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Курс 80735. Инсталляция в Microsoft Dynamics CRM 2016

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Продолжительность курса 2 дня/16 академических часов

Время проведения — с 10:00 до 17:00

Ближайшие даты проведения тренинга Microsoft CRM.

* Описание курса Курс 80735 Инсталляция в Microsoft Dynamics CRM 2016 представлено на английском языке. Курс читается на русском языке.

Описание курса

About this Course

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.

After completing this course, students will be able to:

  • Getting started with Microsoft Dynamics CRM
  • Requirements for a Deployment
  • Install Microsoft Dynamics CRM Server
  • Install Microsoft Dynamics CRM Reporting Extensions
  • Manage CRM with the Deployment Manager
  • Upgrade to Microsoft Dynamics CRM 2016
  • Email Processing
  • Overview of the Email Router
  • Server-Side Synchronization
  • CRM for Outlook
  • Configure an Internet-facing Deployment
  • Maintain and Troubleshoot the Deployment

Course Outline

Module 01: Getting Started with Microsoft Dynamics CRM

  • Accessing Microsoft Dynamics CRM
  • Microsoft Dynamics CRM offerings
  • The licensing model and client access license types

Module 02: Requirements for a Deployment

  • Supporting technologies for a deployment
  • Hardware and software requirements for the Microsoft Dynamics CRM Server and the Microsoft SQL Server
  • Active Directory requirements
  • Microsoft Dynamics CRM Server roles
  • Planning Considerations

 Module 03: Install Microsoft Dynamics CRM Server

  • Components installed during setup
  • Options for creating the CRM website
  • Rights required to install CRM Server
  • Install CRM Server
  • Troubleshooting
  • Install sample data
  • Multiple currencies and languages
  • Install CRM using the command line
  • Post-installation tasks

 Module 04: Install Microsoft Dynamics CRM Reporting Extensions

  • Types of Reporting Services reports
  • Why Reporting Extensions is needed
  • Identify the requirements for installing Reporting Extensions
  • Review when the Report Authoring Extension is required

 Module 05: The Deployment Manager

  • Items managed in Deployment Manager
  • Redeployment of CRM
  • Administer the deployment using the PowerShell

 Module 06: Upgrade to Microsoft Dynamics CRM 2016

  • Upgrade considerations
  • Upgrade methods
  • Upgrade process
  • Upgrade other components

 Module 07: Email Management

  • Email processing options
  • Email tracking and correlation
  • Mailbox monitoring
  • Synchronization methods
  • Mailbox records

Module 08: The Email Router

  • Role of Email Router
  • Install Email Router
  • Configure the Email Router
  • Forward Mailboxes
  • Forwarding Rules

 Module 09: Server-side Synchronization

  • Overview of Server-side synchronization
  • Configure Server-side synchronization
  • Set up a forward mailbox record
  • Test email configuration

 Module 10: Microsoft Dynamics CRM for Outlook

  • Software requirements
  • Deployment methods
  • Install Microsoft Dynamics CRM for Outlook
  • Install using the command line
  • Configure CRM for Outlook to connect to Microsoft Dynamics CRM organizations
  • Offline capability
  • Synchronized fields

 Module 11: Internet-Facing Deployment

  • Background to claims-based authentication
  • Requirements for configuring an IFD
  • SSL Certificates required for an IFD
  • Active Directory Federation Services
  • Configure claims-based authentication in Microsoft Dynamics CRM
  • Configure an Internet-facing deployment

 Module 12: Maintain and Troubleshoot an On-Premises Deployment

  • Microsoft Dynamics CRM service accounts
  • Manage system jobs
  • Delete records using the Bulk Delete Wizard
  • Areas to consider for a disaster recovery plan
  • Tasks in Microsoft SQL Server that can improve performance
  • Troubleshoot problems and monitor performance
  • Tracing
  • Update Microsoft Dynamics CRM
  • Data encryption

 Module 13: What Next?

  • Overview of Customizations
  • Customization tactics
  • Resources – websites to help on your CRM journey

 Module 14: Course Review

What are the prerequisites to consume this course?

  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015.
  • It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training.

Because this training material focuses on customizing database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

В начало

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Ближайшие тренинги Microsoft Dynamics CRM 2016

Для уточнения расписания или записи на обучение напишите сообщение на E-mail или позвоните по телефону в Москве: +7 495 642 44 05

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