- Learn how to use Microsoft 365 services with Power Apps model-driven apps and Dynamics 365 customer engagement apps.
This module explains how to:
- Integrate email with Microsoft Dataverse to show emails as activities in Dynamics 365 applications and model-driven apps.
- Examine server-side synchronization and learn why it matters in Power Platform implementations.
- Review and set up document management options that are available through Microsoft SharePoint.
- Learn about the app for Outlook and how to deploy it.
- Tailor the app for Outlook.
- Learn about the Dynamics 365 Sales mobile app.
This module explains these concepts
- Learn how to deploy and use the Dynamics 365 Sales mobile app.
- Manage records.
- Customize form views.
- Set up push notifications.
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Syllabus
- Use Microsoft 365 services with model-driven apps and Microsoft Dataverse
- Introduction
- Set up mailboxes
- Server-side sync
- Document management options
- Document management
- Deploy the app for Outlook
- Set up Dynamics 365 App for Outlook
- Integrate with Microsoft Teams
- Check your knowledge
- Summary
- Get started with the Dynamics 365 Sales mobile app
- Introduction
- Deploy the mobile app
- Use the mobile app
- Manage records
- Customize form views
- Set up push notifications
- Knowledge check
- Summary