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Overview

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.

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

Goals
  1. Learn to describe the components that are required for a successful Microsoft Dynamics CRM implementation.
  2. Learn to identify the hardware and software requirements for components of a Microsoft Dynamics CRM implementation.
  3. Learn to install Microsoft Dynamics CRM Server.
  4. Learn to install Microsoft Dynamics CRM Reporting Extensions.
  5. Learn to install and configure the Microsoft Dynamics CRM E-mail Router.
  6. Learn to describe the deployment methods for installing Microsoft Dynamics CRM for Outlook.
  7. Learn to configure Claims-based authentication and Internet-facing deployment.
  8. Learn to upgrade to Microsoft Dynamics CRM 2013.
  9. Learn to manage Microsoft Dynamics CRM organizations using the Deployment Manager.
  10. Learn to describe the high availability options for Microsoft Dynamics CRM 2013.
Outline
  1. System Requirement and Required Technologies
    1. Microsoft Dynamics CRM Offerings
    2. On-Premises Licensing Model
    3. Online Licensing Model
    4. Supporting Technologies
    5. Microsoft Dynamics CRM Server
    6. Accessing Microsoft Dynamics CRM
    7. Microsoft Dynamics CRM for Office Outlook
    8. Managing Emails
    9. Microsoft Dynamics CRM Reporting Extensions
    10. Microsoft Dynamics CRM Language Packs
    11. Planning Overview
  2. Install Microsoft Dynamics CRM Server
    1. Microsoft Dynamics CRM Server Requirements
    2. Microsoft SQL Server Requirements
    3. Active Directory Requirements
    4. Components Installed During Server Setup
    5. Microsoft Dynamics CRM Website
    6. Required Installation Rights for Microsoft Dynamics CRM Server
    7. Supported Server Topologies
    8. Install Microsoft Dynamics CRM Server
    9. Installation Troubleshooting
    10. Post-Installation Tasks
    11. Install Microsoft Dynamics CRM Using the Command Line
    12. Deploy Microsoft Dynamics CRM Online
    13. Lab: Install Microsoft Dynamics CRM Server
    14. Lab: Load Sample Data
  3. Install Microsoft Dynamics CRM Reporting Extensions
    1. Microsoft Dynamics CRM Reporting Overview
    2. Microsoft Dynamics CRM Reporting Extensions
    3. Requirements for Microsoft Dynamics CRM Reporting Extensions
    4. Microsoft Dynamics CRM Report Authoring Extension
    5. Install Microsoft Dynamics CRM Reporting Extensions
    6. Lab: Install Reporting Extensions
  4. Manage Microsoft Dynamics CRM with the Deployment Manager
    1. Deployment Manager
    2. Deployment Administrators
    3. Create a New Organization
    4. Manage Existing Organizations
    5. Manage Servers
    6. Configure Access from the Internet
    7. Update Web Addresses
    8. View License Information
    9. Upgrade the Microsoft Dynamics CRM Edition
    10. Redeploy Microsoft Dynamics CRM
    11. Import Organizations
    12. Administer the Deployment Using Windows PowerShell
    13. Lab: Duplicate the Adventure Works Cycles Organization
  5. Upgrade to Microsoft Dynamics CRM 2013
    1. Upgrade Considerations
    2. Base and Extension Table Merge
    3. Upgrade Process Phases
    4. Phase 1: Prepare to Upgrade
    5. Phase 2: Establish the Test Environment
    6. Phase 3: Upgrade and Validate the Test Environment
    7. Phase 4: Upgrade and Validate the Production Deployment
    8. Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server
    9. Perform a Migration Using the Same Instance of SQL Server
    10. Perform a Migration Using a New Instance of SQL Server
    11. Upgrade the Microsoft Dynamics CRM 2011 Email Router
    12. Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook
    13. Upgrade Microsoft Dynamics CRM 2011 for Outlook
  6. Email Management
    1. Email Processing
    2. Email Tracking and Correlation
    3. Mailbox Monitoring
    4. Synchronization Methods
    5. Email Address Approval
    6. Overview of the Email Router
    7. Install the Email Router and Rule Deployment Wizard
    8. Configure the Email Router
    9. Set Up a Forward Mailbox for the Email Router
    10. Deploy Inbox Rules
    11. Install the Email Router on Multiple Computers
    12. Troubleshooting
    13. Overview of Server-Side Synchronization
    14. Configure Server-Side Synchronization
    15. Set Up a Forward Mailbox for Server-Side Synchronization
    16. Migrate Email Router Settings
    17. Email Integration Service Role
    18. Test Email Configuration
    19. Synchronize Appointments, Contacts, and Tasks
    20. Lab: Install the Email Router
    21. Lab: Configure the Email Router
    22. Lab: Configure Server-Side Synchronization
  7. Microsoft Dynamics CRM for Microsoft Office Outlook
    1. Microsoft Dynamics CRM for Outlook Overview
    2. Installation Requirements
    3. Deployment Methods
    4. Install Microsoft Dynamics CRM for Outlook
    5. Configure Microsoft Dynamics CRM for Outlook
    6. Configure User Email Settings
    7. Install Microsoft Dynamics CRM for Outlook Using the Command Line
    8. Using Microsoft Dynamics CRM for Outlook with Offline Capability
    9. Lab: Install Microsoft Dynamics CRM for Outlook
      1. Configure Windows Firewall to allow incoming connections on port 5555.
      2. Install Microsoft Dynamics CRM for Outlook.
    10. Lab: Offline Capability
  8. Configure an Internet-Facing Deployment
    1. Overview of Claims-Based Authentication
    2. Requirements for Configuring an Internet-Facing Deployment
    3. Certificates
    4. Install Active Directory Federation Services
    5. Configure AD FS
    6. Configure Claims-Based Authentication
    7. Configure an IFD
  9. Maintain and Troubleshoot a Deployment
    1. Service Accounts
    2. Manage System Jobs
    3. Delete Records
    4. Disaster Recovery
    5. Manage SQL Databases
    6. Troubleshooting
    7. Configure Tracing
    8. Update Microsoft Dynamics CRM
    9. Manage Data Encryption
    10. Best Practices Analyzer (BPA)
    11. VSS Writer Service for Microsoft Dynamics CRM
    12. Marketplace
    13. Lab: Configure Tracing
  10. High-Availability Options
    1. Install Microsoft Dynamics CRM Server on Multiple Computers
    2. Network Load Balancing
    3. Clustering Microsoft SQL Server
    4. Other SQL Server High-Availability Solutions
    5. High-Availability Options for Other Supporting Components
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Class Prerequisites

Experience in the following is required for this Dynamics class:

  • Microsoft Windows Server.
  • Active Directory.
  • Internet Information Services (IIS).
  • Microsoft Exchange.
  • Microsoft SQL Server.
  • Microsoft Outlook.
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