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MB2-706 exam Dumps Source : Microsoft Dynamics CRM Online Deployment
Test Code : MB2-706
Test title : Microsoft Dynamics CRM Online Deployment
Vendor title : Microsoft
: 48 existent Questions
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Microsoft Microsoft Dynamics CRM Online
Microsoft on Thursday announced a couple of synthetic intelligence, combined fact and consumer insights rig for Microsoft Dynamics 365 at its Microsoft traffic forward event in Paris.
there is "a lot of hype around AI and MR," illustrious Rebecca Wettemann, vp of analysis at Nucleus analysis, "but these are actual purposes providing cost to valued clientele today."
Microsoft besides announced it's going to publicly preview a brand unique Microsoft kinds seasoned this spring.
there's "a consistent theme in everything these choices -- presenting extravagant diploma of flexibility to permit national developers and vigour users while nevertheless protecting know-how governance and compliance," remarked Nicole France, primary analyst at Constellation research.
"Microsoft's abilities is its a long time of investment in R&D across its portfolio, which it breathe bringing to undergo on its enterprise applications portfolio," Wettemann instructed CRM buyer. "here is highlighted within the MR area, the set it's forward of the leisure of the industry."
The AI solutions "are designed to floor next greatest motion and create digital comments loops over time," referred to Ray Wang, main analyst at Constellation analysis.
blended veracity permits unique enterprise fashions, he instructed CRM purchaser. "think of the potential to attain container carrier with IoT, the set you are guided to the damaged rig and might ascertain everything the elements in a heads-up monitor with MR. you can then request true-time support with a topic expert or engineer at headquarters or on the manufacturer."
The leading competitors to Microsoft Dynamics 365 are Salesforce, Adobe, SAP and Oracle, Wang talked about. they're constructing similar capabilities in AI across the board, however Microsoft is ahead in MR.
The AI options
AI options Microsoft announced:
Dynamics 365 customer Insights -- now obtainable for preview and scheduled for well-known availability in April;
Dynamics 365 virtual Agent for client provider, a cloud carrier launching in public preview in April; and
Dynamics 365 Fraud coverage, a cloud-based answer. A public preview should breathe released in April.
"The AI rig are notably advantageous as a result of … they may besides breathe used by means of a immense range of employees who contain primary accountability for, in this case, consumer interaction and client provider," Constellation's France told CRM purchaser. "They don't require abysmal pile potential for utilize comfortably."
Dynamics 365 virtual Agent for customer carrier lets traffic users quite simply create and manage AI-powered virtual brokers that resolve hobbies complications and requests.
digital Agent "is a pretty kindly illustration of how traffic clients can configure and launch their personal agent apps in a no-code ambiance, riding improved flexibility and productiveness, and being less of a trial and backlog for IT," Nucleus' Wettemann brought up.
Dynamics 365 Fraud protection will befriend e-commerce companies reduce fraud losses, expand financial institution acceptance charges, and enhance the on-line searching experience
"Digital agencies need to remember each earnings-producing title to action that patrons relish -- things enjoy account advent, login, purchase, partake and overview -- corresponds to hazards associated with fraud," Kevin Lee, believe and defense architect at Sift, advised CRM buyer.
In a January survey of 500 experts representing North American online retail industries with greater than 500 personnel, Sift uncovered perquisite here:
sixty three p.c battled fake bills;
sixty four percent faced fee fraud;
fifty five % had been stricken by incorrect or spammy content; and
forty two p.c dealt with account takeovers.
64 p.c had now not totally finished the goal of staying forward of fraud patterns;
65 p.c contain been experiencing extra fraud at their websites;
sixty nine % spent more on fraud eventual 12 months than the year before; and
ninety five p.c deliberate so as to add extra tools or employ greater americans to control fraud over the next 12 months.
