Integration between Microsoft Dynamics CRM and other applications

Deze cursus is momenteel niet ingepland op de open kalender, maar kan op aanvraag georganiseerd worden.

Aantal dagen

2 dag(en)

Opmerkingen

De beschrijving van deze cursus is nog niet beschikbaar in de door u gekozen taal.

Hieronder vindt u beschrijving in andere talen.

Audience

All key users, system customizers and system administrators of Microsoft Dynamics CRM who have to set up and use integration with other applications.

Prerequisites

A thorough knowledge of Microsoft Dynamics CRM. Attended the following courses: "The service module to its full potential in Microsoft Dynamics CRM online and On Premise", "The service module to its full potential in Microsoft Dynamics CRM online and On Premise", "Customization and configuration in Microsoft Dynamics CRM online and On Premise". Basic knowledge of the other applications that will be discussed: Office 365, Social Engagement, Microsoft Dynamics Marketing, Parature

Objectives

Getting to kow with what other applications Dynamics CRM is linked, setting up those links and use all the applications together.

Methods

Class training with individual guidance and the possibility to ask questions. The student can immediately put the possibilities of the program into practice by means of exercises. Each student disposes of a workstation.

Description

In this Digital learning course you will learn about Dynamics CRM Online and its integration with Office 365. This course will guide you through common integration scenarios and use cases. This course provides an insight into integration for email, including both Server Synchronization and Client Integration. The course introduces SharePoint, Excel and OneNote integration with Dynamics CRM Online. Additionally, key aspects of team collaboration will be discussed. You will also gain hands on experience with the analytics of Power BI and setting up your integration with OneNote. Besides all that , Microsoft Dynamics can also be linked with Social Engagement, Microsoft Dynamics Marketing and Parature. All this possibilities will be discussed as well.

Contents

  • Office 365 integration
    • Email server integration
    • Email client integration
    • SharePoint and CRM
    • Working with Excel
    • Power BI
    • OneNote integration
    • Team Collaboration
  • Social Engagement integration
  • Microsoft Dynamics Marketing integration
  • Parature integration