Microsoft CRM 3.0 Installation and Configuration

Target Audience
This course provides students with the knowledge and skills to install and configure Microsoft CRM 3.0. It is recommended for people who plan to install, implement, configure, consult, or support Microsoft CRM 3.0.

Pre-Requisites
Before attending this course, students must have the following pre-requisites:A working knowledge of Microsoft Windows Server 2000, 2003, or Windows XP.A working knowledge of Microsoft Exchange 2000 or 2003, Microsoft SQL Server 2000, Microsoft Outlook, Active Directory, and Internet Information Services.

Purpose
After completing this course, students will be able to understand the primary components that support Microsoft CRM; identify the Hardware and Software requirements for the various Microsoft CRM deployment scenarios; execute the pre-installation checklist requirements; complete the Installation procedures for the Microsoft CRM Server, Microsoft CRM client for Microsoft Office Outlook, and Microsoft CRM Exchange E-mail Router; complete the Post-installation review that verifies the validity of the server and client installations; complete several Post-installation tasks, including loading of sample data; configure Microsoft CRM business units, users, and teams; understand and manage the Microsoft CRM security model, including security roles, privileges, and access levels; execute the administrative tasks necessary to support the application; redeploy a Microsoft CRM installation; update a Microsoft CRM v1.2 installation to 3.0; uninstall Microsoft CRM 3.0 server and client.

Course outline

1. Microsoft CRM Components
2. Planning Your Microsoft CRM Installation
3. Microsoft CRM Server
4. Microsoft CRM Exchange E-mail Router
5. The Microsoft CRM client for Microsoft Office Outlook
6. Configuring the Organizational Structure
7. Configuring Security
8. Configuring Users and Teams
9. Configuring System Settings
10. Configuration Management
11. Redeploying Microsoft CRM 3.0
12. Upgrading Microsoft CRM 1.2 to 3.0
13. Uninstalling and Repairing Microsoft CRM 3.0

Module 1:Microsoft CRM Components

• Understanding the Microsoft CRM Components
• Microsoft CRM Server
• Microsoft CRM Clients
• Microsoft Exchange 2000 or 2003
• Microsoft SQL Server 2000 or 2005
• SQL Reporting Services 2000 or 2005
• Active Directory
• Internet Information Services
• Activity - Fill in the Blank Exercise

• Microsoft CRM Server.
  
• Microsoft CRM Clients.
  
• Microsoft Exchange.
  
• Microsoft SQL Server.
  
• SQL Reporting Services.
  
• Active Directory.
  
• Internet Information Services.
  

Module 2:Planning Your Microsoft CRM Installation

• Planning your Microsoft CRM Deployment
• Hardware Requirements
• Software Requirements
• Supported Active Directory Configurations
• Support SQL Server Configurations
• Supported Microsoft Exchange Configurations
• Microsoft CRM 3.0 Licensing Model
• Staff Review
• Activity - Matching Exercise

• Analyze network infrastructure to ensure preparedness for a Microsoft CRM installation.
  
• Understand the hardware and software requirements for each component of the Microsoft CRM installation.
  
• Understand the new Microsoft CRM licensing model.
  
• Understand the various Active Directory forest configurations supported by Microsoft CRM 3.0.
  
• Understand the Microsoft Exchange and Microsoft SQL Server configurations supported by Microsoft CRM 3.0.
  

Module 3:Microsoft CRM Server

• Microsoft CRM Server Key Features
• Microsoft CRM Server Pre-Installation Checklist
• Microsoft CRM Server Installation
• Microsoft CRM Server Post-Installation Review
• Microsoft CRM 3.0 Sample Databases
• Lab: Pre-installation Checklist
• Lab: CRM Server Installation
• Lab: Post-Installation Review
• Lab: Installing Microsoft CRM 3.0 Sample Data

• Identify the key features made to Microsoft CRM Server in version 3.0.
  
• Identify each pre-installation requirement that must be completed before installing Microsoft CRM Server.
  
• Install Microsoft CRM Server 3.0.
  
• Identify the post installation requirements that must be performed to prepare Microsoft CRM for use.
  
• Install, uninstall, and refresh a Microsoft CRM sample database.
  

Module 4:Microsoft CRM Exchange E-mail Router

• Microsoft CRM Exchange E-mail Router Key Features
• Microsoft CRM Exchange E-mail Router Pre-Installation Checklist
• Microsoft CRM Exchange E-mail Router Installation
• Microsoft CRM Exchange E-mail Router Post-Installation Review
• Microsoft CRM E-mail Queues
• Lab: Pre-installation Checklist
• Lab: Microsoft CRM Exchange E-mail Router Installation
• Lab: Installing E-mail Queues

• Identify the key features of the Microsoft CRM Exchange E-mail Router in version 3.0.
  
• Identify how incoming and outgoing e-mail is processed in Microsoft CRM.
  
• Identify each pre-installation requirement that must be completed before installing Microsoft CRM Exchange E-mail Router.
  
• Install Microsoft CRM 3.0 Exchange E-mail Router.
  
• Determine whether the router is functioning correctly.
  
• Create CRM e-mail queues for receiving e-mail to a group mailbox.
  

