Installation and Deployment in Microsoft Dynamics CRM 2013

Master the art of Microsoft Dynamics CRM 2013 installation and deployment with this comprehensive two-day course designed for implementation consultants and system integrators, ensuring you are equipped with the necessary skills to successfully manage and deploy CRM solutions.

Course Thumbnail

Essential Skills Gained

Checkmark

Install and configure Microsoft Dynamics CRM Server and its components.

Checkmark

Upgrade existing CRM deployments to Microsoft Dynamics CRM 2013.

Checkmark

Manage CRM organizations with Deployment Manager.

Checkmark

Implement high availability and disaster recovery strategies.

Format

  • Instructor-led
  • 2 days with lectures and hands-on labs.

Audience

  • Implementation Consultants
  • System Integrators
  • Support Professionals

Description

This two-day training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM 2013. The training material 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. The course also covers upgrading from earlier versions,  configuring an Internet-facing Deployment and administration tasks.  

Calendar icon

Upcoming Course Dates

No upcoming dates. Please check back later.

Course Outline

Download PDF

Module 1: System Requirement and Required Technologies

  1. Microsoft Dynamics CRM Offerings

  2. On-Premises Licensing Model

  3. Online Licensing Model

  4. Supporting Technologies

  5. Microsoft Dynamics CRM Server

  6. Accessing Microsoft Dynamics CRM

  7. Microsoft Dynamics CRM for Office Outlook

  8. Managing Emails

  9. Microsoft Dynamics CRM Reporting Extensions

  10. Microsoft Dynamics CRM Language Packs

  11. Planning Overview

Module 2: Install Microsoft Dynamics CRM Server

  1. Microsoft Dynamics CRM Server Requirements

  2. Microsoft SQL Server Requirements

  3. Active Directory Requirements

  4. Components Installed During Server Setup

  5. Microsoft Dynamics CRM Website

  6. Required Installation Rights for Microsoft Dynamics CRM Server

  7. Supported Server Topologies

  8. Install Microsoft Dynamics CRM Server

  9. Installation Troubleshooting

  10. Post-Installation Tasks

  11. Install Microsoft Dynamics CRM Using the Command Line

  12. Deploy Microsoft Dynamics CRM Online

Module 3: Install Microsoft Dynamics CRM Reporting Extensions

  1. Microsoft Dynamics CRM Reporting Overview

  2. Microsoft Dynamics CRM Reporting Extensions

  3. Requirements for Microsoft Dynamics CRM Reporting Extensions

  4. Microsoft Dynamics CRM Report Authoring Extension

  5. Install Microsoft Dynamics CRM Reporting Extensions

Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager

  1. Deployment Manager

  2. Deployment Administrators

  3. Create a New Organization

  4. Manage Existing Organizations

  5. Manage Servers

  6. Configure Access from the Internet

  7. Update Web Addresses

  8. View License Information

  9. Upgrade the Microsoft Dynamics CRM Edition

  10. Redeploy Microsoft Dynamics CRM

  11. Import Organizations

  12. Administer the Deployment Using Windows PowerShell

Module 5: Upgrade to Microsoft Dynamics CRM 2013

  1. Upgrade Considerations

  2. Base and Extension Table Merge

  3. Upgrade Process Phases

  4. Phase 1 – Prepare to Upgrade

  5. Phase 2 – Establish the Test Environment

  6. Phase 3 – Upgrade and Validate the Test Environment

  7. Phase 4 – Upgrade and Validate the Production Deployment

  8. Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server

  9. Perform a Migration Using the Same Instance of SQL Server

  10. Perform a Migration Using a New Instance of SQL Server

  11. Upgrade the Microsoft Dynamics CRM 2011 Email Router

  12. Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook

  13. Upgrade Microsoft Dynamics CRM 2011 for Outlook

Module 6: Email Management

  1. Email Processing

  2. Email Tracking and Correlation

  3. Mailbox Monitoring

  4. Synchronization Methods

  5. Email Address Approval

  6. Overview of the Email Router

  7. Install the Email Router and Rule Deployment Wizard

  8. Configure the Email Router

  9. Set Up a Forward Mailbox for the Email Router

  10. Deploy Inbox Rules

  11. Install the Email Router on Multiple Computers

  12. Troubleshooting

  13. Overview of Server-Side Synchronization

  14. Configure Server-Side Synchronization

  15. Set Up a Forward Mailbox for Server-Side Synchronization

  16. Migrate Email Router Settings

  17. Email Integration Service Role

  18. Test Email Configuration

  19. Synchronize Appointments, Contacts, and Tasks

Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook

  1. Microsoft Dynamics CRM for Outlook Overview

  2. Installation Requirements

  3. Deployment Methods

  4. Install Microsoft Dynamics CRM for Outlook

  5. Configure Microsoft Dynamics CRM for Outlook

  6. Configure User Email Settings

  7. Install Microsoft Dynamics CRM for Outlook Using the Command Line

  8. Using Microsoft Dynamics CRM for Outlook with Offline Capability

Module 8: Configure an Internet-Facing Deployment

  1. Overview of Claims-Based Authentication

  2. Requirements for Configuring an Internet-Facing Deployment

  3. Certificates

  4. Install Active Directory Federation Services

  5. Configure AD FS

  6. Configure Claims-Based Authentication

  7. Configure an IFD

Module 9: Maintain and Troubleshoot a Deployment

  1. Service Accounts

  2. Manage System Jobs

  3. Delete Records

  4. Disaster Recovery

  5. Manage SQL Databases

  6. Troubleshooting

  7. Configure Tracing

  8. Update Microsoft Dynamics CRM

  9. Manage Data Encryption

  10. Best Practices Analyzer (BPA)

  11. VSS Writer Service for Microsoft Dynamics CRM

  12. Marketplace

Module 10: High-Availability Options

  1. Install Microsoft Dynamics CRM Server on Multiple Computers

  2. Network Load Balancing

  3. Clustering Microsoft SQL Server

  4. Other SQL Server High-Availability Solutions

  5. High-Availability Options for Other Supporting Components

Your Team has Unique Training Needs.

Your team deserves training as unique as they are.

Let us tailor the course to your needs at no extra cost.