Module 1: System Requirement and Required Technologies

This module provides a high-level overview of the supporting technologies and describes the components of a Microsoft Dynamics CRM implementation.

Lessons

• 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

After completing this module, students will be able to:

• Describe the Microsoft Dynamics CRM offerings.
• Describe the licensing model and client access license types.
• Provide an overview of the supporting technologies.
• Examine the role of the Microsoft Dynamics CRM Server in a Microsoft Dynamics CRM deployment.
• Describe the ways to access Microsoft Dynamics CRM.
• Identify the differences between the two modes of Microsoft Dynamics CRM for Office Outlook.
• Review the options for managing emails.
• Review the role of Microsoft Dynamics CRM Reporting Extensions.
• Review the role of Microsoft Dynamics CRM Language Packs.

Module 2: Install Microsoft Dynamics CRM Server

This module focuses on installing Microsoft Dynamics CRM Server. It also discusses the required components and Server requirements.

Lessons

• 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

After completing this module, students will be able to:

• Describe the hardware and software requirements for the Microsoft Dynamics CRM Server.
• Describe the hardware and software requirements for the Microsoft SQL Server.
• Identify the components that are installed during Microsoft Dynamics CRM Server Setup.
• Review the options for creating the Microsoft Dynamics CRM Server website.
• Review the rights required to install Microsoft Dynamics CRM Server.
• Install Microsoft Dynamics CRM Server.
• Review installation troubleshooting and identify known issues.
• Identify the tasks and configuration settings that are completed after the installation of Microsoft Dynamics CRM Server.
• Describe how to install Microsoft Dynamics CRM using the command line.
• Describe how sample data can be added to a Microsoft Dynamics CRM implementation.

Module 3: Install Microsoft Dynamics CRM Reporting Extensions

This module describes the role of Reporting Extensions and provides an overview of the report types that are available in Microsoft Dynamics CRM.

Lessons

• 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

After completing this module, students will be able to:

• Examine the two types of Reporting Services reports.
• Review when Microsoft Dynamics CRM Reporting Extensions is required.
• Identify the requirements for installing Microsoft Dynamic CRM Reporting Extensions.
• Review when Microsoft Dynamics CRM Report Authoring Extension is required.

Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager

This module explains how you can redeploy Microsoft Dynamics CRM and use the Microsoft Dynamics CRM Deployment Manager to carry out deployment-wide administration tasks.

Lessons

• 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

After completing this module, students will be able to:

• Describe the Deployment Manager and the role of deployment administrators.
• Review the steps to create new organizations.
• Describe the management tasks for existing organizations.
• Describe how to add an existing organization database to the deployment.
• Review Microsoft Dynamics CRM Server management tasks.
• Describe how to update the Microsoft Dynamics CRM web addresses.
• Review Microsoft Dynamics CRM license information.
• Describe the Microsoft Dynamics CRM Edition upgrade options.
• Explore why the redeployment of Microsoft Dynamics CRM is required.
• Examine Windows PowerShell for performing deployment commands.

Module 5: Upgrade to Microsoft Dynamics CRM 2013

This module examines the planning considerations and the steps for upgrading an existing Microsoft Dynamics CRM deployment to Microsoft Dynamics CRM 2013.

Lessons

• 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

After completing this module, students will be able to:

• Identify considerations before starting an upgrade.
• Describe the base and extension table merge process
• Review the high-level phases of an upgrade process.
• Explain the need for a test environment.
• Identify the need to validate an upgrade of a test environment.
• Review the upgrade of the production deployment.
• Describe an in-place upgrade of Microsoft Dynamics CRM.
• Describe a migration upgrade of Microsoft Dynamics CRM.
• Describe the upgrade of the Microsoft Dynamics CRM Email Router.
• Describe the upgrade of Microsoft Dynamics CRM for Outlook.

Module 6: Email Management

This module describes management topics that are common to each of the email processing methods and the email processing methods.

Lessons

• 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

After completing this module, students will be able to:

• Describe the email processing options in Microsoft Dynamics CRM.
• Explain email tracking and correlation.
• Discover how mailboxes are monitored.
• Describe the purpose of Microsoft Dynamics CRM mailbox records.
• Examine the email synchronization options.
• Review the requirement to approve email addresses.
• Explain the role of the Microsoft Dynamics CRM Email Router.
• Install the Microsoft Dynamics CRM Email Router.
• Review the Email Router configuration options.
• Create a forward mailbox.
• Review the purpose of deploying forwarding rules.
• Review options for installing the Email Router on multiple computers.
• Review troubleshooting tips.
• Describe the role of Server-Side Synchronization.
• Configure Server-Side Synchronization.
• Test Server-Side Synchronization settings.

Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook

This module describes the installation requirements for the Microsoft Dynamics CRM for Outlook client and how to install and configure the client.

Lessons

• 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

• Configure Windows Firewall to allow incoming connections on port 5555.
• Install Microsoft Dynamics CRM for Outlook.

Lab: Offline Capability

After completing this module, students will be able to:

• Review the hardware and software requirements for Microsoft Dynamics CRM for Outlook.
• Identify the deployment methods for installing Microsoft Dynamics CRM for Outlook.
• Install Microsoft Dynamics CRM for Outlook.
• Configure Microsoft Dynamics CRM for Outlook to connect to Microsoft Dynamics CRM organizations.
• Configure user settings and options related to emails.
• Install Microsoft Dynamics CRM for Outlook using the command line.
• Review how Microsoft Dynamics CRM for Outlook with offline capability works and how to configure the offline database.

Module 8: Configure an Internet-Facing Deployment

This module describes how to configure a Microsoft Dynamics CRM deployment for access over the Internet. A deployment that is configured in this way is referred to as an “Internet-Facing Deployment (IFD).”

Lessons

• 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

After completing this module, students will be able to:

• Provide a background to claims-based authentication.
• Describe the requirements for configuring an IFD.
• Review the certificates required for an IFD.
• Identify the steps to install Active Directory Federation Service.
• Review the Active Directory Federation Service configuration steps.
• Review the steps to configure claims-based authentication in Microsoft Dynamics CRM.
• Review the steps to configure an IFD in Microsoft Dynamics CRM.

Module 9: Maintain and Troubleshoot a Deployment

This module provides information on maintaining performance, troubleshooting, and updating Microsoft Dynamics CRM.

Lessons

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

After completing this module, students will be able to:

• Describe how to change Microsoft Dynamics CRM service accounts.
• Examine how to manage system jobs.
• Show how to delete records using the Bulk Delete Wizard.
• Discuss areas to consider for a disaster recovery plan.
• Describe tasks in Microsoft SQL Server that can improve performance.
• Review ways to troubleshoot and diagnose problems and monitor performance.
• Examine how to configure tracing.
• Describe how to update Microsoft Dynamics CRM.
• Examine data encryption.
• Describe the Best Practices Analyzer.
• Describe the VSS Writer Service for Microsoft Dynamics CRM.
• Examine the Microsoft Dynamics marketplace.

Module 10: High-Availability Options

This module provides a high-level overview of the high-availability options.

Lessons

• 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

After completing this module, students will be able to:

• Review the reasons for installing Microsoft Dynamics CRM on multiple computers.
• Describe the role of Network Load Balancing in providing enhanced scaling and availability.
• Describe the options for Microsoft SQL Server in providing enhanced scaling and availability.
• Examine the high-availability options for other supporting components.