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Microsoft Dynamics 365 User Group
Dynamics 365 Admin Tips
Sam Fernando | Microsoft Practice Manager
Microsoft Dynamics 365 User Group
Backups & Restores
• Daily backups
• 3 day retention
• No impact on storage
• All instances
• On demand custom backups
• 3 day retention
• No limits to number of backups
• No impact on storage
• Restore prod backup to a sandbox
• > CRM 2016 Update 1
Microsoft Dynamics 365 User Group
Managing Instances
• Add additional instances
• Reset instances
• Copy instances
• Support instances
• Switch instances
• Edit URL & Name
• Geo to geo migrations
Microsoft Dynamics 365 User Group
User Segregation
• Segregate users into O365 groups
• Attach O365 groups to Instances
• Segregate between non-prod and prod users
Microsoft Dynamics 365 User Group
Online Management API
• Retrieve instances
• Create/delete instances
• Perform backup/restore
• Region specific
• Check operation statuses
• Check languages/currencies
• Check version
• Pair with Powershell
• https://admin.services.crm.dynamics.com/swagger/ui/index
Microsoft Dynamics 365 User Group
Microsoft Dynamics 365 User Group
Microsoft FastTrack for Dynamics
• License reviews
• Go live checklists
• Tech talks
• Workshops
• Regular touchpoints
• Minimum 250 seats
• Module onboarding services
• On prem to cloud migrations
Microsoft Dynamics 365 User Group
Organisation Insights
• Install from AppSource
• Health and service status
• Monitor user adoption
• API call stats
• Plugin and workflow stats
• Manage storage and performance
• Mailbox stats
• User stats
• Most data updated every 1 hour
• Download stats
Microsoft Dynamics 365 User Group
Data Performance
• Monitor long running queries
• View popular queries
• Apply optimisations
• Remove optimisations
• View performance impact
Microsoft Dynamics 365 User Group
Microsoft Dynamics 365 User Group
Stay in the loop
• Office 365 Admin App
• Push notifications for service failures
Microsoft Dynamics 365 User Group
Service Administrators
Microsoft Dynamics 365 User Group
Delegate Administrators
• Grant partial admin rights to Partners
• Allow Partners to perform;
• Adding users
• Resetting passwords
• Manage licenses
• Assign admin permissions
• Invite partner to be Delegate admin
Microsoft Dynamics 365 User Group
Version Numbers
• App Version
• DB Version
• App only updates
• Sequence
1. App updates
2. Organisation Updates

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Dynamics 365 - Admin Tips & Tricks

  • 1. Microsoft Dynamics 365 User Group Dynamics 365 Admin Tips Sam Fernando | Microsoft Practice Manager
  • 2. Microsoft Dynamics 365 User Group Backups & Restores • Daily backups • 3 day retention • No impact on storage • All instances • On demand custom backups • 3 day retention • No limits to number of backups • No impact on storage • Restore prod backup to a sandbox • > CRM 2016 Update 1
  • 3. Microsoft Dynamics 365 User Group Managing Instances • Add additional instances • Reset instances • Copy instances • Support instances • Switch instances • Edit URL & Name • Geo to geo migrations
  • 4. Microsoft Dynamics 365 User Group User Segregation • Segregate users into O365 groups • Attach O365 groups to Instances • Segregate between non-prod and prod users
  • 5. Microsoft Dynamics 365 User Group Online Management API • Retrieve instances • Create/delete instances • Perform backup/restore • Region specific • Check operation statuses • Check languages/currencies • Check version • Pair with Powershell • https://admin.services.crm.dynamics.com/swagger/ui/index
  • 7. Microsoft Dynamics 365 User Group Microsoft FastTrack for Dynamics • License reviews • Go live checklists • Tech talks • Workshops • Regular touchpoints • Minimum 250 seats • Module onboarding services • On prem to cloud migrations
  • 8. Microsoft Dynamics 365 User Group Organisation Insights • Install from AppSource • Health and service status • Monitor user adoption • API call stats • Plugin and workflow stats • Manage storage and performance • Mailbox stats • User stats • Most data updated every 1 hour • Download stats
  • 9. Microsoft Dynamics 365 User Group Data Performance • Monitor long running queries • View popular queries • Apply optimisations • Remove optimisations • View performance impact
  • 11. Microsoft Dynamics 365 User Group Stay in the loop • Office 365 Admin App • Push notifications for service failures
  • 12. Microsoft Dynamics 365 User Group Service Administrators
  • 13. Microsoft Dynamics 365 User Group Delegate Administrators • Grant partial admin rights to Partners • Allow Partners to perform; • Adding users • Resetting passwords • Manage licenses • Assign admin permissions • Invite partner to be Delegate admin
  • 14. Microsoft Dynamics 365 User Group Version Numbers • App Version • DB Version • App only updates • Sequence 1. App updates 2. Organisation Updates