Quantcast

Start with 7 free days of training.

Gain instant access to our entire IT training library, free for your first week.
Train anytime on your desktop, tablet, or mobile devices.

This course will be retired in 376 days. If you have questions, please contact us.

This Microsoft Dynamics CRM Online 2015 video training course covers the steps necessary to prepare, configure, manage, and maintain Dynamics CRM Online 2015 within an Office 365 tenant. It also includes information on the Office 365 Admin Center, configuring CRM for Outlook, CRM Online Updates, and the integration of Dynamics CRM Online with other online services such as SharePoint Online....
This Microsoft Dynamics CRM Online 2015 video training course covers the steps necessary to prepare, configure, manage, and maintain Dynamics CRM Online 2015 within an Office 365 tenant. It also includes information on the Office 365 Admin Center, configuring CRM for Outlook, CRM Online Updates, and the integration of Dynamics CRM Online with other online services such as SharePoint Online.

Microsoft Dynamics CRM is a customer relationship management software package that focuses mainly on sales, marketing, and service (help desk) sectors out of the box. However, you can use Microsoft’s proprietary (.NET based) framework to customize it.

Dynamics CRM is a server-client application, which like Microsoft SharePoint, is primarily an IIS-based web application that also supports extensive web services interfaces. Clients access Dynamics CRM either by using a browser or by a thick client plug-in with Microsoft Outlook.

This course discusses how to prepare for the implementation of Dynamics CRM Online, by exploring the integration of CRM Online with Office 365, the management of CRM Online instances, managing the CRM Online subscription, users, and licenses, the integration of CRM Online with other Office 365 services such SharePoint Online, and how to work with CRM for Outlook.

This course also provides you an understanding of the processes and tasks involved when migrating your CRM data between CRM Online and CRM on-premises, as well as managing updates to your CRM Online environment.

Recommended Experience
  • Windows Server
  • Active Directory
  • IIS
  • Office 365 Admin Center
  • Microsoft Outlook
  • Microsoft Online Products
Recommended Equipment
  • Office 365 Dynamics CRM Online 2015 Trial or purchased subscription
Related Certifications
  • Exam MB2-706 Dynamics CRM Online 2015 Specialist
Related Job Functions
  • Office 365 Online Services Administration
Brian Alderman was a CBT Nuggets trainer from 2014 to 2016. He holds a variety of Microsoft certifications, including MCT, MCSE, MCSA, MCITP: SQL 2005/2008 Database Administrator, MCITP: SharePoint Administrator 2010, MCTS: MOSS 2007 - Configuration, and MCTS: WSS 3.0 – Configuration.
 show less
1. Introduction to Microsoft Dynamics CRM 2015 Online (9 min)
2. Dynamics CRM Online and Office 365 (10 min)
3. CRM Online and Office 365 (10 min)
4. Exploring the Office 365 Admin Center for CRM Online (11 min)
5. Managing Instances in CRM Online (10 min)
6. Managing Subscriptions, Users, and Licenses (13 min)
7. Dynamics CRM for Outlook (16 min)
8. Understanding CRM Online Updates (12 min)
9. Adding Office 365 Services to Dynamics CRM Online (12 min)
10. Migrating from CRM Online 2015 to CRM On-Premises 2015 (8 min)
11. Configuring CRM Email and Data Encryption (25 min)
12. Miscellaneous CRM Online Configurations (14 min)

Introduction to Microsoft Dynamics CRM 2015 Online

00:00:00

Hello and welcome. My name is Brian Alderman, and in this course, we're going to talk about CRM Online 2015 Management and Configuration, and there's a lot to talk about. So we're going to begin first with an introduction. I want to make sure you understand what this Dynamic CRM is all about and maybe even explain what CRM means.

00:00:20

I will actually be doing that. There's no maybe to that. So begin with an introduction. Then we're going to move into preparing for Dynamic CRM 2015 Online. Now, I keep emphasizing online for a reason. There's an on-prem version and there's an online version.

00:00:35

We need to get you comfortable with the online version, and that involves working with Office 365. So if you're familiar with Office 365, this is just another SharePoint. Not SharePoint. That's a different course. This is another product integrated with Office 365.

00:00:51

But if you're not familiar with Office 365, we're going to explore the Admin Center so you know how to navigate while you're working with Office 365, specifically with CRM 2015 Online. There are things called instances that we create in the dynamic CRM Online environment.

