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80539A: Installation and Deployment in Microsoft Dynamics CRM 2013

Module 1: System Requirement and Required Technologies

This module provides a high-level overview of the supporting technologies and describes the components of a Microsoft Dynamics CRM implementation.
Lessons

  • 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

After completing this module, students will be able to:
  • Describe the Microsoft 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 Microsoft Dynamics CRM deployment.
  • Describe the ways to access Microsoft Dynamics CRM.
  • Identify the differences between the two modes of Microsoft Dynamics CRM for Office Outlook.
  • Review the options for managing emails.
  • Review the role of Microsoft Dynamics CRM Reporting Extensions.
  • Review the role of Microsoft Dynamics CRM Language Packs.
Module 2: Install Microsoft Dynamics CRM ServerThis module focuses on installing Microsoft Dynamics CRM Server. It also discusses the required components and Server requirements.Lessons

  • 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 ServerLab : Load Sample Data

After completing this module, students will be able to:
  • Describe the hardware and software requirements for the Microsoft Dynamics CRM Server.
  • Describe the hardware and software requirements for the Microsoft SQL Server.
  • Identify the components that are installed during Microsoft 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 Microsoft Dynamics CRM Server.
  • Describe how to install Microsoft Dynamics CRM using the command line.
  • Describe how sample data can be added to a Microsoft Dynamics CRM implementation.
Module 3: Install Microsoft Dynamics CRM Reporting Extensions
This module describes the role of Reporting Extensions and provides an overview of the report types that are available in Microsoft Dynamics CRM.
Lessons

  • 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

After completing this module, students will be able to:
  • Examine the two types of Reporting Services reports.
  • Review when Microsoft Dynamics CRM Reporting Extensions is required.
  • Identify the requirements for installing Microsoft Dynamic CRM Reporting Extensions.
  • Review when Microsoft Dynamics CRM Report Authoring Extension is required.
Module 4: Manage Microsoft Dynamics CRM with the Deployment ManagerThis module explains how you can redeploy Microsoft Dynamics CRM and use the Microsoft Dynamics CRM Deployment Manager to carry out deployment-wide administration tasks.Lessons

  • 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

After completing this module, students will be able to:
  • Describe the Deployment Manager and the role of deployment administrators.
  • Review the steps to create new organizations.
  • Describe the management tasks for existing organizations.
  • Describe how to add an existing organization database to the deployment.
  • Review Microsoft Dynamics CRM Server management tasks.
  • Describe how to update the Microsoft Dynamics CRM web addresses.
  • Review Microsoft Dynamics 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.
Module 5: Upgrade to Microsoft Dynamics CRM 2013This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM deployment to Microsoft Dynamics CRM 2013.Lessons

  • 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

After completing this module, students will be able to:
  • Identify considerations before starting an upgrade.
  • Describe the base and extension table merge process
  • Review the high-level 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 Microsoft Dynamics CRM.
  • Describe a migration upgrade of Microsoft Dynamics CRM.
  • Describe the upgrade of the Microsoft Dynamics CRM Email Router.
  • Describe the upgrade of Microsoft Dynamics CRM for Outlook.
Module 6: Email Management
This module describes management topics that are common to each of the email processing methods and the email processing methods.
Lessons

  • 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 RouterLab : Configure the Email RouterLab : Configure Server-Side Synchronization

After completing this module, students will be able to:
  • 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 the email synchronization options.
  • Review the requirement to approve email addresses.
  • Explain the role of the Microsoft Dynamics CRM Email Router.
  • Install the Microsoft Dynamics CRM Email Router.
  • Review the Email Router configuration options.
  • Create a forward mailbox.
  • Review the purpose of deploying 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.
Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook
This 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 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

After completing this module, students will be able to:
  • Review the hardware and software requirements for Microsoft Dynamics CRM for Outlook.
  • Identify the deployment methods for installing Microsoft Dynamics CRM for Outlook.
  • Install Microsoft Dynamics CRM for Outlook.
  • Configure Microsoft Dynamics 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.
Module 8: Configure an Internet-Facing DeploymentThis module describes how to configure a Microsoft Dynamics CRM deployment for access over the Internet. A deployment that is configured in this way is referred to as an “Internet-Facing Deployment (IFD).”Lessons

  • 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

After completing this module, students will be able to:
  • Provide a background to claims-based authentication.
  • Describe the requirements for configuring an IFD.
  • Review the certificates required for an IFD.
  • Identify the steps to install Active Directory Federation Service.
  • Review the Active Directory Federation Service configuration steps.
  • Review the steps to configure claims-based authentication in Microsoft Dynamics CRM.
  • Review the steps to configure an IFD in Microsoft Dynamics CRM.
Module 9: Maintain and Troubleshoot a DeploymentThis module provides information on maintaining performance, troubleshooting, and updating Microsoft Dynamics CRM.Lessons

  • 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

After completing this module, students will be able to:
  • 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 Microsoft Dynamics CRM.
  • Examine data encryption.
  • Describe the Best Practices Analyzer.
  • Describe the VSS Writer Service for Microsoft Dynamics CRM.
  • Examine the Microsoft Dynamics marketplace.
Module 10: High-Availability Options
This module provides a high-level overview of the high-availability options.
Lessons

  • 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

After completing this module, students will be able to:
  • 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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$1,200.00

 

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