Peter was a pioneer in the Client Issue Management project based on MS Dynamics that we initiated mid 2008. He has progressed from the role of the lead IT Consultant leading a team of about 4-6 from Fujitsu Services to eventually taking on the overall Project Management of the project. The project is one of the most successful projects at the Bank which reached a user base of 3000 users in just over a year. He had liaised with both the IT technologists at the Bank from different areas as well as the varied user groups. A truly consummate professional.

Director. Barclays Capital

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Installation and Deployment in Microsoft Dynamics CRM 2013

Course code
80539A
RRP
£995
Audience
This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2013.
Examination
MB2-702
Certification
Microsoft Dynamics Certified Technology Specialist
Available as
Classroom course POA Enquire

Classroom course dates · 2 days prices exclude VAT

We currently don't have any dates scheduled for this course. If you are interested in attending this course, please enquire and we can add you to the course waiting list or get in touch to arrange a suitable date.

Most of our courses are available on a one-company basis and can usually be customised to your specific needs. Please contact us for more information.

Is this the right course for you?

Peter says:

Installing and deploying Dynamics CRM 2013 can be tricky and key decisions taken can affect the performance and viability of the target environment. This course shows the best practice to be used when settting up a brand new environment and when adding further features, server roles and new organisations.

When is this course most useful?

This course is most useful during these Sure Step phases:

Deployment

Course overview

Print this overview
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.

At Course Completion

After completing this course, students will be able to:

  • Describe the components that are required for a successful Microsoft Dynamics CRM implementation.
  • Identify the hardware and software requirements for components of a Microsoft Dynamics CRM implementation.
  • Install Microsoft Dynamics CRM Server.
  • Install Microsoft Dynamics CRM Reporting Extensions.
  • Install and configure the Microsoft Dynamics CRM E-mail Router.
  • Describe the deployment methods for installing Microsoft Dynamics CRM for Outlook.
  • Configure Claims-based authentication and Internet-facing deployment.
  • Upgrade to Microsoft Dynamics CRM 2013.
  • Manage Microsoft Dynamics CRM organisations using the Deployment Manager.
  • Describe the high availability options for Microsoft Dynamics CRM 2013.

Course Outline

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 Organisation
  • Manage Existing Organisations
  • Manage Servers
  • Configure Access from the Internet
  • Update Web Addresses
  • View License Information
  • Upgrade the Microsoft Dynamics CRM Edition
  • Redeploy Microsoft Dynamics CRM
  • Import Organisations
  • Administer the Deployment Using Windows PowerShell

Lab : Duplicate the Adventure Works Cycles Organisation

 

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 organisations.
  • Describe the management tasks for existing organisations.
  • Describe how to add an existing organisation 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

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 organisations.
  • 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.