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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 denomination : Microsoft Dynamics CRM Online Deployment
Vendor denomination : Microsoft
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Microsoft Microsoft Dynamics CRM Online

DXC Acquires Microsoft Dynamics 365, SAP associate | existent Questions and Pass4sure dumps

DXC technology is acquiring the provider enterprise of EG A/S, which focuses especially on Microsoft Dynamics 365, with some extra SAP and Infor M3 abilities. The received enterprise will tuck into the DXC Eclipse unit. fiscal terms were not disclosed.

DXC CEO Mike Lawrie

EG’s carrier enterprise, primarily based in Copenhagen, Denmark, has roughly 570 personnel throughout the Nordic place, including Denmark, Norway, Sweden, and Poland, DXC indicated. EG’s ERP and CRM focus includes roughly four,000 mid-market and enterprise customers.

against this, DXC’s Eclipse company is a Microsoft Gold associate supplying Microsoft Dynamics 365, ERP, CRM, enterprise process, analytics, and collaboration options. The division, which has assisted roughly 1,seven hundred customers, has wide attain across the Pacific (Australia, New Zealand and Fiji) and in North the us (U.S. and Canada).

Describing the deal, DXC CEO Mike Lawrie said:

“The admixture of EG with DXC Eclipse will extend DXC’s leadership as a Microsoft Dynamics 365 programs integrator, greatly improving their capability to address customer wants within the Nordic location and globally. This additionally represents a significant funding for DXC within the Nordics, which is identified as one of the vital digitally capable areas in the world.”

DXC applied sciences: acquiring ServiceNow, Salesforce and Digital partners

this is the latest in a turning out to be record of DXC technologies acquisitions. prior offers include:

Microsoft Dynamics companion Acquisitions

meanwhile, M&A endeavor involving Microsoft Dynamics companions has been regular. illustration offers consist of:

identical M&A undertaking has took Place in rival ERP and CRM ecosystems — including the Oracle, Salesforce and SAP companion networks.

issues with Microsoft Dynamics 365 patches | existent Questions and Pass4sure dumps

“when you forward to the halt of your rope, tie a knot and hang on.” — Franklin D. Roosevelt

We had problems importing options in a sandbox instances for Microsoft Dynamics 365. It become as a result of discrete circumstances having discrete versions of Microsoft Dynamics 365. this article appears on the potential complications of patches.


we now Have been upgrading customisations to beget them Microsoft Dynamics 365 edition 10 compliant and removing the customisations which can be depreciated in Microsoft Dynamics 365 version 9.

which you could ascertain a listing of the crucial adjustments and what’s depreciated here: started/whats-new/consumer-engagement/important-adjustments-coming

There will also be confusion about what you requisite to supplant with new models. Microsoft helps the remaining 2 releases: Microsoft Dynamics 365 version eight and Microsoft Dynamics 365 version 9. Customisations are depreciated in Microsoft Dynamics 365 edition 9; they are going to silent travail in the existing version, nevertheless it skill that you could’t utilize them in Microsoft Dynamics 365 version 10.

An instance if the customer api is depreciated

Xrm.web page

Now deserve to come by the FormContext


so before you could possibly Have accomplished this

var firstName =“hosk”).getValue();

now you deserve to execute this

var formContext = executionContext.getFormContext();

var firstName = formContext.getAttribute(“hosk”).getValue();

You could beget the change now however you simplest should beget this change if you are the usage of Microsoft Dynamics 365 version 10.


The Capgemini Dynamics crew advocate customisations in source manage, this enables us to create options and set up them into new environments (we will create an environment and install complete customisations with a click of a button). they will behold the changes in Microsoft Dynamics 365 customisations.

We compare the xml changes of forms, views, JavaScript and complete customisations. This week they observed in the ultimate patch Microsoft added a brand new section and JavaScript to the contact entity.

This raised here questions:

1. may silent this change occur in a patch free up?

2. With Microsoft’s new direction of making complete customisations as options, wouldn’t this functionality be not obligatory?

