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MB2-706 Microsoft Dynamics CRM Online Deployment

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MB2-706 exam Dumps Source : Microsoft Dynamics CRM Online Deployment

Test Code : MB2-706
Test title : Microsoft Dynamics CRM Online Deployment
Vendor title : Microsoft
: 48 real Questions

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Microsoft Microsoft Dynamics CRM Online

New AI, combined truth, consumer perception equipment Coming to Microsoft Dynamics 365 | real Questions and Pass4sure dumps

Microsoft on Thursday announced a pair of synthetic intelligence, combined fact and consumer insights equipment for Microsoft Dynamics 365 at its Microsoft industry forward event in Paris.

there is "a lot of hype around AI and MR," eminent Rebecca Wettemann, vp of analysis at Nucleus analysis, "but these are actual purposes providing cost to valued clientele today."

Microsoft also announced it's going to publicly preview a brand novel Microsoft kinds seasoned this spring.

there's "a consistent theme in everyone these choices -- presenting unreasonable diploma of flexibility to permit citizen developers and vigour users while nevertheless protecting know-how governance and compliance," remarked Nicole France, primary analyst at Constellation research.

"Microsoft's abilities is its a long time of investment in R&D across its portfolio, which it exist bringing to undergo on its enterprise applications portfolio," Wettemann instructed CRM buyer. "here is highlighted within the MR area, the spot it's forward of the leisure of the industry."

The AI solutions "are designed to floor next greatest motion and create digital comments loops over time," referred to Ray Wang, main analyst at Constellation analysis.

blended truth permits novel enterprise fashions, he instructed CRM purchaser. "think of the potential to conclude container carrier with IoT, the spot you are guided to the damaged equipment and might ascertain everyone the elements in a heads-up monitor with MR. you can then request true-time support with a topic expert or engineer at headquarters or on the manufacturer."

The leading competitors to Microsoft Dynamics 365 are Salesforce, Adobe, SAP and Oracle, Wang talked about. they're constructing similar capabilities in AI across the board, however Microsoft is ahead in MR.

The AI options

AI options Microsoft announced:

  • Dynamics 365 customer Insights -- now obtainable for preview and scheduled for well-known availability in April;
  • Dynamics 365 virtual Agent for client provider, a cloud carrier launching in public preview in April; and
  • Dynamics 365 Fraud coverage, a cloud-based answer. A public preview should exist released in April.
  • "The AI equipment are notably beneficial as a result of … they may also exist used by means of a colossal ambit of employees who Have primary accountability for, in this case, consumer interaction and client provider," Constellation's France told CRM purchaser. "They don't require abysmal structure potential for Use comfortably."

    Dynamics 365 virtual Agent for customer carrier lets industry users quite simply create and manage AI-powered virtual brokers that resolve hobbies complications and requests.

    digital Agent "is a pretty worthy illustration of how industry clients can configure and launch their personal agent apps in a no-code ambiance, riding improved flexibility and productiveness, and being less of a cross and backlog for IT," Nucleus' Wettemann brought up.

    Dynamics 365 Fraud protection will aid e-commerce companies reduce fraud losses, increase financial institution acceptance charges, and enhance the on-line searching experience

    "Digital agencies necessity to bethink each earnings-producing title to action that patrons taste -- things relish account advent, login, purchase, share and overview -- corresponds to hazards associated with fraud," Kevin Lee, believe and defense architect at Sift, advised CRM buyer.

    In a January survey of 500 experts representing North American online retail industries with greater than 500 personnel, Sift uncovered right here:

  • sixty three p.c battled fake bills;
  • sixty four percent faced fee fraud;
  • fifty five % had been stricken by spurious or spammy content; and
  • forty two p.c dealt with account takeovers.
  • other findings:

  • 64 p.c had now not totally finished the goal of staying forward of fraud patterns;
  • 65 p.c Have been experiencing extra fraud at their websites;
  • sixty nine % spent more on fraud ultimate 12 months than the year before; and
  • ninety five p.c deliberate so as to add extra tools or employ greater americans to control fraud over the next 12 months.
  • Fraud hampers enterprise boom, Sift discovered, in a pair of approaches:

  • 73 % of survey respondents pointed out their companies could not wholly achieve their purpose of launching novel products devoid of increasing chance;
  • 71 % eminent the equal about moving into novel markets;
  • fifty seven % eminent salary-using dreams and fraud prevention dreams had been not thoroughly aligned; and
  • 86 p.c of executives had been concerned in fraud prevention.
  • "We await that through having entry to equipment that allow digital Have faith and safeguard at scale, Microsoft Dynamics 365 purchasers would survey less fraud and greater profits whereas unlocking more advantageous client experiences," Lee spoke of.

    MR solutions

    The blended fact solutions Microsoft introduced:

  • Dynamics 365 faraway support, used through remote specialists with HoloLens for gadget verification and incident response, has been prolonged to Android cellular instruments in preview; and
  • Dynamics 365 Product Visualize is coming to iOS in preview. It lets marketers exhibit items to shoppers directly within their Dynamics 365 for sales workflow, and spatial and configuration notes are everyone saved directly in the associated earnings possibility.
  • Dynamics 365 faraway aid will encompass mobile annotations, group calling, deeper integration with Dynamics 365 for bailiwick service, and more suitable accessibility aspects for the HoloLens app.

