Installation and Deployment in Microsoft Dynamics CRM 4.0 - 8911 Course, Class Outline
(2 days)Version 4.0
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
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
The course completion objectives are:
• Identify the Hardware and Software requirements for the various Microsoft Dynamics CRM deployment scenarios.
• 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.
Microsoft Certified Professional Exams
No Microsoft Certified Professional exams are associated with this course currently.
Course Materials
The student kit includes a comprehensive workbook and other necessary materials for this class.
The following software is provided in the student kit:
• One virtual PC image of a server running Microsoft Dynamics CRM Server 2003, for installing Microsoft Dynamics CRM.A virtual PC image of a client PC running Windows XP; this is used for installing the Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook
• Copy of Microsoft Dynamics CRM 4.0 and the default sample data
Additional Reading
To help you prepare for this class, review the following resources:
• Microsoft Dynamics CRM 4.0 Implementation Guide.
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 Server
• Microsoft Dynamics CRM for Microsoft Office Outlook
• Microsoft Dynamics CRM E-mail Router
• Microsoft SQL Server
• SQL Reporting Services
• Active Directory
• Internet Information Services
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
• Analyze network infrastructure to ensure preparedness for a Microsoft Dynamics CRM installation.
• Identify the hardware and software requirements for each component of the Microsoft Dynamics CRM installation.
• Examine the new Microsoft Dynamics CRM licensing model and Microsoft Dynamics CRM editions.
• Review the various configurations supported by Microsoft Dynamics CRM 4.0
Lab : Dialogue – Planning the Microsoft Dynamics CRM Installation
• Identify obstacles that may interfere with a Microsoft Dynamics CRM installation and discover the possible solutions for these obstacles.
Module 3: Microsoft Dynamics CRM Server
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
• Identify the key features made to Microsoft Dynamics CRM Server in version 4.0
• Identify each pre-installation requirement that must be completed before installing Microsoft Dynamics CRM Server.
• Install Microsoft Dynamics CRM Server 4.0.
• Identify the post installation requirements that must be performed to prepare Microsoft Dynamics CRM for use.
• Install and uninstall a Microsoft Dynamics CRM sample database
Lab : Microsoft Dynamics CRM Pre-Installation Checklist Verification
• Verify the pre-installation steps required to successfully install Microsoft Dynamics CRM.
Lab : Loading Sample Data
• Install Microsoft Dynamics CRM sample data.
Dialogue : Installation Troubleshooting
• Discover the troubleshooting resources available to the Microsoft Dynamics CRM installation team after a Microsoft Dynamics CRM installation.
Module 4: Microsoft Dynamics CRM Components
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
• Identify the key features of the Microsoft Dynamics CRM E-mail Router in version 4.0
• Identify how incoming and outgoing e-mail is processed in Microsoft Dynamics CRM
• Identify each pre-installation requirement that must be completed before installing Microsoft Dynamics CRM E-mail Router.
• Install Microsoft Dynamics CRM 4.0 E-mail Router.
• Determine whether the router is functioning correctly.
Lab : Dialogue – 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.
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
• Identify the key features in the Microsoft Dynamics CRM 4.0 for Outlook
• Identify each pre-installation requirement that must be completed before installation.
• Install both the Microsoft Dynamics CRM for Office Outlook with and without offline access.
• Determine whether the installation is functioning properly.
• Work Offline
• Synchronize offline updates with the Microsoft Dynamics CRM Server
Lab : Installing Microsoft Dynamics CRM for Outlook
• Install Microsoft Dynamics CRM for Outlook
Lab : Offline Access
• Work with Microsoft Dynamics CRM for Outlook with Offline Access
Dialogue : Remote Outlook Client
• This scenario covers how Microsoft Dynamics CRM allows remote users away from the office to access Microsoft Dynamics CRM data.
Module 6: Redeploying Microsoft Dynamics CRM 4.0
This module provides information about redeploying Microsoft Dynamics CRM 4.0.
Lessons
• Identify the planning considerations that must be reviewed prior to redeploying a Microsoft Dynamics CRM implementation.
• Redeploy a Microsoft Dynamics CRM implementation.
• Configure the E-mail Router
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
• Identify the planning considerations that must be reviewed prior to upgrading a Microsoft Dynamics CRM implementation.
• Identify what is supported and unsupported during the upgrade process.
• Upgrade a Microsoft Dynamics CRM 3.0 implementation to Microsoft Dynamics CRM 4.0
Dialogue : 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
Module 8: Repairing and Uninstalling Microsoft Dynamics CRM 4.0
This module provides information about repairing and uninstalling Microsoft Dynamics CRM 4.0.
Lessons
• Repair Microsoft Dynamics CRM Server and Microsoft Dynamics CRM for Outlook, and the Microsoft Dynamics CRM E-mail Router.
• Identify the options for uninstalling Microsoft Dynamics CRM
• Uninstall Microsoft Dynamics CRM 4.0 Server, Microsoft Dynamics CRM for Office
Lab : Uninstall Microsoft Dynamics CRM 4.0
• Uninstall Microsoft Dynamics CRM
View outline in Word
AM8911
Class Dates
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