First thing first to using the Dynamics 365 Customer Engagement admin portal, log into your Microsoft account. Type https://admin.powerplatform.microsoft.com, and you’ll be directed into the admin center of your organization. You can also “tenant” instead.
If you’re having trouble getting into the admin center, your account most likely lack the security roles to do so. There is a major difference in security roles when it comes to an environment level vs the organization. At the environment level, you only have the power to control what happens in that specific instance and how it operates. At a tenant level, you have the power to control multiple instances at a much more global scale. To give such permission and access, you will need to reach out to someone within your tenant that has the “Global Admin” security role.
Please note that users with the Power Platform Admin access
The user with “Global Admin” access will need to do the following:
Now with all that out way (if you encounter such a problem), we can dive into the admin side of the power platform.
An environment is a space to store, manage, and share your organization’s business data, apps, and flows. These environments can be created, copied into other, and deleted with proper security permissions. A proper license is also required to make these environments as well. That information can be found in the Dynamics 365 license guide.
There are 2 types of environments:
There is a third environment, “Trial,” but we’re not getting into that at this time.
When creating an environment, it’s important that you have at least 1 GB of storage in your tenant, or you won’t be able to create an environment. You can create as many environments as you want as long as you have the space.
The following are the various types of analytics and reports you can gather from the Dynamics 365 Customer Engagement admin portal.
The Data Integrator (for Admins) is a point-to-point integration service used to integrate data into Dataverse. It supports integrating data between Finance and Operations apps, Dataverse, and Dynamics 365 Sales.
Another preview feature still not ready for go live, but what you can do is view and manage Power BI cloud, on-premises data sources, and gateway clusters.
Create data loss prevention (DLP) policies that can act as guardrails to help prevent users from unintentionally exposing organizational data. DLP policies can be scoped at the environment level or tenant level, offering flexibility to craft sensible policies that strike the right balance between protection and productivity.
Purpose of the admin center is to direct links to other areas within your tenant.
And that’s everything you need to know about the admin portal in Dynamics 365 Customer Engagement. Do you have any questions about the admin portal or Dynamics 365 in general? Please feel free to contact us at any time!
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