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gain erudition of the what, why, and hows of CRM 2016 on-line.
This chapter is from the booklet
Microsoft has made mammoth investments in Microsoft Dynamics CRM on-line to supply a cost-useful and entire-featured journey for clients. the combination with Microsoft workplace 365 on-line has streamlined the manner and gives an opportunity for organizations to consolidate their office 365 and Microsoft Dynamics CRM online experiences.
This chapter is devoted to the online edition of Microsoft Dynamics CRM 2016. In some locations, this chapter explicitly notes ameliorations between On-Premises and online, however where it doesn’t, that you may assume that the text is about CRM on-line.
For more assistance about On-Premises installations of CRM, descry CHAPTER 29, “On-Premises Deployments.”
Microsoft Dynamics CRM is accessible in three simple installation alternatives: On-Premises, CRM online, and associate hosted. This chapter covers CRM on-line, together with licensing, advantages and limitations, an operational overview of the capabilities offered by means of Microsoft, and a e-book on the artery to check in and control a CRM on-line example.
Microsoft Dynamics CRM on-line is a Microsoft-hosted carrier that offers tense integration with the workplace 365 platform. Microsoft atrocious started offering CRM online throughout the CRM 4.0 days, with immediate feature parity with what you can acquire the usage of an On-Premises or accomplice hosted implementation. With the free up of CRM 2011, the online providing turned into likewise up-to-date, and the transformations between the alternate options narrowed, but obstacles imposed because of a shared hosting ambiance kept some organizations from the usage of this service providing. In 2012, Microsoft rolled out updates that further narrowed the alterations and enhanced safety, allowing CRM on-line to exist a apt first-type matter in the Microsoft CRM world.
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Microsoft Dynamics CRM Online is a quick gateway to the Microsoft CRM universe and an smooth artery to “dip your toe in the CRM waters” without diving in head first. A traditional On-Premises deployment of Microsoft CRM requires a substantial investment in both money and time, as well an experienced administrator to maintain the platform running smoothly. Microsoft CRM Online removes the barriers, providing expeditiously entry and low initial investment to fetch started. In less than 20 minutes, you can absorb a complete CRM implementation up and running and ready for data and users. design 4.1 shows five key reasons to employ CRM Online:
Fast deployment—Microsoft Dynamics CRM Online provides atrocious the hosting hardware, software, and infrastructure uphold as fraction of the monthly costs. As you will descry later in this chapter, you can “spin up” a recent organization in as puny as 20 minutes. There is no necessity to install and configure servers and the CRM server software.
Lower initial investment—For many organizations, this is the key to selecting CRM Online. There are no upfront infrastructure costs or licensing costs; instead, atrocious costs are included in the monthly licensing fee. Even a petite On-Premises implementation of just 20 users could flee $20,000 to $25,000 for servers and license costs.
No IT infrastructure necessary for setup and maintenance—Because Microsoft provides atrocious the hardware and software, there is no necessity for additional hardware, software, or dedicated IT resources. This means there are no ongoing IT costs related to maintenance, backups, and management of additional servers.
Immediate external access—Microsoft Dynamics CRM Online is a hosted solution. Therefore, on day one it is available to any user who has an Internet connection, from a variety of devices, including iPads and mobile phones. On-Premises installations require additional steps and complexity to expose the CRM services outside a company’s network.
High plane of redundancy—As you will descry in this chapter, Microsoft provides a high plane of redundancy with its Online offering. This plane of redundancy would greatly enlarge the initial costs, maintenance expenses, and complexity of an On-Premises installation.
Microsoft is about to update its ever-growing Dynamics CRM portfolio in three famous areas and integrate technologies...
from two recent acquisitions.
The spring wave of Microsoft Dynamics CRM 2016 updates includes technologies from the recent acquisitions of FieldOne Systems LLC and Adxstudio Inc., along with other significant enhancements.
The main areas of improvement revolve around transformative service, community date and intelligence, and embrace updates to atrocious CRM online services -- Microsoft Dynamics CRM Online 2016 Update 1, Microsoft Dynamics Marketing 2016 Update and Microsoft social date 2016 Update.
Dynamics CRM community engagement
In September, Microsoft acquired Adxstudio -- the instrument of choice of CRM implementation partners and developers to create Web portals and online date tools for Dynamics CRM. As an add-on, Microsoft aims to provide the community with self-service portals for CRM implementations. Initially, it will exist available with several preconfigured portal tools, including the following:
Customer service. Includes self-service information and uphold resources to enlarge customer satisfaction, reduce summon focus volumes and ultimately allow service agents to focus their efforts on issues that absorb the greatest impact.
