Integrate Office and Dynamics 365 Customer Engagement apps

Beginner
Functional Consultant
Dynamics 365
Power Platform

Note

Effective November 2020

  • Common Data Service has been renamed to Microsoft Dataverse. Learn more.

  • Some terminology in Microsoft Dataverse has been updated. For example, entity is now table and field is now column. Learn more.

Modules will be updated soon to reflect the latest terminology.

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.