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 E-Mail 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 2m Course Introduction
Module 01 - Microsoft Dynamics CRM Components 1hrs 4m 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 E-mail Router
Microsoft Dynamics CRM E-mail 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 18m 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
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
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 E-mail Router 41m Microsoft Dynamics E-mail Router
Understanding the E-mail Router E-mail Router Functionality E-mail Router Functionality Part 2 Understanding the E-mail Router (cont.)
Understanding the E-mail Router (Instructor Notes) Installing the E-mail Router
Configuring the E-mail Router Mailbox Monitoring
Deploying Rules
Demo - Installing and Configuring the Email Router and Rule Deployment Wizard Dialogue - E-mail 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
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 E-mail 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 13m 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
Module 08 - Uninstalling and Repairing Microsoft Dynamics CRM 4.0 32m 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
Repair the Microsoft Dynamics CRM E-mail 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 E-Mail 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