8024: Microsoft Business Solutions CRM 1.2 Installation and Configuration

8024: Microsoft Business Solutions CRM 1.2 Installation and Configuration Course Description

Intended Audience for the 8024: Microsoft Business Solutions CRM 1.2 Installation and Configuration Course

• Microsoft CRM Installation and Configuration training is recommended for people who plan to install, implement, configure, consult on or support Microsoft CRM. The class is targeted at administrators, implementers, developers, and consultants who need to understand the technical aspects of Microsoft CRM and gain foundational knowledge of the application functionality. The course is not intended for non-technical staff.
• Before attending this course, students must have Working knowledge of Windows 2000, 2003 or Windows XP, Microsoft Exchange 2000 or 2003, SQL Server 2000, and Microsoft Outlook.

8024: Microsoft Business Solutions CRM 1.2 Installation and Configuration Course Objectives

• Utilize the Microsoft CRM Implementation methodology and its supporting tool kit designed specifically for Microsoft CRM.
• Understand the Microsoft CRM architecture, including the Outlook and web-based clients, the application layer, the platform layer and the database layer.
• Identify the hardware and software requirements for the various Microsoft CRM deployment scenarios.
• Execute the checklist requirements that must be in place prior to installing CRM.
• Complete the installation procedures for the CRM Server, CRM Outlook client and Exchange Email Router.
• Complete the post-installation procedures covering system administrator initialization and optional sample data loading.
• Configure Microsoft CRM business units, users and teams.
• Understand and manage the Microsoft CRM security model, including security roles, privileges and access levels.
• Plan and execute a Microsoft CRM data migration project by utilizing the Microsoft Data Migration Framework tools and planning documents.
• Troubleshoot common problems with the different components that make up Microsoft CRM

8024: Microsoft Business Solutions CRM 1.2 Installation and Configuration Course Outline

1. Implementation Methodology
   1. Types of Implementation
   2. Areas of the ITK
   3. Phases of a CRM Implementation
   4. Implementation Best Practices
2. Supporting Technologies
   1. Active Directory Services
   2. Domain Name System (DNS)
   3. Exchange Server 2000
   4. SQL Server 2000
   5. Microsoft .NET technology
   6. Extensible Markup Language (XML) and its relationship with the Microsoft technologies
   7. XML Web Services
   8. Simple Object Access Protocol (SOAP)
   9. Internet Information Services (IIS)
   10. Active Server Pages (ASP).NET
3. Microsoft CRM Architecture
   1. Presentation layer (web client and Sales for Outlook client)
   2. Application layer (including how the Sales for Outlook client functions in both online and offline modes, and how the architecture facilitates client synchronization and playback processing)
   3. Platform layer
   4. Database layer
4. Server and Client Installation
   1. Network requirements
   2. Deployment scenarios
   3. Pre-installation tasks
   4. CRM Server installation
   5. Exchange Email Router installation
   6. Sales for Outlook client installation
   7. Post-installation tasks
   8. Sample data load
   9. Suggested Skill Set
   10. Upgrading from v1.0 to v1.2
   11. Installation Best Practices
5. Configuration - Business Management
   1. Setting up business units
   2. Reorganizing your organizational hierarchy
   3. Enabling/Disabling business units
   4. Adding users via the User Manager tool
   5. Adding users via Microsoft CRM
   6. Assigning a manager to a user account
   7. Creating teams and adding users to a team
   8. Business Management Best Practices
6. Configuration - Security
   1. Privileges
   2. Access Levels
   3. Roles
   4. Creating roles in business units
   5. Assigning roles to users
   6. Resolution of conflicting privileges
   7. Copying roles
   8. Security Best Practices
7. Configuration - Administration
   1. Server Manager
   2. Reconfigure Microsoft CRM to use a new database server
   3. Customization Transport Manager
   4. Export and import an XML configuration file
   5. Configure Microsoft CRM system settings
   6. Web configuration options
   7. Configuration Administration Best Practices
8. Crystal Enterprise Reporting
   1. Examine Crystal Enterprise for Microsoft CRM
   2. Review how Crystal Enterprise is built within Microsoft CRM
   3. Crystal Enterprise for Microsoft CRM architecture
   4. Crystal Enterprise for Microsoft CRM configuration options
9. Data Migration
   1. How to approach a data migration project
   2. Applying each step of the Microsoft CRM Data Migration Framework to import your legacy data into Microsoft CRM
   3. Understand how to use the tools provided for planning and executing a data migration project.
10. Troubleshooting
    1. Problems with Active Directory, Microsoft CRM Server, Exchange Server and SQL Server
    2. Known issues with the Outlook Client, the Microsoft CRM Exchange Email Router, Crystal Reports, and upgrading Microsoft CRM Integration for Great Plains

