Microsoft 365 Basic

| Posted on by



-->

  1. Microsoft 365 Login Portal
  2. Microsoft 365 Basics Video Training
  3. Office 365 Login
  4. Microsoft 365 Basic Vs Business
  5. Microsoft 365 Tutorial

Collaboration experience in Microsoft Teams

  1. Microsoft 365 Family subscription unlocks location alerts and driving safety features in mobile app. Location permissions must be active to receive alerts. Drive safety only available in the United States, United Kingdom, Canada, and Australia. Now available for Android. Coming soon for iOS.
  2. Any users you add in the wizard get automatically assigned a Microsoft 365 Business Basic license. If your Microsoft 365 Business Basic subscription has existing users (for example, if you used Azure AD Connect), you get an option to assign licenses to them now. Go ahead and add licenses to them as well.

Microsoft 365 Login Portal

Microsoft 365 Business Basic, Apps for business, Business Standard, and Business Premium plans are available for monthly commitment payment or annual commitment payment. Monthly commitment payment: You pay month by month, and you can cancel at any time.

Once installed, the Dynamics 365 app for Microsoft Teams enables collaborating with other team members by adding a customer engagement app in Dynamics 365 (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, or Dynamics 365 Project Service Automation) tab to a channel in Microsoft Teams.

Connect an app record or view to a team channel

From a team channel, you can connect a customer engagement app (such as Dynamics 365 Sales or Dynamics 365 Customer Service) record or view to collaborate on any entity, such as customer accounts, opportunities, and more.

  1. Open a team channel, and select the Add button ().

  2. Select the Dynamics 365 icon to pin an app record to a channel.

  3. Select Entity Selection, or View Selection.

  • Entity Selection

    1. Search for an entity to connect. You can pick a recently viewed record or use search to find records. You can use Filter by to narrow the search to an entity type.

    2. If you are the owner of the team, you will see an option to add other members to the team who either owns the record, or it has been shared with them. When you are done, select Save.

      Note

      The Enhanced Collaboration Experience needs to be enabled to add members to the team. For more information, see Install and set up the Dynamics 365 app for Microsoft Teams.

    Once you complete the above steps, you'll see a notification of a successful connection and the app record will load in the new added tab. You can interact with the record as if you were using the app. Those with Write permissions can edit the record. Changes will be synchronized with the customer engagement app in Dynamics 365.


Two connection states

Successful or Failed are only two connection states possible when connecting customer engagement apps in Dynamics 365 and Microsoft Teams.

The successful connection state indicates that the connection was successfully saved in Dynamics 365 apps so that the link to the connected Microsoft Teams channel appears on the Dynamics 365 apps page and the files used on this channel also appear on the Documents tab in Dynamics 365 apps.

A failed connection state indicates that the connection was not successfully sent to the customer engagement app. Microsoft Teams users can still use the pinned tab in the channel, but the relationship between the pinned record or view with the team channel is not stored in your customer engagement app. For more information, see Troubleshooting.

  • View Selection

    1. Select an entity to see the list of active views that are available for the entity in the app and then select Save.

    Once you complete the above steps, you'll see the app entity view in the new added tab.

    Note

    • If you select a personal view (My Views) instead of System Views, it’s recommended that you share the view with other users in Microsoft Teams before you add the view to the Microsoft Teams channel. Otherwise, other team members will not hae access to the view content.

  1. If you have multiple environments or app modules, you can change the environment and app module by selecting Edit () to specify which environment or app module to use in Microsoft Teams.

Select Remember this preference to set the environment and app selections to be the default personal dashboard that appears when you select My Dashboard.

To access these setting again, select the Settings tab.

Once the app tab is set up in Microsoft Teams collaboration channel, you can start working with your team members on the pinned app customer information and share files directly from Microsoft Teams.

Have a conversation

You can chat with your team members side-by-side with the app tab. From the app tab pinned in a Microsoft Teams channel, select the Show tab conversation button to open the conversation tab.

Open an app record or view

It's easy to navigate to the pinned app record or view page from Microsoft Teams. From the app record tab pinned in a Microsoft Teams channel, select the Go to website button to open the record or view page in Dynamics 365 apps.

View and associate files

Select the Files tab in the connected team channel to associate files with an app record. Files added here will appear in apps in Dynamics 365 under Documents for the linked record. Likewise, when you add a document to an app record, that document will appear in Microsoft Teams under the Files tab.

If you see this message: Shared files exist in multiple locations. Select 'Document Location' to see files in other locations.

When there is more than one Microsoft Teams channel connected to an app record, each of the channels appears as a separate document location in the customer engagement app. You can switch to a different location by selecting Document Location to specify the location of the file.

To view a consolidated file list across all document locations including all connected team channel file libraries, from Document Location select All Locations.

Collaboration experience in an app

In a customer engagement app in Dynamics 365 (such as Dynamics 365 Sales and Dynamics 365 Customer Service), you can see the connected Microsoft Teams channel and files from the Microsoft Teams channel.