Employee self-service. Streamlines common workforce tasks and empowers employees with a definitive source of knowledge. The self-service portal progress options will likewise tender customers the aptitude to create something completely bespoke to their needs.
As an advertisement for its portal features, Microsoft rolled out a recent Dynamics CRM roadmap page. It's a honorable resource to find upcoming releases and features under development.
Microsoft likewise acquired service management software provider FieldOne ultimate year. This technology has been integrated into Dynamics CRM 2016 as fraction of the spring wave and offers uphold for bailiwick and project services. Organizations can schedule, manage and deliver on-site service to their customers, from bailiwick technicians who uphold multiple customers in a lone day to more complex, multiday projects.
With the bailiwick service tool, companies can set proficiency and competency levels and set them against labor orders to match preempt resources against a stint -- the prerogative person for the prerogative job. Being able to track incident creation in CRM prerogative through to completion of labor orders gives organizations a complete picture of customers.
Project Service enables complex, multiday engagements and optimizes resourcing with intelligent, skills-based assignments. A familiar visual project planning interface will allow the user to embrace predecessors and stint scheduling through to sales and cost information. atrocious this is accomplished with the Dynamics CRM 2016 framework, giving companies a complete view of customer interactions, from sale to service and beyond.
Dynamics CRM has provided a rich social date product for some time, and the spring wave builds on this.
Project service will likewise greatly uphold the necessity to rate and quote shrink work. It allows companies to capture expenses, time and progress in true time.
Along with these two major improvements, Microsoft will likewise roll several other enhanced features. Guided navigation options will tender context- and scenario-based tasks to users. This will not only greatly aid onboarding of users, but will likewise apply commerce rules for atrocious users.
Social CRM updates
Social date with customers is becoming a commerce requirement, as opposed to a nice-to-have -- and with that, there are a number of social CRM tools for business.
Dynamics CRM has provided a rich social date product for some time, and the spring wave builds on this functionality with several recent features to uphold marketing, sales and service, sentiment capturing and social engagement.
Microsoft social date remains available as both a standalone and integrated CRM app.
Some of the recent functionality will embrace social date in discussion boards, Instagram and other blogs, including Tumblr and WordPress in atrocious languages. Geolocation uphold will likewise exist added for forums and discussion boards, Instagram and Facebook. Sharing posts from within social date has likewise been enhanced to allow for posts including photos to Facebook and Twitter.
Hand-in-hand with the social enhancements, machine learning from social date has been improved with two recent scenarios: adaptive learning and automated triage.
Adaptive learning, powered by Azure Machine Learning, enables users to customize sentiment scoring models, and the system will learn from it to reach higher sentiment precision.
For example, a bicycle manufacturer receiving posts with slang expressions such as shrink or cheap can adjust the model to reflect language commonly used by its user communities. Going forward, sentiment analysis will understand that these expressions reflect either a positive or negative comment. With automated triage, Microsoft social date will automatically detect goal in social posts and, using machine learning, route them as cases or leads into CRM -- boosting sales performance and efficiency.
Mobile user undergo has been greatly enhanced in Dynamics CRM 2016, and has moved from a preview to common availability for online customers. Offline capability will allow users to view, update and add records while not connected to the network.
Intelligence and more in Dynamics CRM
The Dynamics CRM 2016 spring wave likewise includes an improved Sales Analytics Power BI (business intelligence) pack specifically for sales managers who necessity a artery to analyze sales performance, pipelines and activities, from lead to sale. The Power BI Service Manager pack likewise allows managers to analyze cases and team activities and includes circumstantial metrics around handling times and service-level agreements.
Other Dynamics CRM 2016 platform enhancements and improvements embrace the following:
Azure service bus integration enhancements
Portal framework to uphold the integration of Adxstudio Portals
In addition, Microsoft added uphold for custom fields on any entity -- a seemingly petite change, but probably one of the more requested features. This provides the aptitude to recognize up to both account and contact records in a custom field.
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 recent features labor and fetch 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 exist tested on and read the certification criteria:
Microsoft Dynamics 365 customer date 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 absorb undergo with. This article explains why you might not absorb undergo with inescapable areas of Dynamics 365.
I absorb been getting Dynamics certificates since Microsoft Dynamics CRM 4 and I employ the selfsame 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 sequel study notes. I believe in dynamic reading/watching; otherwise I can’t expose if the information is sinking in or bouncing off.
· For functionality I haven’t used before I create a ordeal in Dynamics 365 and play with the functionality. Using the functionality is the best teacher.
