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, and more.
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 each
component 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 2011.
- Manage Microsoft
Dynamics CRM organizations using the Deployment Manager.
- Describe the high
availability options for Microsoft Dynamics CRM 2011.
Lesson 1: Microsoft Dynamics CRM Components
- 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
Lesson 2: Planning the Installation
- 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
Lesson 3: Microsoft Dynamics CRM Server Installation
- 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
- Lab : Install Microsoft Dynamics CRM 2011 Server
- Lab : Load Sample Data
Lesson 4: Microsoft Dynamics CRM 2011 Reporting Extensions
- Microsoft Dynamics CRM 2011 Reporting Overview
- Microsoft Dynamics CRM Reporting Extensions
- Installing Microsoft Dynamics CRM Reporting Extensions
- Microsoft Dynamics CRM Reporting Authoring Extension
- Lab : Install Reporting Extensions
Lesson 5: Installing and Deploying the E-mail Router
- Understanding the E-mail Router
- Install the E-mail Router and 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
- Lab : Install the E-mail Router
- Lab : Configure the E-mail Router
Lesson 6: Microsoft Dynamics CRM for Microsoft Office Outlook
- 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
- Using Microsoft Dynamics CRM for Outlook with Offline Capability
- Lab : Install Microsoft Dynamics CRM for Outlook
- Lab : Offline Capability
Lesson 7: Configure an Internet Facing Deployment
- Overview of Claims-Based Authentication
- General Requirements
- Certificates
- Install Active Directory Federation Services 2.0
- Configure AD FS 2.0
- Configure Claims-Based Authentication
- Configure Internet-Facing Deployment
Lesson 8: Upgrading to Microsoft Dynamics CRM 2011
- 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
Lesson 9: Microsoft Dynamics CRM Deployment Manager
- Redeploying Microsoft Dynamics CRM
- Deployment Administrators
- Create a New Organization
- Manage Existing Organizations
- Importing Organizations
- Manage Servers
- Configure Access from the Internet
- Update Web Addresses
- View License Information
- Upgrade the Microsoft Dynamics CRM Edition
- Lab : Duplicate Adventure Works Cycles Organization
Lesson 10: High Availability Options
- Install Microsoft Dynamics CRM Server on Multiple Computers
- Network Load Balancing
- Clustering Microsoft SQL Server
- High-availability Options for Other Supporting Components