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MB2-715 exam Dumps Source : Microsoft Dynamics 365 customer assignation Online Deployment
Test Code : MB2-715
Test appellation : Microsoft Dynamics 365 customer assignation Online Deployment
Vendor appellation : Microsoft
: 90 true Questions
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Microsoft Microsoft Dynamics 365 customer
Microsoft is readying greater current Dynamics 365 applications which officials are touting as AI and mixed-reality-infused. on the "Microsoft enterprise ahead" conference in Paris on February 21, traffic officials outlined plans for a number of current company functions which are in the pipeline.
Microsoft already has been pile up its portfolio of Dynamics 365 AI and combined-truth applications. The subsequent wave of those types of functions will coincide with the April 2019 unencumber of Dynamics 365, which Microsoft may breathe rolling out to consumers from April to September 2019.
On the arriving-soon Dynamics 365 app record:
Dynamics 365 far flung assist for cellular contraptions. Microsoft has been touting its far flung support application for the HoloLens for a while now. Coming in a preview for Android first, remote support for mobile will allow users to work with an Android cell machine together with the HoloLens (or no longer) to collaborate remotely and troubleshoot issues. This app can breathe integrated with Dynamics 365 for bailiwick carrier.
I requested Microsoft if/when there could breathe a Dynamics 365 faraway aid app for iOS gadgets and turned into told via a spokesperson that Microsoft would evaluate this based on client comments.
Dynamics 365 Product Visualize. Microsoft officials foreshadowed plans for this utility last 12 months at construct. Coming first to iOS gadgets in preview form, the Product Visualize app is reputed to assist sellers showcase and personalize products of their precise environments in industries enjoy manufacturing, healthcare and automotive. This app may breathe built-in with Dynamics 365 for revenue and Microsoft teams.
I asked officials when and if Product Visualize would even breathe attainable for Android gadgets and changed into instructed by using a spokesperson that Microsoft would evaluate this in accordance with consumer feedback.
Dynamics 365 virtual Agent for client provider. this is a brand current cloud carrier for developing customized digital assistants. the common public preview of the virtual Agent is slated to hit in April. At CES this 12 months, Microsoft officials talked up a Microsoft reply accelerator -- a set of templates and ultimate practices -- designed to support clients build their personal custom digital agents in keeping with Microsoft's technology.
Dynamics 365 Fraud insurance policy. Fraud coverage is one more current cloud carrier for e-commerce merchants, which is reputed to support Cut returned on fraud loss; boost pecuniary institution acceptance quotes; and improve customers' online looking journey. A public preview is coming in April 2019.
Dynamics 365 consumer Insights. here is yet another Dynamics 365 app designed to supply customer assistance. or not it's divorce from the previously introduced Dynamics 365 AI for consumer service Insights and Dynamics 365 AI for Market Insights. it's more concentrated on helping clients maintain valued clientele and build loyalty via insights from their statistics.
last year, Microsoft officially distinctive far off aid and layout, two HoloLens applications developed by means of Microsoft for enterprise users, a share of its Dynamics 365 October unlock. officials also mentioned Microsoft became constructing two different current augmented/mixed reality apps for HoloLens: One for training and Dev and a different for product-focused collaboration, plenary the pass through its build 2018 developer convention. The Product Visualize app is the latter; the practising and dev app has yet to breathe unveiled.
Microsoft recently published the liberate notes for its Dynamics 365 April 2019 unencumber, so that it will open rolling out to consumers on April 5.
About Shailesh Wath
Shailesh Wath is a D365 box carrier Architect with CloudFronts technologies. Shailesh designs and strengthen gadget as per customer needs and has a wide smack of migrating other purposes to D365 box provider & PSA. Shailesh has worked on many client projects of global implementation. Shailesh has journey in .web and Java applications development with total smack of 15 years.
CloudFronts is a Microsoft licensed Gold associate which offers finished Dynamics 365 (client Engagement, Finance and Operations, company vital) implementations, power BI Analytics, office 365 and Azure Infrastructure services. The team has profound expertise in offering and aiding the customers via plenary facets of their implementation from strategic know-how consulting and highway-map, necessities assessments, assignment implementation, practicing, migration to publish travel are animated managed capabilities and assist. The traffic has substantial event in digitally transforming corporates in sectors similar to banking & fiscal capabilities, professional capabilities, pharmaceutical, manufacturing, F&B, retail, agro-tech, non-income and a brace of others.