Benefits of taking the 8024: Microsoft Business Solutions CRM 1.2 Installation and Configuration course at NetCom

• Why choose Microsoft Dynamics Training at NetCom Learning?
  As a recognition for training excellence, NetCom Learning was chosen by Microsoft as the 2007 Worldwide Learning Solutions Partner of the year out of 1400 training companies.

  In addition, we have won numerous other training awards for quality and customer satisfaction by CompTIA, EC-Council and other vendors. We are simply passionate about learning and achieving the highest customer satisfaction in your learning experience!

  See the training value proposition below:

  Why Microsoft Dynamics Training at NetCom? NetCom Information Technology is a Microsoft Gold Certified Partner for Learning Solutions (CPLS). CPLS is the premier training channel and delivery mechanism for Microsoft Dynamics training content. On July 11, NetCom was honored by Microsoft as its Learning Solutions Partner of the Year. Selected as the Number One CPLS, from over 1400 worldwide CPLS's, Microsoft recognized our commitment and ability to deliver high-quality learning services using a consultative engagement model. We could not have achieved this coveted status without the help and support of our customers and well wishers - thank you!! Microsoft Certified Partner for Learning Solutions Value Proposition: Microsoft Certified Partner for Learning Solutions Non-authorized Training Center Only MCT (Microsoft Certified Trainers) are authorized to teach the class Non MCT can teach the course Taught using Microsoft Authorized Courseware (MOC), includes free evaluation software and online training Do not have access to official courseware Partners adhere to stringent Microsoft designated lab requirements Computer and lab equipment may not be up to requirements of course Successful candidates are awarded Certificate of Completion directly from Microsoft for most of the courses Not authorized to issue Certificate of Completion Overall, a better quality training experience Substandard training experience

• NetCom provides Authorized Training
  NetCom Learning is a Microsoft Gold Certified Partner for Learning Solutions (CPLS), Cisco Learning Partner, CompTIA Platinum Partner, EC-Council Accredited Training Center, Adobe Authorized Training Center, Autodesk Authorized Training Center and many others. We are proud to offer the highest quality, authorized training solutions from our many partners for our customers.

  See our comprehensive list of partner authorizations.

• Award winning, world-class Instructors

  Ginger M. - Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. - Over 9 years of experience as a Master Certified Trainer. Expert in MS Dynamics GP Financials, Installation, HR/Payroll, Project Accounting, Inventory and Integration Manager. - Project Manager to various MS Dynamics Great Plains implementations. Bio: Ginger holds a Bachelor's Degree in Accounting and a Masters of Business Administration from Rutgers University. Her career started as an Auditor for Deloitte & Touché and over the years she developed her passion for Microsoft Dynamics, implementing Dynamics GP and Project Cost in the Professional Services, Commercial Real Estate and Medical Facilities vertical markets. Ginger's experience with Microsoft Dynamics is unparalleled. As a Certified Master Dynamics trainer, she stays abreast of the latest Dynamics modules and shares experience with a very hands-on training technique at NetCom Learning.

