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CRM2013

Installation and Deployment in Microsoft Dynamics CRM 2013
(Microsoft Training Course: 80539) - 2 days - £1015 exc VAT

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Extended Classroom        13  24   
London International House Centre E1W02        13  24   


> Target Audience
This two-day training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM 2013. This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2013.
> Course outline
  1. System Requirements and Required Technologies
  2. Install Microsoft Dynamics CRM Server
  3. Install Microsoft Dynamics CRM Reporting Extensions
  4. Manage Microsoft Dynamics CRM with the Deployment Manager
  5. Upgrade to Microsoft Dynamics CRM 2013
  6. Email Management
  7. Microsoft Dynamics CRM for Microsoft Office Outlook
  8. Configure and Internet-Facing Deployment
  9. Maintain and Troubleshoot a Deployment
  10. High-Availability Options


Module 1: System Requirements and Required Technologies
  • Microsoft Dynamics CRM Offerings
  • On-Premises Licensing Model
  • Online Licensing Model
  • Supporting Technologies
  • Microsoft Dynamics CRM Server
  • Accessing Microsoft Dynamics CRM
  • Dynamics CRM for Office Outlook
  • Managing Emails
  • Dynamics CRM Reporting Extensions
  • Microsoft Dynamics CRM Language Packs
Skills
  • Describe the 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 deployment.
  • Describe the ways to access CRM.
  • Identify the differences between the two modes of CRM for Office Outlook.
  • Review the options for managing emails.
  • Review the role of Microsoft Dynamics CRM Reporting Extensions and Language Packs.
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Module 2: Install Microsoft Dynamics CRM Server
  • Dynamics CRM Server Requirements
  • SQL Server and AD 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 CRM Using the Command Line
  • Deploy Microsoft Dynamics CRM Online
  • Lab: Install Dynamics CRM Server
  • Lab: Load Sample Data
Skills
  • Describe the hardware and software requirements for the CRM Server and the SQL Server.
  • Identify the components that are installed during 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 Dynamics CRM Server.
  • Describe how to install Microsoft Dynamics CRM using the command line.
  • Describe how sample data can be added to a Dynamics CRM implementation.
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Module 3: Install Microsoft Dynamics CRM Reporting Extensions
  • Dynamics CRM Reporting Overview
  • Dynamics CRM Reporting Extensions
  • Requirements for Reporting Extensions
  • CRM Report Authoring Extension
  • Lab: Install Reporting Extensions
Skills
  • Examine the two types of Reporting Services reports.
  • Review when Microsoft Dynamics CRM Reporting Extensions is required.
  • Identify the requirements for installing Dynamic CRM Reporting Extensions.
  • Review when Microsoft Dynamics CRM Report Authoring Extension is required.
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Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager
  • Deployment Manager / Administrators
  • Create a New Organization
  • Manage Existing Organizations / Servers
  • Configure Access from the Internet
  • Update Web Addresses
  • View License Information
  • Upgrade the Dynamics CRM Edition
  • Redeploy Microsoft Dynamics CRM
  • Import Organizations
  • Administer the Deployment Using Windows PowerShell
  • Lab: Duplicate the Adventure Works Cycles Organization
Skills
  • Describe the Deployment Manager and the role of deployment administrators.
  • Review 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.
  • Describe how to update the Microsoft Dynamics CRM web addresses.
  • Review 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.
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Module 5: Upgrade to Microsoft Dynamics CRM 2013
  • Upgrade Considerations / Process Phases
  • Base and Extension Table Merge
  • 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 / Using a New Instance of SQL Server
  • Upgrade the Microsoft Dynamics CRM 2011 Email Router
  • Plan and Upgrade Microsoft Dynamics CRM 2011 for Outlook
Skills
  • Identify considerations before an upgrade.
  • Describe the base and extension table merge process
  • Review the 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 CRM.
  • Describe a migration upgrade of CRM.
  • Describe the upgrade of the Microsoft Dynamics CRM Email Router.
  • Describe the upgrade of Microsoft Dynamics CRM for Outlook.
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Module 6: Email Management
  • Email Processing, Tracking and Correlation
  • Mailbox Monitoring
  • Synchronization Methods
  • Email Address Approval
  • Install the Email Router and Rule Deployment Wizard
  • Configure the Email Router
  • Set Up a Forward Mailbox for Email Router
  • Deploy Inbox Rules
  • Install email router on multiple Computers
  • 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, tasks
  • Lab: Install & Configure the Email Router
  • Lab: configure Server-Side Synchronization
Skills
  • 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 email synchronization options.
  • Review the requirement to approve email addresses.
  • Explain the role of the CRM Email Router.
  • Install Dynamics CRM Email Router.
  • Review email router configuration options.
  • Create a forward mailbox.
  • Review the purpose of forwarding rules.
  • Review options for installing the Email Router on multiple computers.
  • Review troubleshooting tips.
  • Describe the role of Server-Side Synchronization.
  • Configure Server-Side Synchronization.
  • Test Server-Side Synchronization settings.
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Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook
  • Dynamics CRM for Outlook Overview
  • Installation Requirements
  • Deployment Methods
  • Install Dynamics CRM for Outlook
  • Configure 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 Dynamics CRM for Outlook
  • Configure Windows Firewall to allow incoming connections on port 5555.
  • Install Dynamics CRM for Outlook.
  • Lab: Offline Capability
Skills
  • Review the hardware and software requirements for CRM for Outlook.
  • Identify the deployment methods for installing Dynamics CRM for Outlook.
  • Install Dynamics CRM for Outlook.
  • Configure CRM for Outlook to connect to Microsoft Dynamics CRM organizations.
  • 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.
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Module 8: Configure and 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
Skills
  • Provide a background to claims-based authentication.
  • Describe requirements for an IFD.
  • Review the certificates required for an IFD.
  • Identify the steps to install AD FS.
  • Review the AD FS configuration steps.
  • Review the steps to configure claims-based authentication in CRM.
  • Review steps to configure an IFD in CRM.
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Module 9: Maintain and Troubleshoot a Deployment
  • Service Accounts, Manage System Jobs
  • Delete Records, Disaster Recovery
  • Manage SQL Databases, Troubleshooting
  • Configure Tracing, Marketplace
  • Update Microsoft Dynamics CRM
  • Manage Data Encryption
  • Best Practices Analyzer (BPA)
  • VSS Writer Service for Dynamics CRM
  • Lab: Configure Tracing
Skills
  • 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 CRM.
  • Examine data encryption.
  • Describe the Best Practices Analyzer.
  • Describe the VSS Writer Service for CRM.
  • Examine the Dynamics marketplace.
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Module 10: High-Availability Options
  • Install CRM Server on Multiple Computers
  • Network Load Balancing
  • Clustering Microsoft SQL Server
  • Other SQL High-Availability Solutions
  • High-Availability Options for Other Supporting Components
Skills
  • 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.
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> Pre-Requisites
Before attending this course, students must have a working knowledge of:
  • Microsoft Windows Server
  • Active Directory
  • Internet Information Services (IIS)
  • Microsoft Exchange
  • Microsoft SQL Server
  • Microsoft Outlook
  • Some experience using Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM 2013 is desirable but not required.
> Purpose
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 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.