This two-day instructor course covers the installation and configuration of Microsoft Dynamics CRM 2011. 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, how to configure Claims-based authentication and how to implement an Internet-facing deployment.
Audience Profile: This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2011.
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.
Prerequisites - Before attending this course, students must working knowledge have of:
- Microsoft Windows Server 2008
- Active Directory
- Internet Information Services (IIS)
- Microsoft Exchange
- Microsoft SQL Server 2008
- Microsoft Outlook
- Some experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011 is desirable but not required.
Course OutlineModule 1: Microsoft Dynamics CRM ComponentsThis module examines the core components of a Microsoft Dynamics CRM deployment.
Lessons- 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
Module 2: Planning the InstallationThis module describes the some of the considerations in planning a Microsoft Dynamics CRM deployment and the hardware and software requirements necessary for deployment.
Lessons- 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
Module 3: Microsoft Dynamics CRM Server InstallationThis module describes the components that are installed during Microsoft Dynamics CRM Server Setup and the installation procedures and options.
Lessons- 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
Module 4: Microsoft Dynamics CRM 2011 Reporting ExtensionsThis module provides an overview of the report types that are available in Microsoft Dynamics CRM 2011 and the role of Reporting Extensions.
Lessons- 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
Module 5: Installing and Deploying the E-mail RouterThis module discusses the role of the E-mail Router and installing and configuring the E-mail Router.
Lessons- 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
Module 6: Microsoft Dynamics CRM for Microsoft Office OutlookThis 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 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
Module 7: Configure an Internet Facing DeploymentThis module describes how to configure a Microsoft Dynamics CRM 2011 deployment for access over the Internet and configuring claims-based authentication.
Lessons- 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
Module 8: Upgrading to Microsoft Dynamics CRM 2011This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM 4.0 deployment to Microsoft Dynamics CRM 2011.
Lessons- 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
Module 9: Microsoft Dynamics CRM Deployment ManagerThis module examines redeploying Microsoft Dynamics CRM and the role of the Microsoft Dynamics CRM Deployment Manager in carrying out deployment-wide administrations tasks.
Lessons- 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
Module 10: High Availability OptionsThis module provides a high-level overview of the high-availability options for Microsoft Dynamics CRM.
Lessons- Install Microsoft Dynamics CRM Server on Multiple Computers
- Network Load Balancing
- Clustering Microsoft SQL Server
- High-availability Options for Other Supporting Components