CRM 2011 - Microsoft Dynamics CRM Tutorial

Introduction

During this two day Microsoft Dynamics CRM 2011 Installation and Deployment course, delegates will be introduced Dynamics CRM and will learn essential knowledge such as how to install and configure the system. Delegates will also learn how to setup the Email Router, integrate the system with Microsoft outlook and how to configure claims based authorisation. This course would be ideal for consultants and system integrators who need to know how to configure and deploy Microsoft Dynamics CRM 2011

Pre-Requisites

Delegates should:

• Have working experience with Microsoft Server 2008
• Have working knowledge of Microsoft Outlook
• Understand Internet Information Services (IIS)

Who Should Attend

• Any individual tasked with installing and implementing Microsoft Dynamics CRM 2011. This course is ideal for Novices and experienced users as delegates are taken through essential knowledge

Course Outline

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

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

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

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

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

Microsoft Dynamics CRM for Microsoft Office 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

Configure an Internet-Facing Deployment

• Install Active Directory Federation Services
• Configure AD FS
• Configure Claims-Based Authentication
• Configure an IFD

Maintain and Troubleshoot a Deployment

High-Availability Options