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Microsoft CRM 3.0 Installation and Configuration

Exchange Server
Office (inc Access)
SQL Server
Visual Studio .NET
Windows
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Module 1: Microsoft CRM Components

  • Understanding the Microsoft CRM Components
  • Microsoft CRM Server
  • Microsoft CRM Clients
  • Microsoft Exchange 2000 or 2003
  • Microsoft SQL Server 2000 or 2005
  • SQL Reporting Services 2000 or 2005
  • Active Directory
  • Internet Information Services
  • Activity - Fill in the Blank Exercise
Skills
  • Microsoft CRM Server.
  • Microsoft CRM Clients.
  • Microsoft Exchange.
  • Microsoft SQL Server.
  • SQL Reporting Services.
  • Active Directory.
  • Internet Information Services.
Top

Module 2: Planning Your Microsoft CRM Installation

  • Planning your Microsoft CRM Deployment
  • Hardware Requirements
  • Software Requirements
  • Supported Active Directory Configurations
  • Support SQL Server Configurations
  • Supported Microsoft Exchange Configurations
  • Microsoft CRM 3.0 Licensing Model
  • Staff Skills Review
  • Activity - Matching Exercise
Skills
  • Analyze network infrastructure to ensure preparedness for a Microsoft CRM installation.
  • Understand the hardware and software requirements for each component of the Microsoft CRM installation.
  • Understand the new Microsoft CRM licensing model.
  • Understand the various Active Directory forest configurations supported by Microsoft CRM 3.0.
  • Understand the Microsoft Exchange and Microsoft SQL Server configurations supported by Microsoft CRM 3.0.
Top

Module 3: Microsoft CRM Server

  • Microsoft CRM Server Key Features
  • Microsoft CRM Server Pre-Installation Checklist
  • Microsoft CRM Server Installation
  • Microsoft CRM Server Post-Installation Review
  • Microsoft CRM 3.0 Sample Databases
  • Lab: Pre-installation Checklist
  • Lab: CRM Server Installation
  • Lab: Post-Installation Review
  • Lab: Installing Microsoft CRM 3.0 Sample Data
Skills
  • Identify the key features made to Microsoft CRM Server in version 3.0.
  • Identify each pre-installation requirement that must be completed before installing Microsoft CRM Server.
  • Install Microsoft CRM Server 3.0.
  • Identify the post installation requirements that must be performed to prepare Microsoft CRM for use.
  • Install, uninstall, and refresh a Microsoft CRM sample database.
Top

Module 4: Microsoft CRM Exchange E-mail Router

  • Microsoft CRM Exchange E-mail Router Key Features
  • Microsoft CRM Exchange E-mail Router Pre-Installation Checklist
  • Microsoft CRM Exchange E-mail Router Installation
  • Microsoft CRM Exchange E-mail Router Post-Installation Review
  • Microsoft CRM E-mail Queues
  • Lab: Pre-installation Checklist
  • Lab: Microsoft CRM Exchange E-mail Router Installation
  • Lab: Installing E-mail Queues
Skills
  • Identify the key features of the Microsoft CRM Exchange E-mail Router in version 3.0.
  • Identify how incoming and outgoing e-mail is processed in Microsoft CRM.
  • Identify each pre-installation requirement that must be completed before installing Microsoft CRM Exchange E-mail Router.
  • Install Microsoft CRM 3.0 Exchange E-mail Router.
  • Determine whether the router is functioning correctly.
  • Create CRM e-mail queues for receiving e-mail to a group mailbox.
Top

Module 5: The Microsoft CRM client for Microsoft Office Outlook

  • Microsoft CRM client key features
  • Microsoft CRM client for Microsoft Office Outlook Pre-Installation Checklist
  • Microsoft CRM desktop client for Microsoft Office Outlook Installation
  • Microsoft CRM laptop client for Microsoft Office Outlook Installation
  • Microsoft CRM client for Microsoft Office Outlook Post-Installation Review
  • Using the Microsoft CRM laptop client for Microsoft Office Outlook
  • Lab: Pre-installation Checklist
  • Lab: Microsoft CRM 3.0 laptop client for Office Outlook Installation
  • Lab: Using the Microsoft CRM 3.0 laptop client for Office Outlook
Skills
  • Identify the key features in the Microsoft CRM 3.0 client for Outlook.
  • Identify each pre-installation requirement that must be completed before installing the Outlook clients.
  • Install both the desktop and laptop Outlook Clients.
  • Install the clients from a Windows installer package.
  • Determine whether the desktop and laptop clients are functioning properly.
  • Create a custom offline dataset.
  • Take the laptop client offline.
  • Synchronize offline updates with the Microsoft CRM Server.
Top