    Technicians may exist able to Use either HoloLens or an Android cell equipment to collaborate with remote experts and troubleshoot concerns in context.

    "These novel mixed fact choices execute it viable to extend container provider and income teams, once more, with out the want for specialised skills," Constellation's France followed.

    "far flung aid allows for bailiwick service brokers and even customers to solve complicated complications on their personal," she noted. "Product Visualize connects a 3D visualization of a complex product directly to configuration and product catalogs, shortening the procedure from design to cite."

    The advantages of varieties professional

    Microsoft varieties professional is convenient to install and configure. It triggers surveys around selected activities; collects feedback across channels; lets businesses embed surveys across apps, the internet and cellular instruments; identifies sentiments instantly; and lets clients analyze customer feedback.

    it'll "make comments management more straightforward, and rescue time when engaged on regular forms," Constellation's Wang referred to.

    forms professional "is a noteworthy addition to Microsoft's CRM and skill portfolios,"Wettemann suggested, "and is likely to exist effectual in other areas of the company as neatly."

    Richard Adhikari has been an ECT tidings community reporter on the grounds that 2008. His areas of focal point comprise cybersecurity, cellular applied sciences, CRM, databases, utility building, mainframe and mid-range computing, and software development. He has written and edited for numerous publications, including suggestions Week and Computerworld. he's the author of two books on client/server know-how. email Richard.

    New Dynamics 365 CRM Portal and web page Launched through Endeavour options Canada | real Questions and Pass4sure dumps

    No influence discovered, are trying novel keyword!Endeavour is also launching an Endeavour client aid Portal, also constructed the usage of the Microsoft Dynamics 365 Portal Platform, to enable Endeavour's ERP, CRM and Cloud shoppers to build up aid requests ...

    The future of Microsoft Dynamics 365 tasks | real Questions and Pass4sure dumps

    #HoskCodeWisdom The future of Dynamics 365 projects will exist described by way of the people implementing them.

    Dynamics experts may still comprise novel applied sciences and features. expertise changes and evolves, and Dynamics 365 projects adjust to entangle talents of them.

    Microsoft dropped CRM from Dynamics product, tasks advanced from case management, earnings pipeline and remodeling excel spreadsheets into enterprise tasks together with legacy application, cellular applications, Azure and other capabilities (Social Engagement, gamification, bailiwick carrier).

    Future Dynamics 365 initiatives will combine digital transformation, intelligence and cellular purposes to create initiatives which bring industry cost to the consumer.

    customers want cloud and mobile options, the focus has moved to probabilities and never limitations.

    The drivers of solution architecture are complexity, price ambit and the edge of the architect, now not the barriers of Dynamics 365. The environment has changed and small concentrated apps are being consumed on multiple instruments.

    Junior Developer

  • gives you Dynamics 365 projects the Use of the expertise, methods and solutions used up to now.
  • decent Developer

  • makes Use of frequent solutions combined with novel capabilities, functionality and capabilities.
  • is watchful novel performance but doesn’t Have adventure.
  • uses novel performance on a undertaking making errors throughout implementation.
  • exquisite developer

  • Reads, reports and is watchful novel elements, functions and functionality in Dynamics 365. Proofs of concepts provide useful taste to sheperd theoretical talents.
  • Don’t wait

    Don’t wait to try novel functionality, features and equipment until obligatory as a result of that’s too late. examine and invest in researching to entangle into account the services now and ready to Use them.

    Examples are circulation, PowerApps, social engagement, box capabilities, cognitive features, bots, mobile functions and many others. Microsoft hypes novel equipment and releases them with basic functionality, making it complicated to Use them on projects. opting for the obstacles and understanding how these equipment work lets you exist watchful of when to execute Use of them and when not to.

    Some examples:

  • move has no way to script deployment
  • PowerApps is evolving with no scripting deployment
  • container provider often wants customisation to add lacking functionality
  • Social engagements interplay with social media functions
  • previous initiatives

    past tasks are not a reusable template; they may still evolve, improving with novel functionality and a stronger knowing a way to architect solutions.

    Microsoft Dynamics CRM renamed to Microsoft Dynamics 365 changed into in no way essentially accounts, contacts, earnings approaches and case management.

    Microsoft Dynamics 365 is an XRM framework, a group of tools to create options. Microsoft created dependencies to sales, advertising and case management. These regular necessities Have been now not obligatory in many XRM tasks and created unwanted dependencies.

    The latest edition of Microsoft Dynamics 365 is now a precise XRM framework; you birth from a blank slate and Use simplest what you need.

    Dynamics initiatives are not constrained to Microsoft Dynamics 365, they Use many Microsoft functions (other functions can exist found :-))

    • Azure features and WebJobs allow you to flood processing out of Dynamics 365 • PowerApps or quick cellular application • tolerable statistics provider permits developers to hyperlink records from different sources • circulation can link separate functions with Dynamics 365

    Breaking freed from the shackles of Microsoft Dynamics 365 allows for options the Use of different capabilities, cellular applications and scaling by way of Azure. This allows for industry initiatives to exist created with Microsoft Dynamics 365 on the centre.

    using diverse services allows Dynamics authorities to address distinctive industries; the limit isn't know-how however creativeness and the skill of retort architects.

    the longer term projects of Microsoft Dynamics 365 will consist of extra intelligence and cognitive services, using agencies’ records proactively to digitally radically change businesses.

