2 Day Course
Introduction
This two-day instructor-led 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 E-Mail Router, and Microsoft
Dynamics CRM for Office Outlook.
Audience Profile
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.
At Course Completion
After completing this course, students will be able to:
•
Identify the Hardware and Software requirements
for the various Microsoft Dynamics CRM deployment scenarios.
•
This course syllabus should be used to determine
whether the course is appropriate for the students, based on their current
skills and technical training needs.
•
Course content, prices, and availability are
subject to change without notice.
•
Execute the pre-installation checklist
requirements that must be in place before installing Microsoft Dynamics CRM
Server.
•
Complete the Installation procedures for the
Microsoft Dynamics CRM Server, Microsoft Dynamics CRM for Microsoft Office
Outlook, and Microsoft Dynamics CRM E-mail Router.
•
Complete the Post-installation review that
verifies the validity of the installation.
•
Complete several Post-installation tasks. This
includes loading of sample data.
•
Upgrade a Microsoft Dynamics CRM v3.0
installation to 4.0.
•
Uninstall Microsoft Dynamics CRM 4.0
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
Course Outline
Module 1: Microsoft Dynamics CRM Components
This module lays the foundation
for the remainder of the course and examines the primary components that are
leveraged by Microsoft Dynamics CRM 4.0.
Lessons
- Microsoft Dynamics CRM Components.
- Microsoft Dynamics CRM Server.
- Microsoft Dynamics CRM for Microsoft Office Outlook.
- Microsoft Dynamics CRM E-mail Router.
- Microsoft SQL Server 2005.
- Active Directory.
- Internet Information Systems.
After completing this module,
students will be able to:
- Discover which components are required for successful Microsoft
Dynamics CRM implementation.
- Examine the role of the Microsoft Dynamics CRM Server in a Microsoft
Dynamics CRM deployment.
- Identify the differences between the two modes of the Microsoft
Dynamics CRM for Office Outlook.
- Examine the Microsoft Dynamics CRM Web browser client.
- Review the role of Microsoft Dynamics CRM E-mail Router in
processing incoming and outgoing e-mail.
- Discuss the role of Microsoft SQL Server and the databases employed
by Microsoft Dynamics CRM.
- Examine the role of Active Directory in a Microsoft Dynamics CRM
deployment.
- Discuss the role of Internet Information Services (IIS) in a
Microsoft Dynamics CRM deployment.
Module 2: Planning the Microsoft Dynamics CRM Installation
This module examines the hardware
and software requirements that must be in place prior to installing Microsoft
Dynamics CRM4.0, as well as appropriate licensing plans.
Lessons
- Planning the Microsoft Dynamics CRM Deployment.
- Hardware Requirements.
- Software Requirements.
- Active Directory and Microsoft Dynamics CRM 4.0.
- Microsoft SQL Server 2005 and Microsoft Dynamics CRM 4.0.
- IIS and Microsoft Dynamics CRM 4.0.
- Microsoft Dynamics CRM 4.0 Licensing Model.
- Microsoft Dynamics CRM Editions.
- Privileges for the Installation User.
After completing this module,
students will be able to:
- Analyze the network infrastructure to make sure it is ready for a
Microsoft Dynamics CRM installation.
- Examine the hardware requirements for each component of the
Microsoft Dynamics CRM installation.
- Review the software requirements for each component of the Microsoft
Dynamics CRM installation.
- Discuss the Active Directory forest configurations supported by
Microsoft Dynamics CRM 4.0.
- Review the SQL Server 2005 configurations supported by Microsoft
Dynamics CRM 4.0.
- Identify how SSL Certificates ensure more secure network traffic
flow from the Microsoft Dynamics CRM Web server.
- Discuss the licensing model used by Microsoft Dynamics CRM 4.0.
- Discover the three editions of Microsoft Dynamics CRM 4.0.
- Discover the privileges required for the Microsoft Dynamics CRM
installation user.
Module 3: Microsoft Dynamics CRM Server Installation
This module examines the hardware
and software requirements that must be in place prior to installing Microsoft
Dynamics CRM 4.0, as well as appropriate licensing plans.
Lessons
- Microsoft Dynamics CRM Server Architecture.
- Key Features of Microsoft Dynamics CRM Server.
- Install Microsoft Dynamics CRM Server 4.0 Setup.
- Microsoft Dynamics CRM Server Pre-Installation Checklist.
- Installing Microsoft Dynamics CRM 4.0 Enterprise.
- Components Installed During Server Setup.
- Installing the Microsoft Dynamics CRM Data Connector for Microsoft
SQL Server Reporting Services.
- Post-Installation Tasks.
- Deploying Microsoft Dynamics CRM for Internet Access.
- Installing Microsoft Dynamics CRM 4.0 using Command Line.
- Installing the Sample Database.
Lab : Microsoft Dynamics CRM Pre-Installation Checklist Verification
- Verify the pre-installation steps required to successfully install
Microsoft Dynamics CRM.
Lab : Installing Microsoft Dynamics CRM 4.0 Server
- Install Microsoft Dynamics CRM 4.0 Server
Lab : Loading Sample Data
- Install Microsoft Dynamics CRM sample data
Lab : Installation Troubleshooting
- Discover the troubleshooting resources available to the Microsoft
Dynamics CRM installation team after a Microsoft Dynamics CRM
installation.
After completing this module,
students will be able to:
- Discover the components of the Microsoft
Dynamics CRM Server architecture.
- Review the key features of the Microsoft
Dynamics CRM Server Setup.
