Onboarding Cheat Sheet for Admins

 

Here are the seven steps to getting your organization on board with Dynamics 365, and links to guides to help you complete each step. And if you haven't already seen it, check out the video for an overview of these seven steps to onboarding success.

    

Step one: Add your people

• Manage users

Step two: Set up email

• Integrate (synchronize) your email system with Microsoft Dynamics 365

Step three: Get mobile apps

• Set up Dynamics 365 for phones and Dynamics 365 for tablets

Step four: Customize your system

• Customize your Dynamics 365 system

Step five: Add SharePoint

• Set up SharePoint integration with Microsoft Dynamics 365

Step six: Skype!

• Skype for Business and Skype integration with Microsoft Dynamics 365

Step seven: Import your data

• Import contacts

• Import accounts, leads, or other data

More info

Get detailed information about onboarding your organization and users