Niche
CRM2011

Microsoft Dynamics CRM 2011 Installation and Deployment
(Microsoft Training Course: 80296) - 2 days - £955 exc VAT

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London (Tabernacle St) Centre EC2  30           
London International House Centre E1W     22        


> Target Audience
This course teaches students about the components used within a Microsoft Dynamics CRM 2011 deployment. It is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2011.
> Course outline
  1. Microsoft Dynamics CRM Components
  2. Planning the Installation
  3. Microsoft Dynamics CRM Server Installation
  4. Microsoft Dynamics CRM 2011 Reporting Extensions
  5. Installing and Deploying the E-mail Router
  6. Microsoft Dynamics CRM for Microsoft Office Outlook
  7. Configure an Internet Facing Deployment
  8. Upgrading to Microsoft Dynamics CRM 2011
  9. Microsoft Dynamics CRM Deployment Manager
  10. High Availability Options

Supplementary Information
Module 1: Microsoft Dynamics CRM Components
  • This module examines the core components of a Microsoft Dynamics CRM 2011 deployment.
  • 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
Skills
  • Discover which components are required for a successful CRM implementation.
  • Examine the role of the Microsoft Dynamics CRM Server in a CRM deployment.
  • Identify the differences between the two modes of the CRM for Office Outlook.
  • Review the role of CRM E-mail Router in processing e-mail.
  • Review the role of Microsoft SQL Server and the databases employed by CRM.
  • Review the role of CRM Reporting Extensions.
  • Review the role of CRM Language Packs.
  • Review the role of Microsoft SharePoint in a CRM deployment.
  • Discuss the role of Internet Information Services (IIS) in a CRM deployment.
  • Examine the role of Active Directory in a Microsoft Dynamics CRM deployment.
  • Examine the role of Active Directory Federation Services in a CRM Internet-facing deployment.
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Module 2: Planning the Installation
  • This module describes some of the considerations in planning a Microsoft Dynamics CRM 2011 deployment and the hardware and software requirements necessary for deployment.
  • Planning the CRM Deployment
  • Privileges for the Installation User
  • Supported Server Technologies
  • Hardware and Software Requirements
  • Active Directory and Dynamics CRM 2011
  • Securing Network Traffic
  • CRM Offerings
  • Microsoft Dynamics CRM 2011 Licensing Model
Skills
  • Identify the need for planning a CRM Deployment.
  • Identify the required privileges for the installation user.
  • Identify the supported server topologies.
  • Examine the hardware and software requirements for each component of the CRM implementation.
  • Identify the Active Directory configurations supported by Microsoft Dynamics CRM 2011.
  • Examine how network traffic to and from the CRM Server can be encrypted.
  • Examine the licensing model used by Microsoft Dynamics CRM 2011.
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Module 3: Microsoft Dynamics CRM Server Installation
  • This module describes the components that are installed during Microsoft Dynamics CRM Server Setup and the installation procedures and options.
  • CRM Server Architecture
  • Components Installed During Server Setup
  • Microsoft Dynamics CRM Website
  • Required Installation Rights for CRM Server
  • Install Microsoft Dynamics CRM 2011 Server
  • Installation Troubleshooting
  • Post-Installation Tasks
  • Install Microsoft Dynamics CRM using the Command Line
  • Lab: Install Microsoft Dynamics CRM 2011 Server
  • Lab: Load Sample Data
Skills
  • Review the components of the CRM Server architecture.
  • Identify the components that are installed during CRM Server Setup.
  • Review the options for creating the CRM Server website.
  • Review the rights required to install CRM Server.
  • Install CRM Server.
  • Review installation troubleshooting and identify known issues.
  • Identify the tasks and configuration settings that are completed after the installation of CRM Server.
  • Examine how to install CRM using the command line.
  • Examine how sample data can be added to a CRM implementation.
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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.
  • Reporting Overview
  • Microsoft Dynamics CRM Reporting Extensions
  • Installing Reporting Extensions
  • Reporting Authoring Extension
  • Lab: Install Reporting Extensions
Skills
  • Examine the Reporting Services reports.
  • Review when Microsoft Dynamics CRM Reporting Extensions is required.
  • Identify the requirements for installing CRM Reporting Extensions.
  • Review when CRM Report Authoring Extension is required.
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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.
  • 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
  • Lab: Install the E-mail Router
  • Lab: Configure the E-mail Router
Skills
  • Examine the role of the CRM E-mail Router in a CRM deployment.
  • Discover how the CRM E-mail Router processes incoming e-mail and outgoing e-mail messages.
