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Fundamentals of CRM with Dynamics 365 and Power Platform

You're reading from   Fundamentals of CRM with Dynamics 365 and Power Platform Enhance your customer relationship management by extending Dynamics 365 using a no-code approach

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Product type Paperback
Published in Oct 2020
Publisher Packt
ISBN-13 9781789950243
Length 644 pages
Edition 1st Edition
Concepts
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Author (1):
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Nicolae Tarla Nicolae Tarla
Author Profile Icon Nicolae Tarla
Nicolae Tarla
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Table of Contents (20) Chapters Close

Preface 1. Section 1 - Platform Structure and Extensibility Capabilities
2. Getting Started with Dynamics 365 FREE CHAPTER 3. Dynamics 365 Platform Structure 4. Section 2 - Default Modules Available with the Platform
5. Dynamics 365 Sales Application 6. Dynamics 365 Customer Service 7. Dynamics 365 Field Service 8. Dynamics 365 Project Service Automation 9. Dynamics 365 Marketing 10. Section 3 - Customization, Configuration, and Extensibility
11. Dynamics 365 Customer Engagement and Power Platform 12. Customizing Dynamics 365 13. Building Better Business Functionality 14. Section 4 - Integrations
15. Out-of-the-Box Integration Capabilities 16. Custom Integration Capabilities 17. Section 5 - Administration
18. Core Administration Concepts 19. Other Books You May Enjoy

Integrating with Office 365 E3 trial services

Office 365 is offered in a variety of flavors, each including a different set of services. One of the common tiers offered as a trial is the E3. It includes services such as the Office suite, email, document and file management, conferencing and Skype, team sites, and so on.

For additional details on what is included in Office 365 E3, refer to https://products.office.com/en-us/business/office-365-enterprise-e3-business-software.

From your existing Office 365 instance where you created your Dynamics 365 for Sales trial, you can add this additional trial service by going through the following steps:

  1. Start by navigating on the left navigation area to BILLING | Purchase services.
  2. Find the Office apps and services section and scroll to find the Office 365 Enterprise E3 selection. Click on it:
  1. On the page that opens, click the Get free trial button to add this trial to your existing instance:
  1. You will be asked to provide a valid mobile number for validation. A text message will be sent with a validation code. Once you complete the wizard, you will be asked to confirm your selection. Click the Try now button to activate this trial:
  1. And with that, all the additional services associated with the Office 365 Enterprise E3 services will be enabled and associated with your existing instance. To confirm, look at the expanded Billing section in the Admin center and select Products & services. You should see both trials listed with the available licenses:

Now we can configure all of the default integrations that should be available. We will look at those tasks in some of the future chapters.

You have been reading a chapter from
Fundamentals of CRM with Dynamics 365 and Power Platform
Published in: Oct 2020
Publisher: Packt
ISBN-13: 9781789950243
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