CloudFronts commenced its operations within the year 2012 to empower businesses plenary over the world, Do greater with expertise. try their consumer success reviews here: https://www.cloudfronts.com/consumer-success/
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Microsoft on Thursday announced a number of synthetic intelligence, mixed reality and customer insights tools for Microsoft Dynamics 365 at its Microsoft company forward smack in Paris.
there's "loads of hype around AI and MR," mentioned Rebecca Wettemann, vice president of analysis at Nucleus analysis, "however these are true applications providing cost to clients these days."
Microsoft also introduced it'll publicly preview a current Microsoft varieties pro this spring.
there is "a constant theme in plenary these offerings -- offering exorbitant degree of flexibility to permit national builders and power users while nevertheless retaining expertise governance and compliance," remarked Nicole France, primary analyst at Constellation research.
"Microsoft's potential is its a long time of funding in R&D across its portfolio, which it's bringing to undergo on its traffic applications portfolio," Wettemann told CRM buyer. "this is highlighted within the MR space, where it breathe forward of the leisure of the business."
The AI options "are designed to floor next optimal action and create digital comments loops over time," spoke of Ray Wang, principal analyst at Constellation research.
blended reality enables current traffic models, he informed CRM buyer. "consider of the means to Do bailiwick provider with IoT, where you are guided to the broken gadget and may locate plenary the materials in a heads-up disclose with MR. that you may then request true-time support with a theme matter expert or engineer at headquarters or on the brand."
The main competitors to Microsoft Dynamics 365 are Salesforce, Adobe, SAP and Oracle, Wang pointed out. they are pile similar capabilities in AI throughout the board, however Microsoft is forward in MR.
The AI solutions
AI solutions Microsoft introduced:
Dynamics 365 consumer Insights -- now purchasable for preview and scheduled for time-honored availability in April;
Dynamics 365 digital Agent for customer provider, a cloud carrier launching in public preview in April; and
Dynamics 365 Fraud protection, a cloud-based mostly solution. A public preview can breathe launched in April.
"The AI tools are certainly useful as a result of … they may also breathe used by a sizable purview of personnel who've basic accountability for, during this case, client interaction and customer carrier," Constellation's France advised CRM buyer. "They don't require profound development lore to breathe used without difficulty."
Dynamics 365 digital Agent for client service lets company clients simply create and exploit AI-powered digital agents that collect to the bottom of pursuits issues and requests.
digital Agent "is an excellent illustration of how traffic users can configure and launch their own agent apps in a no-code environment, driving improved flexibility and productiveness, and being less of a ordeal and backlog for IT," Nucleus' Wettemann cited.
Dynamics 365 Fraud insurance blueprint will support e-commerce businesses reduce fraud losses, enhance pecuniary institution acceptance fees, and enrich the on-line shopping adventure
"Digital companies requisite to remember that each profits-generating appellation to motion that consumers smack -- issues enjoy account creation, login, buy, share and review -- corresponds to dangers linked to fraud," Kevin Lee, enjoy self-confidence and defense architect at Sift, instructed CRM buyer.
In a January survey of 500 authorities representing North American online retail industries with greater than 500 employees, Sift uncovered the following:
63 p.c battled mistaken accounts;
64 % faced payment fraud;
55 percent were plagued by fake or spammy content material; and
42 p.c dealt with account takeovers.
64 percent had not utterly carried out the direct of staying forward of fraud patterns;
65 p.c were experiencing more fraud at their websites;
sixty nine p.c spent greater on fraud closing year than the year before; and
95 % planned to add more equipment or hire more people to control fraud over the next one year.
Fraud hampers traffic increase, Sift discovered, in a number of methods:
seventy three % of survey respondents referred to their groups couldn't utterly obtain their direct of launching current products with out increasing possibility;
seventy one % spoke of the identical about getting into current markets;
fifty seven p.c said salary-using dreams and fraud prevention dreams were now not thoroughly aligned; and
86 p.c of executives had been worried in fraud prevention.
