8911B - Installation & Deployment in Microsoft Dynamics CRM 4.0

Transcription

1 8911B - Installation & Deployment in Microsoft Dynamics CRM 4.0 Course Number: 8911B Course Length: 2 Days Course Overview This two-day course provides students with the tools to install and configure Microsoft Dynamics CRM 4.0. The course 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 Router, and Microsoft Dynamics CRM for Office Outlook. Prerequisites Before attending this course, students must have: Working knowledge of Microsoft Dynamics Windows Server 2003, Active Directory, Internet Information Services (IIS), Microsoft Exchange, Microsoft SQL Server 2005, and Microsoft Outlook. Audience This course is intended for novice and experienced system administrators, implementation consultants, system integrators, technical staff, or support professionals who plan to install and deploy Microsoft Dynamics CRM 4.0 and understand the technical aspects and administrative functionality of Microsoft Dynamics CRM. Course Outline Course Introduction Course Introduction 2m Module 01 - Microsoft Dynamics CRM Components Microsoft Dynamics CRM Components Demo - Microsoft Dynamics CRM Overview Microsoft Dynamics CRM Server Understanding Microsoft Dynamics CRM Components Microsoft Dynamics CRM Server (cont.) Microsoft Dynamics CRM Microsoft Dynamics CRM Part 2 Microsoft Dynamics CRM for Office Outlook Microsoft Dynamics CRM Clients The Router 1hrs 4m

2 Microsoft Dynamics CRM Router Microsoft SQL Server 2005 Demo - Microsoft SQL Server Microsoft SQL Server 2005 SP2 Microsoft SQL Server 2005 (cont.) Active Directory Demo - Active Directory Internet Information Services (IIS) Demo - IIS Module 01 Review Module 02 - Planning the Microsoft Dynamics CRM Installation Planning the Microsoft Dynamics CRM Installation Planning Your Deployment Microsoft Dynamics Sure Step Methodology Planning Your Deployment (cont.) Hardware Requirements Hardware Requirements Multi-Server Deployment Software Requirements Supported SQL Server Configurations Internet Information Services (IIS) Microsoft Dynamics CRM 4.0 Licensing Model Dialogue - Planning the Microsoft Dynamics CRM Installation Module 02 Review 18m Module 03 - Microsoft Dynamics CRM Server 1hrs 23m Microsoft Dynamics CRM Server Microsoft Dynamics CRM Architecture Presentation Layer Application Layer Platform Layer Database Layer Key Features of Microsoft Dynamics CRM 4.0 Setup Minimum Privileges for the Installation User Active Directory Integration Independent Microsoft Dynamics CRM Web site Multicurrency Post-Installation Checklist Microsoft Dynamics CRM Web site Assign a Domain Controller Host Header Record to the MS Dynamics CRM Web Site Demo - Manually Creating a CRM Website Demo - Preparing to Install CRM Installing Microsoft Dynamics CRM Enterprise Installing the MS Dynamics CRM Data Connector for SQL Server Reporting Services

3 Demo - Installing Microsoft Dynamics CRM Server Post-Installation Checklist (cont.) Demo - Verifying the Installation Deploying Microsoft Dynamics CRM for Internet Access Installing Microsoft Dynamics CRM 4.0 Using Command Line Troubleshooting Installation Installing the Sample Database Demo - Adding Sample Data Dialogue - Installation Troubleshooting Module 03 Review Module 04 - Microsoft Dynamics Router 41m Microsoft Dynamics Router Understanding the Router Router Functionality Router Functionality Part 2 Understanding the Router (cont.) Understanding the Router (Instructor Notes) Installing the Router Configuring the Router Mailbox Monitoring Deploying Rules Demo - Installing and Configuring the Router and Rule Deployment Wizard Dialogue - Router Module 04 Review Module 05 - Microsoft Dynamics CRM for Microsoft Office Outlook 1hrs 31m Microsoft Dynamics CRM for Microsoft Office Outlook Demo - CRM Client for Outlook Overview Overview - Online and Offline Access Installing Microsoft Dynamics CRM for Outlook - Client CD Installing the Microsoft Dynamics CRM for Outlook - Group Policy Objects Installing the Microsoft Dynamics CRM for Outlook - Group Policy Objects Part 3 Installing the Microsoft Dynamics CRM for Outlook - Group Policy Objects Part 4 Demo - Installing CRM Client for Office Outlook Microsoft Dynamics CRM for Outlook with Offline Access Microsoft Dynamics CRM for Outlook with Offline Access Part 2 Microsoft Dynamics CRM for Outlook with Offline Access Part 3 Microsoft Dynamics CRM for Outlook with Offline Access - Working with Local Data Microsoft Dynamics CRM for Outlook with Offline Access - Working with Local Data Part 2 Offline Synchronization Offline Synchronization (Instructor Notes) Demo - Using Outlook in Offline Mode

4 Dialogue - Remote Access Module 05 Review Module 06 - Redeploying Microsoft Dynamics CRM 40m Redeploying Microsoft Dynamics CRM Reasons for Redeploying Microsoft Dynamics CRM Key Reasons for Redeploying Microsoft Dynamics CRM Part 2 Reasons for Redeploying Microsoft Dynamics CRM - Redeploying Active Directory Planning Considerations Planning the Redeployment Planning the Redeployment Part 2 - Other Languages and Web Browser Planning the Redeployment - Microsoft Dynamics CRM for Outlook Planning the Redeployment - Microsoft Dynamics Router The Redeployment Process The Redeployment Process Part 2 Demo - Redeploying Microsoft Dynamics CRM Module 06 Review Module 07 - Upgrading to Microsoft Dynamics CRM 4.0 Upgrading to Microsoft Dynamics CRM 4.0 Components Not Supported for Upgrade Components Not Supported for Upgrade Part 2 Upgrade of Platform, Integration, and Third Party Areas Upgrade of Platform, Integration, and Third Party Areas Part 2 Upgrading Microsoft Dynamics CRM 3.0 Server Upgrading Microsoft Dynamics CRM 3.0 Server Part 2 Upgrading Microsoft Dynamics CRM for Outlook Upgrade Considerations Upgrading Reports Upgrading Customizations Upgrading Workflows Upgrading User Licenses Upgrading User Licenses Part 2 Upgrade Failure Overview of the Upgrade Process Dialogue - Microsoft Dynamics CRM Upgrades Module 07 Review 13m Module 08 - Uninstalling and Repairing Microsoft Dynamics CRM 4.0 Uninstalling and Repairing Microsoft Dynamics CRM 4.0 Repairing Microsoft Dynamics CRM Repair Microsoft Dynamics CRM Repair Microsoft Dynamics CRM for Office Outlook with Offline Access 32m

5 Repair the Microsoft Dynamics CRM Router Disable a Multilingual User Interface (MUI) Pack Uninstall Microsoft Dynamics CRM Server Uninstall Microsoft Dynamics CRM Server Part 2 Uninstall Microsoft Dynamics CRM Server Part 4 Reinstall Microsoft Dynamics CRM Uninstall Microsoft Dynamics CRM Router Uninstall Connector for Microsoft SQL Reporting Services Uninstall an Multilingual User Interface (MUI) Pack Uninstall Microsoft Dynamics CRM for Outlook Demo - Repairing and Uninstalling Microsoft Dynamics CRM Server and Components Module 08 Review Course Closure Total Duration: 6h 24m