تفاصيل الدورة

This course focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy MS Dynamics CRM, and the installation instructions for the primary MS Dynamics CRM components.

Course Outline

1 - System Requirement and Required Technologies

  • 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

2 - Install Microsoft Dynamics CRM Server

  • 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 Server
  • Lab : Load Sample Data

3 - Install Microsoft Dynamics CRM Reporting Extensions

  • 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

4 - Manage Microsoft Dynamics CRM with the Deployment Manager

  • 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

5 - Upgrade to Microsoft Dynamics CRM 2013

  • 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

6 - Email Management

  • 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 Router
  • Lab : Configure the Email Router
  • Lab : Configure Server-Side Synchronization

7 - Microsoft Dynamics CRM for Microsoft Office Outlook

  • 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
  • Lab : Offline Capability

8 - Configure an Internet-Facing Deployment

  • 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

9 - Maintain and Troubleshoot a Deployment

  • 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

10 - High-Availability Options

  • 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

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

تحديث بتاريخ 08 November, 2015

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