55169: Installing and Deploying Microsoft Dynamics CRM 2015

55169: Installing and Deploying Microsoft Dynamics CRM 2015 Course Description

Duration: 2.00 days (16 hours)

This course provides delegates with the skills to install and deploy both Microsoft Dynamics CRM 2015 Server and Microsoft Dynamics CRM 2015 Client for Microsoft Outlook. The training also covers installing and configuring Email components including the Email Router and Server Side Synchronisation. The training focuses on the components used to deploy a Microsoft Dynamics CRM 2015 solution, including hardware and software requirements. The course will also cover upgrading from previous versions and configuring an Internet-Facing Deployment.

Next Class Dates

Contact us to customize this class with your own dates, times and location. You can also call 1-888-563-8266 or chat live with a Learning Consultant.

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Intended Audience for this 55169: Installing and Deploying Microsoft Dynamics CRM 2015 Course

  • » This course is targeted at implementation Consultants, System integrators or support professionals who need to install and deploy an On-Premise edition of Microsoft Dynamics CRM 2015.

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Course Prerequisites for 55169: Installing and Deploying Microsoft Dynamics CRM 2015

  • » Delegates must have a working knowledge of Microsoft Windows Server, Active Directory, Microsoft SQL Server, Microsoft Outlook.
  • » Some knowledge of the following is an advantage Internet Information Services (IIS), Microsoft Exchange

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55169: Installing and Deploying Microsoft Dynamics CRM 2015 Course Objectives

  • » System and Software requirements for Installation of Microsoft Dynamics CRM 2015
  • » Installing Microsoft Dynamics CRM 2015 Server
  • » Microsoft Dynamics CRM 2015 Reporting Extensions
  • » Microsoft Dynamics CRM 2015 Deployment Manager
  • » Upgrading CRM 2011/13 to Dynamics CRM 2015
  • » Email Management
  • » Installing and Managing Microsoft CRM Client for Office Outlook
  • » Configuring Internet Facing Deployment
  • » Maintaining a Dynamics CRM 2015 Deployment

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55169: Installing and Deploying Microsoft Dynamics CRM 2015 Course Outline

      1. System and Software requirements for Installation of Microsoft Dynamics CRM 2015
        1. Determine the correct edition of CRM for your business
        2. Investigate the license models within CRM 2015
        3. Overview the pre-requisite and supporting technologies
        4. Overview the role of the CRM 2015 server
        5. Overview the other technologies for CRM 2015
      2. Installing Microsoft Dynamics CRM 2015 Server
        1. Identify hardware and software requirements for Microsoft Dynamics CRM Server.
        2. Identify hardware and software requirements for Microsoft SQL Server.
        3. Describe the components that are installed during Microsoft Dynamics CRM Server Setup.
        4. Create the CRM Website
        5. Review the required installing user rights
        6. Install Microsoft Dynamics CRM Server.
        7. Identify known issues and troubleshoot the installation.
        8. Post-install tasks
        9. Describe how to install Microsoft Dynamics CRM using the command line.
        10. Discover and install the Sample Data
      3. Microsoft Dynamics CRM 2015 Reporting Extensions
        1. Describe the relationship between Reporting Services and Microsoft Dynamics CRM
        2. Examine the two types of Reporting Services reports
        3. Discover why Reporting Extensions are required
        4. Identify Requirements
        5. Describe the CRM Report Authoring Extension
      4. Microsoft Dynamics CRM 2015 Deployment Manager
        1. Investigate the role of a Deployment Administrator
        2. Manage existing Organisations
        3. Update Organisations
        4. Manage Servers
        5. Configure Access from the Internet
        6. Create a New Organisation
        7. Upgrade the CRM Edition
        8. Redeploy and Import Organisations
        9. Manage the Deployment using PowerShell
      5. Upgrading CRM 2011/13 to Dynamics CRM 2015
        1. Upgrade Considerations
        2. Versions Supported
        3. Upgrade paths
        4. Phases of Upgrade
        5. Describe an In-Place Upgrade
        6. Describe a Migration Upgrade
        7. Describe upgrade options for additional components
      6. Email Management
        1. Describe the Email Processing Options
        2. How are Mailboxes Monitored?
        3. User Mailbox Records in CRM 2015
        4. Email Address Approval
        5. Installation of Email Router and Rule Deployment Wizard
        6. Configuring the Email Router
        7. Deploy Inbox Rules
        8. Configuring Server Side Synchronisation
        9. Synchronising Appointments, Contacts and Tasks
      7. Installing and Managing Microsoft CRM Client for Office Outlook
        1. Installation Hardware and Software Requirements
        2. Identify the different Deployment Methods
        3. Installing Microsoft Dynamics CRM for Outlook manually
        4. Configuring CRM for Outlook including configuring multiple organisations
        5. Installing CRM for Outlook using the Command Line
        6. Email Tracking and Correlation
        7. Using CRM for Outlook Offline Capability
      8. Configuring Internet Facing Deployment
        1. Describe Claims-Based Authentication
        2. Requirements for Configuring an Internet-Facing Deployment
        3. Valid Certificate types
        4. Installing & Configuring Active Directory Federation Services
        5. Configure the Claims-Based Authentication
        6. Configure Microsoft Dynamics CRM 2015 to be Internet-Facing
      9. Maintaining a Dynamics CRM 2015 Deployment
        1. Managing System Job including Bulk Delete
        2. Changing Service Accounts
        3. Disaster Recovery and Managing the SQL Databases
        4. Managing Data Encryption
        5. Troubleshooting
        6. Configuring Tracing options
        7. Updating Microsoft Dynamics CRM 2015 using Windows Update

