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Administration Guide for Dynamics 365 Version: 8.2 View the latest version of t

Administration Guide for Dynamics 365 Version: 8.2 View the latest version of this document online. 2 Contents Administration Guide for Dynamics 365 .................................................................................................... 1 Administering Dynamics 365 ................................................................................................................... 38 In This Section ...................................................................................................................................... 38 Related Sections .................................................................................................................................. 38 What's new for administrators and customizers in Microsoft Dynamics 365 ........................................... 38 What's new in the December 2016 update for Dynamics 365 (online and on-premises) .................... 39 What's new in CRM Online 2016 Update 1 and CRM 2016 Service Pack 1 ....................................... 50 What’s new in CRM Online 2016 and CRM 2016 (on-premises)......................................................... 63 CRM Online 2015 Update 1 features now apply to CRM 2016 on-premises ...................................... 72 See Also ............................................................................................................................................... 76 Important changes coming in future releases of Microsoft Dynamics 365 .............................................. 76 Removal of support for older mobile operating systems ..................................................................... 76 Some knowledge management entities are deprecated ...................................................................... 76 Removal of legacy form rendering option ............................................................................................ 77 Microsoft Dynamics CRM List Component is deprecated .................................................................... 77 Removal of support for Microsoft Office 2010 ...................................................................................... 77 Microsoft Dynamics Email Router is deprecated ................................................................................. 77 See Also ............................................................................................................................................... 78 Getting started ......................................................................................................................................... 78 In This Section ...................................................................................................................................... 78 See Also ............................................................................................................................................... 78 Microsoft Dynamics 365 (online) requirements ....................................................................................... 78 Web browser requirements .................................................................................................................. 79 Microsoft Dynamics 365 for Outlook requirements .............................................................................. 79 Mobile device requirements ................................................................................................................. 79 Microsoft Office requirements .............................................................................................................. 79 See Also ............................................................................................................................................... 79 Plan for Microsoft Dynamics 365 (online) deployment and administration ............................................. 80 See Also ............................................................................................................................................... 83 64-bit supported configurations for Microsoft Dynamics 365 .................................................................. 84 Dynamics 365 for Outlook .................................................................................................................... 84 Email Router ......................................................................................................................................... 84 SQL Server (on-premises only) ............................................................................................................ 84 See Also ............................................................................................................................................... 84 3 Supported web browsers and mobile devices ......................................................................................... 85 Known issues when you run Microsoft Dynamics 365 with certain web browsers .............................. 85 See Also ............................................................................................................................................... 86 Web application requirements for Microsoft Dynamics 365 .................................................................... 86 In This Topic ......................................................................................................................................... 86 Microsoft Dynamics 365 web application hardware requirements ....................................................... 86 Supported versions of Internet Explorer and Microsoft Edge .............................................................. 87 Supported non-Internet Explorer web browsers................................................................................... 88 Supported versions of Microsoft Office ................................................................................................ 88 Printing reports ..................................................................................................................................... 89 See Also ............................................................................................................................................... 89 Performance tuning and optimization ...................................................................................................... 89 In This Section ...................................................................................................................................... 89 Related Sections .................................................................................................................................. 89 Verify network capacity and throughput for Dynamics 365 clients .......................................................... 89 See Also ............................................................................................................................................... 91 Key preparation and configuration tasks ................................................................................................. 91 In This Topic ......................................................................................................................................... 91 Common configuration settings for Internet Explorer ........................................................................... 91 Configuration settings for Microsoft Dynamics 365 for Outlook ........................................................... 94 Network connections settings............................................................................................................... 95 Antivirus or malware application settings ............................................................................................. 95 Important email messages from Microsoft Dynamics 365 ................................................................... 96 Available resources for Microsoft Dynamics 365 users ....................................................................... 96 Technical support for Microsoft Dynamics 365 .................................................................................... 96 See Also ............................................................................................................................................... 97 Set up a Dynamics 365 organization ....................................................................................................... 97 In This Section ...................................................................................................................................... 97 Related Sections .................................................................................................................................. 98 Create or edit business units ................................................................................................................... 98 In This Topic ......................................................................................................................................... 99 Create a new business unit .................................................................................................................. 99 Change the settings for a business unit ............................................................................................. 101 Change the business unit for a record ............................................................................................... 101 See Also ............................................................................................................................................. 102 Delete a business unit ........................................................................................................................... 102 See Also ............................................................................................................................................. 103 4 Assign a business unit a different parent business ............................................................................... 103 See Also ............................................................................................................................................. 104 Create or edit a site ............................................................................................................................... 104 See Also ............................................................................................................................................. 