Microsoft Dynamics CRM 2011 Installation and Deployment (80296)

Module 1: Microsoft Dynamics CRM ComponentsThis module examines the core components of a Microsoft Dynamics CRM deployment.Lessons

• Microsoft Dynamics CRM Components
• Microsoft Dynamics CRM Server
• Microsoft Dynamics CRM for Office Outlook
• Microsoft Dynamics CRM E-mail Router
• Microsoft SQL Server 2008
• Microsoft Dynamics CRM Reporting Extensions
• Microsoft Dynamics CRM Language Packs
• Microsoft SharePoint
• Internet Information Services
• Active Directory
• Internet Facing Deployment and Active Directory Federation Services

After completing this module, students will be able to:

• Discover which components are required for a 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.
• Review the role of Microsoft Dynamics CRM E-mail Router in processing incoming and outgoing e-mail.
• Review the role of Microsoft SQL Server and the databases employed by Microsoft Dynamics CRM.
• Review the role of Microsoft Dynamics CRM Reporting Extensions.
• Review the role of Microsoft Dynamics CRM Language Packs.
• Review the role of Microsoft SharePoint in a Microsoft Dynamics CRM deployment.
• Discuss the role of Internet Information Services (IIS) in a Microsoft Dynamics CRM deployment.
• Examine the role of Active Directory in a Microsoft Dynamics CRM deployment.

• Examine the role of Active Directory Federation Services in a Microsoft Dynamics CRM Internet-facing deployment.

Module 2: Planning the InstallationThis module describes the some of the considerations in planning a Microsoft Dynamics CRM deployment and the hardware and software requirements necessary for deployment.Lessons

• Planning the Microsoft Dynamics CRM Deployment
• Privileges for the Installation User
• Supported Server Technologies
• Hardware Requirements
• Software Requirements
• Active Directory and Microsoft Dynamics CRM 2011
• Securing Network Traffic
• Microsoft Dynamics CRM Offerings
• Microsoft Dynamics CRM 2011 Licensing Model

After completing this module, students will be able to:

• Identify the need for planning a Microsoft Dynamics CRM Deployment.
• Identify the required privileges for the installation user.
• Identify the supported server topologies.
• Examine the hardware requirements for each component of the Microsoft Dynamics CRM implementation.
• Review the software requirements for each component of a Microsoft Dynamics CRM implementation.
• Identify the Active Directory configurations supported by Microsoft Dynamics CRM 2011.
• Examine how network traffic to and from the Microsoft Dynamics CRM Server can be encrypted.
• Identify the editions of Microsoft Dynamics CRM 2011.

• Examine the licensing model used by Microsoft Dynamics CRM 2011.

Module 3: Microsoft Dynamics CRM Server InstallationThis module describes the components that are installed during Microsoft Dynamics CRM Server Setup and the installation procedures and options.Lessons

• Microsoft Dynamics CRM Server Architecture
• Components Installed During Server Setup
• Microsoft Dynamics CRM Website
• Required Installation Rights for Microsoft Dynamics CRM Server
• Install Microsoft Dynamics CRM 2011 Server
• Installation Troubleshooting
• Post-Installation Tasks
• Install Microsoft Dynamics CRM using the Command Line
• Sample Data

Lab : Install Microsoft Dynamics CRM 2011 ServerLab : Load Sample DataAfter completing this module, students will be able to:

• Review the components of the Microsoft Dynamics CRM Server architecture.
• 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.
• Examine how to install Microsoft Dynamics CRM using the command line.
• Examine how sample data can be added to a Microsoft Dynamics CRM implementation.

Module 4: Microsoft Dynamics CRM 2011 Reporting ExtensionsThis module provides an overview of the report types that are available in Microsoft Dynamics CRM 2011 and the role of Reporting Extensions.Lessons

• Microsoft Dynamics CRM 2011 Reporting Overview
• Microsoft Dynamics CRM Reporting Extensions
• Installing Microsoft Dynamics CRM Reporting Extensions
• Microsoft Dynamics CRM Reporting Authoring Extension

Lab : Install Reporting ExtensionsAfter 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 5: Installing and Deploying the E-mail RouterThis module discusses the role of the E-mail Router and installing and configuring the E-mail Router.Lessons

• Understanding the E-mail Router
• Install the E-mail Router and Rule Deployment Wizard
• Configure the E-mail Router
• Set Up a Forward Mailbox
• Deploy Inbox Rules
• Approve E-mail Addresses
• Install the E-mail Router on Multiple Computers
• Troubleshooting
• Discussion - E-mail Router

Lab : Install the E-mail RouterLab : Configure the E-mail RouterAfter completing this module, students will be able to:

• Examine the role of the Microsoft Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment.
• Discover how the Microsoft Dynamics CRM E-mail Router processes incoming e-mail and outgoing e-mail messages.
• Install the Microsoft Dynamics CRM E-mail Router.
• Review the E-mail Router configuration options.
• Examine how to create a forward mailbox.
• Review the purpose of deploying forwarding rules.
• Review the requirement to approve e-mail addresses.
• Review options for installing the E-mail Router on multiple computers.
• Review troubleshooting tips.