    Microsoft Dynamics 365 continues to evolve — the tempo of change is increasing, and tasks could exist larger, more advanced and more enjoyable.

    To bring enterprise initiatives, agencies will deserve to comprise DevOps and convey the most advantageous practices of utility development to Microsoft Dynamics 365.

    How Microsoft Dynamics 365 has changed

    Microsoft Dynamics 365 has seen Microsoft circulation from setting up competing items akin to Microsoft Dynamics CRM, Nav, AX and now heart of attention on developing capabilities that are used with the aid of everyone Microsoft items. Microsoft builds aiding services faster which are more office wealthy.

    New services and tools

  • move
  • PowerApps
  • Azure capabilities
  • Social engagement
  • PowerBI
  • Cognitive functions
  • The problem in Dynamics projects is working with its boundaries. developers at first faith it wasn’t viable to create advanced customisations using Microsoft Dynamics 365 on-line, but with the equipment and services available, you could create industry solutions — lots of it with out developing code and the Use of Microsoft Dynamics 365 on-line. It’s feasible to Have full DevOps, automating the manual tasks and enhancing the robustness of the code which might exist vital to enterprise initiatives.

    The ordinary facts service, PowerApps and Azure cease initiatives from being confined to Microsoft Dynamics 365 and ease integration with non-Microsoft features/legacy techniques. that you could integrate dissimilar features and Microsoft cognitive services to technique clients’ records, automate and add intelligence to facts and methods.

    the long run

    Microsoft Dynamics 365 enables digital transformation of many industry and industries. Dynamics professionals will deserve to exist watchful of the tools, services and novel Dynamics 365 performance to allow them to create the optimal solution.

    With change comes disruption and opportunity. #HoskWisdom

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    Microsoft Dynamics CRM Online Deployment

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    Dynamics 365 online deployment — MB2–715 study notes | real questions and Pass4sure dumps

    You cannot create a solution with Microsoft Dynamics 365 if you don’t understand it. #HoskCodeWisdom

    The goal of Dynamics certifications is to broaden your knowledge, learn how novel features work and secure a certification to prove you know it — and that’s useful to you and employers.

    The benefits of Dynamics certifications are discussed in my posts below:

    How to prepare

    First of all, understand what you will exist tested on and read the certification criteria:

    Microsoft Dynamics 365 customer engagement Online Deployment certification criteria

    These are the main areas:

  • Create a Customer Organizational Structure (25% — 30%)
  • Administer the Microsoft Dynamics 365 Environment (25% — 30%)
  • Integrate Microsoft Dynamics with Other Applications (20% — 25%)
  • Manage Microsoft Outlook and Mobile Environments (25% — 30%)
  • Look at the details under these because they will comprise parts of the Dynamics 365 you don’t Have taste with. This article explains why you might not Have taste with sure areas of Dynamics 365.

    Certification process

    I Have been getting Dynamics certificates since Microsoft Dynamics CRM 4 and I Use the selfsame proven steps:

    · Watch the Dynamics learning portal videos for the certification for the functionality I don’t know (and sometimes watch them for a refresh).

    · Whilst watching the videos I will execute study notes. I believe in active reading/watching; otherwise I can’t show if the information is sinking in or bouncing off.

    · For functionality I haven’t used before I create a trial in Dynamics 365 and play with the functionality. Using the functionality is the best teacher.

    · I execute notes on the limitations of functionality and absolutes because these are the things Microsoft likes to test you on. It’s also effortless to read these notes and build them into a quiz to enable you to test your knowledge.

    Source of information

  • Dynamics learning portal self-paced learning — 81071: Deployment in Microsoft Dynamics 365
  • Neil Parkhurst MB2–715 revision guide
  • Get yourself a Microsoft Dynamics 365 trial
  • Read and learn the study notes below and makes some notes of your own
  • Hosk study notes

