Course Outline
Module 1: System Requirement and Required Technologies
This module provides a high-level overview of the supporting technologies and describes the components of a Microsoft Dynamics CRM implementation.
Lessons
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Microsoft Dynamics CRM Offerings
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On-Premises Licensing Model
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Online Licensing Model
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Supporting Technologies
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Microsoft Dynamics CRM Server
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Accessing Microsoft Dynamics CRM
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Microsoft Dynamics CRM for Office Outlook
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Managing Emails
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Microsoft Dynamics CRM Reporting Extensions
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Microsoft Dynamics CRM Language Packs
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Planning Overview
After completing this module, students will be able to:
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Describe the Microsoft Dynamics CRM offerings.
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Describe the licensing model and client access license types.
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Provide an overview of the supporting technologies.
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Examine the role of the Microsoft Dynamics CRM Server in a Microsoft Dynamics CRM deployment.
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Describe the ways to access Microsoft Dynamics CRM.
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Identify the differences between the two modes of Microsoft Dynamics CRM for Office Outlook.
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Review the options for managing emails.
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Review the role of Microsoft Dynamics CRM Reporting Extensions.
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Review the role of Microsoft Dynamics CRM Language Packs.
Module 2: Install Microsoft Dynamics CRM Server. This module focuses on installing Microsoft Dynamics CRM Server. It also discusses the required components and Server requirements.
Lessons
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Microsoft Dynamics CRM Server Requirements
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Microsoft SQL Server Requirements
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Active Directory Requirements
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Components Installed During Server Setup
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Microsoft Dynamics CRM Website
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Required Installation Rights for Microsoft Dynamics CRM Server
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Supported Server Topologies
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Install Microsoft Dynamics CRM Server
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Installation Troubleshooting
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Post-Installation Tasks
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Install Microsoft Dynamics CRM Using the Command Line
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Deploy Microsoft Dynamics CRM Online
Lab : Install Microsoft Dynamics CRM Server
Lab : Load Sample Data
After completing this module, students will be able to:
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Describe the hardware and software requirements for the Microsoft Dynamics CRM Server.
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Describe the hardware and software requirements for the Microsoft SQL Server.
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Identify the components that are installed during Microsoft Dynamics CRMServer Setup.
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Review the options for creating the Microsoft Dynamics CRM Server website.
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Review the rights required to install Microsoft Dynamics CRM Server.
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Install Microsoft Dynamics CRMServer.
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Reviewinstallation troubleshootingand identify known issues.
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Identify the tasks and configuration settings that are completed after the installation of Microsoft Dynamics CRM Server.
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Describe how to install Microsoft Dynamics CRM using the command line.
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Describe how sample data can be added toa Microsoft Dynamics CRM implementation.
Module 3: Install Microsoft Dynamics CRM Reporting Extensions
This module describes the role of Reporting Extensions and provides an overview of the report types that are available in Microsoft Dynamics CRM.
Lessons
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Microsoft Dynamics CRM Reporting Overview
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Microsoft Dynamics CRM Reporting Extensions
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Requirements for Microsoft Dynamics CRM Reporting Extensions
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Microsoft Dynamics CRM Report Authoring Extension
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Install Microsoft Dynamics CRM Reporting Extensions
Lab : Install Reporting Extensions
After completing this module, students will be able to:
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Examine the two types of Reporting Services reports.
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Review when Microsoft Dynamics CRM Reporting Extensions is required.
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Identify the requirements for installing Microsoft Dynamic CRM Reporting Extensions.
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Reviewwhen Microsoft Dynamics CRM Report AuthoringExtension is required.
Module 4: Manage Microsoft Dynamics CRM with the Deployment Manager
This module explains how you can redeploy Microsoft Dynamics CRM and use the Microsoft Dynamics CRM Deployment Manager to carry out deployment-wide administration tasks.