3. What performance could Icebreakers be? Would Microsoft indicate Icebreakers otherwise you shop them for each contact?

4. Patches don't seem to be intended to spoil functionality


a new section brought to the kindly which could muddle testers and users, but it surely breaks the deployment because it added a dependency to new interior admit introduced.

We obtained an mistake about missing dependency to “Icebreaker ” admit and msdyn_talkingpointsloader.js web resource birthright through deployment trying out on a divide tenant. The sandbox cases Have been upgraded with the latest patch, whereas extracting the latest changes, the locality alterations with some web substances and controls, including dependency to “Icebreaker” answer.

Dev illustration is edition look at various instance is version

Between– (DB edition) this admit and dependency became delivered, making it tricky to utilize multiple tenants because Microsoft controls when patches are do in. you could come by into a circumstance where some of your circumstances Have had a patch applied at the selfsame time as you are waiting for Microsoft to result patches for others.

when they do code into source manage and consist of Microsoft’s changes, they then can not installation these options into the situations which haven't had the patch applied.

here is the Unhandled Exception:

gadget.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: The motion became failed after 0 times of retry. InnerException is: admit parade import: FAILURE — -> admit indicate up import: FAILURE — -> Microsoft.Crm.CrmException: here admit can not be imported: feature_Customisations. Some dependencies are lacking. The lacking dependencies are : <MissingDependencies><MissingDependency><Required key=”1510" category=”66" schemaName=”MscrmControls.TalkingPointsControl.TalkingPoints” displayName=”MscrmControls.TalkingPointsControl.TalkingPoints” answer=”Icebreakers (” /><stylish key=”a hundred twenty five" category=”60" displayName=”Contact” parentDisplayName=”grownup” identity=”1fed44d1-ae68–4a41-bd2b-f13acac4acfa” /></MissingDependency><MissingDependency><Required key=”1536" class=”sixty one" schemaName=”msdyn_talkingpointsloader.js” displayName=”msdyn_talkingpointsloader.js” answer=”Icebreakers (” /><based key=”125" type=”60" displayName=”Contact” parentDisplayName=”grownup” id=”1fed44d1-ae68–4a41-bd2b-f13acac4acfa” /></MissingDependency></MissingDependencies> solutions

You best Have just a few days’ observe and you Have got no potential to manipulate when patches are utilized. Some Dynamics situations had been on one version and the others cases expecting the patch to be applied. this can create options that may’t be imported into some of your circumstances. You must monitor when patches might be applied and examine if complete your circumstances Have had the patch applied.

The documentation surrounding patches is sparse and there will also be massive changes. there is a risk of a patch breaking customisations in production — with a diminutive time to test, how execute you mitigate this issue? If Microsoft gave an in depth list of the changes it might assist to possibility check the patch.

after I labored on projects the usage of Microsoft Dynamics CRM on premise, the premiere result turned into to in no course Take the newest patch but set up the patch earlier than that. this style you may buffer your self from Microsoft breaking Microsoft Dynamics. I wrote a blog post on it should you sustain with Microsoft Dynamics CRM unlock cycle?

Microsoft may do in compel the newest patch to be a beta edition and beget it operational or flood to a month-to-month free up time table.

during the past when patches broke construction, the notorious patch of Microsoft Dynamics CRM 2011 patch 12 — where Microsoft modified how JavaScript labored and broke many cases. I focus on it CRM 2011 — things learnt when reviewing Javascript code on figure loads


most of the instances patches forward and go, repair bugs and nobody notices. It’s decent that Microsoft continuously fixes bugs — that advantages its users. If Microsoft might enhance its documentation, supply more warning and beget huge changes in additional massive patch numbers this would unravel most of the complications. this is the on-line service world they reside in and it’s a more wonderful approach to life.

New points of CRM that has Revolutionized Microsoft Dynamics 365 | existent Questions and Pass4sure dumps

After Microsoft Dynamics has been launched formally, each person is having eyes on his new elements. possibly, there are lots of new facets delivered of CRM for Microsoft Dynamics 365. lots of them can be found for each on-premises and on-line as well. These completely integrated tackle are advantageous for marketing, operations and revenue to accelerate the productivity of your enterprise. during this weblog publish, we're going to talk about the desirable 10 new aspects of CRM for Microsoft Dynamics 365.