    Please note these were made in 2017 and some things could Have moved on…

    · blog post with a few details on Dynamics 365 instance management

  • There are two types of Instances: Production Instances and Non- production Instances.
  • Sandbox instance can exist build in Administration Mode and System Administrator and System Customizer role can sign in to the instance
  • While Copying instance, target instance can exist a Sandbox or Preview instance; not a Production instance.
  • When an instance is copied, target instance will exist deleted and replaced with copy Source instances data, customizations.
  • Global administrator can copy everyone available instances. But Dynamics 365 system administrator can copy instance for which they Have system administrator role.
  • Notifications are sent to administrators or any additional recipients configured when 80 % for storage limit is reached. If storage limit is reached no novel records can exist created. Here then data needs to exist removed and/ or additional storage needs to exist purchased
  • Full Copy includes everyone application data, user, customizations from the source instances and is suitable for UAT, upgrade testing, preview in Production (TAP/EA) and training.
  • Minimal copy includes users, customizations and is suitable for iterative team deployment, Partner/ ISV Solutions and Proof of Concepts.
  • System backups occur daily.
  • System backups are retained up to three days. Check your expiration date.
  • System backups conclude not import against your storage limits.
  • You can back up Production and Sandbox instances.
  • You can only restore to a Sandbox instance. To restore to a Production instance, first switch it to a Sandbox instance.
  • Only CRM Online 2016 Update 1 or later versions are supported for backup.
  • On-demand backups are retained for up to three days. Check your expiration date
  • The instance remains available while being backed up.
  • The instance remains unavailable while being restored.
  • Copied instances are copied to the selfsame region as the source instance.
  • Instances that are reset are reset to the current region.
  • Preview Instances conclude not consume any of the storage quota purchased for Production and Sandbox instances.
  • A tenant can comprise up to 50 Dynamics 365 (online) production instances and up to 75 non-production (Sandbox) instances.
  • Each instance within the tenant receives its own SQL database.
  • Dynamics 365 data is not shared across instances.
  • Storage is shared across the primary instance and any additional instances.
  • All instances for a single customer tenant will exist set up in the geography where they initially signed up for their account. Storage consumption is totalled and tracked across everyone the instances attached to a customer tenant.
  • You can set up separate security groups for everyone instances.
  • A licensed Dynamics 365 (online) user can potentially access everyone the Dynamics 365 (online) instances associated with the tenant. Access is controlled by instance security group membership.
  • You can purchase additional instances through the Additional Instance Add-On. Additional instances can exist added only to “paid” subscriptions — not trials or Internal Use Rights (IUR). If you purchased your Dynamics 365 (online) subscription through Volume Licensing, you must fade through your big Account Reseller (LAR) to purchase the additional instance.
  • You can’t merge existing trials or subscriptions onto an additional instance; instead, you will necessity to sprint your data and customizations.
  • User accounts, identities, security groups, subscriptions, licenses, and storage cannot exist shared among tenants. everyone tenants can Have multiple instances associated with each specific tenant. Dynamics 365 data is not shared across instances or tenants.
  • Your instance will not exist updated unless you sanction it. This means your organization will fade without the latest features and functionality until you explicitly give approval for the update to happen. withhold in mind, they conclude Have an update policy that will execute some updates mandatory, with no approval required.
  • At any given point a customer must exist on the current version (n) or a version prior (n-1). For example, if you are on CRM Online 2016 Update (n-2) and chose not to entangle the available CRM Online 2016 Update 1 (n-1), then you would necessity to entangle December 2016 update for Dynamics 365 (online) (n) as a mandatory update.
  • Twice per Year novel features become available through customer-driven updates in the Microsoft Dynamics 365 instance.
  • Office 365 admin centre to add/remove users
  • Best practise is to execute the user change their password when they login
  • You add the user in Office 365 admin centre but you then must log into Dynamics 365 and give them a security role
  • Authentication is having a licence and office 365 user
  • Authorisation is having a security role
  • Removing the Dynamics 365 license makes the user disabled
  • Role assignment will stay the selfsame for a disabled user.
  • Non-interactive users are for service accounts/integration
  • You can Have 5 non-interactive accounts
  • Non- interactive users can exist used for programmatic access
  • Non-interactive users don’t consume a licence
  • Global Administrator — access office 365 admin centre
  • Administrative roles don’t Use licences
  • Administrative roles can’t survey any Sales, Marketing or service records
  • Administrative role is set to Administrative on user settings
  • To reduce administration, it’s recommended you setup federation because you must Have an office 365 user. Synchronise your AD with Azure AD
  • A global administrator will, by default, also Have systems administration privileges in Dynamics 365
  • Global administrator can access Dynamics 365 without a license but they cannot view any records without a Dynamics 365 license in read-write mode
  • Global Administrators are the only people who can apportion other admin roles
  • You can apportion alternative email addresses
  • Customized Administrator roles
  • · Billing Administrator

    · Dynamics 365 service administrator

    · Exchange administrator

    · Password administrator

    · Skype for industry administrator

    · Power BI service administrator

    · Service administrator

    · SharePoint administrator

    · User management administrator


  • Dynamics 365 is available in two editions. industry and Enterprise. — not any more but the exam might not exist updated
  • Enterprise is aimed at customers with more than 250 users
  • Enterprise can comprise operations and finance
  • Enterprise has dual rights which means you secure a free on-premise licence with your on-line licence
  • Business edition is aimed at companies with 10–250 users
  • Dynamics 365 is based on named users — e.g the license is assigned to a Office 365 user
  • Enterprise edition application licenses are often $95 each. Whilst the customer engagement plan, giving access to everyone of the engagement apps is $115 per user per month
  • The Dynamics 365 procedure license, giving total access to everyone of customer engagement and operations is currently $210. Whilst the Unified Operations procedure is $190.
  • Business edition, full users are $40 per Use per month. And a industry edition team member license is $5 per user per month.
  • One sandbox and one production instance are provided with your first purchase of a Dynamics 365 license.
  • Additional sandboxes cost $90ish per month
  • Portal

  • One portal is included with any Dynamics 365 Customer engagement procedure subscription, per tenant, shared across everyone Customer engagement Application
  • Each portal may only exist associated with one instance
  • Instances