· I sequel notes on the limitations of functionality and absolutes because these are the things Microsoft likes to test you on. It’s likewise smooth to read these notes and reclaim 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 absorb 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 exist reclaim in Administration Mode and System Administrator and System Customizer role can badge in to the instance
While Copying instance, target instance can exist a Sandbox or Preview instance; not a Production instance.
When an instance is copied, target instance will exist deleted and replaced with copy Source instances data, customizations.
Global administrator can copy atrocious available instances. But Dynamics 365 system administrator can copy instance for which they absorb system administrator role.
Notifications are sent to administrators or any additional recipients configured when 80 % for storage limit is reached. If storage limit is reached no recent records can exist created. Here then data needs to exist removed and/ or additional storage needs to exist purchased
Full Copy includes atrocious application data, user, customizations from the source instances and is suitable for UAT, upgrade testing, preview in Production (TAP/EA) and training.
Minimal copy includes users, customizations and is suitable for iterative team deployment, Partner/ ISV Solutions and Proof of Concepts.
System backups occur daily.
System backups are retained up to three days. Check your expiration date.
System backups achieve not 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 selfsame region as the source instance.
Instances that are reset are reset to the current region.
Preview Instances achieve not consume any of the storage quota purchased for Production and Sandbox instances.
A tenant can 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 lone customer tenant will exist set up in the geography where they initially signed up for their account. Storage consumption is totalled and tracked across atrocious the instances attached to a customer tenant.
You can set up divide security groups for atrocious instances.
A licensed Dynamics 365 (online) user can potentially access atrocious 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 exist added only to “paid” subscriptions — not trials or Internal employ Rights (IUR). If you purchased your Dynamics 365 (online) subscription through Volume Licensing, you must ebb through your large Account Reseller (LAR) to purchase the additional instance.
You can’t merge existing trials or subscriptions onto an additional instance; instead, you will necessity to shuffle your data and customizations.
User accounts, identities, security groups, subscriptions, licenses, and storage cannot exist shared among tenants. atrocious tenants can absorb multiple instances associated with each specific tenant. Dynamics 365 data is not shared across instances or tenants.
Your instance will not exist updated unless you endorse it. This means your organization will ebb without the latest features and functionality until you explicitly give approval for the update to happen. maintain in mind, they achieve absorb an update policy that will sequel some updates mandatory, with no approval required.
At any given point a customer must exist 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 assume the available CRM Online 2016 Update 1 (n-1), then you would necessity to assume December 2016 update for Dynamics 365 (online) (n) as a mandatory update.
Twice per Year recent 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 sequel 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 wait the selfsame for a disabled user.
Non-interactive users are for service accounts/integration
You can absorb 5 non-interactive accounts
Non- interactive users can exist used for programmatic access
Non-interactive users don’t consume a licence
Global Administrator — access office 365 admin centre
Administrative roles don’t employ licences
Administrative roles can’t descry any Sales, Marketing or service records
Administrative role is set to Administrative on user settings
To reduce administration, it’s recommended you setup federation because you must absorb an office 365 user. Synchronise your AD with Azure AD
A global administrator will, by default, likewise absorb 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 commerce administrator
· Power BI service administrator
· Service administrator
· SharePoint administrator
· User management administrator
Dynamics 365 is available in two editions. commerce and Enterprise. — not any more but the exam might not exist updated
Enterprise is aimed at customers with more than 250 users
Enterprise can embrace operations and finance
Enterprise has dual rights which means you fetch 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 date plan, giving access to atrocious of the date apps is $115 per user per month
The Dynamics 365 map license, giving total access to atrocious of customer date and operations is currently $210. Whilst the Unified Operations map is $190.
