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.
- 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
- 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.
- 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
- 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.
- 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
- 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.
- Deployment Manager
- Deployment Administrators
- Create a New Organisation
- Manage Existing Organisations
- Manage Servers
- Configure Access from the Internet
- Update Web Addresses
- View License Information
- Upgrade the Microsoft Dynamics CRM Edition
- Redeploy Microsoft Dynamics CRM
- Import Organisations
- Administer the Deployment Using Windows PowerShell
- Describe the Deployment Manager and the role of deployment administrators.
- Review the steps to create new organisations.
- Describe the management tasks for existing organisations.
- Describe how to add an existing organisation 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.
- 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
- 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.
- Email Processing
- Email Tracking and Correlation
- Mailbox Monitoring
- Synchronisation 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 Synchronisation
- Configure Server-Side Synchronisation
- Set Up a Forward Mailbox for Server-Side Synchronisation
- Migrate Email Router Settings
- Email Integration Service Role
- Test Email Configuration
- Synchronise Appointments, Contacts, and Tasks
- 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 synchronisation 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 Synchronisation.
- Configure Server-Side Synchronisation.
- Test Server-Side Synchronisation settings.
- 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
- Configure Windows Firewall to allow incoming connections on port 5555.
- Install Microsoft Dynamics CRM for Outlook.
- 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 organisations.
- 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.
- 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
- 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.
- Service Accounts
- Manage System Jobs
- Delete Records
- Disaster Recovery
- Manage SQL Databases
- Troubleshooting
- Configure Tracing
- Update Microsoft Dynamics CRM
- Manage Data Encryption
- Best Practices Analyser (BPA)
- VSS Writer Service for Microsoft Dynamics CRM
- Marketplace
- 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 Analyser.
- Describe the VSS Writer Service for Microsoft Dynamics CRM.
- Examine the Microsoft Dynamics marketplace.
- 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
- 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.
- 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 organisations using the Deployment Manager.
- Describe the high availability options for Microsoft Dynamics CRM 2013.
Santanu Roy
Santanu is a highly skilled IT Infrastructure professional with …