Summary

Completed

By themselves, Dynamics 365 applications such as Sales, Customer Insights - Journeys, Customer Service, and Field Service are powerful tools that help make organizations more productive and build long-lasting relationships with their customers. Though these applications are powerful, certain scenarios might occur where you want to provide more capabilities by integrating them with other services. Microsoft 365 services, such as SharePoint and Microsoft Exchange, can help fill in areas where Dynamics 365 applications don't have the necessary tools to meet your specific needs.

Throughout this module, you learned how to set up Dynamics 365 to work with Microsoft 365 Services, including:

  • Exploring how to use email integration with Dynamics 365 to show emails as activities in Dynamics 365 applications.

  • Learning about server-side synchronization and why it matters in Dynamics 365 implementations.

  • Reviewing the document management options that are available through Microsoft SharePoint and how to set up SharePoint in your environment.

  • Learning about the Dynamics 365 app for Outlook and how to deploy it.

  • Examining how to tailor the Dynamics 365 App for Outlook.

  • Reviewing the Auto capture and Email engagement capabilities that are available as part of Sales Insights.