This two-day training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM 2013. The training material 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. The course also covers upgrading from earlier versions, configuring an Internet-facing Deployment and administration tasks.

This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2013.



Objectivos

_ 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.


Duração: 12 horas


Conteúdo Programático

Module 1: System Requirement and Required Technologies
This module provides a high-level overview of the supporting technologies and describes the components of a Microsoft Dynamics CRM implementation.
Lessons
_ 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
This module focuses on installing Microsoft Dynamics CRM Server. It also discusses the required components and Server requirements.
Lessons
_ 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
Lab : Install Microsoft Dynamics CRM ServerLab : Load Sample Data

Module 3: Install Microsoft Dynamics CRM Reporting Extensions
This module describes the role of Reporting Extensions and provides an overview of the report types that are available in Microsoft Dynamics CRM.
Lessons
_ 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
Lab : Install Reporting Extensions

Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager
This module explains how you can redeploy Microsoft Dynamics CRM and use the Microsoft Dynamics CRM Deployment Manager to carry out deployment-wide administration tasks.
Lessons
_ 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
Lab : Duplicate the Adventure Works Cycles Organization

Module 5: Upgrade to Microsoft Dynamics CRM 2013
This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM deployment to Microsoft Dynamics CRM 2013.
Lessons
_ 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
This module describes management topics that are common to each of the email processing methods and the email processing methods.
Lessons
_ 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
Lab : Install the Email RouterLab : Configure the Email RouterLab : Configure Server-Side Synchronization

Module 7: 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 the 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 Email Settings
_ Install 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
_ Configure Windows Firewall to allow incoming connections on port 5555.
_ Install Microsoft Dynamics CRM for Outlook.
Lab : Offline Capability

Module 8: Configure an Internet-Facing Deployment
This module describes how to configure a Microsoft Dynamics CRM deployment for access over the Internet. A deployment that is configured in this way is referred to as an “Internet-Facing Deployment (IFD).”
Lessons
_ 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
This module provides information on maintaining performance, troubleshooting, and updating Microsoft Dynamics CRM.
Lessons
_ 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
Lab : Configure Tracing

Module 10: High-Availability Options
This module provides a high-level overview of the high-availability options.
Lessons
_ 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


Requisitos

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



Solicite mais informação

Inscreva-se neste curso