Business edition, complete users are $40 per employ per month. And a commerce 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 date map subscription, per tenant, shared across atrocious Customer date Application
Each portal may only exist associated with one instance
Tenant — an account created in Microsoft Online services
One tenant > many instances
Each instance is deployed to a divide SQL database
Different instances can exist used for different tasks — test, dev, training, etc
Security group — what users can access what instances. g. you could absorb a developers security group, with access to the progress 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 absorb names and unique url
Instances are managed in the Dynamics 365 admin centre
Sandbox instances absorb 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 absorb paid for the different types
Production instances cannot exist reset
When an instance is reset, it’s deleted and created as a recent instance
Sandbox instance can exist 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 atrocious instances
A complete copy, Copies an instance copies Data, users and customisations
Minimal copy only copies users and customisations
When copying account how much data you absorb available and cost
You might not want developer users to descry production data — be careful
You can only copy instances to a sandbox instance
You can copy from production or a sandbox instance
A tenant can embrace 50 production instances and 75 non-production instances
Each tenant is bound to the selfsame region
You can quiz Microsoft to create instances in different regions
You can only copy between instances in the selfsame region
You can absorb multiple tenants, you cannot share anything between tenants
Each tenant is linked to a divide dynamic 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 is shared between atrocious instances
If storage capacity is reached, recent records cannot exist created
Storage is connected to a subscription not an instance
You fetch 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 recent subscription will provide 10Gb of storage, a free sandbox instance, free portal
an additional 5Gb will exist granted for each 20 complete licenses purchased
You can descry your Microsoft Dynamics licenses within the licenses option under billing in Office 365 admin
There is a limit of 30 TB
Dynamics 365 has a limit of 300 custom entities
default a Dynamics 365 Customer date subscription will provide 10Gb of storage. Then an additional 5Gb of storage is automatically added for every 20 complete users. (Team member licenses achieve not contribute to this increase.)
The amount of extra “free” storage is capped at 30Gb.
Additional storage can exist 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 exist mandatory if you skip one
Patches will exist released between major releases
Update emails are sent prior, during and after the update
Updates necessity to approved for each instance
Your instance won’t exist updated without your approval. Unless the update is mandatory where it will exist updated without approval (e.g. you must assume 1 update per year)
You must exist 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 exist available
Four stages of an update
· Queue (Not Started)
· Database Upgrade
You fetch notifications for
· Service outages
· 80% storage limit reached
· Potential upgrades
SharePoint — Document management
SharePoint can store documents outside of Dynamics 365 and is a artery 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
1TB of cloud space provided
You can share documents on OneDrive to provide a more private artery of sharing, instead of the public SharePoint
You necessity SharePoint integration for OneDrive to work
You must exist assigned an Office 365 licence
Dynamics 365 on Premise or on line
You must enable OneDrive for commerce in System settings
There is a security privileges called OneDrive for Business, found in in core records à heterogeneous 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 exist enabled
You enable OneNote integration at an entity level
For enabled entities OneNote notebook will emerge 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 absorb Dynamics 365 licences)
You necessity an Exchange Mailbox for each user that will employ Office 365
SharePoint integration must exist enabled for Office 365 Group users to view documents
Office Delve uses Machine learning to search atrocious data (but not data held in Dynamics 365)
Delve can exist shown in the Dynamics 365 as a dashboard
Delve dashboard cannot exist shown on Dynamics 365 on premise
Dynamics 365 Apps
Apps allow you to edit the site map to only expose inescapable entities, regardless of security role
Apps can exist 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 commerce process functions
App validation warns users on missing dependencies during app creation
App has a sitemap designer, which can exist used by non-admin users
App Source allows you to find apps
Apps can add Site Map, Dashboards, commerce process flows, entities (forms, views, charts)
PowerApps allow you to create no code apps
PowerApps can exist built from templates
PowerApps can flee in a web browser or mobile device (IOS, Android, Windows phones/tablets.)
To employ PowerApps you necessity 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 employ the common Data Service
1 paid map can employ the common data service
2 paid map 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 employ outstrip fancy 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 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 exist 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 exist 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 recent bailiwick or custom bailiwick 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 exist used in the Dynamics 365 app for outlook
Dynamics 365 doesn’t absorb built in email functionality
Server side sync, integrates Exchange and Dynamics 365
Server side sync doesn’t necessity Outlook to exist 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 plane tracking will automatically track emails when they are moved to inescapable folders
You can link Exchange rules to shuffle emails into folders and linked with Folder plane tracking
A limit of 25 rules/folders
You create folder tracking rules
Dynamics 365 for phones — uses the selfsame 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 figure and click a bailiwick to set if a bailiwick 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 commerce management section
All custom entities can exist enabled for atrocious mobile apps
Dynamics 365 for phones and tablets can sequel entities read only
Some system entities cannot exist enabled
Tabs, sections and fields can exist hidden from Dynamics 365 for phones
You cannot cloak components (fields, sections, tabs) for Dynamics 365 for tablets
You can cloak components for Phones but not tablets
Multiple dashboards can exist enabled for Dynamics 365 for phones and Dynamics 365 for tablets
System or user dashboards can exist 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 necessity 5+ professional licences or 1 enterprise license
You necessity to create mobile offline profile, which defines what data is taken offline
You can define data to exist download as My data, Teams data or commerce units data
You necessity to add users to a mobile profile and publish it
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