8526: Microsoft CRM Installation and Configuration

Microsoft Dynamics CRM Training Course for Sheffield, Leeds, Manchester and Yorkshire

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• Effective and relevant training at a realistic price!
  - Peter Loerns, IT Manager, Derby

Course Information

Introduction

This three-day instructor-led course provides students with the knowledge and skills to install and configure Microsoft CRM 3.0. The course explores the components used within a Microsoft CRM deployment, the hardware and software requirements needed to successfully deploy Microsoft CRM, and the installation instructions for the three primary Microsoft CRM components: the Microsoft CRM Server, the Exchange E-Mail Router, and the Microsoft Office for Outlook Client.

Configuration topics include business management functions such as setting up:

• Business units
• Users
• Teams
• Security privileges and roles
• Database maintenance
• XML importing and exporting utilities
• Web configuration options

The course also examines the following administrative tasks:

• Configure a Microsoft CRM server to use a new SQL Server
• Redeploy an existing Microsoft CRM installation to a new deployment
• Upgrade a Microsoft CRM 1.2 deployment to Microsoft CRM 3.0
• Uninstall and Repair Microsoft CRM 3.0

This course does not include materials or instructor discussion of Microsoft CRM Workflow Configuration, Customization, or Back Office Integration.

Audience

Microsoft CRM 3.0 Installation and Configuration training is recommended for people who plan to install, implement, configure, consult, or support Microsoft CRM 3.0. The class is targeted toward administrators, implementers, developers, and consultants who need to understand the technical aspects and administrative functionality of Microsoft CRM. The course is not intended for non-technical staff.

Completion

After completing this course, students should understand:

• Understand the primary components that support Microsoft CRM, including the Microsoft CRM Server, Microsoft Exchange E-mail Router, Microsoft Office for Outlook client, Microsoft SQL Server, Microsoft SQL Server Reporting Services, Internet Information Services, and Active Directory
• Identify the Hardware and Software requirements for the various Microsoft CRM deployment scenarios
• Execute the pre-installation checklist requirements that must be in place prior to installing Microsoft CRM Server
• Complete the Installation procedures for the Microsoft CRM Server, Microsoft CRM client for Microsoft Office Outlook, and Microsoft CRM Exchange E-mail Router
• Complete the Post-installation review that verifies the validity of the server and client installations
• Complete several Post-installation tasks, including loading of sample data
• Configure Microsoft CRM business units, users, and teams
• Understand and manage the Microsoft CRM security model, including security roles, privileges, and access levels
• Execute the administrative tasks necessary to support the application, including database maintenance, XML importing and exporting procedures, maintenance of system customization settings, and web configuration parameters
• Redeploy a Microsoft CRM installation
• Update a Microsoft CRM v1.2 installation to 3.0
• Uninstall Microsoft CRM 3.0 server and client

Prerequisites

Before attending this course, students must have a working knowledge of Microsoft Windows Server 2000, 2003, or Windows XP, Microsoft Exchange 2000 or 2003, Microsoft SQL Server 2000, Microsoft Outlook, Active Directory, and Internet Information Services.

Examinations

• TBC

Materials

The student kit includes a comprehensive workbook and other necessary materials for this class.

Course Outline

• Chapter 1: Microsoft CRM Components
• Chapter 2: Planning Your Microsoft CRM Installation
• Chapter 3: Microsoft CRM Server
• Chapter 4: Microsoft CRM Exchange E-mail Router
• Chapter 5: The Microsoft CRM client for Microsoft Office Outlook
• Chapter 6: Configuring the Organizational Structure
• Chapter 7: Configuring Security
• Chapter 8: Configuring Users and Teams
• Chapter 9: Configuring System Settings
• Chapter 10: Configuration Management
• Chapter 11: Redeploying Microsoft CRM 3.0
• Chapter 12: Upgrading Microsoft CRM 1.2 to 3.0
• Chapter 13: Uninstalling and Repairing Microsoft CRM 3.0

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