Module 6: Microsoft Dynamics CRM for Microsoft Office OutlookThis 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 E-mail Settings
• Installing Microsoft Dynamics CRM for Outlook using the Command Line
• Using Microsoft Dynamics CRM for Outlook with Offline Capability

Lab : Install Microsoft Dynamics CRM for OutlookLab : Offline CapabilityAfter completing this module, students will be able to:

• Identify the features of Microsoft Dynamics CRM 2011 for Outlook.
• 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 e-mails.
• 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 7: Configure an Internet Facing DeploymentThis module describes how to configure a Microsoft Dynamics CRM 2011 deployment for access over the Internet and configuring claims-based authentication. Lessons

• Overview of Claims-Based Authentication
• General Requirements
• Certificates
• Install Active Directory Federation Services 2.0
• Configure AD FS 2.0
• Configure Claims-Based Authentication
• Configure Internet-Facing Deployment

After completing this module, students will be able to:

• Provide a background to claims-based authentication.
• Describe the requirements for configuring an Internet-Facing Deployment.
• Review the certificates required for an Internet-facing Deployment.
• Identify the steps to install Active Directory Federation Service 2.0.
• Review the Active Directory Federation Service 2.0 configuration steps.
• Review the steps to configure claims-based authentication in Microsoft Dynamics CRM.
• Review the steps to configure an Internet-Facing Deployment in Microsoft Dynamics CRM.

Module 8: Upgrading to Microsoft Dynamics CRM 2011This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM 4.0 deployment to Microsoft Dynamics CRM 2011.Lessons

• Upgrade Considerations
• 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 4.0 Server
• Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server
• Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server
• Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router
• Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook
• Upgrading Microsoft Dynamics CRM 4.0 for Outlook

After completing this module, students will be able to:

• Identify the restrictions and requirements before starting an upgrade.
• Review the high-level phases of an upgrade process.
• Review the need for an upgrade strategy.
• Understand the need for a test environment.
• Identify the need to validate an upgrade of a test environment.
• Review the upgrade of the production deployment phase.
• Identify the steps for an in-place upgrade of Microsoft Dynamics CRM 4.0
• Identify the steps for a migration upgrade of Microsoft Dynamics CRM 4.0.
• Identify the steps for a Connect to existing deployment upgrade of Microsoft Dynamics CRM 4.0.
• Understand the upgrade process for the Microsoft Dynamics CRM 4.0 E-mail Router.
• Review issues with upgrading Microsoft Dynamics CRM 4.0 for Outlook.
• Understand the upgrade process for Microsoft Dynamics CRM 4.0 for Outlook.

Module 9: Microsoft Dynamics CRM Deployment ManagerThis module examines redeploying Microsoft Dynamics CRM and the role of the Microsoft Dynamics CRM Deployment Manager in carrying out deployment-wide administrations tasks.Lessons

• Redeploying Microsoft Dynamics CRM
• Deployment Administrators
• Create a New Organization
• Manage Existing Organizations
• Importing Organizations
• Manage Servers
• Configure Access from the Internet
• Update Web Addresses
• View License Information
• Upgrade the Microsoft Dynamics CRM Edition

Lab : Duplicate Adventure Works Cycles OrganizationAfter completing this module, students will be able to:

• Review why the redeployment of Microsoft Dynamics CRM is required.
• Describe 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.
• Review the high-level steps to configure access to Microsoft Dynamics CRM from the Internet.
• Describe how to update the Microsoft Dynamics CRM web addresses.
• Review Microsoft Dynamics CRM license information.
• Describe the Microsoft Dynamics CRM Edition upgrade options.

Module 10: High Availability OptionsThis module provides a high-level overview of the high-availability options for Microsoft Dynamics CRM.Lessons

• Install Microsoft Dynamics CRM Server on Multiple Computers
• Network Load Balancing
• Clustering Microsoft SQL Server
• 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 role of clustering Microsoft SQL Server in providing enhanced scaling and availability.
• Examine the high-availability options for other supporting components.

Before attending this course, students must working knowledge have of:

• Microsoft Windows Server 2008
• Active Directory
• Internet Information Services (IIS)
• Microsoft Exchange
• Microsoft SQL Server 2008
• Microsoft Outlook

Some experience using Microsoft Dynamics CRM 4.0 or Microsoft Dynamics CRM 2011 is desirable but not required.

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