  • Tenant — an account created in Microsoft Online services
  • One tenant > many instances
  • Each instance is deployed to a separate SQL database
  • Different instances can exist used for different tasks — test, dev, training, etc
  • Security group — what users can access what instances. g. you could Have a developers security group, with access to the development instances
  • Two Instances types
  • · Production instances

    · Non-production instances — Sandbox

  • Production and sandbox instances are purchased as addons for a subscription
  • Trials cannot purchase add-ons
  • All instances Have names and unique url
  • Instances are managed in the Dynamics 365 admin centre
  • Sandbox instances Have actions not available on production instances such as
  • · Switch (change from production to sandbox or sandbox to production)

    · Reset

    · Delete

    · Copy

  • An admin can switch between product to sandbox and sandbox to production.
  • You can only switch instances if you Have paid for the different types
  • Production instances cannot exist reset
  • When an instance is reset, it’s deleted and created as a novel instance
  • Sandbox instance can exist moved to Administration mode
  • Administration mode, limits access to administrators and customizers
  • Administration mode stops back group operations such as Async services and workflows
  • All the storage is shared between everyone instances
  • A full copy, Copies an instance copies Data, users and customisations
  • Minimal copy only copies users and customisations
  • When copying respect how much data you Have available and cost
  • You might not want developer users to survey production data — be careful
  • You can only copy instances to a sandbox instance
  • You can copy from production or a sandbox instance
  • A tenant can comprise 50 production instances and 75 non-production instances
  • Each tenant is bound to the selfsame region
  • You can question Microsoft to create instances in different regions
  • You can only copy between instances in the selfsame region
  • You can Have multiple tenants, you cannot share anything between tenants
  • Each tenant is linked to a separate active directory
  • You can enable Admin mode (Administrative Access) and only users with Administrator or System customizer security roles can sign in.
  • Administrative access will disable Asnc jobs such as Workflows, async plugins, service side sync)
  • You can only enable Admin mode on sandbox instances
  • You can switch a production instance to a sandbox instance
  • You can delete a sandbox instance
  • You cannot delete a production instance
  • You can reset a sandbox instance
  • You cannot reset a production instance
  • Resetting an instance wipes it clean, removes customisations, data, users, everything
  • You can copy an instance to a Sandbox instance
  • You cannot copy sandbox to production or production to production
  • The maximum data you can copy is 100 GB
  • Full copy copies customisation, data and users
  • Minimal copy copies customisations and users but not data
  • Reset an instance, deletes it and recreates it. This is useful to set the sandbox to a different version, free up storage space, delete the data
  • Storage

  • Storage is shared between everyone instances
  • If storage capacity is reached, novel records cannot exist created
  • Storage is connected to a subscription not an instance
  • You secure a warning when 80 percent of storage is reached
  • You can add more email recipients to the notification list (e.g. partners)
  • You cannot reset a production instance
  • A novel subscription will provide 10Gb of storage, a free sandbox instance, free portal
  • an additional 5Gb will exist granted for each 20 full licenses purchased
  • You can survey your Microsoft Dynamics licenses within the licenses option under billing in Office 365 admin
  • There is a limit of 30 TB
  • Dynamics 365 has a limit of 300 custom entities
  • default a Dynamics 365 Customer engagement subscription will provide 10Gb of storage. Then an additional 5Gb of storage is automatically added for every 20 full users. (Team member licenses conclude not contribute to this increase.)
  • The amount of extra “free” storage is capped at 30Gb.
  • Additional storage can exist purchased in 1Gb chunks. Up to a maximum of 5Tb of extra storage.
  • Updates

  • Updates become available twice a year
  • CDU — Customer driven update
  • You can skip one update but you cannot skip 2 in a row
  • The next update will exist mandatory if you skip one
  • Patches will exist released between major releases
  • Update emails are sent prior, during and after the update
  • Updates necessity to approved for each instance
  • Your instance won’t exist updated without your approval. Unless the update is mandatory where it will exist updated without approval (e.g. you must entangle 1 update per year)
  • You must exist a Dynamics 365 System administrator to sanction an update
  • When an update is approved, you can reschedule it as long as it hasn’t started
  • When an update has started the reschedule option will no longer exist available
  • Four stages of an update
  • · Queue (Not Started)

    · Backup

    · Restore

    · Database Upgrade


  • You secure notifications for
  • · Service outages

    · 80% storage limit reached

    · Potential upgrades

    SharePoint — Document management

  • SharePoint can store documents outside of Dynamics 365 and is a way to rescue space in Dynamics 365
  • SharePoint is server to server integration
  • All combinations of Dynamics 365 online/on premise and SharePoint online/on premise are supported
  • Microsoft OneDrive

  • 1TB of cloud space provided
  • You can share documents on OneDrive to provide a more private method of sharing, instead of the public SharePoint
  • You necessity SharePoint integration for OneDrive to work
  • You must exist assigned an Office 365 licence
  • Dynamics 365 on Premise or on line
  • You must enable OneDrive for industry in System settings
  • There is a security privileges called OneDrive for Business, found in in core records à mixed privileges
  • Microsoft OneNote

  • OneNote is used to capture notes
  • OneNote integrates with Dynamics 365 and On premise
  • OneNote notebooks are stored in a SharePoint site
  • SharePoint integration must exist enabled
  • You enable OneNote integration at an entity level
  • For enabled entities OneNote notebook will loom on the activity wall, after Notes
  • Microsoft Skype/Skype for business

