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3. Integrate D365 with Other Applications (Integrate other Microsoft…
3. Integrate D365 with Other Applications
Integrate Exchange, SharePoint, and OneDrive with D365
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Exchange
Exchange for server sync of incoming/outgoing traffic
Exchange online provides mailboxes for users and can be used with D365
Email created in D365 can be sent via Exchange Online using either:
Server-side Synchronization
CRM for Outlook
Synchronization Methods
Incoming
None
D365 for Office Outlook
Server-side sync or Email Router
Forward mailbox
Outgoing
None
D365 for Office Outlook
Server-side sync or Email Router
Folder Level Tracking
Automatically track an email in an Exchange folder
No additional client installation required
Available on all mail apps on all devices
Requirements
Server-side sync with Microsoft Exchange (Online or On-premise)
Folders under inbox, 25 rules per user max
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SharePoint
Notes
Provides document management, intranet and extranet management capabilities
SharePoint can be integrated with D365 to expose document management on D365 records
Integration
D365 integrates with SharePoint via Server-to-server integration
All combinations of D365 Online/On-premise with SharePoint Online/On-premise are supported
Settings are not synchronized: admin must have permissions on the SharePoint side as well as D365
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OneDrive
Notes
Private storage where documents are not shared by default
1TB of cloud space is provided
Automatically syncs with OneDrive for Business desktop app
Integration Requirements
D365 Online/On-premise
User must be assigned an O365 license
SharePoint Integration
Integration Notes
The location of the OneDrive files to be stored in SharePoint can be changed once integration has been enabled
Files are shown in the related documents area for each user
Files can be edited, deleted, and checked in/out
Access is controlled by the OneDrive for Business security role
Integrate other Microsoft Online Business Solutions with D365
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OneNote
Notebooks can be associated with D365 records in both Online/On-premise D365 deployments
Notebooks associated with records are shown in the OneNote activity tab
Intended to store shared documents as opposed to private ones
SharePoint integration must be enabled and entity must be enabled for document management
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Social Engagement
Overview
Can be used on its own or integrated with D365 Online/On-premise
Social Engagement is a cloud-based system for collecting data from social media websites
Integration with D365
Subscription must be enabled and have assigned licenses to users
Configured under Settings > Administration per Dynamics instance
Add the Social Engagement control to the D365 forms and dashboards
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Yammer
Yammer enterprise licenses are required to integrate with D365
Yammer replaced activity feeds
User must be an admin in Yammer to configure
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Office 365 Groups
Overview
O365 Groups are shared workspaces for collaboration between O365 users
The integration allows collaboration between D365 users and O365 users that are not D365 users
Provided by a D365 solution installed from O365 admin portal
Requirements
D365
An Exchange mailbox for each user that will use O365 Groups
SharePoint integration enabled for viewing documents in an O365 Group
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Delve
Overview
Office Delve is part of O365
Allows searching of content in Word, Excel, OneNote, SharePoint sites, and elsewhere in O365
Can be show in D365 via a dashboard component
Requirements
D365
A subscription to O365
Not available for D365 on-premise
Integration with D365
Enable SharePoint integration
Enable Graph integration
Integrate Customized and Third-Party application with D365
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App Modules
Apps are solution enabled entities
Apps are modelled through the App Designer
Apps have their own SiteMap
Apps filter dashboards, forms, views, charts and BPF's
Apps can be associated with one or more security roles
Apps have their own customizable URL
Only the web client supports Apps
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App Designer
Includes validation to manage dependencies
WYSIWYG SiteMap designer
Apps can be published for run-time viewing
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SiteMap Designer
Drag and drop interface
Add, move, delete, and edit tiles
Does not require editing the SiteMap XML
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App Source
For finding the right app for business needs
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PowerApps
Enterprise service for creating business apps
Apps can be created in minutes