Installation and Deployment in Microsoft Dynamics CRM 4.0
Duration 2 day
Introduction
This twoday instructorled course provides students with the tools to install and configure Microsoft Dynamics CRM 4.0. The course 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 EMail Router and Microsoft Dynamics CRM for Office Outlook.
Audience
This course is intended for novice and experienced system administrators implementation consultants system integrators technical staff or support professionals who plan to install and deploy Microsoft Dynamics CRM 4.0 and understand the technical aspects and administrative functionality of Microsoft Dynamics CRM.
At Course Completion
The course completion objectives are
Identify the Hardware and Software requirements for the various Microsoft Dynamics CRM deployment scenarios.
Execute the preinstallation checklist requirements that must be in place before installing Microsoft Dynamics CRM Server
Complete the Installation procedures for the Microsoft Dynamics CRM Server
Microsoft Dynamics CRM for Microsoft Office Outlook and Microsoft Dynamics CRM Email Router.
Complete the Postinstallation review that verifies the validity of the installation.
Complete several Postinstallation tasks. This includes loading of sample data.
Upgrade a Microsoft Dynamics CRM v3.0 installation to 4.0
Uninstall Microsoft Dynamics CRM 4.0
Prerequisites
Before attending this course students must have
Working knowledge of Microsoft Dynamics Windows Server 2003 Active Directory Internet Information Services IIS Microsoft Exchange Microsoft SQL Server 2005 and Microsoft Outlook.
Topics
Module 1 Microsoft Dynamics CRM Components
This module lays the foundation for the remainder of the course and examines the primary components that are leveraged by Microsoft Dynamics CRM 4.0.
Lessons
Microsoft Dynamics CRM Server
Microsoft Dynamics CRM for Microsoft Office Outlook
Microsoft Dynamics CRM Email Router
Microsoft SQL Server
SQL Reporting Services
Active Directory
Internet Information Services
The goals for completing this module are for students to
Discover which components are required for successful Microsoft Dynamics CRM implementation.
Examine the role of the Microsoft Dynamics CRM Server in a Microsoft Dynamics CRM deployment
Identify the differences between the two modes of the Microsoft Dynamics CRM for Office Outlook
Examine the Microsoft Dynamics CRM Web browser client
Review the role of Microsoft Dynamics CRM Email Router in processing incoming and outgoing email
Discuss the role of Microsoft SQL Server and the databases employed by Microsoft Dynamics CRM
Examine the role of Active Directory in a Microsoft Dynamics CRM deployment
Discuss the role of Internet Information Services IIS in a Microsoft Dynamics CRM deployment
Module 2 Planning the Microsoft Dynamics CRM Installation
This module examines the hardware and software requirements that must be in place prior to installing Microsoft Dynamics CRM4.0 as well as appropriate licensing plans.
Lessons
Analyze network infrastructure to ensure preparedness for a Microsoft Dynamics CRM installation.
Identify the hardware and software requirements for each component of the Microsoft Dynamics CRM installation.
Examine the new Microsoft Dynamics CRM licensing model and Microsoft Dynamics CRM editions.
Review the various configurations supported by Microsoft Dynamics CRM 4.0
Lab Dialogue Planning the Microsoft Dynamics CRM Installation
Identify obstacles that may interfere with a Microsoft Dynamics CRM installation and discover the possible solutions for these obstacles.
The goals for completing this module are for students to
Analyze the network infrastructure to make sure it is ready for a Microsoft Dynamics CRM installation
Understand the hardware requirements for each component of the Microsoft Dynamics CRM installation
Understand the software requirements for each component of the Microsoft Dynamics CRM installation
Understand the Active Directory forest configurations supported by Microsoft Dynamics CRM 4.0
Understand the SQL Server 2005 configurations supported by Microsoft Dynamics CRM 4.0.
Understand how SSL Certificates ensure more secure network traffic flow from the Microsoft Dynamics CRM Web server
Understand the licensing model used by Microsoft Dynamics CRM 4.0.
