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MS 80296A - Microsoft Dynamics CRM 2011 Installation and Deployment

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Duration: 2 Days

Audience: IT Professionals

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Course Information

Course Description

This two-day instructor course covers the installation and configuration of Microsoft Dynamics CRM 2011. The course describes the components used within a Microsoft Dynamics CRM 2011 deployment, installation instructions for the Microsoft Dynamics CRM Server, the E-mail Router, Microsoft Dynamics CRM for Office Outlook, how to configure Claims-based authentication and how to implement an Internet-facing deployment.

Course Objectives

After completing this course, students will be able to:
  • Describe the components that are required for a successful Microsoft Dynamics CRM implementation.
  • Identify the hardware and software requirements for each component of a Microsoft Dynamics CRM implementation.
  • Install Microsoft Dynamics CRM Server.
  • Install Microsoft Dynamics CRM Reporting Extensions.
  • Install and configure the Microsoft Dynamics CRM E-mail Router.
  • Describe the deployment methods for installing Microsoft Dynamics CRM for Outlook.
  • Configure Claims-based authentication and Internet-facing deployment.
  • Upgrade to Microsoft Dynamics CRM 2011.
  • Manage Microsoft Dynamics CRM organizations using the Deployment Manager.
  • Describe the high availability options for Microsoft Dynamics CRM 2011.

Course Audience

​This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2011.

Course Outline

Module 1: Microsoft Dynamics CRM Components
This 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 Installation
This 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 Installation
This 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 Data
After 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 Extensions
This 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 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 5: Installing and Deploying the E-mail Router
This 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 Router
After 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 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 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 Capability
After 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 Deployment
This 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 2011
This 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 Manager
This 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 Organization
After 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 Options
This 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.

Course Prerequisites

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.
Course Schedule
This course is not scheduled yet.