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  • CRM Administration

CRM Administration

  • Microsoft Dynamics 365 for Outlook hardware requirements

    Minimum recommended hardware requirements when you run Microsoft Dynamics 365 for Outlook in either online only or go offline enabled modes.

  • Microsoft Dynamics 365 (online) requirements

    Requirements for access to Dynamics 365 data

  • Plan for deployment and administration

    How to ensure you Dynamics 365 (online) deployment will go more smoothly.

  • Supported web browsers and mobile devices

    Users can access the Dynamics 365 Web application with the most recent versions of these popular browsers

  • Web application requirements

    List of the hardware and software requirements for the Dynamics 365 (on-premises) and Dynamics 365 (online) web and mobile device client applications.

  • Manage email notifications to admins

    As an administrator, you can set up mailbox rules to automatically redirect email communications from Dynamics 365 online to recipients of your choice

  • Purchase and assign Dynamics 365 (online) licenses

    Selecting the edition that meets the needs of your large or small business, now and down the road.

  • Manage licenses

    When you purchase a subscription to Dynamics 365 (online), you receive a set of licenses to assign to users.

  • Manage user account synchronization

    Because of provisioned user identities, there are multiple options for managing user synchronization between your online and on-premises environments.

  • Grant users access

    To have users up and running in Dynamics 365 (online), you complete some administrative tasks in the Office 365 Admin Center.

  • Reset a user's password

    Step-by-step instructions on how to reset user passwords.

  • Restrict access with trusted IP rules

    As an administrator, you can limit access to Dynamics 365 (online) to users with trusted IP addresses to reduce unauthorized access.

  • Invite users with Azure Active Directory B2B collaboration

    How to invite other users to access your Dynamics 365 (online) instance.

  • administer without a license

    Office 365 Global administrators and Office 365 Service administrators who do not have a Dynamics 365 (online) license are granted the following two levels

  • Cancel your subscription

    Information needed before you cancel your subscription.

  • Use the service admin role to manage your tenant

    To help you administer Dynamics 365 (online), you can assign users to manage Dynamics 365 at the tenant level.

  • Add a Partner of Record (POR) to your subscription

    Choose a designated Microsoft partner who can provide the sales and technical expertise you need to help set up and administer your CRM instance.

  • For partners -- Get the credit when your customers subscribe

    As a Dynamics 365 partner, you can help your customer sign up for a Microsoft Dynamics 365 subscription.

  • For partners: the Delegated Administrator

    Admins for Dynamics 365 (online) can use their Office 365 global administrator role to create/edit users, reset user passwords, manage user licenses, etc

  • Security concepts

    You use the security model in Dynamics 365 to protect the data integrity and privacy in a Dynamics 365 organization.

  • Security roles and privileges

    To control data access, you must set up an organizational structure that both protects sensitive data and enables collaboration.

  • Copying a security role

    You can save time by copying a security role instead of creating one

  • Create an administrative user and prevent elevation of security role privilege

    The copy security role method is a quick and easy way to create a new security role based on an existing set of privileges.

  • Assign security roles to a form to more finely control access

    Control form and field access by assigning different security roles to different forms you create.

  • User session and access management

    New for Customer Engagement in Dynamics 365 (online), version 9.0, you can use new security enhancements to better secure the Dynamics 365 (online) applica

  • Field level security to control access

    Use field level security to control access to specific fields

  • Set up security permissions for a field

    You can restrict access to a field by creating a field security profile

  • Enable or disable security for a field to control access

    Field-level security lets you set which fields users can see or edit.

  • Hierarchy security to control access

    The hierarchy security model is an extension to the existing Dynamics 365 security models that use business units, security roles, sharing, and teams.

  • Create users in Dynamics 365 (online) and assign security roles

    You use the Office 365 Admin Center to create user accounts for every user who needs access to Dynamics 365 (online).

  • Manage teams

    Teams provide an easy way to share business objects and let you collaborate with other people across business units.

  • Create a team template to control access rights

    A team template can be used for the entities that are enabled for automatically created access teams.

  • Add teams or users to a field security profile to control access

    You can use a field security profile to manage the permission of users and teams to read, create, or write in secured fields.

  • Synchronize user information with Active Directory

    By default, customers who purchase Dynamics 365 and deploy it on-premises use Windows Authentication.

  • Create or edit a business unit to control access to records

    Use business units together with security roles to control data access so people see just the information they need to do their jobs.

  • Add or remove territory members

    To accommodate changes in sales territories or the representatives that are assigned to each territory, you can add or remove territory members in Dynamics

  • Troubleshooting: User needs read-write access

    Steps to be taken by Dynamics 365 administrator to grants porper permissions.

  • Customize regional options

    You can customize how numbers, currencies, times, and dates appear to everyone in your organization.

  • Manage transactions with multiple currencies

    Add the currencies that are most appropriate for your current and future business needs.

  • Regional and language options for your organization

    Enable languages in your organization to display the user interface and Help in a language that’s different from the base language.

  • Work with fiscal year settings

    You can set the fiscal year period, and how it’s displayed, for your organization.

  • Set privacy preferences for an organization

    Manage users’ data privacy and let users know how their privacy is protected by displaying your organization’s own privacy statement.

  • Set up sales territories

    Improve sales potential and revenues by creating territories for customer and market segments in Dynamics 365.

  • auto-numbering prefixes

    Contracts, cases, articles, quotes, orders, invoices, marketing campaigns, categories, and knowledge articles are automatically numbered by Dynamics 365.