Fraud hampers enterprise boom, Sift discovered, in a couple of approaches:
73 % of survey respondents pointed out their companies could not wholly achieve their aim of launching unique products devoid of increasing chance;
71 % illustrious the equal about poignant into unique markets;
fifty seven % illustrious salary-using dreams and fraud prevention dreams had been not thoroughly aligned; and
86 p.c of executives had been concerned in fraud prevention.
"We await that through having entry to rig that allow digital contain faith and safeguard at scale, Microsoft Dynamics 365 purchasers would note less fraud and greater profits whereas unlocking more advantageous client experiences," Lee spoke of.
The blended fact solutions Microsoft introduced:
Dynamics 365 faraway support, used through remote specialists with HoloLens for gadget verification and incident response, has been prolonged to Android cellular instruments in preview; and
Dynamics 365 Product Visualize is coming to iOS in preview. It lets marketers exhibit items to shoppers directly within their Dynamics 365 for sales workflow, and spatial and configuration notes are everything saved directly in the associated earnings possibility.
Dynamics 365 faraway aid will encompass mobile annotations, group calling, deeper integration with Dynamics 365 for domain service, and more suitable accessibility aspects for the HoloLens app.
Technicians may breathe able to utilize either HoloLens or an Android cell rig to collaborate with remote experts and troubleshoot concerns in context.
"These unique mixed fact choices do it viable to extend container provider and income teams, once more, with out the want for specialised skills," Constellation's France followed.
"far flung befriend allows for domain service brokers and even customers to unravel complicated complications on their personal," she noted. "Product Visualize connects a 3D visualization of a involved product directly to configuration and product catalogs, shortening the procedure from design to cite."
The advantages of varieties professional
Microsoft varieties professional is convenient to install and configure. It triggers surveys around selected activities; collects feedback across channels; lets businesses embed surveys across apps, the internet and cellular instruments; identifies sentiments instantly; and lets clients dissect customer feedback.
it'll "make comments management more straightforward, and save time when engaged on regular forms," Constellation's Wang referred to.
forms professional "is a stately addition to Microsoft's CRM and skill portfolios,"Wettemann suggested, "and is likely to breathe effective in other areas of the company as neatly."
No influence discovered, are trying unique keyword!Endeavour is besides launching an Endeavour client befriend Portal, besides constructed the usage of the Microsoft Dynamics 365 Portal Platform, to enable Endeavour's ERP, CRM and Cloud shoppers to Put up aid requests ...
#HoskCodeWisdom The future of Dynamics 365 projects will breathe described by route of the people implementing them.
Dynamics experts may quiet embrace unique applied sciences and features. expertise changes and evolves, and Dynamics 365 projects conform to filch talents of them.
Microsoft dropped CRM from Dynamics product, tasks advanced from case management, earnings pipeline and remodeling exceed spreadsheets into enterprise tasks together with legacy application, cellular applications, Azure and other capabilities (Social Engagement, gamification, domain carrier).
Future Dynamics 365 initiatives will combine digital transformation, intelligence and cellular purposes to create initiatives which bring traffic cost to the consumer.
customers want cloud and mobile options, the focus has moved to probabilities and never limitations.
The drivers of solution architecture are complexity, price range and the odds of the architect, now not the barriers of Dynamics 365. The environment has changed and small concentrated apps are being consumed on multiple instruments.
gives you Dynamics 365 projects the utilize of the expertise, methods and solutions used up to now.
makes utilize of frequent solutions combined with unique capabilities, functionality and capabilities.
is awake unique performance but doesn’t contain adventure.
uses unique performance on a undertaking making errors throughout implementation.
Reads, reports and is awake unique elements, functions and functionality in Dynamics 365. Proofs of concepts provide useful relish to sheperd hypothetical talents.
Don’t wait to try unique functionality, features and rig until obligatory as a result of that’s too late. examine and invest in researching to filch into account the services now and ready to utilize them.
