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1. Create a Customer Organizational Structure (Support the Dynamics client…
1. Create a Customer Organizational Structure
Support the Dynamics client environment
Browser Requirements :computer:
Windows
Windows 7: IE10 | Edge | Chrome/Firefox(LPR)
Windows 8: IE10 | Edge | Chrome/Firefox(LPR)
Windows 8.1: IE11 | Edge | Chome/Firefox(LPR)
Windows 10: IE11 | Edge | Chrome/Firefox(LPR)
Other OS
Android 10 Tablet: Chrome(LPR)
iOS/Mac OS X: Safari(LPR)
:computer:Hardware Requirements
PC
1.9Ghz dual-core processor
2GB RAM
Super VGA 1024x768 monitor
D365 for Outlook (Original)
Windows 7(SP1), 8, 8.1, or 10
O365, 2016, 2013, or 2010
IE10 or IE11
:email:Outlook Integration
:email:
Traditional Outlook Client
Provides offline capability
Sync D365 records with Outlook folders
:apple:
D365 App for Outlook (New)
No client to install
Works in Outlook client and web
:iphone:D365 for Phones/Tablets
Phones
Windows Phone 8.1: access via app
Windows Phone 10: access via app
iOS: 8.1+, access via app
Android: 4.4, 5.0, and 6.0, access via app
Other: access via D365 for phones express
Tablet
Windows: Windows 8+, 1GB RAM, access via app
Apple iPad: iOS 7, 8, 9, and 10, access via app
Android: 4.4, 5.0, and 6.0, access via app
Other: access via D365 for phones express
Import Data
Planning the Import
Consider amount of legacy data to import, set a cut-off
Pay attention to record states and date times
Plan data cleansing, pre or post-operation
Methods of Importing
Import Data Wizard
Data Loader Service
Custom code/SDK
Third-party tools
On-premise CRM 2011+ can use on-premise to online conversion service
Data Loader Service
Cloud based for moving data from files to CRM online
Part of the Lifecycle Services for Dynamics
Data is stages in Azure
Deploy Dynamics
:package:D365 Editions
Business
10-250 employees
Financials "Project Madeira"
Sales and Marketing
Cloud only with 300 seat maximum
Enterprise
250+ employees
Comprises of CRM and AX
Online/On-premise dual use rights
20 user minimum on AX SKU's
Enterprise Plans...
E1
- PowerApps, Sales, Field Service, Customer Service, Project Service Automation, Marketing
E2
- All of plan 1 + Operations
Enterprise Edition Service Overview
1 production, 1 sandbox, and 1 portal
10GB storage (5GB extra per 20 full users)
Dual use rights to D365 on-premise
Named users and devices licenses
:moneybag:Pricing/Subscription
Named Users/Devices
User Subscription License: user can use any device without need for additional licenses
Device Subscription License: multiple users can use one device. i.e kiosks and shared PC's
Full/Light Users
Light Users (Team Members): light use, knowledge sharing
Full Users (Apps/Plans): can be app specific (Apps) or full extensibility (Plans)
:spiral_note_pad:Deployment Plan
Considerations
Migration
- for on-premise systems or other, consider how data will be imported into D365
Customizations
- analysis of the business requirements that may require customization of D365
Storage
- present and future requirements
More...
Security
- plan levels of access to entities and other features
Number of Instances
- sandbox/non-production instances, testing instances
Licenses
- how many licenses and which apps or plans are required
Single sign-on
- integration between O365 or AD to be used? To sign into D365
Manage Environment
:package:Manage Subscription
Cancel a Subscription
Contact billing support, may be cancellation fees
Data will be deleted 30 days after subscription is cancelled
Other subscriptions are not affected
Buying a Subscription
Purchase via O365 Admin Portal
By converting 30-day trial
Via Volume Licensing Agreement
O365 is not required to purchase D365
:silhouette:Managing Users
Enabling/Disabling Users
Only available through O365 Admin Centre
To enable, assign a license to the user
To disable, remove the license from the user
Non-interactive Users
Used for programmatic access to D365
Non-interactive users do not require a license
Limit of
5
non-interactive users per instance
:atom_symbol:User Account Synchronisation
D365 users must have user accounts in O365 Admin Centre
These accounts are different from company network accounts
Two sync options available:
Synchronize Active Directory with Office 365
Active Directory Federation Services
Online Services admin roles apply to subscriptions and not D365
Sync AD with O365
User logs into on-premise environment with their AD account (DOMAIN\username)
For O365 services, users logs in with work account
(username@domain.com
)
Synchronisation keeps the username the same in both environments
Use Active Directory Federation Services
Single AD account used for on-premise network and D365 providing single sign-on (SSO) experience
User logs into on-premise network with AD account (DOMAIN\username)
User are automatically logged into O365 services and D365
:lock:
Administrative Access
O365 Global and Service admins are added to D365 as System Administrators
A D365 license is not used or required
Administrative access gives access to the
Settings
area but no access to records in Sales, Marketing or Service