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Installation and Deployment in Microsoft Dynamics CRM 2013

  • Course Code:

    80539
  • Course Duration:

    2 Days
  • Course Price:

    $1670
  • Availability:

    Call/Email to register interest
  • Overview & ObjectivesOpen or Close

    This two-day training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM 2013. 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.

    Audience Profile

    This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2013.

  • Skills GainedOpen or Close

    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 2013.
    • Manage Microsoft Dynamics CRM organizations using the Deployment Manager.
    • Describe the high availability options for Microsoft Dynamics CRM 2013.
  • Course ModulesOpen or Close

    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.

    Lessons

    • Microsoft Dynamics CRM Offerings
    • On-Premises Licensing Model
    • Online Licensing Model
    • Supporting Technologies
    • Microsoft Dynamics CRM Server
    • Accessing Microsoft Dynamics CRM
    • Microsoft Dynamics CRM for Office Outlook
    • Managing Emails
    • Microsoft Dynamics CRM Reporting Extensions
    • Microsoft Dynamics CRM Language Packs
    • Planning Overview

    After completing this module, students will be able to:

    • Describe the Microsoft Dynamics CRM offerings.
    • Describe the licensing model and client access license types.
    • Provide an overview of the supporting technologies.
    • Examine the role of the Microsoft Dynamics CRM Server in a Microsoft Dynamics CRM deployment.
    • Describe the ways to access Microsoft Dynamics CRM.
    • Identify the differences between the two modes of Microsoft Dynamics CRM for Office Outlook.
    • Review the options for managing emails.
    • Review the role of Microsoft Dynamics CRM Reporting Extensions.
    • Review the role of 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.

    Lessons

    • 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
    • Installation Troubleshooting
    • Post-Installation Tasks
    • Install Microsoft Dynamics CRM Using the Command Line
    • Deploy Microsoft Dynamics CRM Online

    Lab : Install Microsoft Dynamics CRM ServerLab : Load Sample Data

    After completing this module, students will be able to:

    • Describe the hardware and software requirements for the Microsoft Dynamics CRM Server.
    • Describe the hardware and software requirements for the Microsoft SQL Server.
    • Identify the components that are installed during Microsoft Dynamics CRM Server Setup.
    • Review the options for creating the Microsoft Dynamics CRM Server website.
    • Review the rights required to install Microsoft Dynamics CRM Server.
    • Install Microsoft Dynamics CRM Server.
    • Review installation troubleshooting and identify known issues.
    • Identify the tasks and configuration settings that are completed after the installation of Microsoft Dynamics CRM Server.
    • Describe how to install Microsoft Dynamics CRM using the command line.
    • Describe how sample data can be added to a Microsoft Dynamics CRM implementation.

     

    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.

    Lessons

    • 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

    After completing this module, students will be able to:

    • Examine the two types of Reporting Services reports.
    • Review when Microsoft Dynamics CRM Reporting Extensions is required.
    • Identify the requirements for installing Microsoft Dynamic CRM Reporting Extensions.
    • Review when Microsoft Dynamics CRM Report Authoring Extension is required.

     

    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.

    Lessons

    • Deployment Manager
    • Deployment Administrators
    • Create a New Organization
    • Manage Existing Organizations
    • Manage Servers
    • Configure Access from the Internet
    • Update Web Addresses
    • View License Information
    • Upgrade the Microsoft Dynamics CRM Edition
    • Redeploy Microsoft Dynamics CRM
    • Import Organizations
    • Administer the Deployment Using Windows PowerShell

    Lab : Duplicate the Adventure Works Cycles Organization

    After completing this module, students will be able to:

    • Describe the Deployment Manager and the role of deployment administrators.
    • Review the steps to create new organizations.
    • Describe the management tasks for existing organizations.
    • Describe how to add an existing organization database to the deployment.
    • Review Microsoft Dynamics CRM Server management tasks.
    • Describe how to update the Microsoft Dynamics CRM web addresses.
    • Review Microsoft Dynamics CRM license information.
    • Describe the Microsoft Dynamics CRM Edition upgrade options.
    • Explore why the redeployment of Microsoft Dynamics CRM is required.
    • Examine Windows PowerShell for performing deployment commands.

     

    Module 5: Upgrade to Microsoft Dynamics CRM 2013

    This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM deployment to Microsoft Dynamics CRM 2013.

    Lessons

    • Upgrade Considerations
    • 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 2011 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 2011 Email Router
    • Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook
    • Upgrade Microsoft Dynamics CRM 2011 for Outlook

    After completing this module, students will be able to:

    • Identify considerations before starting an upgrade.
    • Describe the base and extension table merge process
    • Review the high-level phases of an upgrade process.
    • Explain the need for a test environment.
    • Identify the need to validate an upgrade of a test environment.
    • Review the upgrade of the production deployment.
    • Describe an in-place upgrade of Microsoft Dynamics CRM.
    • Describe a migration upgrade of Microsoft Dynamics CRM.
    • Describe the upgrade of the Microsoft Dynamics CRM Email Router.
    • Describe the upgrade of Microsoft Dynamics CRM for Outlook.

