Dynamics 365 - Admin Tips & Tricks
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The document summarizes tips for administering a Microsoft Dynamics 365 environment, including how to perform daily backups with 3 day retention without impacting storage, manage multiple instances by adding, resetting, copying, or migrating them, segregate users into different instances using Office 365 groups, use the Online Management API to automate tasks like backups and restores, and take advantage of services like FastTrack, Organisation Insights, and delegating some administration to partners.
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
- 6. Microsoft Dynamics 365 User Group
- 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
- 10. Microsoft Dynamics 365 User Group
- 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