Use Microsoft 365 services with model-driven apps and Microsoft Dataverse

Microsoft 365 services, such as SharePoint and Microsoft Exchange, can help fill areas where model-driven apps don't have the tools necessary to help meet your specific needs.

Business User

Functional Consultant

Dynamics 365

Microsoft Power Platform

Sales

Dataverse

Power Apps

Module Objectives

This module explains how to:

Integrate email with Microsoft Dataverse to show emails as activities in Dynamics 365 applications and model-driven apps.
Examine server-side synchronization and learn why it matters in Power Platform implementations.
Review and set up document management options that are available through Microsoft SharePoint.
Learn about the app for Outlook and how to deploy it.
Tailor the app for Outlook.

Units

Introduction min
Set up mailboxes min
Server-side sync min
Document management options min
Document management min
Deploy the app for Outlook min
Set up Dynamics 365 App for Outlook min
Integrate with Microsoft Teams min
Check your knowledge min
Summary min

Prerequisites

Basic understanding of Dynamics 365 customer engagement apps or Microsoft Power Platform