Category: Office 365

Connecting Dynamics 365 to Yammer

Dynamics 365 and Yammer have built in integration. To turn on this integration, in Dynamics 365, go to Settings->Administration and select Yammer Configuration: You will see this message: Followed by: Clicking Authorize Microsoft Dynamics 365 Online to connect to Yammer displays the window below. Click Allow: This will then display additional options. Yammer is now connected. Clicking on Edit message rules takes you to: Now, when you perform actions in … Continue reading Connecting Dynamics 365 to Yammer

Office 365 Security Groups

Security Groups are a way to control access to Office 365 functionality. Security Groups are a part of Groups within Office 365. To create and view groups, go to the Admin portal at: https://portal.office.com/adminportal Then select Groups: You will see a list of the groups, and note you can filter on security groups: You can create a security group by select +Add a group: Click Add: You can then select the … Continue reading Office 365 Security Groups

Dynamics 365 OneNote Integration

To set up Dynamics 365 OneNote integration, go through the following steps: First, turn on Enable Server-Based SharePoint Integration. Next, select Settings->Document Management->OneNote Integration: Turn on OneNote integration for the entities you would like: Open a lead and select the OneNote tab: This will create an Untitled document: Select the link. This will open a new OneNote online document: Right click to rename the document. Add any notes. The document … Continue reading Dynamics 365 OneNote Integration

Introduction to Yammer

Yammer is a portal from Microsoft that allows people to communicate in an organization. To log into Yammer, go to https://www.yammer.com/: You can also access Yammer from the Office 365 menu: Logging in, you will see the home page, with posts from different Yammer users in your organization: Select + to create new groups in Yammer: These groups can be internal and external:   You can also send private messages to … Continue reading Introduction to Yammer

Creating a Support Email for your Organization in Office 365

To add a support email, create a new user in the Office 365 Admin Portal: https://portal.office.com/adminportal/. Select Users->Add a User: Enter Support and select a product license: Click Add. The new support email will then be created: You can log into the account and start receiving emails. Once configured, you can link the account to Dynamics 365 for automatic case creation.  

Office 365 Identity Management

When working with Office 365, there are 3 ways to provide user identity: Manage all users in Azure Active Directory. In this case, there is no traditional active directory; AAD is managed in the cloud Synchronized Identity. In this case, user identity is synchronized between Azure Active Directory and traditional Active Directory. This is done by using a tool such as DirSync. For more information click here. Here, a user … Continue reading Office 365 Identity Management

Connecting Outlook Client to Office 365

To the Outlook web client for Office 365 you can go to this address to access your email: https://outlook.office365.com To connect the Outlook desktop client with Office 365, go through the following steps. First, start Outlook. If you have not set up a profile you will get the message: Select Yes: You will see the screen below. Enter the details below: Name: E.g. Christa Geller Email: E.g. christag@onmicrosoft.com Your Password On … Continue reading Connecting Outlook Client to Office 365

Introduction to Microsoft Teams

To enable Microsoft Teams, perform the following steps. First, go to Office 365 Admin at http://portal.office.com and select Services and Add-Ins: Select Microsoft Teams: Set to On: Go to Teams: Go to teams.microsoft.com and sign in to see your teams: In the bottom left of the page you will see a link to create teams: Enter a new team. We will call this the Power BI team: Add members to the team: … Continue reading Introduction to Microsoft Teams

Adding Power BI to Microsoft Teams

To add Power BI to Microsoft Teams, first create a team. Let’s call ours Sales Team: Add Team members: Click the + sign in the main window: You will see this screen below: Select Power BI: You will see a new Power BI tab with the relevant reports: Users can then comment on the report: And change tabs of the report, and view in the powerbi.com service:  

Microsoft AppSource

Dynamics 365 has an online marketplace, AppSource, where you can search for apps to install. These apps are written by vendors and also by Microsoft. It has products written for Cloud Solutions, Power BI and Office 365 as well as Dynamics 365. To use AppSource, go to https://appsource.microsoft.com/ and sign in with your 365 credentials. Notice the products you can filter on at this point. Scrolling down you will see the top app results and also … Continue reading Microsoft AppSource