  • You can configure which skype is used
  • It can automatically open when you click on a phone number
  • Office 365 groups

  • Shared workspaces for people to collaborate
  • It allows collaboration with Dynamics 365 and Office 365 users (who don’t Have Dynamics 365 licences)
  • You necessity an Exchange Mailbox for each user that will Use Office 365
  • SharePoint integration must exist enabled for Office 365 Group users to view documents
  • Office Delve uses Machine learning to search everyone data (but not data held in Dynamics 365)
  • Delve can exist shown in the Dynamics 365 as a dashboard
  • Delve dashboard cannot exist shown on Dynamics 365 on premise
  • Dynamics 365 Apps

  • Apps allow you to edit the site map to only parade sure entities, regardless of security role
  • Apps can exist enabled/disabled for one or more security roles
  • Each App has its own URL
  • The apps suffix will work in the url
  • Users can navigate to the app from the menu
  • Apps only work in the web client
  • Apps can modulise the UI and provide a filtered view
  • Apps is another solution enabled entity
  • Apps can used Dashboards, Forms and views and Charts and industry process functions
  • App validation warns users on missing dependencies during app creation
  • App has a sitemap designer, which can exist used by non-admin users
  • App Source allows you to find apps
  • Apps can add Site Map, Dashboards, industry process flows, entities (forms, views, charts)
  • Powerapps

  • PowerApps allow you to create no code apps
  • PowerApps can exist built from templates
  • PowerApps can hasten in a web browser or mobile device (IOS, Android, Windows phones/tablets.)
  • To Use PowerApps you necessity Office 365 or Dynamics 365 licence
  • You can access PowerApps from the app selector in Office 365
  • Powerapps is free of Office 365 and Dynamics 365 users
  • 2 Paid plans for PowerApps
  • Free PowerApps cannot Use the common Data Service
  • 1 paid procedure can Use the common data service
  • 2 paid procedure can model your data using common data service and enterprise grade admin
  • You can connect powerapps with 90 plus different services
  • You don’t write code but can Use excel relish formulas
  • You can link PowerApps with Flow
  • Outlook integration

  • Dynamics 365 for outlook is installed on a user’s computer
  • You can track emails, appointments, contacts and tasks
  • Dynamics 365 for outlook allows you to work offline
  • Dynamics 365 for outlook supports 32 and 64 bit
  • Dynamics 365 for outlook works with Windows 7, 7 SP1, 8, 8.1, 10
  • Dynamics 365 for outlook works with Windows server 2012 and 2012 R2
  • Deploying can exist done manually, command line, group policy, remote desktop, Microsoft System heart configuration manager
  • To track emails, the outlook email address must match the users email address in Dynamics 365
  • You can add multiple instances visible in Outlook
  • Only one instance can exist a syncing instance
  • Offline data is stored on a local Microsoft SQL server express database
  • The offline data filters controls what data is downloaded to the users computer
  • You cannot add novel bailiwick or custom bailiwick to the synchronisation settings
  • Dynamics 365 app for outlook
  • Dynamics 365 apps works online not on each users machine
  • You can track meetings and appointments not just emails
  • Dynamics 365 email templates can exist used in the Dynamics 365 app for outlook
  • Dynamics 365 doesn’t Have built in email functionality
  • Server side sync, integrates Exchange and Dynamics 365
  • Server side sync doesn’t necessity Outlook to exist running
  • Server side sync talks direction with exchange and Dynamics 365
  • Incoming — None, Microsoft Dynamics 365 for Office outlook, Server side sync or email router or forward mailbox
  • Outgoing none, Microsoft Dynamics 365 for Office outlook, Server side sync
  • Folder plane tracking will automatically track emails when they are moved to sure folders
  • You can link Exchange rules to sprint emails into folders and linked with Folder plane tracking
  • A limit of 25 rules/folders
  • You create folder tracking rules
  • Mobile Apps

  • Dynamics 365 for phones — uses the selfsame forms as web applications
  • Dynamics 365 for phones — CRM onlines 2015 updates 1, CRM 2016 on premises
  • Dynamics 365 for phones express — CRM 2013 on prem, on line
  • Dynamics 365 for tablets — CRM 2013 online and on premise
  • Mobile apps are free for licenced users
  • Go to a form and click a bailiwick to set if a bailiwick is visible on the phone
  • Forms are used for both web app and mobile
  • Entity metadata has a checkbox — enable for mobile
  • · Read only in mobile

    · Enable for mobile offline

  • 2 Security privilege restrict access Dynamics 365 for mobile and Dynamics 365 for phones express
  • Mobile security privileges are found in the industry management section
  • All custom entities can exist enabled for everyone mobile apps
  • Dynamics 365 for phones and tablets can execute entities read only
  • Some system entities cannot exist enabled
  • Tabs, sections and fields can exist hidden from Dynamics 365 for phones
  • You cannot screen components (fields, sections, tabs) for Dynamics 365 for tablets
  • You can screen components for Phones but not tablets
  • Multiple dashboards can exist enabled for Dynamics 365 for phones and Dynamics 365 for tablets
  • System or user dashboards can exist enabled for phones and tablets
  • There is a dashboard property called Enable for mobile
  • You can only enable offline sync in a production instance
  • You necessity 5+ professional licences or 1 enterprise license
  • You necessity to create mobile offline profile, which defines what data is taken offline
  • You can define data to exist download as My data, Teams data or industry units data
  • You necessity to add users to a mobile profile and publish it
  • You can pick to set Synchronization conflicts

