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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 5: Microsoft Dynamics CRM Server
Microsoft Dynamics CRM Server
The Microsoft Dynamics CRM Server is the application server that contains the application and custom business logic. The following topics describe the roles of the Microsoft Dynamics CRMserver.
The Role of the Microsoft Dynamics CRM Server
The Microsoft Dynamics CRMServer contains the application and platform layer code that processes queries and updates the Microsoft Dynamics CRM database. The Microsoft Dynamics CRM Server is responsible for the following tasks:
- Controlling access to objects through security.
- Controlling access to the database.
- Providing the user interface to web and mobile clients based on the user’s security rights.
- Executing workflow processes and custom business logic implementations.
- Synchronizing the Microsoft Dynamics CRM for Microsoft Office Outlook offline database changes back to the Microsoft Dynamics database.
There are several server roles that can be installed on one or more computers. By installing server roles on multiple servers, additional performance and scaling benefits can be obtained for enterprise deployments.
Server roles are grouped as follows:
- Front End Server
- Back End Server
- Deployment Administration Server
Although we recommend that you install server roles by group, you can install an individual server role or combination of roles on a computer.
Front End Server Roles
The Front End Server role group includes the server roles for running client applications and applications developed with the Microsoft Dynamics CRM Software Development Kit (SDK).
| Server role | Description |
| Web Application
Server |
Provides access to data and content through the Web application client and the Microsoft Dynamics CRM for Outlook. This role also includes the Microsoft Dynamics CRM Unzip Services, which handles the uncompressing of zipped files for data import.
The Organization Web Service role is automatically added with this role. |
| Organization
Web Service |
Provides the components to run applications that use the methods described in the Microsoft Dynamics CRM Software Development Kit (SDK). |
| Discovery Web
Service |
Provides the components that let applications discover the organizations to which a specified user belongs and the URL endpoint address for each organization. |
| Help Server | Provides the components to make Microsoft Dynamics CRM Help available to users. |
