Microsoft Dynamics CRM 2016 – Installation & Deployment : This course focuses on the components used within a Microsoft Dynamics CRM deployment, the hardware and software requirements needed to successfully deploy MS Dynamics CRM, and the installation instructions for the primary MS Dynamics CRM components.
Microsoft Dynamics CRM training helps to build your skills and knowledge for a career as a Microsoft Dynamics CRM developer. You will gain in-depth knowledge of CRM application modules, customization, configuration, integration, deployment types, etc., and hands-on experience in building and customizing Dynamics CRM through real-life projects.
This training course provides individuals with the skills to install and deploy Microsoft Dynamics CRM 2016. 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. This course also covers upgrading from earlier versions, configuring an Internet-facing Deployment and administration tasks.
Preparing Your Environment
Microsoft Dynamics CRM requires several steps of preparation and execution. Below are the necessary components that should comprise your preparation checklist.
Documentation and Planning
Throughout this chapter we have prepared for a robust, secure, and scalable architecture. To ensure a successful implementation it is extremely important to document the design.
Pre-requisites Gathering
Each server and component of the installation includes a list of prerequisites in the Microsoft Dynamics CRM Implementation Guide. Take this opportunity to completely document, verify, and consolidate server data, infrastructure, and user information. Ensure licensing is in place to not preclude progress as deployment proceeds.
Domain Considerations.
Part of the deployment requirements documentation should be a checklist of authorization accounts and permissions for installation. Best practice is to configure a new OU for the CRM AD groups for each new CRM deployment. Online customers may choose to federate with Microsoft Online Services and benefit by synchronizing their local Active Directory and the Microsoft Online Services Portal.
Server Configuration
As part of the documentation and diagram of the entire deployment consider any potential upgrades, in particular Server and Client OS and SQL Server. This should include careful evaluation of SQL Server 2012, highlighting the potential costs and benefits especially related to
Evaluating the Installation
In preparation for deployment, it’s important to review the following components to be installed. Document all of the various components that will be needed during the installation. Those include:
- CRM Application Server
- SQL Server 20012/2008 R2
- SQL Reporting Services
- CRM Reporting Extensions
- Email Router – later in this chapter
- Language Packs
- ADFS
- SharePoint Server
Prior to installation a best practice is to create an Organization Unit in Active Directory to contain the CRM Security group that will be created during the installation. Consider naming the OU with a nomenclature that you can easily identify, such as CRM or CRM Security groups.
It is also a best practice to add another Deployment Administrator in case the installer account is removed at some point in the future. These Deployment Administrators will just need rights to the CRM OU(s)
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Module 1: SYSTEM REQUIREMENTS AND REQUIRED TECHNOLOGIES
- Lesson 1: Microsoft Dynamics CRM Offerings
- Lesson 2: On-Premises Licensing Model
- Lesson 3: Online Licensing Model
- Lesson 4: Supporting Technologies
- Lesson 5: Microsoft Dynamics CRM Server
- Lesson 6: Accessing Microsoft Dynamics CRM
- Lesson 7: Microsoft Dynamics CRM for Office Outlook
- Lesson 8: Managing Emails
- Lesson 9: Microsoft Dynamics CRM Reporting Extensions
- Lesson 10: Microsoft Dynamics CRM Language Packs
- Lesson 11: Planning Overview
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Module 2: INSTALL MICROSOFT DYNAMICS CRM SERVER
- Lesson 1: Microsoft Dynamics CRM Server Requirements
- Lesson 2: Microsoft SQL Server Requirements
- Lesson 3: Active Directory Requirements
- Lesson 4: Components Installed During Server Setup
- Lesson 5: Microsoft Dynamics CRM Website
- Lesson 6: Required Installation Rights for Microsoft Dynamics CRM Server
- Lesson 7: Supported Server Topologies
