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Course details
Fee £995
Days 2
Code 80296
Course dates
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Aug29
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Microsoft Dynamics CRM Installation and Deployment

The Microsoft Dynamics CRM Installation and Deployment training course is available at our Cardiff training centre in Wales, which is also within easy reach of Newport, Bristol and South WalesMicrosoft Certified Gold Partner for Learning Solutions

Overview

 

This two day instructor led course covers the installation and configuration of Microsoft Dynamics CRM 2011. The course describes the components used within a Microsoft Dynamics CRM 2011 deployment, installation instructions for the Microsoft Dynamics CRM Server, the E-mail Router, Microsoft Dynamics CRM for Office Outlook, how to configure Claims-based authentication and how to implement an Internet-facing deployment.

 

This cours is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2011.

 

Prerequisites

 

Before attending this course, students must have working knowledge of:

 

  • Microsoft Windows Server 2008
  • Active Directory
  • Internet Information Services (IIS)
  • Microsoft Exchange
  • Microsoft SQL Server 2008
  • Microsoft Outlook

 

Some experience using Microsoft Dynamics CRM 4.0 Microsoft Dynamics CRM 2011 is desirable but not required.

 

Course Outline

 

Module 1: Microsoft Dynamics CRM Components

This module examines the core components of a Microsoft Dynamics CRM deployment.

 

Lessons

  • Microsoft Dynamics CRM Components
  • Microsoft Dynamics CRM Server
  • Microsoft Dynamics CRM for Office Outlook
  • Microsoft Dynamics CRM E-mail Router
  • Microsoft SQL Server 2008
  • Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Language Packs
  • Microsoft SharePoint
  • Internet Information Services
  • Active Directory
  • Internet Facing Deployment and Active Directory Federation Services

 

Module 2: Planning the Installation

This module describes the some of the considerations in planning a Microsoft Dynamics CRM deployment and the hardware and software requirements necessary for deployment.

 

Lessons

  • Planning the Microsoft Dynamics CRM Deployment
  • Privileges for the Installation User
  • Supported Server Technologies
  • Hardware Requirements
  • Software Requirements
  • Active Directory and Microsoft Dynamics CRM 2011
  • Securing Network Traffic
  • Microsoft Dynamics CRM Offerings
  • Microsoft Dynamics CRM 2011 Licensing Model

 

Module 3: Microsoft Dynamics CRM Server Installation

This module describes the components that are installed during Microsoft Dynamics CRM Server Setup and the installatior procedures and options.

 

Lessons

  • Microsoft Dynamics CRM Server Architecture
  • Components Installed During Server Setup
  • Microsoft Dynamics CRM Website
  • Required Installation Rights for Microsoft Dynamics CRM Server
  • Install Microsoft Dynamics CRM 2011 Server
  • Installation Troubleshooting
  • Post-Installation Tasks
  • Install Microsoft Dynamics CRM using the Command Line
  • Sample Data

 

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

This module provides an overview of the report types that are available in Microsoft Dynamics CRM 2011 and the role of Reporting Extensions.

 

Lessons

  • Microsoft Dynamics CRM 2011 Reporting Overview
  • Microsoft Dynamics CRM Reporting Extensions
  • Installing Microsoft Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Reporting Authoring Extension

 

Module 5: Installing and Deploying the E-mail Router

This module discusses the role of the E-mail Router and installing and configuring the E-mail Router.

 

Lessons

  • Understanding the E-mail Router
  • Install the E-mail Router an Rule Deployment Wizard
  • Configure the E-Mail Router
  • Set Up a Forward Mailbox
  • Deploy Inbox Rules
  • Approve E-mail Addresses
  • Install the E-mail Router on Multiple Computers
  • Troubleshooting
  • Discussion - E-mail Router

 

Module 6: 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 client.

 

Lessons

  • Microsoft Dynamics CRM for Outlook Overview
  • Installation Requirements
  • Deployment Methods
  • Install Microsoft Dynamics CRM for Outlook
  • Configure Microsoft Dynamics CRM for Outlook
  • Configure User E-mail Settings
  • Installing Microsoft Dynamics CRM for Outlook using the Command Line

 

Module 7: Configure an Internet Facing Deployment

This module describes how to configure a Microsoft Dynamics CRM 2011 deployment for access over the Internet and configuring claims-based authentication.

 

Lessons

  • Overview of Claims-Based Authentication
  • General Requirements
  • Certificates
  • Install Active Directory Federation Services 2.0
  • Configure AS FS 2.0
  • Configure Claims-Based Authentication
  • Configure Internet-Facing Deployment

 

Module 8: Upgrading to Microsoft Dynamics CRM 2011

This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM 4.0 deployment to Microsoft Dynamics CRM 2011.

 

Lessons

  • Upgrade Considerations
  • 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 4.0 Server
  • Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
  • Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
  • Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
  • Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
  • Upgrading Microsoft Dynamics CRM 4.0 for Outlook 

 

Module 9: Microsoft Dynamics CRM Deployment Manager

This module examines redeploying Microsoft Dynamics CRM and the role of the Microsoft Dynamics CRM Deployment Manager in carrying out deployment-wide administration tasks.

 

Lessons

  • Redeploying Microsoft Dynamics CRM
  • Deployment Administrators
  • Create a New Organisation
  • Importing Organisations
  • Manage Servers
  • Configure Access from the Internet
  • Update Web Addresses
  • View License Information
  • Upgrade the Microsoft Dynamics CRM Edition

 

Module 10: High Availability Options

This module provides a high-level overview of the high-availability options for Microsoft Dynamics CRM.

 

Lessons

  • Install Microsoft Dynamics CRM Server on Multiple Computers
  • Network Load Balancing
  • Clustering Microsoft SQL Server
  • High-availability Options for Other Supporting Components