Module 3 Microsoft Dynamics CRM Server
This module examines the hardware and software requirements that must be in place prior to installing Microsoft Dynamics CRM 4.0 as well as appropriate licensing plans.
Lessons
Identify the key features made to Microsoft Dynamics CRM Server in version 4.0
Identify each preinstallation requirement that must be completed before installing Microsoft Dynamics CRM Server.
Install Microsoft Dynamics CRM Server 4.0.
Identify the post installation requirements that must be performed to prepare Microsoft Dynamics CRM for use.
Install and uninstall a Microsoft Dynamics CRM sample database
Lab Microsoft Dynamics CRM PreInstallation Checklist Verification
Verify the preinstallation steps required to successfully install Microsoft Dynamics CRM.
Lab Loading Sample Data
Install Microsoft Dynamics CRM sample data.
Dialogue Installation Troubleshooting
Discover the troubleshooting resources available to the Microsoft Dynamics CRM installation team after a Microsoft Dynamics CRM installation.
The goals for completing this module are for students to
Discover the components of the Microsoft Dynamics CRM Server architecture.
Understand the key features of the Microsoft Dynamics CRM Server.
Verify each preinstallation requirement that must be completed before you install Microsoft Dynamics CRM 4.0 Server.
Learn how to install Microsoft Dynamics CRM 4.0 Server.
Understand what components are installed during Server Setup
Type lesson objective usually just one.
Identify the tasks and configuration settings that are completed after you install Microsoft Dynamics CRM Server.
Learn how to deploy Microsoft Dynamics CRM for Internet Access
Understand how to install Microsoft Dynamics CRM Server from the Microsoft Dynamics CRM Server CD using the command line.
This training describes how to troubleshoot installation and known issues.
Understand how sample databases can be used to give users realistic business data for the Microsoft Dynamics CRM application. Identify the post installation requirements that must be performed to prepare Microsoft Dynamics CRM for use.
Install and uninstall a Microsoft Dynamics CRM sample database
Module 4 Microsoft Dynamics CRM Components
This module discusses the key features in the Microsoft Dynamics CRM 4.0 Email Router functionality and the steps to follow to install the Microsoft Dynamics Email Router.
Lessons
Identify the key features of the Microsoft Dynamics CRM Email Router in version 4.0
Identify how incoming and outgoing email is processed in Microsoft Dynamics CRM
Identify each preinstallation requirement that must be completed before installing Microsoft Dynamics CRM Email Router.
Install Microsoft Dynamics CRM 4.0 Email Router.
Determine whether the router is functioning correctly.
Lab Dialogue Email Router
This scenario helps explain the operations of incoming and outgoing Microsoft Dynamics CRM email functionality and the purpose of the Email Router.
The goals for completing this module are for students to
Understand the role of the Microsoft Dynamics CRM Email Router in a Microsoft Dynamics CRM deployment.
Understand how the Microsoft Dynamics CRM Email Router processes incoming email and outgoing email messages.
Identify each preinstallation requirement that must be completed before installing the Microsoft Dynamics CRM Email Router.
Learn how to install the Microsoft Dynamics CRM Email Router.
Learn how to use the Rule Deployment Wizard to deploy forwarding rules.
Learn how to create a queue within Microsoft Dynamics CRM that displays email messages.
Module 5 Microsoft Dynamics CRM for Microsoft Office Outlook
This module examines the primary components of Microsoft Dynamics CRM for Microsoft Office Outlook reviews the two types of access that are available with 4.0 and examines the steps to successfully install Microsoft Dynamics CRM Office Outlook.
Lessons
Identify the key features in the Microsoft Dynamics CRM 4.0 for Outlook
Identify each preinstallation requirement that must be completed before installation.
Install both the Microsoft Dynamics CRM for Office Outlook with and without offline access.
Determine whether the installation is functioning properly.