- Lesson 8: Install Microsoft Dynamics CRM Server
- Lesson 9: Discussion – Pre-Installation Checks
- Lesson 10: Installation Troubleshooting
- Lesson 11: Post-Installation Tasks
- Lesson 12: Install Microsoft Dynamics CRM Using the Command Line
- Lesson 13: Deploy Microsoft Dynamics CRM Online
- Lesson 14: Sample Data
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Module 3: INSTALL MICROSOFT DYNAMICS CRM REPORTING EXTENSIONS
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Module 4: MANAGE MICROSOFT DYNAMICS CRM WITH THE DEPLOYMENT MANAGER
- Lesson 1: Deployment Manager
- Lesson 2: Deployment Administrators
- Lesson 3: Create a New Organization
- Lesson 4: Manage Existing Organizations
- Lesson 5: Manage Servers
- Lesson 6: Configure Access from the Internet
- Lesson 7: Update Web Addresses
- Lesson 8: View License Information
- Lesson 9: Upgrade the Microsoft Dynamics CRM Edition
- Lesson 10: Redeploy Microsoft Dynamics CRM
- Lesson 11: Import Organizations
- Lesson 12: Administer the Deployment Using Windows PowerShell
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Module 5: UPGRADE TO MICROSOFT DYNAMICS CRM
- Lesson 1: Upgrade Considerations
- Lesson 2: Base and Extension Table Merge
- Lesson 3: Upgrade Process Phases
- Lesson 4: Phase 1 – Prepare to Upgrade
- Lesson 5: Phase 2 – Establish the Test Environment
- Lesson 6: Phase 3 – Upgrade and Validate the Test Environment
- Lesson 7: Phase 4 – Upgrade and Validate the Production Deployment
- Lesson 8: Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server
- Lesson 9: Perform a Migration Using the Same Instance of SQL Server
- Lesson 10: Perform a Migration Using a New Instance of SQL Server
- Lesson 11: Discussion – Upgrade Scenario 1
- Lesson 12: Discussion – Upgrade Scenario 2
- Lesson 13: Discussion – Upgrade Scenario 3
- Lesson 14: Upgrade the Microsoft Dynamics CRM 2011 Email Router
- Lesson 15: Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook
- Lesson 16: Upgrade Microsoft Dynamics CRM 2011 for Outlook
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Module 6: EMAIL MANAGEMENT
- Lesson 1: Email Processing
- Lesson 2: Email Tracking and Correlation
- Lesson 3: Mailbox Monitoring
- Lesson 4: Synchronization Methods
- Lesson 5: Email Address Approval
- Lesson 6: Overview of the Email Router
- Lesson 7: Install the Email Router and Rule Deployment Wizard
- Lesson 8: Configure the Email Router
- Lesson 9: Set Up a Forward Mailbox for the Email Router
- Lesson 10: Deploy Inbox Rules
- Lesson 11: Install the Email Router on Multiple Computers
- Lesson 12: Troubleshooting
- Lesson 13: Discussion – Email Router
- Lesson 14: Overview of Server-Side Synchronization
- Lesson 16: Configure Server-Side Synchronization
- Lesson 17: Set Up a Forward Mailbox for Server-Side Synchronization
- Lesson 18: Migrate Email Router Settings
- Lesson 19: Email Integration Service Role
- Lesson 20: Test Email Configuration
- Lesson 21: Synchronize Appointments, Contacts, and Tasks
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Module 7: MICROSOFT DYNAMICS CRM FOR MICROSOFT OFFICE OUTLOOK
- Lesson 1: Microsoft Dynamics CRM for Outlook Overview
- Lesson 2: Installation Requirements
- Lesson 3: Deployment Methods
- Lesson 4: Install Microsoft Dynamics CRM for Outlook
- Lesson 5: Configure Microsoft Dynamics CRM for Outlook
- Lesson 6: Configure User Email Settings
- Lesson 7: Install Microsoft Dynamics CRM for Outlook Using the Command Line
- Lesson 8: Using Microsoft Dynamics CRM for Outlook with Offline Capability
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Module 8: CONFIGURE AN INTERNET-FACING DEPLOYMENT
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Module 9: MAINTAIN AND TROUBLESHOOT A DEPLOYMENT
- Lesson 1: Service Accounts
- Lesson 2: Manage System Jobs
- Lesson 3: Delete Records
- Lesson 4: Disaster Recovery
- Lesson 5: Manage SQL Databases
- Lesson 6: Troubleshooting
- Lesson 7: Configure Tracing
- Lesson 8: Update Microsoft Dynamics CRM
- Lesson 9: Manage Data Encryption
- Lesson 10: Best Practices Analyzer (BPA)
- Lesson 11: VSS Writer Service for Microsoft Dynamics CRM
- Lesson 12: Marketplace
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Module 10: HIGH-AVAILABILITY OPTIONS
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