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8911 - Installation and Deployment in Microsoft Dynamics CRM 4.0

Customization and Configuration

Applications

Duration: 2 days

Prerequisites:

• Working knowledge of Microsoft Dynamics Windows Server 2003, Active Directory, Internet Information Services (IIS), Microsoft Exchange, Microsoft SQL Server 2005, and Microsoft Outlook.

Introduction: This two-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.

At Course Completion:

• 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

Microsoft Certified Professional Exams

No Microsoft Certified Professional exams are associated with this course currently.

Module 1: 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

Module 2: 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
• Planning the Microsoft Dynamics CRM Installation

Module 3: 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
• Verify the pre-installation steps required to successfully install
• Microsoft Dynamics CRM.
• Install Microsoft Dynamics CRM sample data
• Installation Troubleshooting

Module 4: 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.
• E-mail Router

Module 5: 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
• Install Microsoft Dynamics CRM for Outlook
• Work with Microsoft Dynamics CRM for Outlook with Offline Access

Module 6: 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

Module 7: 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

Module 8: 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