Installation and Deployment in Microsoft Dynamics CRM 2013

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.

After completing this course, students will be able to do the following:

  • 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 organizations using the Deployment Manager.
  • Describe the high availability options for Microsoft Dynamics CRM 2013.

Course Outline

  1. Module 1: System Requirement and Required Technologies
    • 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
  2. Module 2: Install Microsoft Dynamics CRM Server
    • 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
    • Lab : Install Microsoft Dynamics CRM Server
    • Lab : Load Sample Data
  3. Module 3: Install Microsoft Dynamics CRM Reporting Extensions
    • 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
    • Lab : Install Reporting Extensions
  4. Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager
    • 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
    • Lab : Duplicate the Adventure Works Cycles Organization
  5. Module 5: Upgrade to Microsoft Dynamics CRM 2013
    • 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
  6. Module 6: Email Management
    • 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
    • Lab : Install the Email Router
    • Lab : Configure the Email Router
    • Lab : Configure Server-Side Synchronization
  7. Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook
    • 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
    • Lab : Install Microsoft Dynamics CRM for Outlook
    • Configure Windows Firewall to allow incoming connections on port 5555.
    • Install Microsoft Dynamics CRM for Outlook.
    • Lab : Offline Capability
  8. Module 8: Configure an Internet-Facing Deployment
    • 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
  9. Module 9: Maintain and Troubleshoot a Deployment
    • 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
    • Lab : Configure Tracing
  10. Module 10: High-Availability Options
    • 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

Audience

  • This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2013.