Work Offline
Synchronize offline updates with the Microsoft Dynamics CRM Server
Lab Installing Microsoft Dynamics CRM for Outlook
Install Microsoft Dynamics CRM for Outlook
Lab Offline Access
Work with Microsoft Dynamics CRM for Outlook with Offline Access
Dialogue Remote Outlook Client
This scenario covers how Microsoft Dynamics CRM allows remote users away from the office to access Microsoft Dynamics CRM data.
The goals for completing this module are for students to
Identify the features of Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook.
Identify the prerequisites for installing the Microsoft Dynamics CRM for Office Outlook.
Install Microsoft Dynamics CRM for Outlook with Offline Access.
Understand how the Microsoft Dynamics CRM for Office Outlook with Offline Access operates in both online and offline modes.
Module 6 Redeploying Microsoft Dynamics CRM 4.0
This module provides information about redeploying Microsoft Dynamics CRM 4.0.
Lessons
Identify the planning considerations that must be reviewed prior to redeploying a Microsoft Dynamics CRM implementation.
Redeploy a Microsoft Dynamics CRM implementation.
Configure the Email Router
The goals for completing this module are for students to
Examine the role of the Microsoft Dynamics CRM Email Router in a Microsoft Dynamics CRM deployment.
Discover how the Microsoft Dynamics CRM Email Router processes incoming email and outgoing email messages.
Identify each preinstallation requirement that must be completed before installing the Microsoft Dynamics CRM Email Router.
Install the Microsoft Dynamics CRM Email Router.
Discover the role of the Microsoft Dynamics Email Router Configuration Manager
Module 7 Upgrading to Microsoft Dynamics CRM 4.0
This module provides information about upgrading a Microsoft Dynamics CRM 3.0 deployment to Microsoft Dynamics CRM 4.0.
Lessons
Identify the planning considerations that must be reviewed prior to upgrading a Microsoft Dynamics CRM implementation.
Identify what is supported and unsupported during the upgrade process.
Upgrade a Microsoft Dynamics CRM 3.0 implementation to Microsoft Dynamics CRM 4.0
Dialogue Microsoft Dynamics CRM Upgrades
This scenario covers some of the best practices to mitigate risks and minimize downtime when upgrading a customer to Microsoft Dynamics CRM 4.0
The goals for completing this module are for students to
Understand the features associated with upgrading the Microsoft Dynamics CRM Server on a computer that already has Microsoft Dynamics CRM 3.0 installed.
Learn which components are not supported for upgrade to Microsoft Dynamics CRM 4.0.
Module 8 Repairing and Uninstalling Microsoft Dynamics CRM 4.0
This module provides information about repairing and uninstalling Microsoft Dynamics CRM 4.0.
Lessons
Repair Microsoft Dynamics CRM Server and Microsoft Dynamics CRM for Outlook and the Microsoft Dynamics CRM Email Router.
Identify the options for uninstalling Microsoft Dynamics CRM
Uninstall Microsoft Dynamics CRM 4.0 Server Microsoft Dynamics CRM for Office
Lab Uninstall Microsoft Dynamics CRM 4.0
Uninstall Microsoft Dynamics CRM
The goals for completing this module are for students to
Examine how to repair the Microsoft Dynamics CRM system
Examine how to repair the Microsoft Dynamics CRM Server
Examine how to repair the Microsoft Dynamics CRM Email Router.
Disable a Multilingual User Interface Pack MUI
Uninstall the Microsoft Dynamics CRM Server
Uninstall the Microsoft Dynamics CRM Email Router.
Uninstall the Connector for Microsoft Dynamics SQL Reporting Services.
Uninstall or disable a Multilingual User Interface Pack MUI in the organization.
Uninstall or repair the Microsoft Dynamics CRM for Outlook.
Outlook Microsoft Dynamics CRM Email Router the Connector for Microsoft SQL Reporting Services and a Multilingual User Interface Pack MUI.