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Dynamics 365 (Manage users (user roles in admin portal (user, global…
Dynamics 365
Manage users
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add user in Office 365 admin portal, add dynamics license to user, assign security role(s) to dynamics user
unlike On-premise, enable user by add license, disable user by revoke it
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synchronize Active Directory with Office 365 (domain\username vs username@domain.com) => sync to keep it the same
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Manage Instances
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definitions
tenant
an account created in Microsoft Online Services when signing up for a subscription, should need only 1 acc
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instance
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can be switch, reset, delete, copy (reset & deleted are disabled for production instance)
copy with minimum choice only copying configuration, not data
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Tenant
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by default, all instances are created in the same region as the tenant
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Manage Updates
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Update policy
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at some stage, it will become mandatory
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can be accessed through
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portals, custom or 3rd parties
supports
browsers
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windows
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windows 7
IE 10, 11, Firefox, Chrome
windows 10
IE 11, Edge, Firefox, Chrome
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Outlook
windows 7 with SP1, 8, 8.1 or 10
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Office 365, 2016, 2013, 2010
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pricing
Business Edition
Business edition applications for small and medium-sized businesses are sold through Microsoft Cloud Solutions Providers
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contains
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10-250 employees, maximum 300 seats
Enterprise edition
Dynamics 365 Plan 1
Sales, Customer Service, Field Service, Project Service Automation
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Dynamics 365 Plan 2
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Plus Dynamics 365 for Operations: Manufacturing and supply chain, Retail and commerce, Finance
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Deployment
Import Data
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need to consider some special record types, for example Quote
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