Customer Engagement Online Deployment Flashcards

Question

5.4c How do you use Office 365 online to create a user and what is the benefit of creating that user in Office 365?

Answer 1

1) It is best practice when you create the user to let Microsoft auto-generate a password and make the user change their password once they first sign in. Moreover, if the user forgets their password, you can click on the Reset Password button to send the user an auto-generated password that they can modify 2) The second section is to give the user an Office 365 user role. You can give them a simple user role with no administrative access, a Global Administrator role with all administrative tasks or a customized administrator role where they can handle some administrative tasks. The great advantage of using Office 365 online to create a user is that you automatically enable Single Sign On (SSO), which means a user logged in Office 365 is also logged in Dynamics 365 and only has one username and password to remember 3) The last setting you have to configure is which application will the user have access to. Not all users need all apps, so you can only give access to what the user needs

Answer 2

This topic is a very large chunk of the MB2-716 (Customization and Configuration) examination and is a very complex topic. For this examination, you only need to know that you have to give the user a Dynamics 365 user role for them to be able to access Dynamics 365 and that you can do so by navigating to Settings -> Security -> Users -> Select The User -> Manage Roles

Answer 3

If you wish to integrate Dynamics 365 with a third party software not found on app source, you can do so by designating that software as a non-interactive user. That does not require an additional user license, but there is a limit of 5 non-interactive users per tenant

Answer 4

These roles apply to the management of subscriptions and not of Dynamics 365. They include the following two roles: * Global Administrator * Custom Administrator, with one or more of the following roles: Billing Administrator, Exchange Administrator, Password Administrator, Skype for Business Administrator, Service Administrator, SharePoint Administrator and User Management Administrator (total of 7) NOTE: These two roles grant automatic access with no license required to Dynamics 365 to that user with the System Administrator role. However, they can only access the Settings app and cannot view or perform any action in any other Dynamics 365 app (Sales, Marketing, Customer Service, etc.). If you want your administrator to view and perform actions in these apps, they also need a license.

Answer 5

The system administrator role allows the user to do and see everything in Dynamics 365. This role's privileges cannot be modified. If your organization wants to delegate some Dynamics 365 administration or customization tasks, they can grant a user the System Customizer role. This role can be modified according to the organization's needs

Answer 6

What if you already have user accounts on-premise and don't want to create a new set of accounts and start everything from scratch? You can link your accounts on active directory with Microsoft Office 365. You have 2 options: 1) Direct Synchronization - The user logs in using their unique identifier (which is now the same for the on-premise environment and online environment). It is a simple setup, with the main disadvantage being that a user accessing the on-premise environment would need to log in online to access Dynamics 365. The link is done in Azure Active Directory 2) Active Directory Federated Services - The setup of Active Directory Federated Services (ADFS) is much more complex than direct synchronization, but it allows the organization to enable single sign on (SSO - which means once user access their on-premise environment, they do not need to sign in again to access online services), enable user sign-in auditing (a legal requirement for some companies), enable sign-in schedule restrictions (which would block users access to the environment) or require immediate enabling and disabling of users

Answer 7

An instance is an organization in Dynamics 365 with its distinct SQL Server database. There are two types of instances: * Sandboxes: used to train employees, develop new features, test the effects of an upgrade or test a third party add-on. You can have one or multiple sandboxes performing these functions. * Production: The instance the end-user is using for actual work related purposes

Answer 8

The properties of an instance are: * Name * URL (which must be unique across all instances of Dynamics 365 across the world) * Purpose (for reference only, shown in the Office 365 Admin Portal) * Security group (you can restrict access of an instance to a particular group. If you don't specify one, all users will have access to an instance)

Answer 9

You can edit the properties of an instance by navigating in the Office 365 Admin Center to Admin > All Admin Centers > Dynamics 365 -> Select Your Instance -> Edit

Answer 10

You can purchase additional instances in the Office 365 Admin Center. However, this is not possible for a trial instance

Answer 11

* Switch from sandbox to production, or vice versa * Reset an instance to factory settings (this will delete all customizations and data. This is only possible for sandbox instances) * Delete (only possible for a sandbox instance) * Copy o Minimal copy: Copies the users, customizations and entity schema (technical word for your entities' tables) o Full Copy: Copies the users, customizations, entity schema and all the data

Answer 12

you have a sandbox instance, you can place it in administration mode. This will prevent users except those having the system administrator or system customizer role to access your instance. This feature allows you to display a custom message to users trying to access it and are denied access. Moreover, you can also choose to disable background operations (fancy technical word for it: asynchronous operations).

Answer 13

As per Microsoft: "A tenant is an account created in Microsoft Online Services when signing up for a subscription." See p25 diagram showing you how tenants and instances are related. A tenant can have one Dynamics 365 subscription and multiple instances of Dynamics 365. A tenant can include up to 50 production instances and up to 75 sandbox instances. A Dynamics 365 user can access any instance in a tenant if they have the appropriate security role.

Answer 14

Your instance has to be associated to a region. Please note that this is a separate concept of a data center region, which is where your data is physically located

Answer 15

``` The current regions are: • Asia Pacific • Canada • Dynamics 365 Germany • Dynamics 365 Government Plans • Europe, Middle East & Africa • India • Japan • North America (covers geographically the United States of America) • Oceania • South America • United Kingdom ```

Answer 16

``` The current data center regions are: • Asia Pacific • Australia • Canada • Europe, Middle East & Africa • Germany • Government Plans (United States only) • India • Japan • North America • South America • United Kingdom ```

Answer 17

The situation gets complicated rapidly for a multinational corporation with offices all around the world, with some countries requiring by law that company data has to reside in a certain country or region. These companies should consider a multiple tenants deployment, where one tenant per region of operation is created. Each tenant is managed individually, users can only access the instances associated with their tenant, subscription services cannot be shared and active directory can only be synchronized or federated with one tenant. However, you can be sure that your data is in the region where you want it to be. If the multi-tenant solution would not work for a company, Microsoft can grant a tenant to have instances in multiple regions. An example of that would be for a company having user data in Active Directory.

Answer 18

Each subscription has one storage limit across all instances. Administrative notifications are sent to notify administrators if more than 80% of the storage is used. If 100% of the storage is used, no user can create a record unless other elements are removed or additional storage is purchased. Dynamics 365 gives you as part of your subscription 10 GB of storage with an additional of 5 GB of storage per 20 full users.

Answer 19

By default, administrative notifications are sent to users with a security role of system administrator. However, you can choose to add more people to the notifications list. To do so, you can navigate in your Office 365 Admin > All Admin centers -> Dynamics 365 -> Select Your Instance -> Notifications and add email addresses separated with a semi colon. You can add people outside of the organization, such as employees of your Microsoft Partner.