Examples are circulation, PowerApps, companionable engagement, box capabilities, cognitive features, bots, mobile functions and many others. Microsoft hypes unique rig and releases them with basic functionality, making it complicated to utilize them on projects. opting for the obstacles and understanding how these rig toil lets you breathe awake of when to do utilize of them and when not to.
move has no route to script deployment
PowerApps is evolving with no scripting deployment
container provider often wants customisation to add lacking functionality
Social engagements interplay with companionable media functions
past tasks are not a reusable template; they may quiet evolve, improving with unique functionality and a stronger knowing a route to architect solutions.
Microsoft Dynamics CRM renamed to Microsoft Dynamics 365 changed into in no route essentially accounts, contacts, earnings approaches and case management.
Microsoft Dynamics 365 is an XRM framework, a group of tools to create options. Microsoft created dependencies to sales, advertising and case management. These regular necessities contain been now not obligatory in many XRM tasks and created unwanted dependencies.
The latest edition of Microsoft Dynamics 365 is now a lawful XRM framework; you birth from a blank slate and utilize simplest what you need.
Dynamics initiatives are not constrained to Microsoft Dynamics 365, they utilize many Microsoft functions (other functions can breathe found :-))
• Azure features and WebJobs allow you to stream processing out of Dynamics 365 • PowerApps or quick cellular application • average statistics provider permits developers to hyperlink records from different sources • circulation can link discrete functions with Dynamics 365
Breaking freed from the shackles of Microsoft Dynamics 365 allows for options the utilize of different capabilities, cellular applications and scaling by route of Azure. This allows for traffic initiatives to breathe created with Microsoft Dynamics 365 on the centre.
using diverse services allows Dynamics authorities to address distinctive industries; the circumscribe isn't know-how however creativeness and the skill of retort architects.
the longer term projects of Microsoft Dynamics 365 will consist of extra intelligence and cognitive services, using agencies’ records proactively to digitally radically change businesses.
Microsoft Dynamics 365 continues to evolve — the tempo of change is increasing, and tasks could breathe larger, more advanced and more enjoyable.
To bring enterprise initiatives, agencies will deserve to embrace DevOps and convey the most advantageous practices of utility evolution to Microsoft Dynamics 365.
How Microsoft Dynamics 365 has changed
Microsoft Dynamics 365 has seen Microsoft circulation from setting up competing items akin to Microsoft Dynamics CRM, Nav, AX and now focus of attention on developing capabilities that are used with the aid of everything Microsoft items. Microsoft builds aiding services faster which are more office wealthy.
New services and tools
The problem in Dynamics projects is working with its boundaries. developers at first notion it wasn’t viable to create advanced customisations using Microsoft Dynamics 365 on-line, but with the rig and services available, you could create traffic solutions — lots of it with out developing code and the utilize of Microsoft Dynamics 365 on-line. It’s feasible to contain plenary DevOps, automating the manual tasks and enhancing the robustness of the code which might breathe vital to enterprise initiatives.
The ordinary facts service, PowerApps and Azure cease initiatives from being confined to Microsoft Dynamics 365 and ease integration with non-Microsoft features/legacy techniques. that you could integrate dissimilar features and Microsoft cognitive services to technique clients’ records, automate and add intelligence to facts and methods.
the long run
Microsoft Dynamics 365 enables digital transformation of many traffic and industries. Dynamics professionals will deserve to breathe awake of the tools, services and unique Dynamics 365 performance to allow them to create the optimal solution.
With change comes disruption and opportunity. #HoskWisdom
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Microsoft Dynamics CRM Online Deployment
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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 toil and come by 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 breathe tested on and read the certification criteria:
Microsoft Dynamics 365 customer assignation 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 embrace parts of the Dynamics 365 you don’t contain relish with. This article explains why you might not contain relish with certain areas of Dynamics 365.
I contain 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 do study notes. I believe in active reading/watching; otherwise I can’t narrate if the information is sinking in or bouncing off.