     

    Module 6: Email Management

    This module describes management topics that are common to each of the email processing methods and the email processing methods.

    Lessons

    • Email Processing
    • Email Tracking and Correlation
    • Mailbox Monitoring
    • Synchronization Methods
    • 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
    • Troubleshooting
    • 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 RouterLab : Configure the Email RouterLab : Configure Server-Side Synchronization

    After completing this module, students will be able to:

    • Describe the email processing options in Microsoft Dynamics CRM.
    • Explain email tracking and correlation.
    • Discover how mailboxes are monitored.
    • Describe the purpose of Microsoft Dynamics CRM mailbox records.
    • Examine the email synchronization options.
    • Review the requirement to approve email addresses.
    • Explain the role of the Microsoft Dynamics CRM Email Router.
    • Install the Microsoft Dynamics CRM Email Router.
    • Review the Email Router configuration options.
    • Create a forward mailbox.
    • Review the purpose of deploying forwarding rules.
    • Review options for installing the Email Router on multiple computers.
    • Review troubleshooting tips.
    • Describe the role of Server-Side Synchronization.
    • Configure Server-Side Synchronization.
    • Test Server-Side Synchronization settings.

    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.

    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 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

    After completing this module, students will be able to:

    • Review the hardware and software requirements for Microsoft Dynamics CRM for Outlook.
    • Identify the deployment methods for installing Microsoft Dynamics CRM for Outlook.
    • Install Microsoft Dynamics CRM for Outlook.
    • Configure Microsoft Dynamics CRM for Outlook to connect to Microsoft Dynamics CRM organizations.
    • Configure user settings and options related to emails.
    • Install Microsoft Dynamics CRM for Outlook using the command line.
    • Review how Microsoft Dynamics CRM for Outlook with offline capability works and how to configure the offline database.

     

    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).”

    Lessons

    • Overview of Claims-Based Authentication
    • Requirements for Configuring an Internet-Facing Deployment
    • Certificates
    • Install Active Directory Federation Services
    • Configure AD FS
    • Configure Claims-Based Authentication
    • Configure an IFD

    After completing this module, students will be able to:

    • Provide a background to claims-based authentication.
    • Describe the requirements for configuring an IFD.
    • Review the certificates required for an IFD.
    • Identify the steps to install Active Directory Federation Service.
    • Review the Active Directory Federation Service configuration steps.
    • Review the steps to configure claims-based authentication in Microsoft Dynamics CRM.
    • Review the steps to configure an IFD in Microsoft Dynamics CRM.

     

    Module 9: Maintain and Troubleshoot a Deployment

    This module provides information on maintaining performance, troubleshooting, and updating Microsoft Dynamics CRM.

    Lessons

    • Service Accounts
    • Manage System Jobs
    • Delete Records
    • Disaster Recovery
    • Manage SQL Databases
    • Troubleshooting
    • Configure Tracing
    • Update Microsoft Dynamics CRM
    • Manage Data Encryption
    • Best Practices Analyzer (BPA)
    • VSS Writer Service for Microsoft Dynamics CRM
    • Marketplace

    Lab : Configure Tracing

    After completing this module, students will be able to:

    • Describe how to change Microsoft Dynamics CRM service accounts.
    • Examine how to manage system jobs.
    • Show how to delete records using the Bulk Delete Wizard.
    • Discuss areas to consider for a disaster recovery plan.
    • Describe tasks in Microsoft SQL Server that can improve performance.
    • Review ways to troubleshoot and diagnose problems and monitor performance.
    • Examine how to configure tracing.
    • Describe how to update Microsoft Dynamics CRM.
    • Examine data encryption.
    • Describe the Best Practices Analyzer.
    • Describe the VSS Writer Service for Microsoft Dynamics CRM.
    • Examine the Microsoft Dynamics marketplace.

     

    Module 10: High-Availability Options

    This module provides a high-level overview of the high-availability options.

    Lessons

    • 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

    After completing this module, students will be able to:

    • Review the reasons for installing Microsoft Dynamics CRM on multiple computers.
    • Describe the role of Network Load Balancing in providing enhanced scaling and availability.
    • Describe the options for Microsoft SQL Server in providing enhanced scaling and availability.
    • Examine the high-availability options for other supporting components.

     

  • PrerequisitesOpen or Close

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

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

    Some experience using Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM 2013 is desirable but not required.

     

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