105 Add resources to a site .......................................................................................................................... 105 See Also ............................................................................................................................................. 105 Add or remove a currency ..................................................................................................................... 106 In This Topic ....................................................................................................................................... 106 Add a currency ................................................................................................................................... 106 Delete or deactivate a currency.......................................................................................................... 106 See Also ............................................................................................................................................. 107 Change regional and language options for your organization ............................................................... 107 See Also ............................................................................................................................................. 108 Enhanced service level agreements ...................................................................................................... 108 Case-on-hold support ......................................................................................................................... 109 Considerations when you choose a SLA type.................................................................................... 109 See Also ............................................................................................................................................. 109 Enable languages .................................................................................................................................. 110 In This Topic ....................................................................................................................................... 110 Enable the language .......................................................................................................................... 110 Select the language to display the user interface and Help ............................................................... 111 Known issues with Language settings ............................................................................................... 111 See Also ............................................................................................................................................. 112 Configure Quick Find options for the organization ................................................................................ 112 In this topic ......................................................................................................................................... 112 Choose the method used for Quick Find indexing ............................................................................. 112 What system administrators should consider before enabling or disabling full-text indexing ............ 113 Enable or disable full-text indexing for Quick Find ............................................................................. 114 See Also ............................................................................................................................................. 114 Configure Relevance Search for the organization ................................................................................. 114 In This Topic ....................................................................................................................................... 114 Compare Dynamics 365 searches ..................................................................................................... 115 How Relevance Search works ........................................................................................................... 116 Relevance Search architecture .......................................................................................................... 117 Enable Relevance Search .................................................................................................................. 117 Select entities for Relevance Search ................................................................................................. 119 Configure searchable fields for Relevance Search ............................................................................ 120 5 Set managed property for Relevance Search .................................................................................... 123 Privacy notice ..................................................................................................................................... 125 See Also ............................................................................................................................................. 126 Import data into Microsoft Dynamics 365 (online) ................................................................................. 126 In This Topic ....................................................................................................................................... 127 Delete sample data ............................................................................................................................ 127 Import Outlook contacts into Microsoft Dynamics 365 (online) .......................................................... 127 Import other types of data into Microsoft Dynamics 365 (online) ....................................................... 127 See Also ............................................................................................................................................. 128 Turn off the welcome screen (navigation tour) in CRM 2015 or earlier ................................................. 128 See Also ............................................................................................................................................. 131 Manage security, users, and teams ....................................................................................................... 131 In This Section .................................................................................................................................... 131 See Also ............................................................................................................................................. 131 Security concepts for Microsoft Dynamics 365...................................................................................... 131 In this topic ......................................................................................................................................... 132 Business units .................................................................................................................................... 132 Role-based security ............................................................................................................................ 132 User-based access and licensing ...................................................................................................... 133 Teams ................................................................................................................................................. 133 Record-based security ....................................................................................................................... 133 Hierarchy security ............................................................................................................................... 134 Field-based security ........................................................................................................................... 134 Deployment-wide administrative-level security (on-premises only) ................................................... 134 Security Modeling with Microsoft Dynamics 365 ................................................................................ 134 See Also ............................................................................................................................................. 135 Security roles and privileges .................................................................................................................. 135 Security roles ...................................................................................................................................... 135 Overriding security roles ..................................................................................................................... 138 In This Section .................................................................................................................................... 138 See Also ............................................................................................................................................. 138 Create or edit a security role .................................................................................................................. 138 Create a security role ......................................................................................................................... 139 Edit a security role .............................................................................................................................. 139 Minimum privileges for common tasks ............................................................................................... 140 Privacy notices ................................................................................................................................... 141 See Also ............................................................................................................................................. 142 6 Copy a security role ............................................................................................................................... 142 See Also ............................................................................................................................................. 143 View your user profile ............................................................................................................................ 143 Field level security ................................................................................................................................. 144 In This Topic ....................................................................................................................................... 