Administrator Guide for Dynamics 365 for Customer Engagement apps

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

Note

In some documentation we previously referred to Dynamics 365 (online) when we were talking more specifically about Dynamics 365 for Customer Engagement applications (apps). We have changed this in our current documentation so that it’s clear when we are referring to the collection of apps that include Sales, Customer Service, Marketing, Field Service, Project Service Automation, and their related services rather than the whole Dynamics 365 product family of applications and services, which includes Finance and Operations, Talent, Retail, and Business Central. You may still see “Dynamics 365 (online)” in some user interfaces (UI). Those strings refer to Dynamics 365 for Customer Engagement apps.

Note

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 for Customer Engagement will find the resources and topics provided in this guide to help you manage and configure 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 for 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 for Customer Engagement
  • Release history
  • Dynamics 365 for Customer Engagement apps Readme
  • See also

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