Implementing Dynamics 365 Customer Engagement Online

Intermediate
Administrator
Business User
Functional Consultant
Dynamics 365
Power Platform

Create, design, and administer Microsoft Dynamics 365 Customer Engagement tenants and instances including planning for multi-instance deployments, managing authentication methods, managing updates, backup and restore instances, install and manage Microsoft Dynamics 365 clients for end-users, and authorizing access to different features for all users in the organization.

Prerequisites

Basic infrastructure understanding of the Microsoft Power Platform and access to different features depending on user licenses along with knowledge of Task Flows and Power Apps would be preferred.

Modules in this learning path

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Design and deploy Microsoft Dynamics 365 apps on the Microsoft Power Platform. Best Practices during this process will decrease the chances of technical issues in the future related to poor application lifecycle management process and storage limitations. The first step before the customization and configuration of the solution takes place is the configuration of your online tenant and online environment

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Many organizations implementing Dynamics 365 Customer Engagement apps on the Microsoft Power Platform are unaware of the amazing capabilities included with their subscription. By default, your subscription includes Microsoft Portals, Gamification, and Voice of the Customer surveys, in addition to technical capabilities like backup and restore, and integrated planning for updates and upgrades. This module focuses on showcasing the great default capabilities you have access to.

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

Manage every Microsoft Dynamics 365 user with access to all the functionality and data included on their solution through a client. Let's focus on the pros and cons of every client and best practices when deploying these clients.

Important

Dynamics 365 licensing is changing. Microsoft Learn content may reflect either the updated branding or earlier branding during our period of transition. For more information about these licensing changes, see Dynamics 365 Licensing Update.

As the world becomes more mobile, understanding Microsoft Power Platform mobile capabilities allows functional consultants not only ensure seamless access from mobile devices, but also take advantage of its unique form factor when implementing Dynamics 365 solutions.