Lessons
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Deployment Manager
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Deployment Administrators
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Create a New Organization
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Manage Existing Organizations
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Manage Servers
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Configure Access from the Internet
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Update Web Addresses
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View License Information
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Upgrade the Microsoft Dynamics CRM Edition
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Redeploy Microsoft Dynamics CRM
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Import Organizations
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Administer the Deployment Using Windows PowerShell
Lab : Duplicate the Adventure Works Cycles Organization
After completing this module, students will be able to:
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Describe the Deployment Manager and the role of deployment administrators.
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Review the steps to create new organizations.
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Describe the management tasks for existing organizations.
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Describe how to add an existing organization database to the deployment.
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Review Microsoft Dynamics CRM Server management tasks.
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Describe how to update the Microsoft Dynamics CRM web addresses.
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Review Microsoft Dynamics CRM license information.
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Describe the Microsoft Dynamics CRM Edition upgrade options.
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Explore why the redeployment of Microsoft Dynamics CRM is required.
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Examine Windows PowerShell for performing deployment commands.
Module 5: Upgrade to Microsoft Dynamics CRM 2013
Thismodule examines theplanning considerations and the steps for upgrading an existing Microsoft Dynamics CRMdeployment to Microsoft Dynamics CRM 2013.Lessons
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Upgrade Considerations
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Base and Extension Table Merge
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Upgrade Process Phases
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Phase 1 – Prepare to Upgrade
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Phase 2 – Establish the Test Environment
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Phase 3 – Upgrade and Validate the Test Environment
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Phase 4 – Upgrade and Validate the Production Deployment
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Perform an In-Place Upgrade of Microsoft Dynamics CRM 2011 Server
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Perform a Migration Using the Same Instance of SQL Server
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Perform a Migration Using a New Instance of SQL Server
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Upgrade the Microsoft Dynamics CRM 2011 Email Router
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Plan the Upgrade of Microsoft Dynamics CRM 2011 for Outlook
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Upgrade Microsoft Dynamics CRM 2011 for Outlook
After completing this module, students will be able to:
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Identify considerations before starting an upgrade.
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Describe the base and extension table merge process
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Review the high-level phases of an upgrade process.
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Explain the need for a test environment.
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Identify the need to validate an upgrade of a test environment.
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Review the upgrade of the production deployment.
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Describe an in-place upgrade of Microsoft Dynamics CRM.
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Describe a migration upgrade of Microsoft Dynamics CRM.
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Describe the upgrade of the Microsoft Dynamics CRM Email Router.
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Describe the upgrade of Microsoft Dynamics CRM for Outlook.
Module 6: Email Management
This module describes management topics that are common to each of the email processing methods and the email processing methods.
Lessons
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Email Processing
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Email Tracking and Correlation
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Mailbox Monitoring
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Synchronization Methods
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Email Address Approval
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Overview of the Email Router
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Install the Email Router and Rule Deployment Wizard
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Configure the Email Router
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Set Up a Forward Mailbox for the Email Router
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Deploy Inbox Rules
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Install the Email Router on Multiple Computers
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Troubleshooting
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Overview of Server-Side Synchronization
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Configure Server-Side Synchronization
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Set Up a Forward Mailbox for Server-Side Synchronization
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Migrate Email Router Settings
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Email Integration Service Role
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Test Email Configuration
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Synchronize Appointments, Contacts, and Tasks
Lab : Install the Email Router
Lab : Configure the Email Router
Lab : Configure Server-Side Synchronization
After completing this module, students will be able to:
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Describe the email processing options in Microsoft Dynamics CRM.
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Explain email tracking and correlation.
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Discover how mailboxes are monitored.
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Describe the purpose of Microsoft Dynamics CRM mailbox records.
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Examine the email synchronization options.
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Review the requirement to approve email addresses.
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Explain the role of the Microsoft Dynamics CRM Email Router.
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Install the Microsoft Dynamics CRM Email Router.
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Review the Email Router configuration options.
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Create a forward mailbox.
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Review the purpose of deploying forwarding rules.
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Review options for installing the Email Router on multiple computers.
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Review troubleshooting tips.
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Describe the role of Server-Side Synchronization.
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Configure Server-Side Synchronization.
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Test Server-Side Synchronization settings.
