M8911: Installation and Deployment in Microsoft Dynamics CRM 4.0

Prerequisites:

Before attending this course, you must have working knowledge of Microsoft Dynamics Windows Server 2003, Active Directory, Internet Information Services (IIS), Microsoft Exchange, Microsoft SQL Server 2005, and Microsoft Outlook.

Course Description:

This three-day instructor-led course provides students with the tools to install and configure Microsoft Dynamics CRM 4.0. The course focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft Dynamics CRM, and the installation instructions for the primary Microsoft Dynamics CRM components: the Microsoft Dynamics CRM Server, the E-Mail Router, and Microsoft Dynamics CRM for Office Outlook.

Course Objectives

After completing the course, you 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. This includes loading of sample data
- Upgrade a Microsoft Dynamics CRM v3.0 installation to 4.0
- Uninstall Microsoft Dynamics CRM 4.0

Who Should Attend

This course 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.

This course includes the following modules:

Microsoft Dynamics CRM Components

• Microsoft Dynamics CRM Server
• Microsoft Dynamics CRM for Microsoft Office Outlook
• Microsoft Dynamics CRM E-mail Router
• Microsoft SQL Server
• SQL Reporting Services
• Active Directory
• Internet Information Services

Planning the Microsoft Dynamics CRM Installation

• 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 Microsoft Dynamics CRM editions
• Review the various configurations supported by Microsoft Dynamics CRM 4.0
• Dialogue Planning the Microsoft Dynamics CRM Installation (Lab)

Microsoft Dynamics CRM Server

• 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
• Dynamics CRM Pre-Installation Checklist Verification (Lab)
• Loading Sample Data (Lab)
• Installation Troubleshooting (Lab)

Microsoft Dynamics CRM Components

• 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 4.0 E-mail Router
• Determine whether the router is functioning correctly
• Dialogue E-mail Router (Lab)

Microsoft Dynamics CRM for Microsoft 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
• Installing Microsoft Dynamics CRM for Outlook (Lab)
• Offline Access (Lab)
• Remote Outlook Client (Lab)

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

Upgrading 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
• Microsoft Dynamics CRM Upgrades (Lab)

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
• Uninstall Microsoft Dynamics CRM 4.0