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Installation and Deployment in Microsoft Dynamics CRM 2013

Overview

This two-day training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM 2013. The training material 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. The course also covers upgrading from earlier versions, configuring an Internet-facing Deployment and administration tasks.

After completing this course, students will be able to do the following:

  • Describe the components that are required for a successful Microsoft Dynamics CRM implementation.
  • Identify the hardware and software requirements for components 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 2013.
  • Manage Microsoft Dynamics CRM organizations using the Deployment Manager.
  • Describe the high availability options for Microsoft Dynamics CRM 2013.

Who Should Attend

This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2013.

Course Outline

  1. Module 1: System Requirement and Required Technologies
    • 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
  2. Module 2: Install Microsoft Dynamics CRM Server
    • 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 Server
    • Lab : Load Sample Data
  3. Module 3: Install Microsoft Dynamics CRM Reporting Extensions
    • 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
  4. Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager
    • 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
  5. Module 5: Upgrade to Microsoft Dynamics CRM 2013
    • 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
  6. Module 6: Email Management
    • 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 Router
    • Lab : Configure the Email Router
    • Lab : Configure Server-Side Synchronization
  7. Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook
    • 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
  8. Module 8: Configure an Internet-Facing Deployment
    • 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
  9. Module 9: Maintain and Troubleshoot a Deployment
    • 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
  10. Module 10: High-Availability Options
    • 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
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