription not an instance
  • You assemble 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 modern subscription will provide 10Gb of storage, a free sandbox instance, free portal
  • an additional 5Gb will live granted for each 20 full licenses purchased
  • You can see 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 appointment subscription will provide 10Gb of storage. Then an additional 5Gb of storage is automatically added for every 20 full users. (Team member licenses conclude not contribute to this increase.)
  • The amount of extra “free” storage is capped at 30Gb.
  • Additional storage can live 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 live mandatory if you skip one
  • Patches will live released between major releases
  • Update emails are sent prior, during and after the update
  • Updates need to approved for each instance
  • Your instance won’t live updated without your approval. Unless the update is mandatory where it will live updated without approval (e.g. you must rob 1 update per year)
  • You must live a Dynamics 365 System administrator to endorse 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 live available
  • Four stages of an update
  • · Queue (Not Started)

    · Backup

    · Restore

    · Database Upgrade


  • You assemble notifications for
  • · Service outages

    · 80% storage confine reached

    · Potential upgrades

    SharePoint — Document management

  • SharePoint can store documents outside of Dynamics 365 and is a way 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 partake documents on OneDrive to provide a more private way of sharing, instead of the public SharePoint
  • You need SharePoint integration for OneDrive to work
  • You must live assigned an Office 365 licence
  • Dynamics 365 on Premise or on line
  • You must enable OneDrive for trade in System settings
  • There is a security privileges called OneDrive for Business, found in in core records à assorted 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 live enabled
  • You enable OneNote integration at an entity level
  • For enabled entities OneNote notebook will loom 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 gain Dynamics 365 licences)
  • You need an Exchange Mailbox for each user that will utilize Office 365
  • SharePoint integration must live enabled for Office 365 Group users to view documents
  • Office Delve uses Machine learning to search each and every data (but not data held in Dynamics 365)
  • Delve can live shown in the Dynamics 365 as a dashboard
  • Delve dashboard cannot live 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 live 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 trade process functions
  • App validation warns users on missing dependencies during app creation
  • App has a sitemap designer, which can live used by non-admin users
  • App Source allows you to find apps
  • Apps can add Site Map, Dashboards, trade process flows, entities (forms, views, charts)
  • Powerapps

  • PowerApps allow you to create no code apps
  • PowerApps can live built from templates
  • PowerApps can Run in a web browser or mobile device (IOS, Android, Windows phones/tablets.)
  • To utilize PowerApps you need 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 utilize the common Data Service
  • 1 paid way can utilize the common data service
  • 2 paid way 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 utilize outdo relish 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 live done manually, command line, group policy, remote desktop, Microsoft System headquarters 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 live 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 modern domain or custom domain 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 live used in the Dynamics 365 app for outlook
  • Dynamics 365 doesn’t gain built in email functionality
  • Server side sync, integrates Exchange and Dynamics 365
  • Server side sync doesn’t need Outlook to live 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 promenade 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 configuration and click a domain to set if a domain 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 found in the trade management section
  • All custom entities can live enabled for each and every mobile apps
  • Dynamics 365 for phones and tablets can originate entities read only
  • Some system entities cannot live enabled
  • Tabs, sections and fields can live hidden from Dynamics 365 for phones
  • You cannot hide components (fields, sections, tabs) for Dynamics 365 for tablets
  • You can hide components for Phones but not tablets
  • Multiple dashboards can live enabled for Dynamics 365 for phones and Dynamics 365 for tablets
  • System or user dashboards can live 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 need 5+ professional licences or 1 enterprise license
  • You need to create mobile offline profile, which defines what data is taken offline
  • You can define data to live download as My data, Teams data or trade units data
  • You need to add users to a mobile profile and publish it
  • You can choose to set Synchronization conflicts

  • Microsoft Dynamics CRM 2011 Released for On-Premises and Partner-Hosted Deployments | actual 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 ground 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 modern version immediately via the Microsoft Download Center.

