Microsoft Dynamics 365 Administration: Customer Engagement Apps

Learn about managing Microsoft Dynamics 365 Customer Engagement apps for your organization.

Introduction

• Manage Dynamics 365 Customer Engagement (CE) apps
• What you need for this course

1. Get Started with Dynamics 365 Administration

• Dynamics 365 CE terminology
• The work of a Dynamics 365 administrator
• Use the Office 365 admin centers

2. Manage Licenses, Subscriptions, and User Accounts

• Purchase licenses
• Add licenses to users
• Create and edit users in Office 365
• Reset a user account password
• Assign an admin role to a user
• Manage licenses

3. Manage Security

• Security roles: The basics
• View your profile and security role
• Assign a security role to a user
• Create or edit a security role
• Manage users in sales territories

4. Manage Instances

• Dynamics instances: The basics
• Plan a new instance
• Purchase an instance
• Configure an instance
• Backup instances
• Reset a Sandbox instance
• Delete an instance

5. Administer the Organization

• Business units and sites: The basics
• Create and edit a business unit
• Change the business unit for a user or equipment
• Create a physical site
• Delete a business unit

6. Audit and Monitor Storage

• Start or stop auditing
• View audit logs
• Monitor storage usage
• Manage storage space
• Gain storage space

Conclusion

• Next steps