5/27/2018 12:57 PM Tips & Tricks for Deploying and Managing Microsoft Dynamics 365 for Sales and Service Sean McNellis Shawn Dieken Dynamics 365 Principal Premier Field Engineers © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Objectives Tips & Tricks on deploying and managing Dynamics 365 5/27/2018 12:57 PM Objectives Tips & Tricks on deploying and managing Dynamics 365 Cover some real-world scenarios Learn from others © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tips & Tricks Review new features and functionality 5/27/2018 12:57 PM Tips & Tricks Review new features and functionality What’s new in Dynamics 365 for Sales and Service Important changes coming in Dynamics 365 Customer Engagement https://roadmap.dynamics.com Data migration strategy What data needs to be migrated Data Migration Tools CRM on-premises to Dynamics 365 for Customer Engagement Migration Tool ISV solutions Review current requirements and consider ISV if there is no OOB solution Microsoft AppSource Are they compatible with latest Dynamics 365 versions? © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tips & Tricks Federation and Single Sign On Reporting Integrations 5/27/2018 12:57 PM Tips & Tricks Federation and Single Sign On What is your federation strategy or are you already federated with Azure AD? Group-based Licensing Azure AD Connect Reporting FetchXML based reports only in Dynamics 365 (online) PowerBI Data Export Service Integrations What types of integrations do you have and will they work with Dynamics 365? Service Bus, Logic Apps, SSIS\ETL tools © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tips & Tricks Outlook Integration Mobility Email Options 5/27/2018 12:57 PM Tips & Tricks Outlook Integration Dynamics 365 App for Outlook vs. CRM Outlook client CRM Outlook client has been deprecated with v9 release Mobility Dynamics 365 for tablets and phones Same form is now used for both web and tablets\phones Mobile Offline available for Dynamics 365 (online) Email Options Server Side Sync recommended Dynamics 365 E-mail Router has been deprecated © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tips & Tricks Backup & Restore Dynamics 365 Updates 5/27/2018 12:57 PM Tips & Tricks Backup & Restore On Demand backup\restore Dynamics 365 Updates Service Updates Customer Driven Updates (CDU) Online Management API Ability to manage Dynamics 365 (online) via API and PowerShell Theater Sessions tomorrow at Ignite Sandbox vs. Production instances Manage Dynamics 365 (online) Sandbox instances © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Tips & Tricks Web API & OAuth support Organization Insights 5/27/2018 12:57 PM Tips & Tricks Web API & OAuth support Deprecation of 2011 endpoint Future: Web API Organization Insights Ability to see a snapshot of usage and activity in your organization Managed Solution available on AppSource Microsoft Dynamics 365 UI Automation Library (EasyRepro) UI automation testing Dynamics 365 Service Admins Managing instances in the Dynamics 365 Admin Center Dynamics 365 Administrators © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Questions & Interactive Discussion 5/27/2018 12:57 PM Questions & Interactive Discussion © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Resources Blog – CRM in the Field 5/27/2018 12:57 PM Resources Blog – CRM in the Field https://blogs.msdn.microsoft.com/crminthefield PFE Dynamics – Menu of Services https://aka.ms/dyn365pfeservices Microsoft Consulting Services for Dynamics 365 https://www.microsoft.com/en- us/microsoftservices/dynamics-crm-online.aspx © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

Please evaluate this session Your feedback is important to us! 5/27/2018 12:57 PM Please evaluate this session Your feedback is important to us! The slide will be replaced onsite through Silver Fox Productions with an updated QR code. This slide is required. Do NOT delete or alter the slide. From your PC or Tablet visit MyIgnite at http://myignite.microsoft.com From your phone download and use the Ignite Mobile App by scanning the QR code above or visiting https://aka.ms/ignite.mobileapp © 2014 Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.

5/27/2018 12:57 PM © Microsoft Corporation. All rights reserved. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.