  • Microsoft Dynamics CRM 2011 Released for On-Premises and Partner-Hosted Deployments | real questions and Pass4sure dumps

    REDMOND, Wash. — Feb. 16, 2011 — Microsoft Corp. (Nasdaq “MSFT”) today announced that Microsoft Dynamics CRM 2011 for on-premises and partner-hosted deployments has been completed and released for customer download. This release complements the latest version of Microsoft Dynamics CRM Online, which delivers Microsoft Dynamics CRM 2011 as an on-demand service from Microsoft’s datacenters and was launched into 40 markets and 41 languages in January. With a single multitenant code ground across cloud and on-premises deployment models, Microsoft Dynamics CRM 2011 delivers the Power of Productivity to sales, service and marketing organizations worldwide.

    Microsoft Dynamics CRM 2011 is now globally available and existing customers with active Microsoft Software Assurance agreements can access the novel version immediately via the Microsoft Download Center.

    In addition, Microsoft announced the novel release scaled to 150,000 concurrent users in a single instance while delivering sub-second response times, once again raising the bar for performance and scalability in the CRM industry. The novel benchmark results will exist minute in a Microsoft Dynamics CRM performance and scalability white paper that will exist delivered in the coming weeks.

    “The necessity to build deeper and more profitable relationships on a global scale remains a CIO top priority,” said notice Barrett, senior vice president, CRM, Avanade. “The combination of Avanade’s abysmal taste in solution development and Microsoft Dynamics CRM 2011 enables us to deliver comprehensive CRM capabilities to their clients through on-premises deployments as well as a software-as-a-service offering. Microsoft Dynamics CRM 2011 provides a platform for us to aid companies strengthen customer and confederate relationships, increase productivity, and collaborate across the organization.”

    Microsoft Dynamics CRM 2011 provides customers and partners with a wide ambit of benefits, including point-and-click configurability, enterprise scalability, and effortless interoperability to existing applications and databases. It delivers the Power of Productivity for users in organizations of everyone sizes through its focus on the following:

  • Familiar experiences through a next-generation indigenous Microsoft Outlook client, browser-based and mobile access, RoleTailored design, and advanced user personalization, improving user adoption and giving users effortless access to the information they necessity to exist successful.

  • Intelligent experiences through guided process dialogs, inline industry intelligence for performance and goal management, and real-time dashboards, providing the most up-to-date information captious to enabling sales, service and marketing professionals to conclude their jobs effectively.

  • Connected experiences through flexible cloud development, Windows Azure interoperability, contextual Microsoft SharePoint capabilities and the novel Microsoft Dynamics Marketplace, making it effortless for customers and partners to configure and customize Microsoft Dynamics CRM to meet specific industry needs.

  • “Microsoft Dynamics CRM 2011 brings a whole novel plane of productivity to sales, marketing and customer service departments,” said Terje Laugerud, CEO, CIBER International. “The focus on familiar, bright and connected experiences appeals to their customers and provides an example platform for CIBER to deliver innovative CRM solutions to customers in a ambit of industries.”

    Integrated within Microsoft Dynamics CRM 2011, the Microsoft Dynamics Marketplace is available today in 20 markets and currently offers more than 1,400 confederate offerings for solutions and services. This online catalog is an effortless way for partners to market and dole solutions to Microsoft Dynamics customers, whether online, on-premises or partner-hosted. The marketplace enables customers to quickly search, ascertain and apply industry-specific applications and solution extensions from Microsoft and its partners to aid them accelerate and extend their CRM and ERP implementations. Microsoft Dynamics Marketplace is available in Austria, Australia, Belgium, Brazil, Canada, Chile, Colombia, Denmark, Germany, France, India, Italy, Japan, Mexico, Netherlands, Portugal, Russia, Switzerland, the United Kingdom and the United States.

    More information about partners and customers deploying Microsoft Dynamics CRM 2011 can exist found at Those who want to succeed and engage with the Microsoft Dynamics CRM community can conclude so at @MSDynamicsCRM, #crm2011.

    About Microsoft Dynamics

    Microsoft Dynamics is a line of simple to learn and Use ERP and CRM solutions that work with your existing technology and scale as you grow to give you long-term value. By using software and online services that work the way people and organizations work, businesses are better able to execute informed decisions and adjust to rapid change. Microsoft Dynamics helps your people exist more productive and your investments in existing systems ultimate longer, while enabling your industry to derive the insights necessary to respond quickly and Have a competitive edge in an ever-changing world of business.

    About Microsoft

    Founded in 1975, Microsoft (Nasdaq “MSFT”) is the worldwide leader in software, services and solutions that aid people and businesses realize their full potential.