1. Outlook client

besides the fact that children, the integration involving the Outlook client and the Dynamics CRM Have always inflexible, Dynamics 365 Have taken such integration to a different degree. With this, working has become greater efficacious as you don’t must tune your emails, initiatives, appointments and not even Have to leave your inbox. Dynamics 365 without difficulty sustains Outlook for its net utility, home windows, and Mac together with the iPhone aid coming soon.

2. Editable Grids

This characteristic makes it viable for modifying record easier and quicker than ever. edible Grid presents prosperous inline modifying for sub-grids and the leading views. additionally, it comprises dragging columns, grouping and JavaScript and extra. also, it helps, editing of in-grid list on the sub-grid or entity degree, mobile clients, keyboard navigation, filtering, net customers, filtering and greater.

3. Relationship Insights

the brand new relationship Insights “Assistant” tracks can be found on any device and that can be constructive for effortless interplay and communique with customers. as soon as when an helper collects complete facts from the communications, it reveals alternatives, manages your emails, and guides you together with your each day travail whereas making a altenative on actionable messages. Being an assistant, it analyzes your interactions and communications, creating a sequence of motion vehicles that presents personalized controls, links and counsel. aside from this, this duty also drives email rendezvous and presents content material option templates together with assistance in line with the reply charges in addition to historical open fees.

four. Relevance Search Enabled device

here is an excellent search device that offers you with speedy consequences from different entities by course of the capacity of relevance. perhaps, here is a lots more suitable new device used to ascertain appropriate for any kindly of phrases or keyword in any device enabled to Relevance Search. With the filter and aspect assist, it becomes easier to come by the hunt outcomes without a filtering the quest terms time and again. the hunt outcomes you'll come by consist of suits of associated observe varieties automatically. additionally, this characteristic gets rid of the requirement of using wildcards.

5. site Map clothier/software Module

These terms are the carrier of deploying and packaging views, dashboards, kinds, entities, and stream, of a industry system. With the accessibility to granular stage provided, users can most efficacious view positive kind, view or web site map that you've got introduced in each and every App Module you Have made. App Module additionally gives you a random to create advanced targeted purposes by using the performance of drag and drop.

6. visual technique designer/ BPF style designer

here's also a drag and drop designer obtainable in Microsoft Dynamics 365. visible system style designer can simply create guidelines and flows you want, as its capabilities encompass, an capability to muster up workflows, timers and recommendation bubbles. This characteristic helps in creating assignment flows, enterprise guidelines, and process flows of a business. The visual system clothier helps in preserving branches and levels of a technique and setting guidelines for the fashion flows.

7. getting to know Paths

This device has dazzling authoring capabilities for making customized assist practices for the end-users. additionally, this characteristic can also be personalized, relying on the job features, or departments of the users. additionally, it can be localized in a wide ambit of languages. The which means of personalized aid is that clients can travail simply at their personal consolation and study new industry methods and lines, beget acquainted themselves with them.

eight. energy company Intelligence

As organizations are searching for the better the course to beget confiscate selections regarding any sides of the each day operations, company Intelligence has develop into a crucial tool. Microsoft punch BI has become a leader birthright here. Being an more suitable function, you can embed complete dashboards in stories and strengthen them or can add titles to dashboards and create a true-time and interactive visualization.


With every new liberate, Microsoft comes with some wonderful and efficacious facets in MSD 365. possibly, Microsoft Dynamics 365 CRM at complete times tries to bring consumer rendezvous and a seamless customer adventure via a immaculate service based mostly sales strategy.

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Microsoft Dynamics CRM Online Deployment

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Dynamics 365 online deployment — MB2–715 study notes | existent 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 new features travail and come by 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 be tested on and read the certification criteria:

Microsoft Dynamics 365 customer rendezvous 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 embrace parts of the Dynamics 365 you don’t Have experience with. This article explains why you might not Have experience with positive areas of Dynamics 365.

