Administrator Guide for Dynamics 365 Customer Engagement

Applies to Dynamics 365 for Customer Engagement apps version 9.x
Applies to Dynamics 365 for Customer Engagement apps version 9.x (on-premises)


This content is for Dynamics 365 for Customer Engagement apps version 9.0, or later. For documentation for earlier versions, see Administering Dynamics 365.

Implementers and administrators for Dynamics 365 will find the resources and topics provided in this guide to help you manage and configure Dynamics 365 Customer Engagement applications and services.

Get started

  • Getting started
  • Onboard your organization and users
  • Onboarding cheat sheet for admins
  • Create users and assign security roles
  • Manage your data
  • Extend Dynamics 365 Customer Engagement
  • Manage subscriptions

  • Manage subscriptions, licenses, and user accounts
  • Purchase and assign licenses
  • Grant users access
  • Switch from Dynamics CRM Online
  • Support and billing
  • Extend

  • Integrate your email system
  • Manage your documents using SharePoint
  • Add Office 365 Online services
  • Install or remove a preferred solution
  • Manage instances

  • Manage instances
  • Sandbox instances
  • Add an instance
  • Switch an instance
  • Additional resources

  • YouTube playlist
  • Community forum
  • Contact support
  • Product updates

  • What's new in Dynamics 365
  • Release history
  • Dynamics 365 Customer Engagement Readme
  • See also

    Customization Guide
    Developer Guide
    Reporting and Analytics Guide
    Deploy and operate (on-premises)