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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
Lesson 8: Managing Emails
Managing Emails
Microsoft Dynamics CRM provides the following methods to send and receive emails:
- The Microsoft Dynamics CRM Email Router
- Server-side synchronization
- Microsoft Dynamics CRM for Microsoft Office Outlook (but not for queues).
The above methods are used to perform the following:
- Send email messages generated by the Microsoft Dynamics CRM application (such as emails created in a marketing campaign, a quick campaign, workflows, or dialogs).
- Automatically copy email messages received in a user’s mailbox to Microsoft Dynamics CRM (subject to the user’s tracking settings).
- Receive email messages addressed to a Microsoft Dynamics CRM queue.
The Microsoft Dynamics Email Router and server-side synchronization provide centrally managed email routing solutions for Microsoft Dynamics CRM users and queues.
Or, you can use Microsoft Dynamics CRM for Microsoft Office Outlook, in which case the Microsoft Dynamics CRM Email Router is not needed and server-side synchronization does not have to be configured.
Refer to the modules “Manage Email” and “Microsoft Dynamics CRM for Microsoft Office Outlook” for more information.