· For functionality I haven’t used before I create a trial in Dynamics 365 and play with the functionality. Using the functionality is the best teacher.
· I do notes on the limitations of functionality and absolutes because these are the things Microsoft likes to test you on. It’s besides easy to read these notes and Put 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 contain 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 breathe Put in Administration Mode and System Administrator and System Customizer role can token in to the instance
While Copying instance, target instance can breathe a Sandbox or Preview instance; not a Production instance.
When an instance is copied, target instance will breathe 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 contain system administrator role.
Notifications are sent to administrators or any additional recipients configured when 80 % for storage circumscribe is reached. If storage circumscribe is reached no unique records can breathe created. Here then data needs to breathe removed and/ or additional storage needs to breathe 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 attain 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 attain not consume any of the storage quota purchased for Production and Sandbox instances.
A tenant can embrace 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 solitary customer tenant will breathe 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 sever 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 breathe 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 proceed 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 straggle your data and customizations.
User accounts, identities, security groups, subscriptions, licenses, and storage cannot breathe shared among tenants. everything tenants can contain multiple instances associated with each specific tenant. Dynamics 365 data is not shared across instances or tenants.
Your instance will not breathe updated unless you sanction it. This means your organization will proceed without the latest features and functionality until you explicitly give approval for the update to happen. maintain in mind, they attain contain an update policy that will do some updates mandatory, with no approval required.
At any given point a customer must breathe 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 filch the available CRM Online 2016 Update 1 (n-1), then you would need to filch 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 do 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 contain 5 non-interactive accounts
Non- interactive users can breathe 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 note 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 contain an office 365 user. Synchronise your AD with Azure AD
A global administrator will, by default, besides contain 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 allot other admin roles
You can allot alternative email addresses
Customized Administrator roles
· Billing Administrator
· Dynamics 365 service administrator
· Exchange administrator
· Password administrator
· Skype for traffic administrator
· Power BI service administrator
· Service administrator
· SharePoint administrator
· User management administrator
Dynamics 365 is available in two editions. traffic and Enterprise. — not any more but the exam might not breathe updated
Enterprise is aimed at customers with more than 250 users
Enterprise can embrace operations and finance
Enterprise has dual rights which means you come by 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 assignation plan, giving access to everything of the assignation apps is $115 per user per month
The Dynamics 365 diagram license, giving total access to everything of customer assignation and operations is currently $210. Whilst the Unified Operations diagram is $190.
Business edition, plenary users are $40 per utilize per month. And a traffic 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
One portal is included with any Dynamics 365 Customer assignation diagram subscription, per tenant, shared across everything Customer assignation Application
Each portal may only breathe associated with one instance
Tenant — an account created in Microsoft Online services
One tenant > many instances
Each instance is deployed to a sever SQL database
Different instances can breathe used for different tasks — test, dev, training, etc
Security group — what users can access what instances. g. you could contain 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 contain names and unique url
Instances are managed in the Dynamics 365 admin centre
Sandbox instances contain actions not available on production instances such as
· Switch (change from production to sandbox or sandbox to production)
An admin can switch between product to sandbox and sandbox to production.
You can only switch instances if you contain paid for the different types
Production instances cannot breathe reset
When an instance is reset, it’s deleted and created as a unique instance
Sandbox instance can breathe 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 plenary copy, Copies an instance copies Data, users and customisations
Minimal copy only copies users and customisations
When copying reckon how much data you contain available and cost
You might not want developer users to note 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 embrace 50 production instances and 75 non-production instances
Each tenant is bound to the very region
You can inquire of Microsoft to create instances in different regions
You can only copy between instances in the very region
You can contain multiple tenants, you cannot partake anything between tenants
Each tenant is linked to a sever active directory
You can enable Admin mode (Administrative Access) and only users with Administrator or System customizer security roles can token 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 is shared between everything instances
If storage capacity is reached, unique records cannot breathe created
Storage is connected to a subscription not an instance
You come by 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 breathe granted for each 20 plenary licenses purchased
You can note your Microsoft Dynamics licenses within the licenses option under billing in Office 365 admin
There is a circumscribe of 30 TB
Dynamics 365 has a circumscribe of 300 custom entities
default a Dynamics 365 Customer assignation subscription will provide 10Gb of storage. Then an additional 5Gb of storage is automatically added for every 20 plenary users. (Team member licenses attain not contribute to this increase.)
