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.

This lab will take approximately 30 minutes to complete.

Exercise 1: Configure email, SharePoint, and OneDrive integration

Task 1: Configure Email Integration

  1. In a web browser, navigate to https://admin.powerplatform.microsoft.com
  2. In the left navigation, select Manage, then select Environments.
  3. Open the Sales Trial environment.
  4. In the top command bar, select Settings.
  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
    • Outgoing Email: Server-Side Synchronization
    • Appointments, Contacts, and Tasks: Server-Side Synchronization

  8. Select Save, then select 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. In the left navigation, select Environments.
  3. Open the Sales Trial environment.
  4. In the top command bar, select Settings.
  5. Under Integration, open Document management settings.
  6. If the Configure server-based SharePoint integration option is available, select it and continue to the next step. If the option is not visible, SharePoint integration is already enabled — skip to step 13.
  7. On the Configure Server-based SharePoint integration page, select Next.
  8. Select Online as the site location, then select Next.
  9. Enter the URL of your SharePoint site (Example: https://m365x.sharepoint.com), then select **Next**.

    [!NOTE] To find your SharePoint URL, select the App Launcher icon (Looks like a 3 x 3 square) in the upper-left corner of the screen, hold Ctrl and then select SharePoint.

  10. After the site is validated, select Next.
  11. Select Next.
  12. Review the summary and select Done.
  13. Select Document management settings.

  14. Select any entities that you want document management to be enabled for, such as Lead, Account, Opportunity, then select Next.

    [!IMPORTANT] If you plan to configure email engagement in Sales insights, ensure you also select the Email Entity.

  15. In the SharePoint site URL field, enter the URL of the SharePoint site you used in step 9 and validate the URL.
  16. Select Next.
  17. Select Next.
  18. Review the Document library creation status, then select Finish.
  19. Select Close.

Task 3: Setup OneDrive for Business Integration

In this task, you will set up OneDrive 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. In the left navigation, select Manage, then select Environments.
  3. Open the Sales Trial environment.
  4. In the top command bar, select Settings.
  5. Under Integration, open Document management settings.
  6. Select Configure server-based Sharepoint integration.
  7. Select Next until you reach the OneDrive for Business tab.
  8. Select the Enable OneDrive for Business checkbox, then select Next.
  9. Review the summary and select Done.

Exercise 2: Configure Teams and Copilot

Task 1: Configure Teams Integration

  1. If necessary, open the Sales Hub app.
  2. In the bottom-left corner, select the Sales area switcher..
  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.

    [!NOTE] 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 Save.

    [!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. Under All apps, set Copilot to On.
  4. Select Save