CRM Administration

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

Requirements for access to Dynamics 365 data

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

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

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

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

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

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

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

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

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

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

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

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

Information needed before you cancel your subscription.

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

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

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

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

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

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

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

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

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

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

Use field level security to control access to specific fields

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Configuring Relevance Search improves search results and performance

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Encrypting your data enhances security.

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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