  • Define subjects to categorize cases, products, and articles

    Dynamics 365 includes a subject organizational structure that lets you categorize service cases, knowledge base articles, products, and sales literature.

  • Create or edit business units to improve security and control

    You might want to create business units to improve security and control.

  • Delete a business unit

    You can delete a business unit to completely remove it from Dynamics 365.

  • Assign a business unit a different parent business

    You can assign a different parent business to a business unit to accommodate changes in your business requirements.

  • Create or edit a site to specify location

    You can create a new site to add an office location or other facility where service operations take place.

  • Add resources to a site

    After you create a site, you can add resources such as users, equipment, or facilities to it.

  • Enhanced service level agreements

    Service level agreements (SLAs) are a formalized method to help organizations meet service levels when they provide customer service and support.

  • Configure Relevance Search

    Configuring Relevance Search improves search results and performance

  • Manage product catalog configuration

    As an administrator, you will be responsible for configuring and migrating the product catalog configuration data.

  • Verify network capacity and throughput for clients

    Bandwidth and latency are two of the primary characteristics of a network that affect the performance of Dynamics 365 clients.

  • Key preparation and configuration tasks

    This article describes common configuration settings and tasks that can help you keep your organization optimized so that you can focus on what’s important

  • Analyze and improve data query performance

    You can analyze and optimize query performance using the Data Performance view, which provides an aggregated list of entities with long-running queries.

  • Add or remove sample data

    This article gives you the steps involved in adding or removing sample data.

  • Import data

    Importing data is often the first important task that you need to perform after you have installed Dynamics 365 Customer Engagement.

  • Download a template for data import

    Use templates for importing many types of records- so you can keep track of all your customer information.

  • Preview feature: Import bulk data with the Data Loader

    Use the Data Loader service for Dynamics 365 (online) so you don't have to write custom code to import bulk data.

  • Detect duplicate data

    To determine whether a record is a potential duplicate, Dynamics 365 uses duplicate detection rules.

  • Set up duplicate detection rules

    To maintain the integrity of your data, it’s a good idea to have rules in place to reduce duplicate records in the system.

  • Turn duplicate detection rules on or off

    Remember that after you create duplicate detection rules, you need to turn them on.

  • Bulk Duplicate detection

    Check for duplicates regularly to make sure that users don’t inadvertently create duplicate contacts, accounts, leads, or other types of records.

  • Bulk deletion

    Use the bulk deletion feature to delete data you longer need.

  • View and take action on bulk deletion jobs

    You can view the status of, pause, postpone, and resume a system job that you created using Bulk Record Deletion.

  • Monitor and manage system jobs

    Several Dynamics 365 features use system jobs to perform tasks automatically running independently or in the backgroungd

  • Audit data and user activity

    The Dynamics 365 auditing feature logs changes that are made to customer records and user access so you can review the activity later

  • Data encryption

    Encrypting your data enhances security.

  • Remove user personal data

    Once the user record is deleted from Active Directory, Dynamics 365 system admins can remove the user's personal data from all instances.

  • Manage storage

    You can manage your organization’s data storage capacity in connection with your subscription to Dynamics 365 (online)

  • Free storage space

    This article gives 10 different ways to reduce the amount of storage space used by removing or deleting different types of information from Dynamics 365.

  • Fixing Add License Wizard and Add Storage Wizard errors

    How to fix Add License Wizard and Add Storage Wizard errors.

  • Enable change tracking to control data synchronization

    You can export or retrieve a selected set of Dynamics 365 data, and then keep the external data warehouse in sync.

  • Replicate data to Azure SQL Database

    This article goes through the prerequisites, services, credentials, privileges required for using the Data export Service.

  • What's new with the Data Export Service?

    This article lists the new features that are available for the Data Export Service.

  • Move configuration data

    The Configuration Migration tool enables you to move configuration data across Dynamics 365 instances and organizations.

  • Download a template for data import

    You'll want to import the data into Dynamics 365 so you can keep track of all your customer information in one place.

  • Create a schema to export configuration data

    The Configuration Migration tool lets you build a schema to describe your export data.

  • Configure date settings for demo data

    Use the information below to automatically keep your demo environment data current.

  • Modify a configuration data schema

    Enhance the data configuration data export process by modifying an existing schema file.

  • Import configuration data

    After exporting your configuration data from the source Dynamics 365 instance, you are now ready to import it to the target Dynamics 365 instance.

  • Create templates for articles

    Article templates help you create new articles for your organization's knowledge base library.

  • Create templates for email

    Save time when creating multiple email messages by making email templates.

  • Work with mail merge templates

    You can use mail merge templates with Office Word to create customer-ready letters, faxes, e-mail messages, and quotes.

  • Create or edit a campaign template using in-app marketing (Sales)

    Save time when creating multiple campaigns by creating a campaign template.

  • Set up entitlements quickly with templates (Customer Service)

    Quickly create other entitlements prefilled with the basic information like the start and end date, service level agreement (SLA), allocation type.

  • Analyze and share your data with Excel templates

    Excel provides powerful ways to analyze and present your Dynamics 365 data.

  • Use Word templates to create standardized documents

    After you create and import Office Word templates into Dynamics 365, with one click users can generate standardized documents.

  • Create a signature for your email or for a queue

    Use an email signature in Dynamics 365 Customer Engagement to save time and be consistent in your responses.

  • Integrate (synchronize) your email system

    One of the main reasons people use Dynamics 365 is to store customer communications in one place.

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