课程大纲

课程简介

Overview:

    The course describes the components used within a Microsoft Dynamics CRM 2011 deployment, installation instructions for the Microsoft Dynamics CRM Server, the E-mail Router, Microsoft Dynamics CRM for Office Outlook, and more.

Who Should Attend:

    This course is intended for implementation consultants, system integrators, or support professionals who need to install and deploy Microsoft Dynamics CRM 2011.

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 each component 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 2011.

    Manage Microsoft Dynamics CRM organizations using the Deployment Manager.

    Describe the high availability options for Microsoft Dynamics CRM 2011.

Outline:

Lesson 1: Microsoft Dynamics CRM Components

    Microsoft Dynamics CRM Components

    Microsoft Dynamics CRM Server

    Microsoft Dynamics CRM for Office Outlook

    Microsoft Dynamics CRM E-mail Router

    Microsoft SQL Server 2008

    Microsoft Dynamics CRM Reporting Extensions

    Microsoft Dynamics CRM Language Packs

    Microsoft SharePoint

    Internet Information Services

    Active Directory

Internet Facing Deployment and Active Directory Federation Services

Lesson 2: Planning the Installation

    Planning the Microsoft Dynamics CRM Deployment

    Privileges for the Installation User

    Supported Server Technologies

    Hardware Requirements

    Software Requirements

    Active Directory and Microsoft Dynamics CRM 2011

    Securing Network Traffic

    Microsoft Dynamics CRM Offerings

Microsoft Dynamics CRM 2011 Licensing Model

Lesson 3: Microsoft Dynamics CRM Server Installation

    Microsoft Dynamics CRM Server Architecture

    Components Installed During Server Setup

    Microsoft Dynamics CRM Website

    Required Installation Rights for Microsoft Dynamics CRM Server

    Install Microsoft Dynamics CRM 2011 Server

    Installation Troubleshooting

    Post-Installation Tasks

    Install Microsoft Dynamics CRM using the Command Line

    Sample Data

    Lab : Install Microsoft Dynamics CRM 2011 Server

    Lab : Load Sample Data

Lesson 4: Microsoft Dynamics CRM 2011 Reporting Extensions

    Microsoft Dynamics CRM 2011 Reporting Overview

    Microsoft Dynamics CRM Reporting Extensions

    Installing Microsoft Dynamics CRM Reporting Extensions

    Microsoft Dynamics CRM Reporting Authoring Extension

    Lab : Install Reporting Extensions

Lesson 5: Installing and Deploying the E-mail Router

    Understanding the E-mail Router

    Install the E-mail Router and Rule Deployment Wizard

    Configure the E-mail Router

    Set Up a Forward Mailbox

    Deploy Inbox Rules

    Approve E-mail Addresses

    Install the E-mail Router on Multiple Computers

    Troubleshooting

    Discussion     E-mail Router

    Lab : Install the E-mail Router

    Lab : Configure the E-mail Router

Lesson 6: Microsoft Dynamics CRM for Microsoft Office Outlook

    Microsoft Dynamics CRM for Outlook Overview

    Installation Requirements

    Deployment Methods

    Install Microsoft Dynamics CRM for Outlook

    Configure Microsoft Dynamics CRM for Outlook

    Configure User E-mail Settings

    Installing 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

Lesson 7: Configure an Internet Facing Deployment

    Overview of Claims-Based Authentication

    General Requirements

    Certificates

    Install Active Directory Federation Services 2.0

    Configure AD FS 2.0

    Configure Claims-Based Authentication

    Configure Internet-Facing Deployment

Lesson 8: Upgrading to Microsoft Dynamics CRM 2011

    Upgrade Considerations

    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 4.0 Server

    Perform a Migration Upgrade of Microsoft Dynamics CRM 4.0 Server

    Perform a Connect to Existing Deployment Upgrade of Microsoft Dynamics CRM 4.0 Server

    Upgrading the Microsoft Dynamics CRM 4.0 E-mail Router

    Planning the Upgrade of Microsoft Dynamics CRM 4.0 for Outlook

    Upgrading Microsoft Dynamics CRM 4.0 for Outlook

Lesson 9: Microsoft Dynamics CRM Deployment Manager

    Redeploying Microsoft Dynamics CRM

    Deployment Administrators

    Create a New Organization

    Manage Existing Organizations

    Importing Organizations

    Manage Servers

    Configure Access from the Internet

    Update Web Addresses

    View License Information

    Upgrade the Microsoft Dynamics CRM Edition

    Lab : Duplicate Adventure Works Cycles Organization

Lesson 10: High Availability Options

    Install Microsoft Dynamics CRM Server on Multiple Computers

    Network Load Balancing

    Clustering Microsoft SQL Server

    High-availability Options for Other Supporting Components