Module 7: Microsoft Dynamics CRM for Microsoft Office Outlook
Thismodule describesthe installation requirements for the Microsoft Dynamics CRM for Outlook client and how to install and configure the client.
Lessons
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Microsoft Dynamics CRM for Outlook Overview
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Installation Requirements
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Deployment Methods
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Install Microsoft Dynamics CRM for Outlook
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Configure Microsoft Dynamics CRM for Outlook
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Configure User Email Settings
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Install Microsoft Dynamics CRM for Outlook Using the Command Line
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Using Microsoft Dynamics CRM for Outlook with Offline Capability
Lab : Install Microsoft Dynamics CRM for Outlook
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Configure Windows Firewall to allow incoming connections on port 5555.
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Install Microsoft Dynamics CRM for Outlook.
Lab : Offline Capability
After completing this module, students will be able to:
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Review the hardware and software requirements for Microsoft Dynamics CRM for Outlook.
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Identify the deployment methods for installing Microsoft Dynamics CRM for Outlook.
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Install Microsoft Dynamics CRM for Outlook.
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Configure Microsoft Dynamics CRM for Outlook to connect to Microsoft Dynamics CRM organizations.
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Configure user settings and options related to emails.
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Install Microsoft Dynamics CRM for Outlook using the command line.
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Review how Microsoft Dynamics CRM for Outlook with offline capability works and how to configure the offline database.
Module 8: Configure an Internet-Facing Deployment
This module describes how to configure a Microsoft Dynamics CRM deployment for access over the Internet. A deploymentthat is configuredin this way is referredto as an “Internet-Facing Deployment (IFD).”Lessons
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Overview of Claims-Based Authentication
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Requirements for Configuring an Internet-Facing Deployment
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Certificates
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Install Active Directory Federation Services
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Configure AD FS
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Configure Claims-Based Authentication
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Configure an IFD
After completing this module, students will be able to:
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Provide a background to claims-based authentication.
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Describethe requirements for configuring an IFD.
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Reviewthe certificates required for an IFD.
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Identifythe steps to install Active Directory Federation Service.
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Reviewthe Active Directory Federation Service configuration steps.
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Reviewthe steps to configure claims-based authentication in Microsoft Dynamics CRM.
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Reviewthe steps to configure an IFD in Microsoft Dynamics CRM.
Module 9: Maintain and Troubleshoot a Deployment
This module provides information on maintaining performance, troubleshooting, and updating Microsoft Dynamics CRM.
Lessons
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Service Accounts
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Manage System Jobs
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Delete Records
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Disaster Recovery
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Manage SQL Databases
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Troubleshooting
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Configure Tracing
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Update Microsoft Dynamics CRM
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Manage Data Encryption
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Best Practices Analyzer (BPA)
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VSS Writer Service for Microsoft Dynamics CRM
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Marketplace
Lab : Configure Tracing
After completing this module, students will be able to:
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Describe how to change Microsoft Dynamics CRM service accounts.
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Examine how to manage system jobs.
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Show how to delete records using the Bulk Delete Wizard.
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Discuss areas to consider for a disaster recovery plan.
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Describe tasks in Microsoft SQL Server that can improve performance.
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Review ways to troubleshoot and diagnose problems and monitor performance.
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Examine how to configure tracing.
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Describe how to update Microsoft Dynamics CRM.
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Examine data encryption.
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Describe the Best Practices Analyzer.
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Describe the VSS Writer Service for Microsoft Dynamics CRM.
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Examine the Microsoft Dynamics marketplace.
Module 10: High-Availability Options
This module provides a high-level overview of the high-availability options.
Lessons
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Install Microsoft Dynamics CRM Server on Multiple Computers
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Network Load Balancing
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Clustering Microsoft SQL Server
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Other SQL Server High-Availability Solutions
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High-Availability Options for Other Supporting Components
After completing this module, students will be able to:
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Reviewthe reasons for installing Microsoft Dynamics CRM on multiple computers.
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Describethe role of Network Load Balancing in providing enhanced scaling and availability.
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Describe the options for Microsoft SQL Server in providing enhanced scaling and availability.
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Examine the high-availability options for other supporting components.
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