Installation and Deployment in Microsoft Dynamics CRM 2013

Days 2    Code 80539   Fee £1095

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

Course Details

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.

Prerequisites

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

  • Microsoft Windows Server

  • Internet Information Services (IIS)

  • Microsoft SQL Server

  • Active Directory

  • Microsoft Exchange

  • Microsoft Outlook

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

Course Outline

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

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