    Certification process

    I Have been getting Dynamics certificates since Microsoft Dynamics CRM 4 and I utilize 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 beget study notes. I believe in active reading/watching; otherwise I can’t parade if the information is sinking in or bouncing off.

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

    · I beget 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 do 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 be do in Administration Mode and System Administrator and System Customizer role can mark in to the instance
  • While Copying instance, target instance can be a Sandbox or Preview instance; not a Production instance.
  • When an instance is copied, target instance will be deleted and replaced with copy Source instances data, customizations.
  • Global administrator can copy complete 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 new records can be created. Here then data needs to be removed and/ or additional storage needs to be purchased
  • Full Copy includes complete 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 execute not weigh 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 execute not consume any of the storage quota purchased for Production and Sandbox instances.
  • A tenant can embrace 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 solitary customer tenant will be set up in the geography where they initially signed up for their account. Storage consumption is totalled and tracked across complete the instances attached to a customer tenant.
  • You can set up divide security groups for complete instances.
  • A licensed Dynamics 365 (online) user can potentially access complete 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 be added only to “paid” subscriptions — not trials or Internal utilize Rights (IUR). If you purchased your Dynamics 365 (online) subscription through Volume Licensing, you must retrograde through your great Account Reseller (LAR) to purchase the additional instance.
  • You can’t merge existing trials or subscriptions onto an additional instance; instead, you will requisite to Move your data and customizations.
  • User accounts, identities, security groups, subscriptions, licenses, and storage cannot be shared among tenants. complete tenants can Have multiple instances associated with each specific tenant. Dynamics 365 data is not shared across instances or tenants.
  • Your instance will not be updated unless you approve it. This means your organization will retrograde without the latest features and functionality until you explicitly give approval for the update to happen. advocate in mind, they execute Have an update policy that will beget some updates mandatory, with no approval required.
  • At any given point a customer must be 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 Take the available CRM Online 2016 Update 1 (n-1), then you would requisite to Take December 2016 update for Dynamics 365 (online) (n) as a mandatory update.
  • Twice per Year new 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 beget 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 sojourn 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 be used for programmatic access
  • Non-interactive users don’t consume a licence
  • Global Administrator — access office 365 admin centre
  • Administrative roles don’t utilize licences
  • Administrative roles can’t behold 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 allot other admin roles
  • You can allot 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 be updated
  • Enterprise is aimed at customers with more than 250 users
  • Enterprise can embrace operations and finance
  • Enterprise has dual rights which means you come by 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 rendezvous plan, giving access to complete of the rendezvous apps is $115 per user per month
  • The Dynamics 365 course license, giving total access to complete of customer rendezvous and operations is currently $210. Whilst the Unified Operations course is $190.
  • Business edition, full users are $40 per utilize 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 rendezvous course subscription, per tenant, shared across complete Customer rendezvous Application
  • Each portal may only be associated with one instance
  • Instances

  • Tenant — an account created in Microsoft Online services
  • One tenant > many instances
  • Each instance is deployed to a divide SQL database
  • Different instances can be 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 evolution 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 be reset
  • When an instance is reset, it’s deleted and created as a new instance
  • Sandbox instance can be 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 complete instances
  • A full copy, Copies an instance copies Data, users and customisations
  • Minimal copy only copies users and customisations
  • When copying reckon how much data you Have available and cost
  • You might not want developer users to behold 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 embrace 50 production instances and 75 non-production instances
  • Each tenant is bound to the selfsame region
  • You can claim Microsoft to create instances in different regions
  • You can only copy between instances in the selfsame region
  • You can Have multiple tenants, you cannot partake anything between tenants
  • Each tenant is linked to a divide active directory
  • You can enable Admin mode (Administrative Access) and only users with Administrator or System customizer security roles can mark 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 complete instances
  • If storage capacity is reached, new records cannot be created
  • Storage is connected to a subscription not an instance
  • You come by 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 new subscription will provide 10Gb of storage, a free sandbox instance, free portal
  • an additional 5Gb will be granted for each 20 full licenses purchased
  • You can behold 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 rendezvous subscription will provide 10Gb of storage. Then an additional 5Gb of storage is automatically added for every 20 full users. (Team member licenses execute not contribute to this increase.)
  • The amount of extra “free” storage is capped at 30Gb.
  • Additional storage can be 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 be mandatory if you skip one
  • Patches will be released between major releases
  • Update emails are sent prior, during and after the update
  • Updates requisite to approved for each instance
  • Your instance won’t be updated without your approval. Unless the update is mandatory where it will be updated without approval (e.g. you must Take 1 update per year)
  • You must be a Dynamics 365 System administrator to approve 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 be available
  • Four stages of an update
  • · Queue (Not Started)