    In addition, Microsoft announced the modern 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 modern benchmark results will live minute in a Microsoft Dynamics CRM performance and scalability white paper that will live delivered in the coming weeks.

    “The need to build deeper and more profitable relationships on a global scale remains a CIO top priority,” said imprint Barrett, senior vice president, CRM, Avanade. “The combination of Avanade’s deep undergo in solution development 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 attend companies strengthen customer and ally relationships, extend productivity, and collaborate across the organization.”

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

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

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

  • Connected experiences through elastic cloud development, Windows Azure interoperability, contextual Microsoft SharePoint capabilities and the modern Microsoft Dynamics Marketplace, making it simple for customers and partners to configure and customize Microsoft Dynamics CRM to meet specific trade needs.

  • “Microsoft Dynamics CRM 2011 brings a gross modern smooth of productivity to sales, marketing and customer service departments,” said Terje Laugerud, CEO, CIBER International. “The focus on familiar, knowing and connected experiences appeals to their customers and provides an measure platform for CIBER to deliver innovative CRM solutions to customers in a purview 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 simple way for partners to market and divide solutions to Microsoft Dynamics customers, whether online, on-premises or partner-hosted. The marketplace enables customers to quickly search, ascertain and apply industry-specific applications and solution extensions from Microsoft and its partners to attend 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 live found at Those who want to follow and engage with the Microsoft Dynamics CRM community can conclude so at @MSDynamicsCRM, #crm2011.

    About Microsoft Dynamics

    Microsoft Dynamics is a line of simple to learn and utilize 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 way people and organizations work, businesses are better able to originate informed decisions and adjust to rapid change. Microsoft Dynamics helps your people live more productive and your investments in existing systems terminal longer, while enabling your trade to derive the insights necessary to respond quickly and gain 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 attend people and businesses realize their full potential.

    Note to editors: For more information, intelligence and perspectives from Microsoft, tickle visit the Microsoft intelligence headquarters at Web links, telephone numbers and titles were amend at time of publication, but may gain changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other usurp contacts listed at

    Top 10 Features of Microsoft Dynamics CRM 2011 | actual 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 attend the software giant gain ground on

    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 big improvements. Those features include a next-generation autochthonous Microsoft Outlook client, Microsoft Office contextual CRM Ribbon for Office navigation and user experience, role-tailored design, and user personalization.

    The modern 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 (NYSE: CRM), Oracle (NASDAQ: ORCL) and SAP (NYSE: SAP).

    Here's a list of the top 10 features of the beta release, which can live found at

    1. modern trade Intelligence Functionality

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

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

    2. tense Integration with Microsoft Office

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

    The modern release enables CRM information to rob full odds of autochthonous Outlook functionality, including previews and conditional formatting. Users can highlight and flag CRM records, just relish they can with an Outlook email.

    The reading pane gives users an instant view of a record without having to open a modern 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 besides gain control over what links loom in the workplace view, how many records loom in lists, how numbers and dates display, and the language they want to use. Finally, users can combine these personalized features with the modern dashboard feature to create a personalized dashboard for their default view.

    4. Integration with SharePoint and Microsoft Dynamics NAV

    The beta demonstrates Microsoft's want 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 besides 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 gain quick access to the pertinent information they need. Role-based forms and views besides preclude users from seeing data that they are not authorized to view.

    6. Better Configuration Capabilities

    Microsoft has incorporated numerous small but significant features into Microsoft Dynamics CRM 2011 that originate 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 configuration experience; and an improved scholarship base.

    7. Customizing and Sharing

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

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

    8. Interactive Process Dialogs

    Dialogs attend companies to collect and process information using step-by-step scripts. At the most basic level, companies can utilize dialogs to pilot customer interactions and internal processes. At another level, dialogs can live used to extend 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 live 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

    10. Cloud development and Deployment

    Microsoft Dynamics CRM 2011 allows developers to rob odds of Windows Azure to develop and deploy custom code for Microsoft Dynamics CRM Online using tools such as Visual Studio. Developers can utilize 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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