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Deployment for Customer Engagement in Microsoft Dynamics 365 - 81071 Course Outline

 (1 day)
Version 365

Special Note to New Hampshire Residents
This course has not yet been approved by the State's Department of Education. Please contact us to get an update as to when the class should be available in New Hampshire.

This Digital Learning course focuses on the skills needed to plan, design, and deploy customer engagement in Microsoft Dynamics 365. The course will walk you through minimum requirements and licensing details, deploying and working with Microsoft Dynamics 365 subscription and instances all over the world, best practices regarding Microsoft Dynamics 365 updates, details regarding new and exciting capabilities regarding Microsoft Dynamics 365 Apps and PowerApps, as well as all you need to know regarding the new and improved Dynamics 365 App for Outlook, and Mobile clients.

Additional Course Resources are available for this course.
This course helps prepare you for exam MB2-715.
This course helps prepare you for assessment Microsoft Dynamics customer engagement Online Deployment.

Course Outline

Getting Started with Microsoft Dynamics 365
This module provides a high-level overview of the supporting technologies and describes the components of a Microsoft Dynamics 365:
Overview of Microsoft Dynamics 365
Accessing Microsoft Dynamics 365
Planning a Deployment
Import Data

Manage Microsoft Dynamics 365 Subscriptions
This module focuses administrating and managing Microsoft Dynamics 365. It also discusses the required components and Server requirements:
Signing-up for a Subscription
Managing users
Microsoft Online Services Administration

Manage Microsoft Dynamics 365 Instances
This module describes Instance management. The documentation is unclear but you need 3 instance to properly backup and restore D365, even if you do not take this class, buy three instance of Microsoft Dynamics 365:
Overview of Instances
Administration Mode
Working with Tenants
Managing storage
Managing administrative email notifications

Managing Microsoft Dynamics 365 Upgrades
This module explains how you can manage upgrades. If you have multiple instance you can choose the upgrade level. This is important with a continuous delivery, continuous upgrade product like D365:
Update Policy
Customer Driven Upgrade Process

Integration with other Microsoft Online Business Solutions
This module examines the planning considerations for enhancing D365 with apps:
Integration with other Microsoft Online Business Solutions
Microsoft Exchange Online
Microsoft SharePoint Online
Microsoft OneDrive
Microsoft OneNote
Microsoft Social Engagement
Yammer, Office 365 Groups

Managing Microsoft Dynamics 365 Apps
This module describes how to manage the Microsoft Apps and Apps from the AppsSource store:
Introduction to My Apps
App Management
Getting more apps from AppSource
Overview of PowerApps

Microsoft Dynamics 365 integration with Microsoft
This module describes the installation requirements for the Microsoft Dynamics 365for Outlook client and how to install and configure the client:
Overview of CRM for Outlook
Configure CRM for Outlook
Field Synchronization Management
CRM App for Outlook

Configure and Manage Mobile Devices
This module describes how to configure a Microsoft Dynamics for cell phones, tablets, and laptops:
Mobile Device Apps
Exploring Mobile Only Configuration
Configure entities for mobile apps

Managing, Maintain and Troubleshoot your D365 Deployment
This module provides you with knowledge how to maintaining performance, troubleshoot, and updating Microsoft Dynamics 365:
Maintaining Performance
Trobleshooting Issues
Keeping your D365 up to date

View outline in Word


Attend hands-on, instructor-led Deployment for Customer Engagement in Microsoft Dynamics 365 - 81071 training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of CRM Courses and select the one that's right for you.

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Fee:  $595

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