    · Backup

    · Restore

    · Database Upgrade


  • You come by notifications for
  • · Service outages

    · 80% storage limit reached

    · Potential upgrades

    SharePoint — Document management

  • SharePoint can store documents outside of Dynamics 365 and is a course 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 partake documents on OneDrive to provide a more private fashion of sharing, instead of the public SharePoint
  • You requisite SharePoint integration for OneDrive to work
  • You must be 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 assorted 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 be enabled
  • You enable OneNote integration at an entity level
  • For enabled entities OneNote notebook will parade 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 requisite an Exchange Mailbox for each user that will utilize Office 365
  • SharePoint integration must be enabled for Office 365 Group users to view documents
  • Office Delve uses Machine learning to search complete data (but not data held in Dynamics 365)
  • Delve can be shown in the Dynamics 365 as a dashboard
  • Delve dashboard cannot be shown on Dynamics 365 on premise
  • Dynamics 365 Apps

  • Apps allow you to edit the site map to only indicate positive entities, regardless of security role
  • Apps can be enabled/disabled for one or more security roles
  • Each App has its own URL
  • The apps suffix will travail in the url
  • Users can navigate to the app from the menu
  • Apps only travail 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 be 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 be built from templates
  • PowerApps can flee in a web browser or mobile device (IOS, Android, Windows phones/tablets.)
  • To utilize PowerApps you requisite 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 utilize the common Data Service
  • 1 paid course can utilize the common data service
  • 2 paid course 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 utilize outstrip like 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 travail 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 be done manually, command line, group policy, remote desktop, Microsoft System center 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 be 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 new realm or custom realm 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 be 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 requisite Outlook to be 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 flush tracking will automatically track emails when they are moved to positive folders
  • You can link Exchange rules to Move emails into folders and linked with Folder flush 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 figure and click a realm to set if a realm 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 be enabled for complete mobile apps
  • Dynamics 365 for phones and tablets can beget entities read only
  • Some system entities cannot be enabled
  • Tabs, sections and fields can be hidden from Dynamics 365 for phones
  • You cannot mask components (fields, sections, tabs) for Dynamics 365 for tablets
  • You can mask components for Phones but not tablets
  • Multiple dashboards can be enabled for Dynamics 365 for phones and Dynamics 365 for tablets
  • System or user dashboards can be 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 requisite 5+ professional licences or 1 enterprise license
  • You requisite to create mobile offline profile, which defines what data is taken offline
  • You can define data to be download as My data, Teams data or industry units data
  • You requisite to add users to a mobile profile and publish it
  • You can select to set Synchronization conflicts

  • Microsoft Dynamics CRM 2011 Released for On-Premises and Partner-Hosted Deployments | existent 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 solitary 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 new version immediately via the Microsoft Download Center.

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

    “The requisite to build deeper and more profitable relationships on a global scale remains a CIO top priority,” said sequel Barrett, senior vice president, CRM, Avanade. “The combination of Avanade’s deep experience in solution evolution 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 partner relationships, enlarge 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 complete sizes through its focus on the following:

  • Familiar experiences through a next-generation endemic 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 requisite to be 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 critical to enabling sales, service and marketing professionals to execute their jobs effectively.

