Hi, and welcome to this first installment of a series
of videos that show how to integrate Dynamics 365 for
Sales with Dynamics 365 Business Central. In this video, Part 1,
we'll see how to lay the groundwork for the
integration. Typically, this work is done by a Microsoft partner,
but as a customer you can also do it yourself.
Now, in this video we'll use trial versions of the
apps,
but the process is the same if you have subscriptions.
We'll see how to sign up for Customer Engagement and
Business Central and get the apps ready for integration.
We'll see how to assign a user as an administrator,
in Customer Engagement, and finally we'll see how to deploy the Sales app.
Part 2 describes the steps that involve the other user accounts
we'll need, such as the ones will use to connect
the apps. OK,
let's have a look. The first step is to sign
up for Customer Engagement.
We can do that in just a few steps. We'll
use our admin credentials to sign into our Office 365 account,
and then choose the Admin tile.
We'll choose Billing, Purchase Services, and then we'll find the
Dynamics 365 Customer Engagement Plan. In this video we'll use
the free trial,
so we'll choose Start Trial,
and then confirm our order.
We'll sign out of Office 365 and then sign in
again to refresh
our subscription.
Now we need to configure our trial by preparing an
empty instance of Customer Engagement. There are options for getting demo
data,
but we want to avoid ending up with a mix
of data for the apps.
We'll choose All Admin Centers, and then find the Dynamics
365 Admin Center.
We'll pick a language for trial,
and in the part of the page that displays scenarios,
to get an empty tenant we'll select None of the
Above.
Now we'll select a currency. It must match the local currency
in Business Central or we won't be able to connect.
If we aren't sure, we can see the currency in
the LCY Code field on the General Ledger Setup
page.
To finish up, we'll click Complete Set Up. OK, now
we need to specify who will manage our Customer
Engagement subscription. We'll do that by assigning the person an
administrator license. Again, we'll sign out and then sign back
in to refresh
our subscription. While that's happening,
let's go back to the Microsoft 365 Admin Center,
and assign a Customer Engagement license to our admin user.
We'll expand Users, and then choose Active Users.
We'll select the admin user,
and then click Edit next to Product Licenses.
We'll expand our Customer Engagement plan, and assign the Customer
Engagement Plan license.
We can add other licenses,
but this is the minimum we'll need for the purpose
of this video.
Now let's give our admin user the administrator permission set
in Sales.
We'll open Sales, and then choose Settings, Security, and then
Users.
We'll select our admin user,
choose Promote to Admin, and then confirm our choice. Now
that our admin user has a Sales license
we can continue to configure the app.
We need to sign out and sign in again to
apply our new permissions.
OK, we're getting there. The next step is to deploy
the Sales app from app source.
Here's what that looks like. Back in Office 365, we'll
choose the Dynamics 365 tile, and then choose Get more Apps
to open AppSource. Now we'll search for Dynamics 365
for Sales.
We'll choose Get It Now, and agree to the terms.
Under Add the Application to Dynamics 365, we'll choose the
instance of Customer Engagement where we want to deploy the
Sales app. We'll agree to the terms, acknowledge the privacy
statement,
and then choose Agree in the Dynamics 365 Admin Center.
On the Manage Solutions page,
we can track the status of the installation.
When finished, it will show up on our Dynamics 365
Home page.
Now we'll refresh until two tiles appear. These tiles
let us choose the appearance of the Sales. The
Sales tile opens the app in the app's classic view.
The Sales Hub tile opens the app in an updated
view.
Now we can move on to the last step,
which is to sign up for Business Central. On the
Dynamics 365 Home
page, or home.dynamics.com, we'll choose Get More Apps
to open AppSource.
We'll agree to the terms of use, and choose Continue.
Finally, we'll use our administrator account to sign in to a Business
Central trial.
And that's it for part one of this series.
We've just seen how to get going with trial subscriptions
for Customer Engagement and Business Central, how to designate our
administrator,
and how to deploy the sales app. Next
we need to set up the user accounts that the
apps need to connect, and that our users will need
so they can use the apps. Those steps are shown
in Part 2 of this series.
