Installation and Deployment in Microsoft Dynamics CRM 4.0

Course

In Bath and London

£ 700 + VAT

Description

  • Type

    Course

  • Methodology

    Inhouse

After completing the course, students will be able to 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. Suitable for: This course provides students with the tools to install and configure Microsoft Dynamics CRM 4.0. It 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.

Facilities

Location

Start date

Bath (Somerset)
3 Kelso Place, Upper Bristol Road, BA1 3AU

Start date

On request
London
See map
Valiant House, 4-10 Heneage Lane, EC3A 5DQ

Start date

On request

About this course

Before attending this course, students must have the following pre-requisites:A Working knowledge of the following: Microsoft Dynamics Windows Server 2003; Active Directory; Internet Information Services (IIS); Microsoft Exchange; Microsoft SQL Server 2005; Microsoft Outlook.

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Subjects

  • Microsoft Dynamics

Course programme

Target Audience
This course provides students with the tools to install and configure Microsoft Dynamics CRM 4.0. It 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.

Pre-Requisites
Before attending this course, students must have the following pre-requisites:A Working knowledge of the following: Microsoft Dynamics Windows Server 2003; Active Directory; Internet Information Services (IIS); Microsoft Exchange; Microsoft SQL Server 2005; Microsoft Outlook.

Purpose
After completing the course, students will be able to 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, including loading of sample data; upgrade a Microsoft Dynamics CRM v3.0 installation to 4.0; uninstall Microsoft Dynamics CRM 4.0.

Course outline
  1. Microsoft Dynamics CRM Components
  2. Planning the Microsoft Dynamics CRM 4.0 Installation
  3. Microsoft Dynamics CRM Server
  4. Microsoft Dynamics CRM Components
  5. Microsoft Dynamics CRM for Microsoft Office Outlook
  6. Redeploying Microsoft Dynamics CRM 4.0
  7. Upgrading to Microsoft Dynamics CRM 4.0
  8. Repairing and Uninstalling Microsoft Dynamics 4.0
Module 1:Microsoft Dynamics CRM Components
  • This module discusses the key features in the Microsoft Dynamics CRM 4.0 E-mail Router functionality and how to install the Microsoft Dynamics E-mail Router.
  • 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 E-mail Router
  • Determine whether the router is functioning correctly
  • Lab : Dialogue - E-mail Router
  • Understand the role of the Microsoft Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment.
  • Understand how the Microsoft Dynamics CRM E-mail Router processes incoming e-mail and outgoing e-mail messages.
  • Identify each pre-installation requirement that must be completed before installing the Microsoft Dynamics CRM E-mail Router.
  • Learn how to install the Microsoft Dynamics CRM E-mail Router.
  • Learn how to use the Rule Deployment Wizard to deploy forwarding rules.
  • Learn how to create a queue within Microsoft Dynamics CRM that displays e-mail messages.
Module 2:Planning the Microsoft Dynamics CRM 4.0 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.
  • 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 editions
  • Review the various configurations supported by Microsoft Dynamics CRM 4.0
  • Lab : Dialogue - Planning the Microsoft Dynamics CRM Installation
  • Analyze the network infrastructure to make sure it is ready for a Microsoft Dynamics CRM installation.
  • Understand the hardware requirements for each component of the Microsoft Dynamics CRM installation.
  • Understand the software requirements for each component of the Microsoft Dynamics CRM installation
  • Understand the Active Directory forest configurations supported by Microsoft Dynamics CRM 4.0.
  • Understand the SQL Server 2005 configurations supported by Microsoft Dynamics CRM 4.0.
  • Understand how SSL Certificates ensure more secure network traffic flow from the Microsoft Dynamics CRM Web server.
  • Understand the licensing model used by Microsoft Dynamics CRM 4.0.
Module 3:Microsoft Dynamics CRM Server
  • This module reviews the Microsoft Dynamics CRM Server and its setup process.
  • 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
  • Lab : Loading Sample Data
  • Discover the components of the Microsoft Dynamics CRM Server architecture.
  • Understand the key features of the Microsoft Dynamics CRM Server.
  • Verify pre-installation requirements that must be completed before installing Microsoft Dynamics CRM 4.0 Server.
  • Install Microsoft Dynamics CRM 4.0 Server.
  • Understand what components are installed during Server Setup.
  • Identify the tasks and configuration settings that are completed after installation.
  • Learn how to deploy Microsoft Dynamics CRM for Internet Access.
  • Understand how to install Microsoft Dynamics CRM Server from the Microsoft Dynamics CRM Server CD using the command line.
  • Understand how sample databases can be used to give users realistic business data for the Microsoft Dynamics CRM application.
  • 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.
Module 4:Microsoft Dynamics CRM Components
  • This module explains the role of the Microsoft Dynamics CRM Email Router within a Microsoft Dynamics CRM deployment.
  • Understand the Email Router
  • Install the Email Router and Rule Deployment Wizard
  • Configure the Email Router
  • Examine the role of the Microsoft Dynamics CRM Email Router in a Microsoft Dynamics CRM deployment.
  • Discover how the Microsoft Dynamics CRM Email Router processes email messages.
  • Identify pre-installation requirements.
  • Install the Microsoft Dynamics CRM Email Router.
  • Discover the role of Microsoft Dynamics CRM Email Router Configuration Manager.
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.
  • 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
  • Lab : Offline Access
  • Identify the features of Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook.
  • Identify the prerequisites for installing the Microsoft Dynamics CRM for Office Outlook.
  • Install Microsoft Dynamics CRM for Outlook with Offline Access.
  • Understand how the Microsoft Dynamics CRM for Office Outlook with Offline Access operates in both online and offline modes.
Module 6:Redeploying Microsoft Dynamics CRM 4.0
  • This module provides information about redeploying Microsoft Dynamics CRM 4.0.
  • 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
  • Examine the role of the Microsoft Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment.
  • Discover how the Microsoft Dynamics CRM E-mail Router processes incoming e-mail and outgoing e-mail messages.
  • Identify each pre-installation requirement that must be completed before installing the Microsoft Dynamics CRM E-mail Router.
  • Install the Microsoft Dynamics CRM E-mail Router.
  • Discover the role of the Microsoft Dynamics E-mail Router Configuration Manager.
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.
  • 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
  • Understand the features associated with upgrading the Microsoft Dynamics CRM Server on a computer that already has Microsoft Dynamics CRM 3.0 installed.
  • Learn which components are not supported for upgrade to Microsoft Dynamics CRM 4.0.
Module 8:Repairing and Uninstalling Microsoft Dynamics 4.0
  • This module provides information about repairing and uninstalling Microsoft Dynamics CRM 4.0.
  • 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
  • Examine how to repair the Microsoft Dynamics CRM system.
  • Examine how to repair the Microsoft Dynamics CRM Server.
  • Examine how to repair the Microsoft Dynamics CRM E-mail Router.
  • Disable a Multilingual User Interface Pack (MUI).
  • Uninstall the Microsoft Dynamics CRM Server.
  • Uninstall the Microsoft Dynamics CRM E-mail Router.
  • Uninstall the Connector for Microsoft Dynamics SQL Reporting Services.
  • Uninstall or disable a Multilingual User Interface Pack (MUI) in the organization.
  • Uninstall or repair the Microsoft Dynamics CRM for Outlook.
  • Outlook, Microsoft Dynamics CRM E-mail Router, the Connector for Microsoft SQL Reporting Services, and a Multilingual User Interface Pack (MUI).

Installation and Deployment in Microsoft Dynamics CRM 4.0

£ 700 + VAT