Integrate Office and Dynamics 365 Customer Engagement apps

Beginner

Functional Consultant

Dynamics 365

Microsoft Power Platform

Work with templates and Office products to expand the capability of Dynamics 365 Customer Engagement apps.

Learning objectives

In this module, you will:

• Explore template options and security.
• Examine how Office products integrate with Dynamics 365.

Prerequisites

An understanding of Dynamics 365 for Customer Engagement apps.

• Using templates min
• Work with SharePoint and Dynamics 365 Customer Engagement apps min
• Integrate Microsoft Teams and Dynamics 365 Customer Engagement apps min
• Use Skype and Skype for Business with Dynamics 365 Customer Engagement apps min
• Integrate OneDrive and Dynamics 365 Customer Engagement apps min
• Integrate OneNote and Dynamics 365 Customer Engagement apps min
• Integrate Microsoft 365 Groups and Dynamics 365 Customer Engagement apps min
• Integrate Yammer and Dynamics 365 Customer Engagement apps min
• Check your knowledge min
• Summary min

Work with templates and Office products to expand the capability of Dynamics 365 Customer Engagement apps.

In this module, you will:

• Explore template options and security.
• Examine how Office products integrate with Dynamics 365.

Prerequisites

An understanding of Dynamics 365 for Customer Engagement apps.