Installation and Deployment in Microsoft Dynamics CRM - 80539 Course Outline
This course is designed for customers who are interested in learning CRM 2013 or CRM 2015. It covers the new features in CRM 2015, but also the important capabilities of Microsoft Dynamics CRM in general.
This two-day training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM. The training material focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft Dynamics CRM, and the installation instructions for the primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the E-Mail Router, and Microsoft Dynamics CRM for Office Outlook. The course also covers upgrading from earlier versions, configuring an Internet-facing Deployment and administration tasks.
This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM.
Before attending this course, students must have a working knowledge of:
Microsoft Windows Server
Internet Information Services (IIS)
Microsoft SQL Server
Some experience using Microsoft Dynamics CRM is desirable but not required.
At Course Completion
After completing this course, students will be able to:
Describe the components that are required for a successful Microsoft Dynamics CRM implementation.
Identify the hardware and software requirements for components of a Microsoft Dynamics CRM implementation.
Install Microsoft Dynamics CRM Server.
Install Microsoft Dynamics CRM Reporting Extensions.
Install and configure the Microsoft Dynamics CRM E-mail Router.
Describe the deployment methods for installing Microsoft Dynamics CRM for Outlook.
Configure Claims-based authentication and Internet-facing deployment.
Upgrade to Microsoft Dynamics CRM.
Manage Microsoft Dynamics CRM organizations using the Deployment Manager.
Describe the high availability options for Microsoft Dynamics CRM.
Module 1: System Requirement and Required Technologies
This module provides a high-level overview of the supporting technologies and describes the components of a Microsoft Dynamics CRM implementation.
Microsoft Dynamics CRM Offerings
On-Premises Licensing Model
Online Licensing Model
Microsoft Dynamics CRM Server
Accessing Microsoft Dynamics CRM
Microsoft Dynamics CRM for Office Outlook
Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Language Packs
Module 2: Install Microsoft Dynamics CRM Server
This module focuses on installing Microsoft Dynamics CRM Server. It also discusses the required components and Server requirements.
Microsoft Dynamics CRM Server Requirements
Microsoft SQL Server Requirements
Active Directory Requirements
Components Installed During Server Setup
Microsoft Dynamics CRM Website
Required Installation Rights for Microsoft Dynamics CRM Server
Supported Server Topologies
Install Microsoft Dynamics CRM Server
Install Microsoft Dynamics CRM Using the Command Line
Deploy Microsoft Dynamics CRM Online
Lab : Install Microsoft Dynamics CRM Server
Lab : Load Sample Data
Module 3: Install Microsoft Dynamics CRM Reporting Extensions
This module describes the role of Reporting Extensions and provides an overview of the report types that are available in Microsoft Dynamics CRM.
Microsoft Dynamics CRM Reporting Overview
Microsoft Dynamics CRM Reporting Extensions
Requirements for Microsoft Dynamics CRM Reporting Extensions
Microsoft Dynamics CRM Report Authoring Extension
Install Microsoft Dynamics CRM Reporting Extensions
Lab : Install Reporting Extensions
Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager
This module explains how you can redeploy Microsoft Dynamics CRM and use the Microsoft Dynamics CRM Deployment Manager to carry out deployment-wide administration tasks.
Create a New Organization
Manage Existing Organizations
Configure Access from the Internet
Update Web Addresses
View License Information
Upgrade the Microsoft Dynamics CRM Edition
Redeploy Microsoft Dynamics CRM
Administer the Deployment Using Windows PowerShell
Lab : Duplicate the Adventure Works Cycles Organization
Module 5: Upgrade to Microsoft Dynamics CRM
This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM deployment to Microsoft Dynamics CRM.
Base and Extension Table Merge
Upgrade Process Phases
Phase 1 – Prepare to Upgrade
Phase 2 – Establish the Test Environment
Phase 3 – Upgrade and Validate the Test Environment
Phase 4 – Upgrade and Validate the Production Deployment
Perform an In-Place Upgrade of Microsoft Dynamics CRM Server
Perform a Migration Using the Same Instance of SQL Server
Perform a Migration Using a New Instance of SQL Server
Upgrade the Microsoft Dynamics CRM Email Router
Plan the Upgrade of Microsoft Dynamics CRM
Module 6: Email Management
This module describes management topics that are common to each of the email processing methods and the email processing methods.
Email Tracking and Correlation
Email Address Approval
Overview of the Email Router
Install the Email Router and Rule Deployment Wizard
Configure the Email Router
Set Up a Forward Mailbox for the Email Router
Deploy Inbox Rules
Install the Email Router on Multiple Computers
Overview of Server-Side Synchronization
Configure Server-Side Synchronization
Set Up a Forward Mailbox for Server-Side Synchronization
Migrate Email Router Settings
Email Integration Service Role
Test Email Configuration
Synchronize Appointments, Contacts, and Tasks
Lab : Install the Email Router
Lab : Configure the Email Router
Lab : Configure Server-Side Synchronization
Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook
This module describes the installation requirements for the Microsoft Dynamics CRM for Outlook client and how to install and configure the client.
Microsoft Dynamics CRM for Outlook Overview
Install Microsoft Dynamics CRM for Outlook
Configure Microsoft Dynamics CRM for Outlook
Configure User Email Settings
Install Microsoft Dynamics CRM for Outlook Using the Command Line
Using Microsoft Dynamics CRM for Outlook with Offline Capability
Lab : Install Microsoft Dynamics CRM for Outlook
Configure Windows Firewall to allow incoming connections on port 5555.
Install Microsoft Dynamics CRM for Outlook.
Lab : Offline Capability
Module 8: Configure an Internet-Facing Deployment
This module describes how to configure a Microsoft Dynamics CRM deployment for access over the Internet. A deployment that is configured in this way is referred to as an “Internet-Facing Deployment (IFD).”
Overview of Claims-Based Authentication
Requirements for Configuring an Internet-Facing Deployment
Install Active Directory Federation Services
Configure AD FS
Configure Claims-Based Authentication
Configure an IFD
Module 9: Maintain and Troubleshoot a Deployment
This module provides information on maintaining performance, troubleshooting, and updating Microsoft Dynamics CRM.
Manage System Jobs
Manage SQL Databases
Update Microsoft Dynamics CRM
Manage Data Encryption
Best Practices Analyzer (BPA)
VSS Writer Service for Microsoft Dynamics CRM
Lab : Configure Tracing
Module 10: High-Availability Options
This module provides a high-level overview of the high-availability options.
Install Microsoft Dynamics CRM Server on Multiple Computers
Network Load Balancing
Clustering Microsoft SQL Server
Other SQL Server High-Availability Solutions
High-Availability Options for Other Supporting Components
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