The amount of extra “free” storage is capped at 30Gb.
Additional storage can breathe purchased in 1Gb chunks. Up to a maximum of 5Tb of extra storage.
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 breathe mandatory if you skip one
Patches will breathe 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 breathe updated without your approval. Unless the update is mandatory where it will breathe updated without approval (e.g. you must filch 1 update per year)
You must breathe a Dynamics 365 System administrator to sanction 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 breathe available
Four stages of an update
· Queue (Not Started)
· Database Upgrade
You come by notifications for
· Service outages
· 80% storage circumscribe reached
· Potential upgrades
SharePoint — Document management
SharePoint can store documents outside of Dynamics 365 and is a route to save 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
1TB of cloud space provided
You can partake documents on OneDrive to provide a more private routine of sharing, instead of the public SharePoint
You need SharePoint integration for OneDrive to work
You must breathe assigned an Office 365 licence
Dynamics 365 on Premise or on line
You must enable OneDrive for traffic in System settings
There is a security privileges called OneDrive for Business, establish in in core records à motley privileges
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 breathe enabled
You enable OneNote integration at an entity level
For enabled entities OneNote notebook will issue 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 contain Dynamics 365 licences)
You need an Exchange Mailbox for each user that will utilize Office 365
SharePoint integration must breathe 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 breathe shown in the Dynamics 365 as a dashboard
Delve dashboard cannot breathe shown on Dynamics 365 on premise
Dynamics 365 Apps
Apps allow you to edit the site map to only reveal certain entities, regardless of security role
Apps can breathe enabled/disabled for one or more security roles
Each App has its own URL
The apps suffix will toil in the url
Users can navigate to the app from the menu
Apps only toil 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 traffic process functions
App validation warns users on missing dependencies during app creation
App has a sitemap designer, which can breathe used by non-admin users
App Source allows you to find apps
Apps can add Site Map, Dashboards, traffic process flows, entities (forms, views, charts)
PowerApps allow you to create no code apps
PowerApps can breathe built from templates
PowerApps can flee 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 diagram can utilize the common data service
2 paid diagram 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 exceed enjoy formulas
You can link PowerApps with Flow
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 toil 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 breathe 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 breathe 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 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 breathe used in the Dynamics 365 app for outlook
Dynamics 365 doesn’t contain built in email functionality
Server side sync, integrates Exchange and Dynamics 365
Server side sync doesn’t need Outlook to breathe 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 even tracking will automatically track emails when they are moved to certain folders
You can link Exchange rules to straggle emails into folders and linked with Folder even tracking
A circumscribe of 25 rules/folders
You create folder tracking rules
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 form 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 establish in the traffic management section
All custom entities can breathe enabled for everything mobile apps
Dynamics 365 for phones and tablets can do entities read only
Some system entities cannot breathe enabled
Tabs, sections and fields can breathe hidden from Dynamics 365 for phones
You cannot cover components (fields, sections, tabs) for Dynamics 365 for tablets
You can cover components for Phones but not tablets
Multiple dashboards can breathe enabled for Dynamics 365 for phones and Dynamics 365 for tablets
System or user dashboards can breathe 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 breathe download as My data, Teams data or traffic units data
You need to add users to a mobile profile and publish it
You can select to set Synchronization conflicts
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 solitary multitenant code foundation 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 active 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 solitary 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 breathe circumstantial in a Microsoft Dynamics CRM performance and scalability white paper that will breathe delivered in the coming weeks.
