Microsoft Dynamics CRM 2016 - Installation & Deployment -

Microsoft Dynamics CRM 2016 – Installation & Deployment

Locus IT ServicesMicrosoft Dynamics CRM 2016 – Installation & Deployment
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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)

Instructor

Pavana

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