Course 80446A:

Administering Microsoft Dynamics CRM 2011

Length:	2 Days
Published:	October 18, 2012
Language(s):	English
Audience(s):	IT Professionals
Level:	200
Technology:	Microsoft Dynamics CRM 2011
Type:	Course
Delivery Method:	Instructor-led (classroom)

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Overview

About this Course

This two-day course, Administering Microsoft Dynamics CRM 2011, provides individuals with the necessary techniques to plan, develop, apply, and examine administrative tasks within Microsoft Dynamics CRM 2011.

Audience Profile

This course is intended for novice and experienced system administrators, implementation consultants, system integrators, technical staff, or support professionals who plan to install and deploy Microsoft Dynamics CRM 2011 and understand the technical aspects and administrative functionality of Microsoft Dynamics CRM.

At Course Completion

After completing this course, students will be able to:

Identify the supporting technologies and configuration tasks required for a Microsoft Dynamics CRM implementation.
Recognize the purpose of business units and describe how to manage them within the Microsoft Dynamics CRM Security Model.
Examine security roles and the purpose of sharing records.
Explain field level security in Microsoft Dynamics CRM and how users can create multiple forms for entities.

Complete user authentication in Microsoft Dynamics CRM, and provide an overview of the licensing requirements.
Create and maintain user accounts and teams, and examine the architecture of auditing.
Examine the role of the Microsoft Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment.
Use forward mailbox creation, and queue management and creation.
Describe the configuration options in System Settings, and shows how to configure additional languages.
Identify when the redeployment of Microsoft Dynamics CRM could be required.
Manage system jobs and delete records, and describe the tasks in Microsoft SQL Server that will improve performance.

Course Details

Course OutlineModule 1: Administering Overview

This module identifies the supporting technologies and configuration tasks required for a Microsoft Dynamics CRM implementation. Additionally, this module provides an overview of the routine administration tasks in Microsoft Dynamics CRM, and how Microsoft Dynamics CRM can be customized.

Lessons

Supporting Technologies
CRM Administration Tasks Overview
Customization Overview

After completing this module, students will be able to:

Identify the supporting technologies and configuration tasks required for a Microsoft Dynamics CRM implementation
Describe the routine administration tasks in Microsoft Dynamics CRM
Provide an overview of how Microsoft Dynamics CRM can be customized

Module 2: Security

This module clarifies the purpose of business units and describes how to manage them within the Microsoft Dynamics CRM Security Model. Additionally, this module examines security roles and explains the purpose of sharing records. Also covered in this module is clarification of field level security in Microsoft Dynamics CRM and how users can create multiple forms for entities.

Lessons

Business Units
Security Permissions
Security Roles
Sharing Records
Field Security
Role-based Forms

Lab : Maintaining Business UnitsLab : Create and Modify a Security RoleLab : Create a Field Security ProfileLab : Create a New Form

After completing this module, students will be able to:

Describe the purpose of business units
Explain how to manage business units
Describe the Microsoft Dynamics CRM security model
Examine security roles
Describe the purpose of sharing and how to share records
Explain field level security in Microsoft Dynamics CRM
Create multiple forms for entities

Module 3: Users, Teams and Auditing

This module describes user authentication in Microsoft Dynamics CRM, and provides an overview of the licensing requirements. Users will also create and maintain user accounts and teams, and examine the architecture of auditing.

Lessons

User Authentication
User Licensing
Administering User Accounts
Configuring Teams
Auditing

Lab : Managing User AccountsLab : Managing TeamsLab : Configure Auditing

After completing this module, students will be able to:

Describe how users are authenticated in Microsoft Dynamics CRM
Describe the licensing requirements
Create and maintain user accounts
Create and maintain teams
Examine the architecture of auditing

Module 4: Configuring the Microsoft Dynamics CRM 2011 E-mail Router

This module examines the role of the Microsoft Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment. In this module users will examine forward mailbox creation, and queue management and creation. In addition, users review the E-mail Router configuration options and the requirements and options for installing the E-mail router.

