Use the Microsoft 365 admin center to manage your subscription
Applies to Dynamics 365 for Customer Engagement apps version 9.x
The Microsoft 365 admin center is a portal site rich in features for the administrator. Dynamics 365 for Customer Engagement apps takes advantage of the features on this site to simplify and consolidate management of user accounts, billing, licensing, and more.
Review the information in this topic to learn how to do common Customer Engagement apps administrative tasks in the Microsoft 365 admin center.
You must have the Global admin role to fully access the Microsoft 365 admin center.
Open Dynamics 365 for Customer Engagement apps and other services with the app launcher
You can open Customer Engagement apps and other services such as Microsoft Social Engagement from the Office 365 app launcher. Choose Admin to open the Microsoft 365 admin center and Dynamics 365 to open Customer Engagement apps. More information: Find help for the latest changes in Office 365
Manage instances and updates in the Dynamics 365 Administration Center
The Dynamics 365 admin center is your portal site to manage Customer Engagement instances and updates.
You access the portal by choosing Customer Engagement apps from the left-side menu in the Microsoft 365 admin center.
Choose the Instances tab to edit, copy, and reset, existing instances, configure new instances, manage preferred solutions, and more. More information: Manage Dynamics 365 for Customer Engagement apps (online) instances
Choose the Updates tab to approve and schedule updates, change the update target version, and open Customer Engagement apps. More information: Manage Dynamics 365 for Customer Engagement apps (online) updates
Check your service health
You can quickly get real-time status of your Customer Engagement apps and Office 365 services. The Service health page on the Microsoft 365 admin center provides a comprehensive view of the service health of your online services. If users are having trouble signing in to Customer Engagement apps, check this page to see if there is a service outage.
For more information, see How do I check my online service health?
Review your messages
Check out the Message center to see how to fix or prevent issues, plan for service changes, or just to stay informed of new or updated features.
Click Health > Message center, and select messages to get more information.
Having a problem with your Customer Engagement apps service? You can create a support request to get the issue resolved.
More information: Contact Technical Support
Each user signs in to Customer Engagement apps with an Office 365 user ID (more precisely, an Azure Active Directory user ID, see the following Note). Access to Customer Engagement apps is controlled through the Office 365 user ID.
You use the Microsoft 365 admin center to add, edit, and delete Customer Engagement apps users and to reset passwords.
Customer Engagement apps uses Azure Active Directory as its identity provider. You access Customer Engagement apps through an Azure Active Directory user ID that is created and managed in the Microsoft 365 admin center. For simplicity, we’ll refer to the Azure Active Directory user ID as the Office 365 user ID in this documentation.
If your company uses on-premises Active Directory for user identity, you have options that can simplify user management such as providing a single sign-on experience for your users. More information: Manage user account synchronization
Use the Subscriptions page to adjust licenses, view your bill, add a partner of record, and lots more.
Set the password expiration
Use the Security & privacy page to set how frequently a user’s password expires and the number of days before a user is notified of an upcoming expiration.
Note the information on this page about users doing their own password reset. To enable your users to be able to reset their passwords themselves, you’ll need to purchase an Azure Active Directory subscription and configure it for password self-service. More information: Self-service password reset in Azure AD: how to enable, configure, and test self-service password reset
Configure self-service password reset and other settings in Azure
If you have an Azure Active Directory Basic or Premium subscription, you can set it up so users can do their own password reset. You can access Azure Active Directory configuration from the Microsoft 365 admin center. More information: Enable users to reset their Azure AD passwords
On the left-side menu of the Microsoft 365 admin center, choose Admin centers > Azure AD. Select your subscription in Azure and then choose Configure.
Add your domain
Use the Manage domains page to add your domain to your subscription. When you add your own domain, user sign-ins can match your company’s URL. For example, instead of email@example.com, it could be firstname.lastname@example.org. More information: Verify your domain in Office 365
On the left-side menu of the Microsoft 365 admin center, click Billing > Purchase services to add licenses or purchase new online services.
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