80296, Microsoft Dynamics CRM 2011 Installation and Deployment

Instructor led, group-paced, classroom-delivery learning model with structured hands-on activities.

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

Before attending this course, students must have working knowledge 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.

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.

Module 1: Microsoft Dynamics CRM Components

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

Module 2: Planning the Installation

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

Module 3: Microsoft Dynamics CRM Server Installation

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 Server
Lab: Load Sample Data

Module 4: Microsoft Dynamics CRM 2011 Reporting Extensions

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

Module 5: Installing and Deploying the E-mail Router

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 Router
Lab: Configure the E-mail Router

Module 6: 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 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 Outlook
Lab: Offline Capability

Module 7: Configure an Internet Facing Deployment

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

Module 8: Upgrading to Microsoft Dynamics CRM 2011

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

Module 9: Microsoft Dynamics CRM Deployment Manager

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

Module 10: High Availability Options

Install Microsoft Dynamics CRM Server on Multiple Computers
Network Load Balancing
Clustering Microsoft SQL Server
High-availability Options for Other Supporting Components

Infero Ltd is based in the Lace Market in Nottingham. Training courses take place at the following locations including Nottingham, Derby, Loughborough, Mansfield, Chesterfield, Burton-on-Trent, Lincoln, Leicester, Sheffield, Stoke-on-Trent, Tamworth, Wolverhampton, Walsall, Birmingham, Solihul, Coventry, Nuneaton, Peterborough, Grantham.