Training With Multisoft Systems Microsoft Dynamics CRM 2011
Installation and Deployment
About this Course:
This two-day instructor course covers the installation and
configuration of Microsoft Dynamics CRM 2011. The course describes the
components used within a Microsoft Dynamics CRM 2011 deployment, installation
instructions for the Microsoft Dynamics CRM Server, the E-mail Router, and
Microsoft Dynamics CRM for Office Outlook, how to configure Claims-based
authentication and how to implement an Internet-facing deployment.
Audience Profile :
This course is intended for implementation consultants,
system integrators, or support professionals who need to install and deploy
Microsoft Dynamics CRM 2011.
Prerequisites :
Before attending this course, students must working
knowledge have of:
·
Microsoft Windows Server 2008
·
Active Directory
·
Internet Information Services (IIS)
·
Microsoft Exchange
·
Microsoft SQL Server 2008
·
Microsoft Outlook
Some experience using Microsoft Dynamics CRM 4.0 or
Microsoft Dynamics CRM 2011 is desirable but not required.
At Course Completion
After completing this course, students will be able to:
• Describe the components that are required for a successful
Microsoft Dynamics CRM implementation.
• Identify the hardware and software requirements for each
component 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 forOutlook.
• Configure Claims-based authentication and Internet-facing
deployment.
• Upgrade to Microsoft Dynamics CRM 2011.
• Manage Microsoft Dynamics CRM organizations using the
Deployment Manager.
• Describe the high availability options for Microsoft
Dynamics CRM 2011.
Detailed Curriculum :
Module 1: Microsoft Dynamics CRM
Components :
This module examines the core components of a Microsoft
Dynamics CRM deployment.
Lessons
·
Microsoft Dynamics CRM Components
·
Microsoft Dynamics CRM Server
·
Microsoft Dynamics CRM for Office Outlook
·
Microsoft Dynamics CRM E-mail Router
·
Microsoft SQL Server 2008
·
Microsoft Dynamics CRM Reporting Extensions
·
Microsoft Dynamics CRM Language Packs
·
Microsoft SharePoint
·
Internet Information Services
·
Active Directory
·
Internet Facing Deployment and Active Directory
Federation Services
Module 2: Planning the Installation:
This module describes the some of the considerations in
planning a Microsoft Dynamics CRM deployment and the hardware and software
requirements necessary for deployment.
Lessons
·
Planning the Microsoft Dynamics CRM Deployment
·
Privileges for the Installation User
·
Supported Server Technologies
·
Hardware Requirements
·
Software Requirements
·
Active Directory and Microsoft Dynamics CRM 2011
·
Securing Network Traffic
·
Microsoft Dynamics CRM Offerings
·
Microsoft Dynamics CRM 2011 Licensing Model
Module 3: Microsoft Dynamics CRM
Server Installation:
This module describes the components that are installed
during Microsoft Dynamics CRM Server Setup and the installation procedures and
options.
Lessons
·
Microsoft Dynamics CRM Server Architecture
·
Components Installed During Server Setup
·
Microsoft Dynamics CRM Website
·
Required Installation Rights for Microsoft
Dynamics CRM Server
·
Install Microsoft Dynamics CRM 2011 Server
·
Installation Troubleshooting
·
Post-Installation Tasks
·
Install Microsoft Dynamics CRM using the Command
Line
·
Sample Data
·
Lab: Install Microsoft Dynamics CRM 2011 Server
·
Lab: Load Sample Data
Module 4: Microsoft Dynamics CRM 2011
Reporting Extensions :
This module provides an overview of the report types that
are available in Microsoft Dynamics CRM 2011 and the role of Reporting
Extensions.
Lessons
·
Microsoft Dynamics CRM 2011 Reporting Overview
·
Microsoft Dynamics CRM Reporting Extensions
·
Installing Microsoft Dynamics CRM Reporting
Extensions
·
Microsoft Dynamics CRM Reporting Authoring
Extension
·
Lab: Install Reporting Extensions
Module 5: Installing and Deploying
the E-mail Router :
This module discusses the role of the E-mail Router and
installing and configuring the E-mail Router.
Lessons
·
Understanding the E-mail Router
·
Install the E-mail Router and Rule Deployment
Wizard
·
Configure the E-mail Router
·
Set Up a Forward Mailbox
·
Deploy Inbox Rules
·
Approve E-mail Addresses
·
Install the E-mail Router on Multiple Computers
·
Troubleshooting
·
Discussion - E-mail Router
·
Lab: Install the E-mail Router
·
Lab: Configure the E-mail Router
Module 6: 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 E-mail Settings
·
Installing 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
·
Lab: Offline Capability
Module 7: Configure an Internet
Facing Deployment :
This module describes how to configure a Microsoft Dynamics
CRM 2011 deployment for access over the Internet and configuring claims-based
authentication.
Lessons
·
Overview of Claims-Based Authentication
·
General Requirements
·
Certificates
·
Install Active Directory Federation Services 2.0
·
Configure AD FS 2.0
·
Configure Claims-Based Authentication
·
Configure Internet-Facing Deployment
Module 8: Upgrading to Microsoft
Dynamics CRM 2011:
This module examines the planning considerations and the
steps for upgrading an existing
Microsoft Dynamics CRM 4.0 deployment to Microsoft Dynamics CRM 2011.
Lessons
·
Upgrade Considerations
·
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 4.0 Server
·
Perform a Migration Upgrade of Microsoft
Dynamics CRM 4.0 Server
·
Perform a Connect to Existing Deployment Upgrade
of Microsoft Dynamics CRM
·
Upgrading the Microsoft Dynamics CRM 4.0 E-mail
Router
·
Planning the Upgrade of Microsoft Dynamics CRM
4.0 for Outlook
·
Upgrading Microsoft Dynamics CRM 4.0 for Outlook
Module 9: Microsoft Dynamics CRM
Deployment Manager
This module examines redeploying Microsoft Dynamics CRM and
the role of the Microsoft Dynamics CRM Deployment Manager in carrying out
deployment-wide administrations tasks.
Lessons
·
Redeploying Microsoft Dynamics CRM
·
Deployment Administrators
·
Create a New Organization
·
Manage Existing Organizations
·
Importing Organizations
·
Manage Servers
·
Configure Access from the Internet
·
Update Web Addresses
·
View License Information
·
Upgrade the Microsoft Dynamics CRM Edition
·
Lab: Duplicate Adventure Works Cycles
Organization
·
Module 10: High Availability Options
·
This module provides a high-level overview of
the high-availability options for Microsoft
Dynamics CRM. Lessons
·
Install Microsoft Dynamics CRM Server on
Multiple Computers
·
Network Load Balancing
·
Clustering Microsoft SQL Server
·
High-availability Options for Other Supporting
Components
·
Industry Interface Program Projects
•
Modular Assignments
•
Mini Projects
•
1 Major Project
·
Domains / Industry
•
Retail Industry
•
Banking & Finance
•
Service
•
E-Commerce
•
Manufacturing & Production
•
Web Application Development
•
Research & Analytics
•
HR & Consultancy
•
FMCG
•
Consumer Electronics
•
Event Management Industry
•
Telecom
Training & Performance Tracking
Knowledge related to current technology aspects and
corporate level deliverable & Continuous training and assessment to make
you industry ready. Throughout the Training Curriculum Candidate will go
through a Scheduled Assessment Process as below:
•
Continues Assessments
•
Practical Workshops
•
Modular Assignments
•
Case Studies & Analysis
•
Presentations (Latest Trends & Technologies)
•
Tech Seminars
•
Technical Viva
•
Observing live Models of various projects
•
Domain Specific Industry Projects
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