Module 1: Configure Dynamics 365 Sales

Practice Lab 1.1: Configure supporting applications

Scenario

Contoso Coffee sellers report that although Dynamics 365 Sales is very helpful in increasing seller productivity, the application feels very siloed in relation to their daily flow of work. They have the following requirements for their IT department:

  • Sellers would like to track and manage sales-related email correspondence in CRM.
  • Sellers would like to store documents related to sales (like product knowledge articles, customer research, and market trend reports) in CRM. They want to be able to access, share, and manage these documents directly from the Sales app.
  • Sellers would like to collaborate with other departments like inventory, order fulfillment, and marketing as they pursue their sales opportunities. They would like these other departments to be able to collaborate on a customer record within a Teams chat or channel.
  • Sellers have heard a lot about the Copilot features within Dynamics 365 Sales, including record summarization, catching up on changes to records, preparing for meetings, and composing correspondence. They want to ensure that Copilot features are turned on in their environment so they can start leveraging AI within the app to enhance their productivity.

In this lab, we will turn on and configure the features that will help our CRM organization meet these sellers’ requirements.

Exercise 1: Configure email, SharePoint, and OneDrive integration

Task 1: Configure Email Integration

  1. In a web browser, navigate to admin.powerplatform.microsoft.com.
  2. From the site navigation on the left side of the screen, select Environments.
  3. Select the Sales Trial environment to open it.
  4. Locate and select Settings from the commands listed at the top.
  5. Select the email heading to expand it and select Mailboxes.
  6. Open the Mailbox record for MOD Administrator.
  7. Configure the MOD Administrator Mailbox as follows:
    • Server Profile: Microsoft Exchange Online
    • Incoming Email: Server-Side Synchronization or Email Router
    • Outgoing Email: Server-Side Synchronization or Email Router
    • Appointments, Contacts, and Tasks: Server-Side Synchronization
  8. Save your changes. Then click Approve Email. (Note: You must approve the mailbox before you can send and receive email.)
  9. You will be asked if you want to approve the primary email. Select OK.
  10. Click Test & Enable Mailbox.
  11. On the test and enable pop-up screen, make sure that if this mailbox was previously configured to sync with another organization, checking this option will switch it to sync with this organization.
  12. Select OK.

IMPORTANT: Do not navigate away from this page while the tests complete. If you would like to work on Task 2 while the tests complete, you can open a new tab or browser.

Task 2: Enable Server-Based SharePoint Integration

In this task, you will enable server-based SharePoint integration for your Dynamics 365 organization.

  1. In a web browser, navigate to admin.powerplatform.microsoft.com.
  2. From the site navigation on the left side of the screen, select Environments.
  3. Open the Sales Trial environment that you have been working in to open it.
  4. Locate and select Settings from the commands listed at the top.
  5. Under the Integration heading, select Document management settings.
  6. You should see an option to Enable Server-Based SharePoint Integration. (If it is not there, SharePoint integration has already been enabled and you can skip to step eleven.)
    • If SharePoint Integration is not configured, select Enable Server-Based SharePoint Integration.
  7. In the enable Server-Based SharePoint Integration screen, click the Next button.
  8. Select Online for the deployment type, click the Next button.

  9. Enter the URL of the SharePoint site you want to use. (Example: https://”Orgname”.sharepoint.com), click the Next button.

    Note: You can find your SharePoint URL by selecting the App checker Icon in the upper left corner of the screen. (Looks like a 3 x 3 square.) holding down the CTRL key and selecting SharePoint.

  10. After the site has been validated, click the Enable button.
  11. Click Document Management Settings.
  12. Select any entities that you want document management to be enabled for, such as Leads, Accounts, Opportunities, and click Next.
    • IMPORTANT: If you are planning on configuring email engagement in Sales insights, select the Email Entity.
  13. In the SharePoint site URL field, enter the URL of the SharePoint site you used in the previous task.
  14. Click the Next button.
  15. Click the Finish button to complete the setup.

Task 3: Setup OneDrive for Business Integration

In this task, you will set up OneDrie integration for your Dynamics CRM organization. (As of the publication of this course, Document Management settings were not available from within the Power Platform Admin center. You will need to configure OneDrive for business integration from the classic Dynamics 365 Settings area.)

  1. In a web browser, navigate to admin.powerplatform.microsoft.com.
  2. From the site navigation on the left side of the screen, select Environments.
  3. Open the Sales Trial environment that you have been working in to open it.
  4. Locate and select Settings from the commands listed at the top.
  5. Under the Integration heading, select Document management settings.
  6. Click on the Enable OneDrive for Business icon.
  7. Select the Enable OneDrive for Business checkbox and click OK.
  8. After the screen refreshes, click the OneDrive for Business Folder Settings.
  9. Accept the default folder name, or enter a name of your choice, and click OK.

Exercise 2: Configure Teams and Copilot

Task 1: Configure Teams Integration

  1. If necessary, open the Sales Hub app.
  2. Using the navigation on the left, select the Sales area (Bottom Left).
  3. From the menu that appears, select App Settings.
  4. Under the General Settings group, select Chat and Collaboration.
  5. Set Turn on the linking of Dynamics 365 records to Microsoft Teams channels to Yes.
  6. Set Turn on Enhanced Microsoft Teams Integration to Yes. (You may need to select your MOD Administrator account. If asked for permissions, select Accept.)
  7. Under Turn on Microsoft Teams chats inside Dynamics 365, select Turn on for all Dynamics 365 Apps.
  8. Select the Save button.
    IMPORTANT: It can take several minutes for the changes to be saved.

Task 2: Configure Copilot

  1. Make sure that you are in the App Settings area.
  2. Under the General Settings group, select Copilot.
  3. Select the checkbox next to Try our newest preview features before they’re rolled out to everyone to enable it.
  4. Under Copilot features, change the All Dynamics 365 Sales Apps as follows:
    • Chat: On
    • Email (Preview): On
  5. Select the Save button.