00:01:08

We're going to look at how to manage those as well as subscriptions, user accounts, and licenses. We have an entire Nugget on those three items that we're going to be working with and talking about. We need to look at installing and configuring Dynamic CRM for Outlook because that's a tool that you could use.

00:01:27

More importantly, that's a tool your end users could use for accessing your Dynamic CRM Online environment. Now, as you know, things change. So we're going to talk about the CRM Online 2015 updates, how we manage those updates. Believe it or not, we have a choice of when those updates are added.

00:01:44

Normally, when it's a cloud version, Microsoft decides when those are deployed. You have a small window where you can control when those updates get deployed. We'll then look at adding Office 365 services to CRM Online. We'll talk a little bit about Exchange.

00:01:57

We'll talk about SharePoint, Yammer, and Skype for Business. We'll then dig in and look at managing and configuring email for CRM Online. That's a huge part of working with CRM Online. And there's three or four different areas that we can work with when we're talking about the management of email.

00:02:14

We may decide we want to migrate from CRM Online to the on-prem. We're going to go through those steps. And we're going to discuss in that Nugget about the difficulty in beginning with on-prem and going to CRM online. So if you're undecided, my suggestion right off the bat is to go CRM Online and then choose whether or not you want to go to on-prem because it's much easier for us to migrate that.

00:02:38

And then we'll wrap it up talking about a miscellaneous Dynamic CRM Online configuration. This is the buffet of our course. And yes, we'll be talking about food throughout the entire course, specifically bacon. So that's what we're going to begin with and that's what we're going to talk about in this course.

00:02:55

But first thing I want to do is help you understand what Dynamics is, and then we'll focus specifically on Dynamic CRM. Like myself a while back, I was wondering what is this Microsoft Dynamics. And every time I heard or read Dynamics, there was wording or initials on the other side of it.

00:03:11

So I took the time to dig into it back then, and I discovered it's a suite of easy to learn and use business solutions that's going to offer you a wide range of software applications that are focused on delivering specific business insights that are important to both yourself and your customers.

00:03:33

So that's the best way I can describe it as a whole. Now as you can see, it's not just one item. It's several items that are involved with Dynamics. This particular Nugget is focusing on CRM. Now, CRM, which is Customer Relationship Management, is one of the business solution that allows you to market smart and sell effectively as well as productively.

00:03:57

It also provides social insights, BI, and productivity within that single solution. Now, I'm not going to go through all of these one by one, because you can read them as well as I can read them to you, but I thought it interesting with some of the acronyms, like AX.

00:04:12

Now I had to do some digging to find out these acronyms, and I don't even know if they're 100% real. But being we're talking about acronyms, we do have the Enterprise Resource Pointing, or ERP. As you can see, that's used a couple times on this page.

00:04:26

And for the AX, which I think is Microsoft Axapta-- I'm going with that one. And then another cool down here is GP, which I believe is a spin off of the Great Plains software, if you remember that from way back when. NAV, I believe, is short for Navision.

00:04:42

And as you see, that's more of a global ERP solution. And then we have SL for Solomon. That provide you business, project, and financial management capabilities. And the last one is Parature. And this one, it powers brands and organizations to provide you that consistent care anytime, anywhere.

00:05:02

So that to me reminds me of an emergency health clinic. So these are the different components or business solutions that make up Microsoft Dynamics. Now, as I said, this is Microsoft Dynamics CRM Online, so we're going to be focusing on this top guy right here as we go through this course.

00:05:20

And because of the complexity of this product, I want to start out by providing you some additional resources. Now, as you can see here, the first two are specific to blogs and add the name of the URL as well as our CBT Nuggets tinyURL associated with each of these.

00:05:34

We then have a site that talks specifically about set up and administration. We then have one with CRM community videos. And then we have one that's specific to CRM Online documentation. And the key thing about this, it's a page of all of the release history of the documentation because you're not only going to find CRM Online 2015 update 1.

00:05:58

You're going to find everything out there when it comes to the releases for CRM online. So make sure you visit this guy right here for all that documentation. Now, the last one, notice I don't have CRM here. This is one that brings you to knowledge based articles for all of Microsoft Dynamics not specific to CRM.