  • Connected experiences through springy cloud development, Windows Azure interoperability, contextual Microsoft SharePoint capabilities and the new 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 new flush of productivity to sales, marketing and customer service departments,” said Terje Laugerud, CEO, CIBER International. “The focus on familiar, intellectual and connected experiences appeals to their customers and provides an pattern 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 partner offerings for solutions and services. This online catalog is an effortless course for partners to market and divide 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 be found at Those who want to result and engage with the Microsoft Dynamics CRM community can execute so at @MSDynamicsCRM, #crm2011.

    About Microsoft Dynamics

    Microsoft Dynamics is a line of simple to learn and utilize ERP and CRM solutions that travail with your existing technology and scale as you grow to give you long-term value. By using software and online services that travail the course people and organizations work, businesses are better able to beget informed decisions and adapt to rapid change. Microsoft Dynamics helps your people be more productive and your investments in existing systems eventual 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, delight visit the Microsoft tidings center at Web links, telephone numbers and titles were revise at time of publication, but may Have changed. For additional assistance, journalists and analysts may contact Microsoft’s Rapid Response Team or other confiscate contacts listed at

    Top 10 Features of Microsoft Dynamics CRM 2011 | existent 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 ample improvements. Those features embrace a next-generation endemic Microsoft Outlook client, Microsoft Office contextual CRM Ribbon for Office navigation and user experience, role-tailored design, and user personalization.

    The new 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 be found at

    1. New industry Intelligence Functionality

    The new 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 be set up for individual or shared use, and can embrace inline charts with drill-down intelligence to visually navigate data, identify trends and uncover new insights.

    2. tight Integration with Microsoft Office

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

    The new release enables CRM information to Take full odds of endemic Outlook functionality, including previews and conditional formatting. Users can highlight and flag CRM records, just like they can with an Outlook email.

    The reading pane gives users an instant view of a record without having to open a new 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 parade in the workplace view, how many records parade in lists, how numbers and dates display, and the language they want to use. Finally, users can combine these personalized features with the new 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 rapid access to the apropos information they need. Role-based forms and views also preclude users from seeing data that they are not authorized to view.

    6. Better Configuration Capabilities

    Microsoft has incorporated numerous diminutive but significant features into Microsoft Dynamics CRM 2011 that beget 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 figure experience; and an improved lore base.

    7. Customizing and Sharing

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

    A managed solution can only be edited by a specific user. An unmanaged one can be edited by any user with an confiscate 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 utilize dialogs to usher customer interactions and internal processes. At another level, dialogs can be used to enlarge 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 be 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 evolution and Deployment