    Note to editors: For more information, tidings and perspectives from Microsoft, please visit the Microsoft tidings heart at Web links, telephone numbers and titles were rectify at time of publication, but may Have changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other commandeer contacts listed at

    Microsoft to deliver bright cloud from Norway datacenters

    Microsoft Cloud to accelerate digital transformation and innovation through a strategic partnership with Equinor and to the capitalize of organizations across Norway

    Top 10 Features of Microsoft Dynamics CRM 2011 | real questions and Pass4sure dumps

    Home   →   CRM   →   Top 10 Features of Microsoft Dynamics CRM 2011 Posted September 23, 2010 By Herman Mehling     Feedback

    Microsoft hopes its latest CRM offering can aid the software giant gain ground on

    The beta version of Microsoft Dynamics CRM 2011 released earlier this month has created quite a stir among beta testers and market-watchers, as it contains a number of colossal improvements. Those features comprise a next-generation indigenous Microsoft Outlook client, Microsoft Office contextual CRM Ribbon for Office navigation and user experience, role-tailored design, and user personalization.

    The novel software, designed for both cloud-based and on-premises deployments, is Microsoft's latest attempt to gain ground on CRM (customer relationship management) market leaders (NYSE: CRM), Oracle (NASDAQ: ORCL) and SAP (NYSE: SAP).

    Here's a list of the top 10 features of the beta release, which can exist found at

    1. novel industry Intelligence Functionality

    The novel real-time dashboards in Microsoft Dynamics CRM 2011 deliver advanced industry intelligence functionality that is simple to use.

    Users can quickly configure multiple dashboards to monitor industry performance, for example. The dashboards can exist set up for individual or shared use, and can comprise inline charts with drill-down intelligence to visually navigate data, identify trends and uncover novel insights.

    2. Tight Integration with Microsoft Office

    Microsoft Dynamics CRM 2011 introduces a novel Office 2010 contextual ribbon for Microsoft Dynamics CRM Online and Microsoft Dynamics CRM browser clients. The ribbon delivers a consistent, intimate navigation and user experience.

    The novel release enables CRM information to entangle full edge of indigenous Outlook functionality, including previews and conditional formatting. Users can highlight and flag CRM records, just relish they can with an Outlook email.

    The reading pane gives users an instant view of a record without having to open a novel screen.

    3. Advanced User Personalization

    Microsoft Dynamics CRM 2011 lets users configure their workplaces to meet their specific roles and information needs. Personalizing a workspace allows users to set the default pane and tab that parade when they open Microsoft Dynamics CRM Online.

    Users also Have control over what links loom in the workplace view, how many records loom in lists, how numbers and dates display, and the language they want to use. Finally, users can combine these personalized features with the novel dashboard feature to create a personalized dashboard for their default view.

    4. Integration with SharePoint and Microsoft Dynamics NAV

    The beta demonstrates Microsoft's covet to provide out-of-the-box integration with two key Microsoft products: SharePoint and Microsoft Dynamics NAV.

    Microsoft Dynamics CRM 2011 integrates with SharePoint Server's document management through contextual document repositories.

    CRM 2011 will also integrate with Microsoft Dynamics NAV 2009 R2, due for release in the next few months. Together, the two products will boost productivity by enhancing interaction between front and back office applications.

    5. Role-based Forms and Views

    Microsoft Dynamics CRM 2011 displays forms and views based on user roles. This role-tailored design ensures that users Have relish a glimmer access to the material information they need. Role-based forms and views also obviate users from seeing data that they are not authorized to view.

    6. Better Configuration Capabilities

    Microsoft has incorporated numerous small but significant features into Microsoft Dynamics CRM 2011 that execute it easier for businesses to configure solutions, either for themselves or third-parties.

    Key features are: custom activities and communications; field-level security; data auditing; tailored form experience; and an improved learning base.

    7. Customizing and Sharing

    Microsoft Dynamics CRM 2011 introduces what the vendor calls 'solutions,' which are ways to rescue customizations and share them with others. Users can create a solution or import a solution created by a developer outside the organization.

    A managed solution can only exist edited by a specific user. An unmanaged one can exist edited by any user with an commandeer role. A solution can Have version numbering, relationships with entities and other components, and security features based on user roles.

    8. Interactive Process Dialogs

    Dialogs aid companies to collect and process information using step-by-step scripts. At the most basic level, companies can Use dialogs to sheperd customer interactions and internal processes. At another level, dialogs can exist used to increase performance and versatility by incorporating workflow logic. This logic invokes automated tasks using the responses a customer or user makes during a dialog script.

    9. Microsoft Dynamics Marketplace

    Microsoft Dynamics Marketplace is an online solutions catalog that helps developers accelerate and extend their Microsoft Dynamics CRM Online implementations. The marketplace is fully integrated with Microsoft Dynamics CRM 2011.

    Customers will exist able to access Microsoft Dynamics Marketplace from within Microsoft Dynamics CRM to search and download applications and connect with Microsoft partners. For more information, visit

    10. Cloud development and Deployment

    Microsoft Dynamics CRM 2011 allows developers to entangle edge of Windows Azure to develop and deploy custom code for Microsoft Dynamics CRM Online using tools such as Visual Studio. Developers can Use Microsoft .NET Framework 4.0 to incorporate Microsoft Silverlight, Windows Communication Foundation, and .NET Language Integrated Query (LINQ) into their cloud solutions.

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