Dynamics 365 System Admin: 2-Day Workshop

This two-day workshop empowers non-technical Dynamics 365 administrators with the tools you need to effectively manage an organisation’s CRM. After this workshop,​ you will be able to accomplish the administrative tasks necessary to get users into the system and become productive. Learn tasks such as:

• Adding users and granting permissions
• Scheduling upgrades
• Using sandboxes for testing
• Managing email communication from the service
• Configuring integrations to other Office 365 services
• Implementing security modelling

Agenda

User management in Office 365

• Adding multiple users in Office 365
• Character limits for the user import file
• Setting up business units
• Business units – important information to remember

User management in Dynamics 365

• Security roles and permission levels
• Set up hierarchy-based security
• Set up manager-based security
• Set up position-based security

Using teams

• Setting up owner teams
• Setting up access teams
• Security best practices

Setting up mailboxes

• Outlook App setup
• Set up Dynamics 365 for Outlook
• Navigating Dynamics 365 for Outlook
• Comparing Dynamics 365 App for Outlook with Dynamics 365 for Outlook

Using dashboards

• Introduction to Organisation Insights
• Set up the Organisation Insights Solution

Mobile login

• Mobile application navigation
• Mobile record navigation