00:06:18

And then you can use this link to perform a search on any type of Dynamics product to retrieve additional information. So make sure that you bookmark these sites for additional resources. Now, I know most of you are here for real world experience, but some of you may want to obtain the certification that's associated with this course.

00:06:36

And the exam for this course is mb2-706. And as you can see, there are six main categories that we're going to talk about or that you're going to be tested on on this exam. The first one is administering Microsoft Dynamic CRM. Notice I didn't say anything about online there.

00:06:55

So yeah, be careful about this. There are going to be questions on this exam that relate to the initial deployment considerations, planning, and implementation in the installation and configuration of Microsoft Dynamic CRM on-premise. Yeah, so be really careful about that.

00:07:12

In addition to that, there's a second category that they're going to test you on, and that's administrating Microsoft Dynamics CRM online. Yeah, that's the one we're here for. Really, this first category is 708 exam information, quite honestly. But they decided to pick on you a little bit in the 706 exam, and you're going to see questions about that in category one.

00:07:32

Now, whether you're online or local, we need to be familiar with the update process. It's pretty slick, but you do have choices as to when it will be updated, so we'll be discussing that. Of course, email's a big deal. We'll be talking about configuring and managing email.

00:07:46

There's a few different ways we can do that. We'll talk about the message processing, we'll talk about the CRM email router, and we'll talk about server side synchronization when we get into that Nugget. But it's something you need to know for the exam.

00:08:01

Installation and deployment of client tools for Dynamic CRM. We're specifically talking about Dynamic CRM for Outlook client, so we'll look at how to identify the hardware and software requirements, how to perform the installation, or maybe just do an upgrade, how to configure the Outlook client, and then how to install and configure the client specifically for tablets and phones because you get a little bit different behavior when you're working with tablets and phones.

00:08:26

The last category is managing and troubleshooting Dynamics CRM deployment. Now, we'd love to think everything's going to go perfectly, but it's not going to quite work that way. So we're looking at managing your system jobs, monitoring and troubleshooting Dynamic CRM, and then we'll talk about managing the data encryption.

00:08:43

Because if there's any confidential information out there, we want to make sure that information is encrypted and is secure. So these are the six categories that you're going to see on the exam. And again, I apologize. There are questions about the Dynamic CRM local, and that's going to be really related to the 708 exam, so you may want to bebop over to the 708 course and make sure you have information about deployment considerations, planning the implementation, and the actual installation, including the hardware and software requirements.

00:09:14

Well, in this course, specifically in this Nugget, we discussed the different components of Microsoft Dynamics with emphasis on Dynamic CRM. We also shared some links to some additional Microsoft Dynamics, specifically CRM resources. We then introduce ed all the topics that are going to be discussed in this course, and we wrapped it up by exploring what is going to be beneficial for you in the real world as well in the preparation for the exam MB2-706.

00:09:42

Well, I certainly hope this Nugget was informative for you and I'd like to thank you for viewing.

Dynamics CRM Online and Office 365

CRM Online and Office 365

Exploring the Office 365 Admin Center for CRM Online

Managing Instances in CRM Online

Managing Subscriptions, Users, and Licenses

Dynamics CRM for Outlook

Understanding CRM Online Updates

Adding Office 365 Services to Dynamics CRM Online

Migrating from CRM Online 2015 to CRM On-Premises 2015

Configuring CRM Email and Data Encryption

Miscellaneous CRM Online Configurations

Please help us improve by sharing your feedback on training courses and videos. For customer service questions, please contact our support team. The views expressed in comments reflect those of the author and not of CBT Nuggets. We reserve the right to remove comments that do not adhere to our community standards.

comments powered by Disqus
Entry 3 hrs 12 videos

COURSE RATING

Training Features


Practice Exams
These practice tests help you review your knowledge and prepare you for exams.

Virtual Lab
Use a virtual environment to reinforce what you are learning and get hands-on experience.

Offline Training
Our iOS and Android mobile apps offer the ability to download videos and train anytime, anywhere offline.

Accountability Coaching
Develop and maintain a study plan with one-to-one assistance from coaches.

Supplemental Files
Files/materials that supplement the video training.

Speed Control
Play videos at a faster or slower pace.

Bookmarks
Included in this course
Pick up where you left off watching a video.

Notes
Included in this course
Jot down information to refer back to at a later time.

Closed Captions
Follow what the trainers are saying with ease.