"We foretell that through having access to equipment that allow digital dependence and safety at scale, Microsoft Dynamics 365 shoppers would notice less fraud and more earnings while unlocking better consumer experiences," Lee said.
The combined reality solutions Microsoft introduced:
Dynamics 365 faraway assist, used through faraway consultants with HoloLens for equipment verification and incident response, has been prolonged to Android mobile devices in preview; and
Dynamics 365 Product Visualize is coming to iOS in preview. It lets retailers witness items to valued clientele at once inside their Dynamics 365 for sales workflow, and spatial and configuration notes are plenary saved at once in the linked earnings possibility.
Dynamics 365 far flung support will consist of cell annotations, neighborhood calling, deeper integration with Dynamics 365 for container carrier, and improved accessibility features for the HoloLens app.
Technicians should breathe capable of employ both HoloLens or an Android mobile equipment to collaborate with far off experts and troubleshoot issues in context.
"These current blended truth choices build it workable to lengthen box carrier and income groups, again, with out the want for specialized talents," Constellation's France followed.
"far flung support allows for container provider brokers and even valued clientele to limpid up advanced problems on their personal," she stated. "Product Visualize connects a 3D visualization of a posh product directly to configuration and product catalogs, shortening the routine from design to cite."
The merits of varieties professional
Microsoft varieties pro is handy to installation and configure. It triggers surveys round selected activities; collects remarks throughout channels; lets agencies embed surveys across apps, the net and cellular gadgets; identifies sentiments instantly; and lets users anatomize client remarks.
it's going to "make remarks management simpler, and store time when engaged on common kinds," Constellation's Wang referred to.
types professional "is a very noble addition to Microsoft's CRM and skill portfolios,"Wettemann cautioned, "and is probably going to breathe beneficial in other areas of the enterprise as well."
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Microsoft Dynamics 365 customer assignation 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 current features work and collect 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 involve parts of the Dynamics 365 you don’t enjoy smack with. This article explains why you might not enjoy smack with sure areas of Dynamics 365.
I enjoy 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 build study notes. I believe in lively 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 build notes on the limitations of functionality and absolutes because these are the things Microsoft likes to test you on. It’s also effortless to read these notes and establish 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 enjoy 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 establish in Administration Mode and System Administrator and System Customizer role can sign 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 plenary available instances. But Dynamics 365 system administrator can copy instance for which they enjoy 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 current records can breathe created. Here then data needs to breathe removed and/ or additional storage needs to breathe purchased
Full Copy includes plenary 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 Do not signify 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 Do not consume any of the storage quota purchased for Production and Sandbox instances.
A tenant can involve 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 unique customer tenant will breathe set up in the geography where they initially signed up for their account. Storage consumption is totalled and tracked across plenary the instances attached to a customer tenant.
You can set up divorce security groups for plenary instances.
A licensed Dynamics 365 (online) user can potentially access plenary 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 employ Rights (IUR). If you purchased your Dynamics 365 (online) subscription through Volume Licensing, you must travel through your great Account Reseller (LAR) to purchase the additional instance.
You can’t merge existing trials or subscriptions onto an additional instance; instead, you will requisite to mosey your data and customizations.
User accounts, identities, security groups, subscriptions, licenses, and storage cannot breathe shared among tenants. plenary tenants can enjoy 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 approve it. This means your organization will travel without the latest features and functionality until you explicitly give approval for the update to happen. maintain in mind, they Do enjoy an update policy that will build 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 remove the available CRM Online 2016 Update 1 (n-1), then you would requisite to remove December 2016 update for Dynamics 365 (online) (n) as a mandatory update.
Twice per Year current 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 build 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 sojourn the selfsame for a disabled user.
Non-interactive users are for service accounts/integration
You can enjoy 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 employ licences
Administrative roles can’t notice 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 enjoy an office 365 user. Synchronise your AD with Azure AD
A global administrator will, by default, also enjoy 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 involve operations and finance
Enterprise has dual rights which means you collect 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 plenary of the assignation apps is $115 per user per month
The Dynamics 365 blueprint license, giving total access to plenary of customer assignation and operations is currently $210. Whilst the Unified Operations blueprint is $190.
