1. 5/27/ :57 PM
Tips & Tricks for Deploying and Managing Microsoft Dynamics 365 for Sales and Service
Sean McNellis
Shawn Dieken
Dynamics 365 Principal Premier Field Engineers
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2. Objectives Tips & Tricks on deploying and managing Dynamics 365
5/27/ :57 PM
Objectives
Tips & Tricks on deploying and managing Dynamics 365
Cover some real-world scenarios
Learn from others
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

3. Tips & Tricks Review new features and functionality
5/27/ :57 PM
Tips & Tricks
Review new features and functionality
What’s new in Dynamics 365 for Sales and Service
Important changes coming in Dynamics 365 Customer Engagement
Data migration strategy
What data needs to be migrated
Data Migration Tools
CRM on-premises to Dynamics 365 for Customer Engagement Migration Tool
ISV solutions
Review current requirements and consider ISV if there is no OOB solution
Microsoft AppSource
Are they compatible with latest Dynamics 365 versions?
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

4. Tips & Tricks Federation and Single Sign On Reporting Integrations
5/27/ :57 PM
Tips & Tricks
Federation and Single Sign On
What is your federation strategy or are you already federated with Azure AD?
Group-based Licensing
Azure AD Connect
Reporting
FetchXML based reports only in Dynamics 365 (online)
PowerBI
Data Export Service
Integrations
What types of integrations do you have and will they work with Dynamics 365?
Service Bus, Logic Apps, SSIS\ETL tools
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5. Tips & Tricks Outlook Integration Mobility Email Options
5/27/ :57 PM
Tips & Tricks
Outlook Integration
Dynamics 365 App for Outlook vs. CRM Outlook client
CRM Outlook client has been deprecated with v9 release
Mobility
Dynamics 365 for tablets and phones
Same form is now used for both web and tablets\phones
Mobile Offline available for Dynamics 365 (online)
Options
Server Side Sync recommended
Dynamics 365 Router has been deprecated
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

6. Tips & Tricks Backup & Restore Dynamics 365 Updates
5/27/ :57 PM
Tips & Tricks
Backup & Restore
On Demand backup\restore
Dynamics 365 Updates
Service Updates
Customer Driven Updates (CDU)
Online Management API
Ability to manage Dynamics 365 (online) via API and PowerShell
Theater Sessions tomorrow at Ignite
Sandbox vs. Production instances
Manage Dynamics 365 (online) Sandbox instances
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

7. Tips & Tricks Web API & OAuth support Organization Insights
5/27/ :57 PM
Tips & Tricks
Web API & OAuth support
Deprecation of 2011 endpoint
Future: Web API
Organization Insights
Ability to see a snapshot of usage and activity in your organization
Managed Solution available on AppSource
Microsoft Dynamics 365 UI Automation Library (EasyRepro)
UI automation testing
Dynamics 365 Service Admins
Managing instances in the Dynamics 365 Admin Center
Dynamics 365 Administrators
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

8. Questions & Interactive Discussion
5/27/ :57 PM
Questions & Interactive Discussion
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9. Resources Blog – CRM in the Field
5/27/ :57 PM
Resources
Blog – CRM in the Field
PFE Dynamics – Menu of Services
Microsoft Consulting Services for Dynamics 365
us/microsoftservices/dynamics-crm-online.aspx
© 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

10. Please evaluate this session Your feedback is important to us!
5/27/ :57 PM
Please evaluate this session Your feedback is important to us!
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11. 5/27/ :57 PM
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