80539, Installation and Deployment in Microsoft Dynamics CRM 2013

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 2013.

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

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

Some experience using Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM 2013 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 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.

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

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

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

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

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

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

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

Infero Training 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.