You should install the Outlook COM add-in, and optionally the new Dynamics 365 App for Outlook.
Note: At the moment, installing the app is optional (it is only useful for sales people). This will change in the future - this is a temporary issue because the app is more stable but it does not allow you to track appointments. E.g. At SSW developers still need the "full app" (aka the old Outlook COM-Add In) for booking clients and booking leave.
Follow these steps:
Now you can get up-and-running using CRM:
This is the process of a soon-to-be attendee Mr. Northwind signing up for an event:
This is the according internal process:
As part of induction, employees would have been asked to enter their phone number into their Active Directory profile. That means this will be available in Skype for Business.
You can find SSW Employee phone numbers in two ways:
These are the other major CRM engines that compete with Microsoft Dynamics 365:
Know more on Microsoft Dynamics 365 Consulting.
The current version is Rollup 13 and includes a great set of updates such as:
Download CRM Rollup 13 from: http://www.microsoft.com/en-us/download/details.aspx?id=37133
It is important to ensure you test each Rollup before deploying it to a live environment and have a suitable rollback strategy.
It is impossible to exactly remember every configuration setting in an MSCRM install. A historical log of the installation is hugely valuable when there are problems after installation is completed and helps to correctly re-install if required. The easiest and most convenient way of doing this is to take screen captures of every screen and paste them into a Word document. E.g. _InstallSteps_CRM2011.docx
You will also need this because you are going to do this in a Dev, then Test and then Production environment aren't you :-)
Nothing great is easy. The SSW rules are a great resource for developers all around the world.
However it’s hard to keep rules current and correct. If you spot a rule that is out of date, please email or if you are cool tweet me.
SSW Consulting has over 25 years of experience developing awesome Microsoft solutions that today build on top of AngularJS, Azure, TFS, SharePoint, .NET, Dynamics CRM and SQL Server.
With 40+ consultants in 5 countries, we have delivered the best in the business to more than 1,000 clients in 15 countries.
SSW will look at your Website Design and Development needs and help you design and implement an effective Website.
Call us on
+61 2 9953 3000 to get started!