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Skills Assessment

We ensure your success by asking all students to take a FREE Skill Assessment test. These short, instructor-written tests are an objective measure of your current skills that help us determine whether or not you will be able to meet your goals by attending this course at your current skill level. If we determine that you need additional preparation or training in order to gain the most value from this course, we will recommend cost-effective solutions that you can use to get ready for the course.

Our required skill-assessments ensure that:

  1. All students in the class are at a comparable skill level, so the class can run smoothly without beginners slowing down the class for everyone else.
  2. NetCom students enjoy one of the industry's highest success rates, and pass rates when a certification exam is involved.
  3. We stay committed to providing you real value. Again, your success is paramount; we will register you only if you have the skills to succeed.
This assessment is for your benefit and best taken without any preparation or reference materials, so your skills can be objectively measured.

Take your FREE Skill Assessment test »

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Award winning, world-class Instructors

Charles W.
- Expert in Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access as well as Adobe Graphic and Web Designer (InDesign, Acrobat, Photoshop, Illustrator, Dreamweaver and Flash Catalyst)
- Holds an A.A.S in Graphic Design as well as various Awards and Affiliations, including MCT, MCP, MCAS, and Office 2007 Master.
- Senior Lead Trainer for over 10 years.

Bio:

Charles is a Technical Trainer & Instructional Designer for over 10 years. He is a Microsoft Certified Trainer and dedicates himself to Microsoft Office applications such as Excel, Word, PowerPoint, Outlook, Project, Visio, and Access. He is also an Adobe specialist and holds a degree in Graphic Design.

Charles is well known for his high evaluation scores, achieving 8.75 out of 9 on a regular basis, teaching in one-on-one, instructor-led, and web-based environments; one of the reasons for his high evaluation is his expertise in increasing personnel performance by developing and implementing programs constructed from the job task analysis process. Charles currently teaches Adobe Graphic and Web Designer, and Microsoft Office Specialist courses at NetCom Learning.
David H.
David is a hands-on, dynamic and experienced financial systems consultant with successful work history of implementing large scale ERP systems, managing and directly responsible for data migration, financial report validation and customization, end-user training, process documentation and automation. David has been a trainer for more 21 years.
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 & Touch 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.
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.
Ronald C.
- Founder and Managing Partner of Guided Technology Inc. which provides Microsoft consulting expertise and educational services for corporate and government.
- At Guided Technology, Ron was responsible for creating a strategic roadmap for First Data Corporation.
- At New York City Department of Finance, as Senior Manager & Design Architect, Ron designed and implemented IBM Servers collecting $15 billion in tax revenue.

Ron has always enjoyed teaching and instructing others, whether in the installation process of software and hardware upgrades, or as working as the Head of Training for Valinor, a Microsoft Consulting Partner, where Ron managed the company's training centers and worked as a Senior Instructor (MCT).

In addition to working in the management level of the business and software consulting market for over 18 years, Ron also worked as a Surface Warfare Officer and Weapons Officer in the United States Navy, serving two tours of duty. He served aboard the USS Tuscaloosa from 1984 -1987, and participated in two Western Pacific Deployments.

Ron loves basketball and played on Trinity College's varsity basketball team for all four years of college.

Satish R.

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Recent Client Testimonials & Reviews

Great staff, great instructor, very responsive to needs.

-Laura C.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

overall, good class, and good instructor - great knowledge of many platforms and programs.

-Robert V.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

The courses, teachers, and facilities are all very good.

-Allan S.
Course(s) Taken

» Microsoft Dynamics CRM 2011: Accelerated Combo

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