144 Overview of field level security ........................................................................................................... 145 Example for restricting the mobile phone field for the Contact entity ................................................. 145 Which fields can be secured? ............................................................................................................ 146 Best practices when you use field security ........................................................................................ 147 See Also ............................................................................................................................................. 147 Hierarchy security .................................................................................................................................. 147 In This Topic ....................................................................................................................................... 147 Manager hierarchy and Position hierarchy security models .............................................................. 148 Set up hierarchy security .................................................................................................................... 151 Set up Manager and Position hierarchies .......................................................................................... 154 Performance considerations............................................................................................................... 157 See Also ............................................................................................................................................. 158 Manage users ........................................................................................................................................ 158 In This Topic ....................................................................................................................................... 158 Manage users in Dynamics 365 (online) ............................................................................................ 158 Manage users in Microsoft Dynamics 365 (on-premises) .................................................................. 158 See Also ............................................................................................................................................. 162 Manage teams ....................................................................................................................................... 162 In This Topic ....................................................................................................................................... 162 Owner team or access team? ............................................................................................................ 162 About owner teams ............................................................................................................................ 163 About access teams and team templates .......................................................................................... 163 Maximum settings for system-managed access teams ..................................................................... 164 See Also ............................................................................................................................................. 164 Add teams or users to a field security profile ......................................................................................... 165 See Also ............................................................................................................................................. 165 Synchronize user information between Microsoft Dynamics 365 and Active Directory ........................ 165 See Also ............................................................................................................................................. 167 Add or remove territory members .......................................................................................................... 167 See Also ............................................................................................................................................. 168 Troubleshooting: User needs read-write access to the Dynamics 365 organization ............................ 168 7 See Also ............................................................................................................................................. 169 Audit data and user activity.................................................................................................................... 169 In This Topic ....................................................................................................................................... 170 Start or stop auditing for an organization ........................................................................................... 170 View audit logging details ................................................................................................................... 171 Enable or disable entities and fields for auditing ................................................................................ 171 See Also ............................................................................................................................................. 172 Customize your Dynamics 365 system ................................................................................................. 172 In This Section .................................................................................................................................... 173 See Also ............................................................................................................................................. 173 Getting started with customization ......................................................................................................... 173 In This Section .................................................................................................................................... 174 See Also ............................................................................................................................................. 174 Privileges required for customization ..................................................................................................... 175 In This Topic ....................................................................................................................................... 175 System Administrator and System Customizer security roles ........................................................... 175 Delegate customization tasks............................................................................................................. 176 Test customizations without customization privileges ........................................................................ 176 See Also ............................................................................................................................................. 176 Customization concepts ......................................................................................................................... 176 In This Topic ....................................................................................................................................... 177 What is metadata and why should you care? .................................................................................... 177 What kinds of customizations are supported? ................................................................................... 178 What kinds of customizations aren’t supported?................................................................................ 178 What you need to know about solutions ............................................................................................ 180 Publishing customizations .................................................................................................................. 184 Prepare client customizations to improve performance for mobile and interactive service hub ........ 185 Changes that affect Dynamics 365 organization performance .......................................................... 185 Combine customization capabilities ................................................................................................... 186 Additional capabilities not included in this guide ................................................................................ 186 See Also ............................................................................................................................................. 187 Use solutions for your customizations ................................................................................................... 188 In This Topic ....................................................................................................................................... 188 The default solution ............................................................................................................................ 188 Navigate to a specific solution ............................................................................................................ 188 Use the solution explorer .................................................................................................................... 189 Create your own solution .................................................................................................................... 191 Import, update, and export solutions .................................................................................................. 192 8 Settings options for solution export .................................................................................................... 195 Privacy notices ................................................................................................................................... 201 See Also ............................................................................................................................................. 201 Use segmented solutions and patches to simplify solution updates ..................................................... 201 Understanding version numbers for cloned solutions and patches ................................................... 203 Create a segmented solution with the entity assets you want ........................................................... 203 Create a solution patch ...................................................................................................................... 209 uploads/Industriel/ dynamics365-administrationguide.pdf