Microsoft Dynamics CRM 2011: Installation and Deployment

Course Overview

This two day instructor led 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.

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Related Courses

• Microsoft Dynamics CRM 2011: Learn Microsoft Dynamics CRM 2011 CRM: Fastrack
• Microsoft Dynamics CRM 2011: What is New in Microsoft Dynamics CRM 2011 (80289)
• Microsoft Dynamics CRM 2011: Marketing Automation in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Sales Management in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Service Management in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Service Scheduling in Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Customization and Configuration
• Microsoft Dynamics CRM 2011: Fast Track: Applications in Microsoft Dynamics CRM 2011/CRM Online
• Microsoft Dynamics CRM 2011: Extending Microsoft Dynamics CRM 2011
• Microsoft Dynamics CRM 2011: Introduction to Microsoft Dynamics CRM 2011

Audience

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

Examinations

• Microsoft® >>

• MCTS Microsoft Certified Technology Specialist >>

• Microsoft Dynamics CRM 2011 certifications >>

• Exam MB2-867 Microsoft Dynamics CRM 2011 Installation and Deployment >>

Prerequisites

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 Microsoft Dynamics CRM 2011 is desirable but not required.

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

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

Module 3: Microsoft Dynamics CRM Server Installation

This module describes the components that are installed during Microsoft Dynamics CRM Server Setup and the installatior 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

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

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 an 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

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 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

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 AS FS 2.0
• Configure Claims-Based Authentication
• Configure Internet-Facing Deployment

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

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 administration tasks.

Lessons

• Redeploying Microsoft Dynamics CRM
• Deployment Administrators
• Create a New Organisation
• Importing Organisations
• Manage Servers
• Configure Access from the Internet
• Update Web Addresses
• View License Information
• Upgrade the Microsoft Dynamics CRM Edition

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