Onboarding cheat sheet for admins

Here are the seven steps to getting your organization on board with Dynamics 365 Customer Engagement (on-premises), 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 1: Add your people

• Create users and assign security roles

Step 2: Set up email

• Integrate (synchronize) your email system

Step 3: Get mobile apps

• Dynamics 365 for phones and tablets User's Guide

Step 4: Customize your system

• Customization Guide

Step 5: Add SharePoint

• Set up SharePoint integration with Dynamics 365 for Customer Engagement

Step 6: Skype!

• Skype for Business and Skype integration

Step 7: Import your data

• Import contacts

• Import accounts, leads, or other data

See also

Get detailed information about onboarding your organization and users