Module 6: Configuring the Organizational Structure

  • Business Units
  • Managing Business Units
  • Sites
  • Lab: Maintaining Business Units and Sites
Skills
  • Understand how an organizational hierarchy is defined in Microsoft CRM.
  • Create and maintain Business Units in Microsoft CRM.
  • Create and maintain Sites in Microsoft CRM.
Top

Module 7: Configuring Security

  • Privileges
  • Access Levels
  • Roles
  • Creating roles in business units
  • Assigning roles to users
  • Resolution of conflicting privileges
  • Copying roles
  • Security Best Practices
  • Lab: Copying and Creating Roles
Skills
  • Understand the basic concepts of security privileges and access levels.
  • Understand the use of security roles in Microsoft CRM.
  • Perform such tasks as copying and creating new roles as well as assigning users to existing roles.
Top

Module 8: Configuring Users and Teams

  • User Management Overview
  • User Manager Wizard
  • Microsoft CRM User Management
  • Restricted Access Mode
  • Team Management
  • Lab: Managing User Accounts
  • Lab: Managing Teams
Skills
  • Create and maintain user accounts in Microsoft CRM.
  • Create user accounts in Microsoft CRM using the User Manager tool.
  • Understand the characteristics of Microsoft CRM's user management structure.
  • Understand the role of the Restricted Access Mode option.
  • Create and maintain teams of users in Microsoft CRM.
Top

Module 9: Configuring System Settings

  • Configuring System Settings
  • Configuring Auto Numbering
  • Configuring Fiscal Year Settings
  • Configuring the web.config file
  • Lab: Configuring System Parameters
Skills
  • Set several system settings that control various system-wide functionalities.
  • Understand the use of the web.config file and the system functionality which it controls.
Top

Module 10: Configuration Management

  • Server Manager
  • Reconfigure Microsoft CRM to use a new database server
  • License Manager
  • Upgrade Trial Licenses
  • Add additional client access licenses
  • Customization Transport Manager
  • Export and import of an XML configuration file
  • Environmental Diagnostic Wizard
  • Lab: License Manager and Server Manager
  • Lab: Customization Transport Manager
  • Lab: Environmental Diagnostic Wizard
Skills
  • Use License Manager to maintain licenses for an existing deployment.
  • Use Server Manager to administer the Microsoft CRM server(s)
  • Export the XML configuration to a flat file, or import a flat file back into Microsoft CRM.
  • Run the Environmental Diagnostic Wizard and save the generated report.
Top

Module 11: Redeploying Microsoft CRM 3.0

  • Redeployment Scenarios
  • Software components that are captured during a redeployment
  • Redeployment Tool
  • Redeployment process
  • Lab: Redeploying Microsoft CRM
Skills
  • Identify the planning considerations that must be reviewed prior to redeploying a CRM implementation.
  • Redeploy a Microsoft CRM implementation using the Redeployment Tools.
Top

Module 12: Upgrading Microsoft CRM 1.2 to 3.0

  • Features associated with the upgrade process
  • Types of customizations that are supported and not supported by the upgrade process
  • Software configurations that occur during an upgrade
  • Upgrade process
  • Post-upgrade tasks
Skills
  • Identify the planning considerations that must be reviewed prior to redeploying a CRM implementation.
  • Identify which customizations are supported and unsupported during the upgrade process.
  • Upgrade a Microsoft CRM 1.2 implementation to Microsoft CRM 3.0.
Top

Module 13: Uninstalling and Repairing Microsoft CRM 3.0

  • Two types of uninstall options
  • Steps involved in uninstalling Microsoft CRM Server, Microsoft CRM client for Office Outlook, Microsoft CRM Exchange E-mail Router, and Microsoft SQL Server Reporting Services
  • Repair process for both Microsoft CRM Server and Microsoft CRM clients for Outlook
  • Lab: Uninstalling Microsoft CRM
Skills
  • Identify the two types of uninstall options.
  • Uninstall Microsoft CRM 3.0 Server, Microsoft CRM client for Office Outlook, Microsoft CRM Exchange E-mail Router, and Microsoft SQL Server Reporting Services.
  • Repair Microsoft CRM Server and Microsoft CRM clients for Outlook.
Top
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Exams:

  • There are no exams directly associated with this course

Price Options ex VAT:

Classroom Training
?		 Distance Learning
?		 eLearning Options
?		 Book Learning
?
£ 1050
(€1491) 		£ 674.00
(€957) 		- No Books Supported for Course at present

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Last Modified 01 May 2008