For more information on which entities support the collaborate option, see Record types that support Microsoft Teams integration.

On an app record page, select Collaborate to display a list of all the connected team channels. Then, select a team channel to go to the relevant channel conversation in Microsoft Teams.

In addition, document management in customer engagement apps in Dynamics 365 is integrated with Microsoft Teams. You can see the connected channel file library in the app and directly upload files; uploaded files will appear in the connected team channel file library under the Files tab in Microsoft Teams. Files uploaded in the Microsoft Teams connected channel will appear in the Documents tab in your app.

Microsoft 365 Basics Video Training

Record types that support Microsoft Teams integration

Currently, only the following record types support Microsoft Teams collaboration capabilities. The Collaborate button and file share feature will only work with the record types listed below.

Note

The list below shows the logical name of an entity (not the display name).

  • Account
  • Agreement
  • Annotation
  • Appointment
  • Businessunit
  • Campaign
  • Case
  • Category
  • Competitor
  • Contact
  • Email
  • Expense
  • Fulfillment Preference
  • Inventory Adjustment
  • Inventory Transfer
  • Invoice
  • Kbarticle
  • Knowledge Article
  • Lead
  • Opportunity
  • Opportunityproduct
  • Order
  • Product
  • Project
  • Purchase Order
  • Purchase Order Receipt
  • Quote
  • Resource Request
  • RMA
  • RMA Receipt
  • RTV
  • Sales Literature
  • Task
  • Team
  • Work Order

If not enabled, users can still connect customer engagement app records to Microsoft Teams, but the connected Microsoft Teams channel and the file library do not appear in customer engagement app.

When the feature is enabled, the collaboration feature is enabled only for a selected set of system entities. If you want to enable Microsoft Teams integration for additional entities or custom entities, you can only do it programmatically using the msdyn_SetTeamsDocumentStatus Web API action. More information: Enable or disable Microsoft Teams Integration using code

Note

Can you tell us about your documentation language preferences? Take a short survey.

The survey will take about seven minutes. No personal data is collected (privacy statement).

-->

Watch a short video about setting up Microsoft 365 Business Basic.

If you found this video helpful, check out the complete training series for small businesses and those new to Microsoft 365.

Office 365 Login

Add your domain to personalize sign-in

When you purchase Microsoft 365 Business Basic, you have the option of using a domain you own, or buying one during the sign-up.

  • If you purchased a new domain when you signed up, your domain is all set up and you can move to Add users and assign licenses.
Basic
  1. Go to the admin center at https://admin.microsoft.com.
  1. If you're using Office 365 Germany, go to this admin center.
  1. If you're using Office 365 operated by 21Vianet, go to this admin center..

Microsoft 365 Basic Vs Business

  1. Choose Go to setup to start the wizard.

  2. In the Add domain step, enter the domain name you want to use (like contoso.com).

    Important

    If you purchased a domain during the sign-up, you will not see Add a domain step here. Go to Add users instead.

  3. Follow the steps in the wizard to Create DNS records at any DNS hosting provider for Office 365 that verifies you own the domain. If you know your domain host, see also the host specific instructions.

    If your hosting provider is GoDaddy or another host enabled with domain connect, the process is easy and you'll be automatically asked to sign in and let Microsoft authenticate on your behalf.

Add users and assign licenses

You can add users in the wizard, but you can also add users later in the admin center. Additionally, if you have a local domain controller, you can add users with Azure AD Connect.

Microsoft 365 Tutorial

Add users in the wizard

Any users you add in the wizard get automatically assigned a Microsoft 365 Business Basic license.

  1. If your Microsoft 365 Business Basic subscription has existing users (for example, if you used Azure AD Connect), you get an option to assign licenses to them now. Go ahead and add licenses to them as well.

  2. After you've added the users, you'll also get an option to share credentials with the new users you added. You can choose to print them out, email them, or download them.

Connect your domain

Note

If you chose to use the .onmicrosoft domain, or used Azure AD Connect to set up users, you will not see this step.

To set up services, you have to update some records at your DNS host or domain registrar.

  1. The setup wizard typically detects your registrar and gives you a link to step-by-step instructions for updating your NS records at the registrar website. If it doesn't, Change nameservers to set up Office 365 with any domain registrar.

    • If you have existing DNS records, for example an existing web site, but your DNS host is enabled for domain connect, choose Add records for me. On the Choose your online services page, accept all the defaults, and choose Next, and choose Authorize on your DNS host's page.
    • If you have existing DNS records with other DNS hosts (not enabled for domain connect), you'll want to manage your own DNS records to make sure the existing services stay connected. See domain basics for more info.

  2. Follow the steps in the wizard and email and other services will be set up for you.

    When the signup process is complete, you'll be directed to the admin center, where you can add users, and assign licenses. After you complete the initial setup, you can use the Setup page in the admin center to continue setting up and configuring the services that come with your subscriptions.

    For more information about the setup wizard and the admin center Setup page, see Difference between the setup wizard and the Setup page.