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80539 Installation and Deployment in Microsoft Dynamics CRM 2013

Course Objectives

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.

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.

Course Outline

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
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
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
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
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
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
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
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
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
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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