Business edition, plenary users are $40 per employ 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 blueprint subscription, per tenant, shared across plenary 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 divorce 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 enjoy 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 enjoy names and unique url
Instances are managed in the Dynamics 365 admin centre
Sandbox instances enjoy 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 enjoy paid for the different types
Production instances cannot breathe reset
When an instance is reset, it’s deleted and created as a current 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 plenary instances
A plenary copy, Copies an instance copies Data, users and customisations
Minimal copy only copies users and customisations
When copying admiration how much data you enjoy available and cost
You might not want developer users to notice 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 involve 50 production instances and 75 non-production instances
Each tenant is bound to the selfsame region
You can inquire Microsoft to create instances in different regions
You can only copy between instances in the selfsame region
You can enjoy multiple tenants, you cannot share anything between tenants
Each tenant is linked to a divorce lively directory
You can enable Admin mode (Administrative Access) and only users with Administrator or System customizer security roles can sign 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 plenary instances
If storage capacity is reached, current records cannot breathe created
Storage is connected to a subscription not an instance
You collect 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 current 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 notice 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 assignation subscription will provide 10Gb of storage. Then an additional 5Gb of storage is automatically added for every 20 plenary users. (Team member licenses Do 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 requisite 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 remove 1 update per year)
You must breathe a Dynamics 365 System administrator to approve 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 collect notifications for
· Service outages
· 80% storage limit reached
· Potential upgrades
SharePoint — Document management
SharePoint can store documents outside of Dynamics 365 and is a pass to deliver 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 routine of sharing, instead of the public SharePoint
You requisite 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, found in in core records à varied 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 expose 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 enjoy Dynamics 365 licences)
You requisite an Exchange Mailbox for each user that will employ Office 365
SharePoint integration must breathe enabled for Office 365 Group users to view documents
Office Delve uses Machine learning to search plenary 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 witness sure 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 work in the url
Users can navigate to the app from the menu
Apps only work 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 Run in a web browser or mobile device (IOS, Android, Windows phones/tablets.)
To employ PowerApps you requisite 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 blueprint can employ the common data service
2 paid blueprint 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 transcend 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 work 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 seat 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 current 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 breathe used in the Dynamics 365 app for outlook
Dynamics 365 doesn’t enjoy built in email functionality
Server side sync, integrates Exchange and Dynamics 365
Server side sync doesn’t requisite 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 plane tracking will automatically track emails when they are moved to sure folders
You can link Exchange rules to mosey 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 contour 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 traffic management section
All custom entities can breathe enabled for plenary mobile apps
Dynamics 365 for phones and tablets can build entities read only
Some system entities cannot breathe enabled
Tabs, sections and fields can breathe hidden from Dynamics 365 for phones
You cannot shroud components (fields, sections, tabs) for Dynamics 365 for tablets
You can shroud 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 requisite 5+ professional licences or 1 enterprise license
You requisite 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 requisite to add users to a mobile profile and publish it
You can choose to set Synchronization conflicts
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Microsoft shared the 2017 Spring (version 9) Dynamics 365 Customer assignation release (previously known as Dynamics CRM.) From my perspective, the biggest enhancements are a current user interface (UI), more componentized platform design and current SMB CRM sales and marketing suite. Based on my Dynamics 365 review, here are the most racy current capabilities.
A current UI referred to as the Unified Interface reduces white space and adds styling additions such as page borders, uniform spacing, color themes, text wrapping and bailiwick controls styling. It adheres to Responsive Design for write once, deploy anywhere reusability, is used for both online and offline operation, and is contour factor adaptive across platforms and devices. It will first breathe released with SMB Sales, SMB Marketing and Customer Service, and later released for the Enterprise CRM suite.
As share of the Unified Interface, the gregarious Pane (aka gregarious pain) which uses tabs to array posts, activities and notes has been replaced with a unique time line view. The Activity Timeline includes current configuration options to specify which activities and activity fields array for each activity character and a “What you missed” view – which displays changes for a record since it was last accessed.
Customer Insights now extends machine learning and algorithms to involve Predictive Match (links various identities of the selfsame customer among multiple channels and systems), Predictive Scoring (forecasts outcomes) and Segmentation. This is one those powerful capabilities that advance CRM software from a data entry appliance to information delivery platform.