  Ignacio J. - Designs and architects Microsoft IT solutions since the early 1990s. - Hands-on experience in multiple Microsoft Dynamics products including CRM, GP, SL, AX and NAV since 2004. - Taught over 250 courses at NetCom Learning. Bio: Ignacio is a Senior Solutions Architect, Civil Engineer and Certified Expert Trainer. He has been designing and architecting Microsoft IT solutions since the early 1990s, and has extensive experience developing scalable and high performance integration solutions. In 2004, Ignacio expanded into business management and accounting software as well, where he gained hands-on experience in many Microsoft Dynamics products including CRM, GP, SL, AX and NAV. Ignacio holds a library of industry-wide certifications from Microsoft and other leading IT vendors. He has taught over 250 courses at NetCom Learning and is revered by students for his wide-ranging IT expertise.

  Lynn D. - Over 25 years of experience working as Senior Financial Analyst and Senior Auditor. - Professor of Graduate Management and Business School at the University of Phoenix since 2007. - Microsoft Certifications in Financials, Trade & Logistics, Production and Human Resources Management as well as Microsoft Certified Trainer (MCT) since 2009. Bio: Lynn is a very accomplished Senior Financial Analyst and Senior Auditor with over 25 years of experience. She has been a Microsoft Certified Trainer since 2009 and a Professor of Graduate Management and Business School at University of Phoenix since 2007. In addition to several other Microsoft certifications, she is also a specialist in Microsoft Dynamics AX. Lynn has taught several Microsoft Dynamics AX courses at NetCom Learning and is described by her students as very knowledgeable, qualified, and patient with her approach. Her classes are very dynamic and energetic, just as the course per se.

  Ramesh P. Ramesh holds a Masters Degree in Computer Science with specialization in Information Security and is pursuing his Doctoral degree in IT from the University of South Australia (UniSA). He is a one of a kind trainer - he has been working in the IT field since 1995 and is an expert in C#, VB.NET, ASP.NET, Java/J2EE, PL/SQL, VB, ASP, and XML technologies. Ramesh also has extensive experience developing and implementing BizTalk and SharePoint in large corporations, as well as more than 10 years experience working with Oracle and SQL server/Sybase databases. With more than 19 certifications, Ramesh is an IT guru and trainer with worldwide experience, which includes presentations and trainings across US, Asia, and Middle East. He is a full time instructor at NetCom Learning and we couldn't be happier in having him as one of our Subject Matter Experts.

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• Actual Client Testimonials

  May 21 2012 The lecturer is quite personable and is quite helpful with making sure we understand the material we have covered. He is also quite knowledge in the subject area. This training has cleaned up a lot of areas that I have been having issues with in my work environment and I will surely be able to put a lot of it in to practice. -Candice C. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 21 2012 Good course. Good service. Good instructor. -Raman T. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The instructor did an incredible job of presenting. -Kelly D. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 The class provided the background I will need to build upon upcoming responsibilities. Satisfactory on all counts. -John B. Course(s) Taken Microsoft Dynamics AX 2012 - Financials and Trade and Logistics - Accelerated

  
  

  May 21 2012 Stan is an excellent instructor. He made the course very informative and kept it interesting. Sebastian S. Course(s) Taken Microsoft Dynamics GP 2010 - Installation and Configuration - Accelerated (MCTS)

  
  

  May 21 2012 Classes were awesome! Our teacher, Mr. Smith, was entertaining and kept us motivated. -Lily L. Course(s) Taken Microsoft Dynamics GP 2010 - Financials and SQL Reporting - Accelerated (MCTS)

  
  

  May 07 2012 It was a good experience. It will help me in my new position loading the CRM practices. -Adolfo R. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  

  Mar 12 2012 Ramesh our instructor was amazing. He has been the second amazing instructor through you guys!!! Nice, Knowledgeable and fun. -Kyle P. Course(s) Taken Microsoft Dynamics CRM 2011 - Accelerated

  
  
• Awards won by NetCom
  NetCom Learning is an award winning, customer focused company. We are simply Passionate About Learning!

  See our list of awards.

• Specialized Boot Camp Training

  

  This training is also available as a boot camp. NetCom is world famous for delivering specialized boot camp training to our clients.

  For answers to questions regarding our boot camp training delivery format, please refer to our Boot Camp FAQ section.

Enrollment Options for the 8024: Microsoft Business Solutions CRM 1.2 Installation and Configuration course

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