Module 1: Microsoft Dynamics CRM Components
This module lays the foundation for the remainder of the course and examines the primary components that are leveraged by Microsoft Dynamics CRM 4.0.
Lessons:
- Microsoft Dynamics CRM Components
- Microsoft Dynamics CRM Server
- Microsoft Dynamics CRM for Microsoft Office Outlook
- Microsoft Dynamics CRM E-mail Router
- Microsoft SQL Server 2005
- Active Directory
- Internet Information Systems
Module 2: Planning the Microsoft Dynamics CRM Installation
This module examines the hardware and software requirements that must be in place prior to installing Microsoft Dynamics CRM4.0, as well as appropriate licensing plans.
Lessons:
- Planning the Microsoft Dynamics CRM Deployment
- Hardware Requirements
- Software Requirements
- Active Directory and Microsoft Dynamics CRM 4.0
- Microsoft SQL Server 2005 and Microsoft Dynamics CRM 4.0
- IIS and Microsoft Dynamics CRM 4.0
- Microsoft Dynamics CRM 4.0 Licensing Model
- Microsoft Dynamics CRM Editions
- Privileges for the Installation User
Module 3: Microsoft Dynamics CRM Server Installation
This module examines the hardware and software requirements that must be in place prior to installing Microsoft Dynamics CRM 4.0, as well as appropriate licensing plans.
Lessons:
- Microsoft Dynamics CRM Server Architecture
- Key Features of Microsoft Dynamics CRM Server
- Install Microsoft Dynamics CRM Server 4.0 Setup
- Microsoft Dynamics CRM Server Pre-Installation Checklist
- Installing Microsoft Dynamics CRM 4.0 Enterprise
- Components Installed During Server Setup
- Installing the Microsoft Dynamics CRM Data Connector for Microsoft SQL Server Reporting Services
- Post-Installation Tasks
- Deploying Microsoft Dynamics CRM for Internet Access
- Installing Microsoft Dynamics CRM 4.0 using Command Line
- Installing the Sample Database
Lab: Microsoft Dynamics CRM Pre-Installation Checklist Verification
- Verify the pre-installation steps required to successfully install Microsoft Dynamics CRM
Lab: Installing Microsoft Dynamics CRM 4.0 Server
- Install Microsoft Dynamics CRM 4.0 Server
Lab: Loading Sample Data
- Install Microsoft Dynamics CRM sample data
Lab: Installation Troubleshooting
- Discover the troubleshooting resources available to the Microsoft Dynamics CRM installation team after a Microsoft Dynamics CRM installation
Module 4: Microsoft Dynamics CRM E-Mail Router
This module discusses the key features in the Microsoft Dynamics CRM 4.0 E-mail Router functionality and the steps to follow to install the Microsoft Dynamics E-mail Router.
Lessons:
- Understanding the E-mail Router
- Installing the E-mail Router and Rule Deployment Wizard
- Configuring the E-mail Router
Lab: E-mail Router
- This scenario helps explain the operations of incoming and outgoing Microsoft Dynamics CRM e-mail functionality and the purpose of the E-mail Router
Module 5: Microsoft Dynamics CRM for Microsoft Office Outlook
This module examines the primary components of Microsoft Dynamics CRM for Microsoft Office Outlook, reviews the two types of access that are available with 4.0, and examines the steps to successfully install Microsoft Dynamics CRM Office Outlook.
Lessons:
- Microsoft Dynamics CRM 4.0 for Microsoft Office Outlook Overview
- Installing Microsoft Dynamics CRM for Office Outlook
- Using Microsoft Dynamics CRM for Outlook with Offline Access
Lab: Installing Microsoft Dynamics CRM for Office Outlook
- Install Microsoft Dynamics CRM for Office Outlook
Lab: Offline Access
- Work with Microsoft Dynamics CRM for Outlook with Offline Access
Module 6: Redeploying Microsoft Dynamics CRM 4.0
This module provides information about redeploying Microsoft Dynamics CRM 4.0
Lessons:
- Reasons for Redeploying Microsoft Dynamics CRM
- Planning the Redeployment
- The Redeployment Process
Module 7: Upgrading to Microsoft Dynamics CRM 4.0
This module provides information about upgrading a Microsoft Dynamics CRM 3.0 deployment to Microsoft Dynamics CRM 4.0.
Lessons:
- Overview of the Upgrade Process
Lab: Microsoft Dynamics CRM Upgrades
- This scenario covers some of the best practices to mitigate risks and minimize downtime when upgrading a customer to Microsoft Dynamics CRM 4.0
Module 8: Uninstalling and Repairing Microsoft Dynamics CRM 4.0
This module provides information about repairing and uninstalling Microsoft Dynamics CRM 4.0.
Lessons:
- Repair Microsoft Dynamics CRM Server
- Repair Microsoft Dynamics CRM for Outlook
- Repair and the Microsoft Dynamics CRM E-mail Router
- Uninstall Microsoft Dynamics CRM 4.0 Server
- Uninstall the Microsoft Dynamics CRM E-mail Router
- Uninstall Connector for Microsoft SQL Reporting Services
- Uninstall Microsoft Dynamics CRM for Office Outlook
Lab: Uninstall Microsoft Dynamics CRM 4.0 Server
- Uninstall Microsoft Dynamics CRM 4.0 Server
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