  • Install the CRM E-mail Router.
  • Review the E-mail Router configuration options.
  • Examine how to create a forward mailbox.
  • Review the requirement to approve e-mail addresses.
  • Review options for installing the E-mail Router on multiple computers.
  • Review troubleshooting tips.
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Module 6: Microsoft Dynamics CRM for Microsoft Office Outlook
  • This module describes the installation requirements for the Microsoft Dynamics CRM for Outlook client.
  • Microsoft Dynamics CRM for Outlook Overview
  • 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
Skills
  • Identify the features of Microsoft Dynamics CRM 2011 for Outlook.
  • Review the hardware and software requirements for Microsoft Dynamics CRM for Outlook.
  • Install Microsoft Dynamics CRM for Outlook.
  • Configure Microsoft Dynamics CRM for Outlook to connect to CRM organizations.
  • Configure user settings and options.
  • Install Microsoft Dynamics CRM for Outlook using the command line.
  • Review how Microsoft Dynamics CRM for Outlook with offline capability works.
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Module 7: Configure an Internet Facing Deployment
  • This module describes how to configure a CRM 2011 deployment for access over the Internet and configuring claims-based authentication.
  • 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
Skills
  • Describe the requirements for configuring an Internet-Facing Deployment.
  • Review the certificates required for an Internet-facing Deployment.
  • Identify the steps to install Active Directory Federation Service 2.0.
  • Review the steps to configure claims-based authentication in Microsoft Dynamics CRM.
  • Review the steps to configure an Internet-Facing Deployment in Microsoft Dynamics CRM.
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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.
  • 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 CRM 4.0 Server
  • Perform a Migration Upgrade of CRM 4.0 Server
  • Perform a Connect to Existing Deployment Upgrade of CRM 4.0 Server
  • Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
  • Upgrading Microsoft Dynamics CRM 4.0 for Outlook
Skills
  • Identify upgrade restrictions and requirements.
  • Review high-level phases of an upgrade process.
  • Review the need for an upgrade strategy.
  • Understand the need for a test environment.
  • Review the upgrade of the production deployment phase.
  • Identify the steps for an in-place upgrade of CRM 4.0
  • Identify the steps for a migration upgrade of CRM 4.0.
  • Identify the steps for a Connect to existing deployment upgrade of CRM 4.0.
  • Understand the upgrade process for the CRM 4.0 E-mail Router.
  • Review issues with upgrading CRM 4.0 for Outlook.
  • Understand the upgrade process for CRM 4.0 for Outlook.
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Module 9: Microsoft Dynamics CRM Deployment Manager
  • This module examines redeploying Microsoft Dynamics CRM and the role of the Microsoft Dynamics CRM Deployment Manager.
  • Redeploying Microsoft Dynamics CRM
  • Deployment Administrators
  • Manage 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
Skills
  • Describe 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 CRM Server management tasks.
  • Review the high-level steps to configure access to CRM from the Internet.
  • Describe how to update the CRM web addresses.
  • Review CRM license information.
  • Describe the CRM Edition upgrade options.
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Module 10: High Availability Options
  • This module provides a high-level overview of the high-availability options for Microsoft Dynamics CRM.
  • Install CRM Server on Multiple Computers
  • Network Load Balancing
  • Clustering Microsoft SQL Server
  • High-availability Options for Other Supporting Components
Skills
  • Review the reasons for installing CRM on multiple computers.
  • Describe the role of Network Load Balancing in providing enhanced scaling and availability.
  • Describe the role of clustering Microsoft SQL Server in providing enhanced scaling and availability.
  • Examine the high-availability options for other supporting components.
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> Pre-Requisites
Before attending this course, students must have the following pre-requisites:
  • A working knowledge of Microsoft Windows Server 2008, Active Directory, Internet Information Services (IIS), Microsoft Exchange, Microsoft SQL Server 2008 and Microsoft Outlook.
  • Some experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011 is desirable but not required.
> Purpose
After completing the course, students will be able to describe the components required for a successful Microsoft Dynamics CRM implementation; identify the hardware and software requirements for each component; 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 organizations using the Deployment Manager; describe the high availability options for Microsoft Dynamics CRM 2011.
> Supplementary Information