- Verify each pre-installation requirement
that must be completed before you install Microsoft Dynamics CRM 4.0
Server.
- Install Microsoft Dynamics CRM 4.0
Server.
- Identify the components that are
installed during Server Setup.
- Describe the purpose of the Connector
for SRS.
- Identify the tasks and configuration
settings that are completed after you install Microsoft Dynamics CRM
Server.
- Deploy Microsoft Dynamics CRM for
Internet Access.
- Install Microsoft Dynamics CRM Server
from the Microsoft Dynamics CRM Server CD Using the command line.
- Describes how to troubleshoot
installation and known issues.
- Examine how sample databases can be used
to give users realistic.
Module 4: Microsoft Dynamics CRM E-Mail Router
This module discusses the key
features in the Microsoft Dynamics CRM 4.0 E-mail Router functionality and the
steps to follow to install the Microsoft Dynamics E-mail Router.
Lessons
- Understanding the E-mail Router.
- Installing the E-mail Router and Rule
Deployment Wizard.
- Configuring the E-mail Router.
Lab : E-mail Router
- This scenario helps explain the operations of incoming and outgoing
Microsoft Dynamics CRM e-mail functionality and the purpose of the E-mail
Router.
After completing this module,
students will be able to:
- Examine the role of the Microsoft
Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment.
- Discover how the Microsoft Dynamics CRM
E-mail Router processes incoming e-mail and outgoing e-mail messages.
- Identify each pre-installation
requirement that must be completed before installing the Microsoft
Dynamics CRM E-mail Router.
- Install the Microsoft Dynamics CRM
E-mail Router.
- Discover the role of the Microsoft
Dynamics E-mail Router Configuration Manager.
Module 5: Microsoft Dynamics CRM for Microsoft Office Outlook
This module examines the primary
components of Microsoft Dynamics CRM for Microsoft Office Outlook, reviews the
two types of access that are available with 4.0, and examines the steps to
successfully install Microsoft Dynamics CRM Office Outlook.
Lessons
- Microsoft Dynamics CRM 4.0 for Microsoft
Office Outlook Overview.
- Installing Microsoft Dynamics CRM for
Office Outlook.
- Using Microsoft Dynamics CRM for Outlook
with Offline Access.
Lab : Installing Microsoft Dynamics CRM for Office Outlook
- Install Microsoft Dynamics CRM for
Office Outlook
Lab : Offline Access
- Work with Microsoft Dynamics CRM for
Outlook with Offline Access
After completing this module,
students will be able to:
- Identify the features of Microsoft
Dynamics CRM 4.0 for Microsoft Office Outlook.
- Identify the prerequisites for
installing the Microsoft Dynamics CRM for Office Outlook.
- Install Microsoft Dynamics CRM for
Outlook with Offline Access.
- Discover how the Microsoft Dynamics CRM
for Office Outlook with Offline Access operates in both online and offline
modes.
Module 6: Redeploying Microsoft Dynamics CRM 4.0
This module provides information
about redeploying Microsoft Dynamics CRM 4.0
Lessons
- Reasons for Redeploying Microsoft
Dynamics CRM.
- Planning the Redeployment.
- The Redeployment Process.
After completing this module,
students will be able to:
- Review why redeploying Microsoft
Dynamics CRM may be helpful to your organization.
- Examine the software components that are
captured during redeployment.
- Examine why the Import Organization
Wizard is required to redeploy Microsoft Dynamics CRM.
Module 7: Upgrading to Microsoft Dynamics CRM 4.0
This module provides information
about upgrading a Microsoft Dynamics CRM 3.0 deployment to Microsoft Dynamics
CRM 4.0.
Lessons
- Overview of the Upgrade Process
Lab : Microsoft Dynamics CRM Upgrades
- This scenario covers some of the best practices
to mitigate risks and minimize downtime when upgrading a customer to
Microsoft Dynamics CRM 4.0
After completing this module,
students will be able to:
- Understand the features associated with upgrading the Microsoft
Dynamics CRM Server on a computer that already has Microsoft Dynamics CRM
3.0 installed.
- Discover which components are not supported for upgrade to Microsoft
Dynamics CRM 4.0.
Module 8: Uninstalling and Repairing Microsoft Dynamics CRM 4.0
This module provides information
about repairing and uninstalling Microsoft Dynamics CRM 4.0.
Lessons
- Repair Microsoft Dynamics CRM Server.
- Repair Microsoft Dynamics CRM for
Outlook.
- Repair and the Microsoft Dynamics CRM
E-mail Router.
- Uninstall Microsoft Dynamics CRM 4.0
Server.
- Uninstall the Microsoft Dynamics CRM
E-mail Router.
- Uninstall Connector for Microsoft SQL
Reporting Services.
- Uninstall Microsoft Dynamics CRM for
Office Outlook.
Lab : Uninstall Microsoft Dynamics CRM 4.0 Server
- Uninstall Microsoft Dynamics CRM 4.0
Server
After completing this module,
students will be able to:
- Examine how to repair the Microsoft Dynamics CRM system.
- Examine how to repair the Microsoft Dynamics CRM Server.
- Examine how to repair the Microsoft Dynamics CRM E-mail Router.
- Uninstall the Microsoft Dynamics CRM Server.
- Uninstall the Microsoft Dynamics CRM E-mail Router.
- Uninstall the Connector for Microsoft Dynamics SQL Reporting
Services.
- Uninstall or repair the Microsoft Dynamics CRM for Outlook