Organizational Insights provide the constructs to array telemetrics for measures such as user adoption, software utilization, system performance, mistake history, data storage, plug-ins, and can also breathe used to adjust user licensing and license types based on actual software utilization.
Selective offline operation allows you to select which CRM modules are available for which users for mobile app offline operation. Offline enabled and online only apps can coexist.
Mobile CRM now includes more custom controls and the ability to switch forms.
Virtual entities employ web services to integrate and array data residing in external systems as CRM entities. The virtual data is an alternative approach to replicating data and can breathe included in Dynamics 365 work streams such as traffic process automation.
With this release the CRM software further evolves from a monolithic platform to more componentized marketing, sales and service applications. This platform and application code separation removes (some) inter-module dependencies and facilitates more focused test cycles and more narrow release cycles (i.e. promotion cycles and warm fixes).
Despite the semi-recent $26B acquisition, the LinkedIn integration capabilities are more or less muted in this release. There is a capability to embed LinkedIn information within the account, contact or opportunity records. Information such as intelligence Mentions, Shares, job changes and activities can breathe dynamically updated. Team Connections can identify gregarious circles for introductions. Data can breathe migrated between systems so that the LinkedIn Sales Navigator syncs limited contact data with Dynamics 365.
Dynamics 365 Gaps
While the CRM release is a nice step forward, several gaps remain.
There is waning support for on-premise software operation. Most of Microsoft’s biggest releases – such bailiwick Service, Power BI, POS, Flow, PowerApps, Common Data Services (CDS) and more – are not available on-premise. Microsoft’s handicap of offering online or on-premise delivery election is becoming less of an advantage.
There is noiseless no routing and approval processing capability. This is a sizable gap for larger companies where approval processing is pervasive.
Still no Lifecycle Services (LCS) for CRM. The existing Application Lifecycle Management (ALM) is basic and laborious and does not support a DevOps operation.
The Dynamics 365 traffic Edition Sales and Marketing apps are further delayed. The traffic Edition is designed as a reduced feature set at a lower charge point. Extensibility is also limited. For example, the SMB suite limits third party (ISV) apps to only the CRM software standard entities. traffic Edition can migrate up to the Enterprise Edition, however, it appears Enterprise Edition cannot downgrade to the traffic Edition. There’s some talk of using traffic Edition and Enterprise Edition CRM within the selfsame instance, but that availability appears to breathe further down the road.
The current bulk email and marketing automation capabilities in traffic Edition will not available in the Enterprise edition. This is a sizable gap that requires companies to procure a third-party marketing solution.
The Elephant in the Room
Will this release immediate the gap with Salesforce? Probably not. While Microsoft is the primary challenger to the market share leader, Salesforce’s market share is at least 8 times larger and the gap is expanding as the top CRM software provider continues to grow at about 7 times Microsoft (Salesforce CRM sales of about $7B compared to Microsoft estimated $1B over last 12 months). IMHO, Microsoft’s failure to diminish the gap with Salesforce is primarily due to want of innovation. Unlike top competitors that embraced cloud delivery early, pioneered gregarious traffic capabilities, deliver integrated marketing automation and tender true Customer smack technologies, Microsoft’s strategy is more of a quickly follower. While this strategy won’t secure a market leader position, it’s not necessarily wicked for customers as long as Microsoft delivers the technology to support companies engage customers and deliver relevant, personalized, contextual and predictive Customer Experiences in a reasonable timeframe. Hyping industry buzzwords such as “Customer Experience” and “reimagined UI, reimagined controls and reimagined (insert current feature here)” falls short from delivering the tools and constructs to bring these customer imperatives to life.
Dynamics 365 Roadmap
Looking ahead, Microsoft has identified 5 top investment priorities for the next 12 months – User Experience, Customer Insights, Relationship Sales, traffic Edition and a more extensible application platform. Additionally, Microsoft will continue its Dynamics 365 direction of further integrating CRM and ERP software in one fully integrated enterprise software suite.
Republished with author's consent from original post.
Categories: Blog • Enterprise Technology
Chuck is an Editor at CRMsearch.com and CEO of Vantive Media - a technology media company for traffic and IT leaders seeking to advance their organizations and careers by advancing their traffic technology strategy, performance and results.