“The need to build deeper and more profitable relationships on a global scale remains a CIO top priority,” said price Barrett, senior vice president, CRM, Avanade. “The combination of Avanade’s abysmal relish 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 befriend companies strengthen customer and colleague relationships, expand productivity, and collaborate across the organization.”
Microsoft Dynamics CRM 2011 provides customers and partners with a wide range of benefits, including point-and-click configurability, enterprise scalability, and easy 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 aboriginal Microsoft Outlook client, browser-based and mobile access, RoleTailored design, and advanced user personalization, improving user adoption and giving users easy access to the information they need to breathe successful.
Intelligent experiences through guided process dialogs, inline traffic 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 attain their jobs effectively.
Connected experiences through resilient cloud development, Windows Azure interoperability, contextual Microsoft SharePoint capabilities and the unique Microsoft Dynamics Marketplace, making it easy for customers and partners to configure and customize Microsoft Dynamics CRM to meet specific traffic needs.
“Microsoft Dynamics CRM 2011 brings a all unique even of productivity to sales, marketing and customer service departments,” said Terje Laugerud, CEO, CIBER International. “The focus on familiar, smart and connected experiences appeals to their customers and provides an ideal platform for CIBER to deliver innovative CRM solutions to customers in a range 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 colleague offerings for solutions and services. This online catalog is an easy route for partners to market and dispense 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 befriend 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 breathe establish at http://crm.dynamics.com. Those who want to result and engage with the Microsoft Dynamics CRM community can attain so at @MSDynamicsCRM, #crm2011.
About Microsoft Dynamics
Microsoft Dynamics is a line of simple to learn and utilize ERP and CRM solutions that toil with your existing technology and scale as you grow to give you long-term value. By using software and online services that toil the route people and organizations work, businesses are better able to do informed decisions and conform to rapid change. Microsoft Dynamics helps your people breathe more productive and your investments in existing systems eventual longer, while enabling your traffic to derive the insights necessary to respond quickly and contain a competitive edge in an ever-changing world of business.
Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that befriend people and businesses realize their plenary potential.
Note to editors: For more information, news and perspectives from Microsoft, delight visit the Microsoft news focus at http://www.microsoft.com/news. Web links, telephone numbers and titles were reform at time of publication, but may contain changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other preempt contacts listed at http://www.microsoft.com/news/contactpr.mspx.
Microsoft to deliver smart 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
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 befriend 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 immense improvements. Those features embrace a next-generation aboriginal 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 breathe establish at www.crm2011beta.com.
1. unique traffic Intelligence Functionality
The unique real-time dashboards in Microsoft Dynamics CRM 2011 deliver advanced traffic intelligence functionality that is simple to use.
Users can quickly configure multiple dashboards to monitor traffic performance, for example. The dashboards can breathe set up for individual or shared use, and can embrace inline charts with drill-down intelligence to visually navigate data, identify trends and uncover unique insights.
2. taut 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, close navigation and user experience.
The unique release enables CRM information to filch plenary odds of aboriginal Outlook functionality, including previews and conditional formatting. Users can highlight and flag CRM records, just enjoy 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 besides contain control over what links issue in the workplace view, how many records issue 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 desire 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 contain enjoy a twinkle access to the apposite information they need. Role-based forms and views besides forestall 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 do 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 form experience; and an improved knowledge base.
7. Customizing and Sharing
Microsoft Dynamics CRM 2011 introduces what the vendor calls 'solutions,' which are ways to save 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 breathe edited by a specific user. An unmanaged one can breathe edited by any user with an preempt role. A solution can contain version numbering, relationships with entities and other components, and security features based on user roles.
8. Interactive Process Dialogs
Dialogs befriend companies to collect and process information using step-by-step scripts. At the most basic level, companies can utilize dialogs to sheperd customer interactions and internal processes. At another level, dialogs can breathe used to expand 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 breathe 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 filch 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.