Lessons

Understanding the E-mail Router
Configure the E-mail Router
Set Up a Forward Mailbox
Deploy Inbox Rules
Approve E-mail Addresses
Install the E-mail Router on Multiple Computers
Create and Manage Queues

Lab : Configure the E-mail RouterLab : Create a Workflow to Route CasesLab : Routing Cases to Queues

After completing this module, students will be able to:

Examine the role of the Microsoft Dynamics CRM E-mail Router in a Microsoft Dynamics CRM deployment
Discover how the Microsoft Dynamics CRM E-mail Router processes incoming email and outgoing email messages
Review the E-mail Router configuration options
Examine how to create a forward mailbox
Review the purpose of deploying forwarding rules
Review the requirement to approve email addresses
Review options for installing the E-mail Router on multiple computers
Explore how to create and manage queues

Module 5: Configuring Settings

This module describes the configuration options in System Settings, and shows how to configure additional languages. Users will be able to examine both fiscal year settings and auto-numbering settings. It also provides an overview of integration with Microsoft SharePoint Service and explains how to configure duplicate detection.

Lessons

System Settings
Multiple Languages
Fiscal Year Settings
Auto-Numbering
Document Management Settings
Duplicate Detection

Lab : Configure Read-Optimized FormsLab : Configure Duplicate Detection

After completing this module, students will be able to:

Describe the configuration options in System Settings
Configure additional languages
Examine fiscal year settings
Describe the auto-numbering settings
Provide an overview of integration with Microsoft SharePoint Server
Explain how to configure duplicate detection

Module 6: Deployment Manager

This module reviews why the redeployment of Microsoft Dynamics CRM could be required, and describe the role of deployment administrators. It also provides an overview of management tasks for organizations from implementation through deployment. In addition, the module reviews server roles and configuring access to Microsoft Dynamics CRM. A review of licensing information and settings is also presented. This provides an overview of integration with Microsoft SharePoint Service. Duplicate detection is also discussed.

Lessons

Redeploying Microsoft Dynamics CRM
Deployment Administrators
Create a New Organization
Manage Existing Organizations
Importing Organizations
Manage Servers
Server Roles
Configure Access from the Internet
Update Web Addresses
View License Information
Upgrade the Microsoft Dynamics CRM Edition

Lab : Duplicate Adventure Works Cycles Organization

After completing this module, students will be able to:

Review why the redeployment of Microsoft Dynamics CRM could be required
Describe the role of deployment administrators
Review the steps to create new organizations
Describe the management tasks for existing organizations
Describe how to add an existing organization database to the deployment
Review Microsoft Dynamics CRM server management tasks
Describe the Microsoft Dynamics CRM server roles
Review the high-level steps to configure access to Microsoft Dynamics CRM from the Internet
Describe how to update the Microsoft Dynamics CRM web addresses
Review Microsoft Dynamics CRM license information
Describe the Microsoft Dynamics CRM Edition upgrade options

Module 7: Maintenance and Troubleshooting

This module describes how to change Microsoft Dynamics CRM service accounts. It examines how to manage system jobs and delete records. It also discusses areas to consider for system recovery, and reviews ways to troubleshoot and diagnose problems and monitor performance. In addition, it describes the tasks in Microsoft SQL Server that will improve performance, and explains the options to update Microsoft Dynamics CRM. Information about the Microsoft Dynamics Marketplace is also featured in this module.

Lessons

Service Accounts
Managing System Jobs
Deleting Records
Disaster Recovery
Managing SQL Databases
Troubleshooting
Configuring Tracing
Updating Microsoft Dynamics CRM
Marketplace

Lab : Install the Activity Feeds SolutionLab : Configure Tracing

After completing this module, students will be able to:

Describe how to change Microsoft Dynamics CRM service accounts
Examine how to manage system jobs
Show how to delete records
Discuss areas to consider for a disaster recovery plan
Describe the tasks in Microsoft SQL Server that will improve performance
Review ways to troubleshoot and diagnose problems and monitor performance
Examine how to configure tracing
Explain the options for updating Microsoft Dynamics CRM
Describe the Microsoft Dynamics Marketplace

Prerequisites

Students must have experience of using Microsoft Dynamics CRM 2011.
Before reviewing this training material, it is advised that individuals have a working knowledge of Windows Server 2008, Windows Server 2008 with Hyper-V, Microsoft Exchange, Microsoft SQL Server 2008 SP1 or Later, Microsoft SharePoint, Microsoft Office Outlook, Active Directory, and Internet Information Services 7 (IIS7) or later.
It is recommended, but not compulsory, that individuals have completed Microsoft Dynamics CRM application training. In addition, it is recommended, but not essential, that individuals have experience working with relational databases.

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