Module 5:The Microsoft CRM client for Microsoft Office Outlook

• Microsoft CRM client key features
• Microsoft CRM client for Microsoft Office Outlook Pre-Installation Checklist
• Microsoft CRM desktop client for Microsoft Office Outlook Installation
• Microsoft CRM laptop client for Microsoft Office Outlook Installation
• Microsoft CRM client for Microsoft Office Outlook Post-Installation Review
• Using the Microsoft CRM laptop client for Microsoft Office Outlook
• Lab: Pre-installation Checklist
• Lab: Microsoft CRM 3.0 laptop client for Office Outlook Installation
• Lab: Using the Microsoft CRM 3.0 laptop client for Office Outlook

• Identify the key features in the Microsoft CRM 3.0 client for Outlook.
  
• Identify each pre-installation requirement that must be completed before installing the Outlook clients.
  
• Install both the desktop and laptop Outlook Clients.
  
• Install the clients from a Windows installer package.
  
• Determine whether the desktop and laptop clients are functioning properly.
  
• Create a custom offline dataset.
  
• Take the laptop client offline.
  
• Synchronize offline updates with the Microsoft CRM Server.
  

Module 6:Configuring the Organizational Structure

• Business Units
• Managing Business Units
• Sites
• Lab: Maintaining Business Units and Sites

• Understand how an organizational hierarchy is defined in Microsoft CRM.
  
• Create and maintain Business Units in Microsoft CRM.
  
• Create and maintain Sites in Microsoft CRM.
  

Module 7:Configuring Security

• Privileges
• Access Levels
• Roles
• Creating roles in business units
• Assigning roles to users
• Resolution of conflicting privileges
• Copying roles
• Security Best Practices
• Lab: Copying and Creating Roles

• Understand the basic concepts of security privileges and access levels.
  
• Understand the use of security roles in Microsoft CRM.
  
• Perform such tasks as copying and creating new roles as well as assigning users to existing roles.
  

Module 8:Configuring Users and Teams

• User Management Overview
• User Manager Wizard
• Microsoft CRM User Management
• Restricted Access Mode
• Team Management
• Lab: Managing User Accounts
• Lab: Managing Teams

• Create and maintain user accounts in Microsoft CRM.
  
• Create user accounts in Microsoft CRM using the User Manager tool.
  
• Understand the characteristics of Microsoft CRM's user management structure.
  
• Understand the role of the Restricted Access Mode option.
  
• Create and maintain teams of users in Microsoft CRM.
  

Module 9:Configuring System Settings

• Configuring System Settings
• Configuring Auto Numbering
• Configuring Fiscal Year Settings
• Configuring the web.config file
• Lab: Configuring System Parameters

• Set several system settings that control various system-wide functionalities.
  
• Understand the use of the web.config file and the system functionality which it controls.
  

Module 10:Configuration Management

• Server Manager
• Reconfigure Microsoft CRM to use a new database server
• License Manager
• Upgrade Trial Licenses
• Add additional client access licenses
• Customization Transport Manager
• Export and import of an XML configuration file
• Environmental Diagnostic Wizard
• Lab: License Manager and Server Manager
• Lab: Customization Transport Manager
• Lab: Environmental Diagnostic Wizard

• Use License Manager to maintain licenses for an existing deployment.
  
• Use Server Manager to administer the Microsoft CRM server(s)
  
• Export the XML configuration to a flat file, or import a flat file back into Microsoft CRM.
  
• Run the Environmental Diagnostic Wizard and save the generated report.
  

Module 11:Redeploying Microsoft CRM 3.0

• Redeployment Scenarios
• Software components that are captured during a redeployment
• Redeployment Tool
• Redeployment process
• Lab: Redeploying Microsoft CRM

• Identify the planning considerations that must be reviewed prior to redeploying a CRM implementation.
  
• Redeploy a Microsoft CRM implementation using the Redeployment Tools.
  

Module 12:Upgrading Microsoft CRM 1.2 to 3.0

• Features associated with the upgrade process
• Types of customizations that are supported and not supported by the upgrade process
• Software configurations that occur during an upgrade
• Upgrade process
• Post-upgrade tasks

• Identify the planning considerations that must be reviewed prior to redeploying a CRM implementation.
  
• Identify which customizations are supported and unsupported during the upgrade process.
  
• Upgrade a Microsoft CRM 1.2 implementation to Microsoft CRM 3.0.
  

Module 13:Uninstalling and Repairing Microsoft CRM 3.0

• Two types of uninstall options
• Steps involved in uninstalling Microsoft CRM Server, Microsoft CRM client for Office Outlook, Microsoft CRM Exchange E-mail Router, and Microsoft SQL Server Reporting Services
• Repair process for both Microsoft CRM Server and Microsoft CRM clients for Outlook
• Lab: Uninstalling Microsoft CRM

• Identify the two types of uninstall options.
  
• Uninstall Microsoft CRM 3.0 Server, Microsoft CRM client for Office Outlook, Microsoft CRM Exchange E-mail Router, and Microsoft SQL Server Reporting Services.
  
• Repair Microsoft CRM Server and Microsoft CRM clients for Outlook.