    Microsoft Dynamics CRM 2011 allows developers to Take odds of Windows Azure to develop and deploy custom code for Microsoft Dynamics CRM Online using tools such as Visual Studio. Developers can utilize 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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    IBQH [1 Certification Exam(s) ]
    ICAI [1 Certification Exam(s) ]
    ICDL [6 Certification Exam(s) ]
    IEEE [1 Certification Exam(s) ]
    IELTS [1 Certification Exam(s) ]
    IFPUG [1 Certification Exam(s) ]
    IIA [3 Certification Exam(s) ]
    IIBA [2 Certification Exam(s) ]
    IISFA [1 Certification Exam(s) ]
    Intel [2 Certification Exam(s) ]
    IQN [1 Certification Exam(s) ]
    IRS [1 Certification Exam(s) ]
    ISA [1 Certification Exam(s) ]
    ISACA [4 Certification Exam(s) ]
    ISC2 [6 Certification Exam(s) ]
    ISEB [24 Certification Exam(s) ]
    Isilon [4 Certification Exam(s) ]
    ISM [6 Certification Exam(s) ]
    iSQI [7 Certification Exam(s) ]
    ITEC [1 Certification Exam(s) ]
    Juniper [65 Certification Exam(s) ]
    LEED [1 Certification Exam(s) ]
    Legato [5 Certification Exam(s) ]
    Liferay [1 Certification Exam(s) ]
    Logical-Operations [1 Certification Exam(s) ]
    Lotus [66 Certification Exam(s) ]
    LPI [24 Certification Exam(s) ]
    LSI [3 Certification Exam(s) ]
    Magento [3 Certification Exam(s) ]
    Maintenance [2 Certification Exam(s) ]
    McAfee [8 Certification Exam(s) ]
    McData [3 Certification Exam(s) ]
    Medical [68 Certification Exam(s) ]
    Microsoft [375 Certification Exam(s) ]
    Mile2 [3 Certification Exam(s) ]
    Military [1 Certification Exam(s) ]
    Misc [1 Certification Exam(s) ]
    Motorola [7 Certification Exam(s) ]
    mySQL [4 Certification Exam(s) ]
    NBSTSA [1 Certification Exam(s) ]
    NCEES [2 Certification Exam(s) ]
    NCIDQ [1 Certification Exam(s) ]
    NCLEX [3 Certification Exam(s) ]
    Network-General [12 Certification Exam(s) ]
    NetworkAppliance [39 Certification Exam(s) ]
    NI [1 Certification Exam(s) ]
    NIELIT [1 Certification Exam(s) ]
    Nokia [6 Certification Exam(s) ]
    Nortel [130 Certification Exam(s) ]
    Novell [37 Certification Exam(s) ]
    OMG [10 Certification Exam(s) ]
    Oracle [282 Certification Exam(s) ]
    P&C [2 Certification Exam(s) ]
    Palo-Alto [4 Certification Exam(s) ]
    PARCC [1 Certification Exam(s) ]
    PayPal [1 Certification Exam(s) ]
    Pegasystems [12 Certification Exam(s) ]
    PEOPLECERT [4 Certification Exam(s) ]
    PMI [15 Certification Exam(s) ]
    Polycom [2 Certification Exam(s) ]
    PostgreSQL-CE [1 Certification Exam(s) ]
    Prince2 [6 Certification Exam(s) ]
    PRMIA [1 Certification Exam(s) ]
    PsychCorp [1 Certification Exam(s) ]
    PTCB [2 Certification Exam(s) ]
    QAI [1 Certification Exam(s) ]
    QlikView [1 Certification Exam(s) ]
    Quality-Assurance [7 Certification Exam(s) ]
    RACC [1 Certification Exam(s) ]
    Real Estate [1 Certification Exam(s) ]
    Real-Estate [1 Certification Exam(s) ]
    RedHat [8 Certification Exam(s) ]
    RES [5 Certification Exam(s) ]
    Riverbed [8 Certification Exam(s) ]
    RSA [15 Certification Exam(s) ]
    Sair [8 Certification Exam(s) ]
    Salesforce [5 Certification Exam(s) ]
    SANS [1 Certification Exam(s) ]
    SAP [98 Certification Exam(s) ]
    SASInstitute [15 Certification Exam(s) ]
    SAT [1 Certification Exam(s) ]
    SCO [10 Certification Exam(s) ]
    SCP [6 Certification Exam(s) ]
    SDI [3 Certification Exam(s) ]
    See-Beyond [1 Certification Exam(s) ]
    Siemens [1 Certification Exam(s) ]
    Snia [7 Certification Exam(s) ]
    SOA [15 Certification Exam(s) ]
    Social-Work-Board [4 Certification Exam(s) ]
    SpringSource [1 Certification Exam(s) ]
    SUN [63 Certification Exam(s) ]
    SUSE [1 Certification Exam(s) ]
    Sybase [17 Certification Exam(s) ]
    Symantec [135 Certification Exam(s) ]
    Teacher-Certification [4 Certification Exam(s) ]
    The-Open-Group [8 Certification Exam(s) ]
    TIA [3 Certification Exam(s) ]
    Tibco [18 Certification Exam(s) ]
    Trainers [3 Certification Exam(s) ]
    Trend [1 Certification Exam(s) ]
    TruSecure [1 Certification Exam(s) ]
    USMLE [1 Certification Exam(s) ]
    VCE [6 Certification Exam(s) ]
    Veeam [2 Certification Exam(s) ]
    Veritas [33 Certification Exam(s) ]
    Vmware [58 Certification Exam(s) ]
    Wonderlic [2 Certification Exam(s) ]
    Worldatwork [2 Certification Exam(s) ]
    XML-Master [3 Certification Exam(s) ]
    Zend [6 Certification Exam(s) ]

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