This two-day instructor-led 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 E-Mail Router, and Microsoft Dynamics CRM for Office Outlook.
Module 1: Microsoft Dynamics CRM Components
Lessons
Microsoft Dynamics CRM Server
Microsoft Dynamics CRM for Microsoft Office Outlook
Microsoft Dynamics CRM E-mail Router
Microsoft SQL Server
SQL Reporting Services
Active Directory
Internet Information Services
Module 2: Planning the Microsoft Dynamics CRM Installation
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
Module 3: Microsoft Dynamics CRM Server
Lessons
Identify the key features made to Microsoft Dynamics CRM Server in version 4.0
Identify each pre-installation 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
Module 4: Microsoft Dynamics CRM Components
Lessons
Identify the key features of the Microsoft Dynamics CRM E-mail Router in version 4.0
Identify how incoming and outgoing e-mail is processed in Microsoft Dynamics CRM
Identify each pre-installation requirement that must be completed before installing Microsoft Dynamics CRM E-mail Router.
Install Microsoft Dynamics CRM 4.0 E-mail Router.
Determine whether the router is functioning correctly.
Module 4: Microsoft Dynamics CRM Components
Lessons
Identify the key features of the Microsoft Dynamics CRM E-mail Router in version 4.0
Identify how incoming and outgoing e-mail is processed in Microsoft Dynamics CRM
Identify each pre-installation requirement that must be completed before installing Microsoft Dynamics CRM E-mail Router.
Install Microsoft Dynamics CRM 4.0 E-mail Router.
Determine whether the router is functioning correctly.
Module 4: Microsoft Dynamics CRM Components
Lessons
Identify the key features of the Microsoft Dynamics CRM E-mail Router in version 4.0
Identify how incoming and outgoing e-mail is processed in Microsoft Dynamics CRM
Identify each pre-installation requirement that must be completed before installing Microsoft Dynamics CRM E-mail Router.
Install Microsoft Dynamics CRM 4.0 E-mail Router.
Determine whether the router is functioning correctly.
Module 5: Microsoft Dynamics CRM for Microsoft Office Outlook
Lessons
Identify the key features in the Microsoft Dynamics CRM 4.0 for Outlook
Identify each pre-installation 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
Module 6: 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 E-mail Router
Module 7: Upgrading 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
Module 8: 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 E-mail Router.
Identify the options for uninstalling Microsoft Dynamics CRM
Uninstall Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Office
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.
The course completion objectives are:
Identify the Hardware and Software requirements for the various Microsoft Dynamics CRM deployment scenarios.
Execute the pre-installation 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 E-mail Router.
Complete the Post-installation review that verifies the validity of the installation.
Complete several Post-installation tasks. This includes loading of sample data.
Upgrade a Microsoft Dynamics CRM v3.0 installation to 4.0
Uninstall Microsoft Dynamics CRM 4.0
When you pass this exam, you earn credit toward the following certifications:
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