80735 - Installation in Microsoft Dynamics CRM 2016 MB2-711 (2 Days)
Description
This course provides individuals with the skills to install Microsoft Dynamics CRM 2016. Additionally, this course 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. The course also covers upgrading from earlier versions, and administration tasks.
This course helps prepare you for exam MB2-711.
Contents
Installation in Microsoft Dynamics CRM
Module 00: Course Introduction
Talent and Course Introduction
Module 01: Getting Started
Module Overview
Accessing Microsoft Dynamics CRM
Microsoft Dynamics CRM offerings
On-Premises Licensing Model
Module Review
Test Your Knowledge Module 1
Module 02: Requirements for a Deployment
Module Overview
Supporting Technologies
Server Requirements
SQL Server Requirements
Active Directory Requirements
Server Roles
Planning
Module Review
Test Your Knowledge Module 2
Module 2
Module 03: Manage Online Instances
Module Overview
Required Installation Rights
Install Microsoft Dynamics CRM Server
Troubleshooting
Sample Data
Currencies
Languages
Install Using the Command Line
Other Post Installation Tasks
Install Microsoft Dynamics CRM Server
Module 3 - Practices
Scenario
Install Microsoft Dynamics CRM Server
Add the CRM website to the Local Intranet zone in Internet Explorer
Browse to the CRM web application to verify that the installation was successful
Test Your Knowledge Module
Module 04: Install Microsoft Dynamics CRM Reporting Extensions
Reporting Overview
Reporting Extensions
Report Authoring Extension
Install Microsoft Dynamics CRM Reporting Extensions
Practices Module
Install Microsoft Dynamics CRM Reporting Extensions
Scenario
Install Microsoft Dynamics CRM Reporting Extensions
Verify that the default reports are installed
Test Your Knowledge Module 4
Module 4: Your Notes
Module 05: Deployment Manager
Module Overview
Deployment Manager
Deployment Administrators
Organization Tasks
Manage Servers
Update Web Addresses
Configure Internet-Facing Deployment
View License Information and Upgrade Edition
Import Organizations
Redeploy Microsoft Dynamics CRM
Administer the Deployment Using Windows PowerShell
Module Review
Practices Module 5
Duplicate the Adventure Works Cycles Organization
Scenario
Back up the Adventure Works Cycles database
Restore a copy of the database as AdvTraining_MSCRM
Import ADVTraining into the deployment using the Deployment Manager
Verify that the new organization is available
Use PowerShell to retrieve deployment information
Scenario
Start the PowerShell
Run some CRM PowerShell commands
Test Your Knowledge Module 5
Module 5
Module 06: Microsoft Office Outlook
Module Overview
Upgrading from Earlier Versions
Base and Extension Tables
Upgrade Methods
Upgrade Process
Upgrade Other Components
Module Review
Test Your Knowledge Module 6
Module 6
Module 07: Configure mobile devices
Module Overview
Email Processing
Email Tracking and Correlation
Mailbox Monitoring
Synchronization Methods
Mailbox Records
Module Review
Practices Module 7
Set default synchronization method
Scenario
Navigate to the Email tab on System Settings
Change the default synchronization methods
Apply the defaults to existing mailboxes
Review approval settings
Scenario
Navigate to the Email Configuration area
Review the approval settings
Test Your Knowledge Module 7
Module 08: Email Processing
Module Overview
Install the Email Router
Configure the Email Router
Set up a Forward Mailbox
Module Review
Module 8 Practice
Install the Email Router
Scenario
Install the Email Router
Configure the Email Router
Scenario
Configure the mailbox record for the Administrator user
Start the Email Router Configuration Manager
Create an incoming profile
Create an outgoing profile
Add a deployment
Review users configured to use the Email Router
Test Your Knowledge Module 8
Module 09: Server-side Synchronization
Module Overview
Overview of Server-side Synchronization
Configure Server-side Synchronization
Set up a Forward Mailbox
Test Email Configuration
Module Review
Module 9 Practice
Configure forward mailbox record
Scenario
Navigate to the Email Configuration area
Create an Email Server Profile
Create the forward mailbox record
Review alerts
Scenario
Navigate to a mailbox record and review alerts
Reject the email address
Review alerts in the Sales area
Test Your Knowledge Module 9
Module 10: What Next?
Module Overview
Overview of CRM for Outlook
Install Microsoft Dynamics CRM for Outlook
Install Using the Command Line
Configure Microsoft Dynamics CRM for Outlook
Offline Capability
Synchronized Fields
Module Review
Module 10 Practices
Install Microsoft Dynamics CRM for Outlook
Scenario
Install Microsoft Dynamics CRM for Outlook
Configure CRM for Outlook
Scenario
Configure Windows Firewall to allow incoming connections on port
Configure Microsoft Dynamics CRM for Outlook
Start Outlook and confirm access to Microsoft Dynamics CRM
Module 10 Test Your Knowledge Questions
Module 11: Internet-Facing Deployment
Module Overview
Internet-facing deployment
Overview of Claims-Based Authentication
Requirements
Certificates
Install Active Directory Federation Services
Configure Claims-Based Authentication
Configure an Internet-Facing Deployment
Module Review
Module 11 Test Your Knowledge Questions
Module 12: Maintain and Troubleshoot an On-Premises Deployment
Module Overview
Service Accounts
Manage System Jobs
Delete Records
Disaster Recovery
Manage SQL Databases
Troubleshooting
Configure Tracing
Update Microsoft Dynamics CRM
Manage Data Encryption
Module Review
Module 12 Practices
Configure Tracing
Start the Registry Editor
Add the TraceCategories value
Add the TraceEnabled value
Add the TraceRefresh value
Open the record for Blue Yonder Airlines (sample)
Delete the record for Blue Yonder Airlines (sample) in the main application window
Delete the record for Blue Yonder Airlines (sample) in its own window
Disable tracing
Review the trace file
Module 12 Test Your Knowledge Questions
You need to change the account that is used by the Microsoft Dynamics CRM asynchronous processing service. What should you do?
You import an organization into a deployment You then try to create an email server profile to specify a user name and password, but are unable to do so. What should you do?
You need to delete more than 5,000 completed system jobs that are older than a year. What should you do?
Module 13 : Maintain and Troubleshoot an On-Premises Deployment
Module Overview
Customizations
Customization Tactics
Resources
Module Review
Module 13 : Maintain and Troubleshoot an On-Premises Deployment
Module Overview
Customizations
Customization Tactics
Resources
Module Review
Module 13 Test Your Knowledge Questions
Course Review