Overview

This course provides students with the knowledge and skills to install and configure Microsoft CRM 3.0. The course explores the components the hardware and software requirements needed to successfully deploy Microsoft CRM.

Syllabus

Microsoft CRM Components

  • Understanding the Microsoft CRM Components
  • Microsoft CRM Server
  • Microsoft CRM Clients
  • Microsoft Exchange 2000 or 2003
  • Microsoft SQL Server 2000 or 2005
  • SQL Reporting Services 2000 or 2005
  • Active Directory
  • Internet Information Services

Planning Your Microsoft CRM Installation

  • Planning your Microsoft CRM Deployment
  • Hardware Requirements
  • Software Requirements
  • Supported Active Directory Configurations
  • Support SQL Server Configurations
  • Supported Microsoft Exchange Configurations
  • Microsoft CRM 3.0 Licensing Model
  • Staff Skills Review

Microsoft CRM Server

  • Microsoft CRM Server Key Features
  • Microsoft CRM Server Pre-Installation Checklist
  • Microsoft CRM Server Installation
  • Microsoft CRM Server Post-Installation Review
  • Microsoft CRM 3.0 Sample Databases

Microsoft CRM Exchange E-mail Router

  • Microsoft CRM Exchange E-mail Router Key Features
  • Microsoft CRM Exchange E-mail Router Pre-Installation Checklist
  • Microsoft CRM Exchange E-mail Router Installation
  • Microsoft CRM Exchange E-mail Router Post-Installation Review
  • Microsoft CRM E-mail Queues

The Microsoft CRM client for Microsoft Office Outlook

  • Microsoft CRM client key features
  • Microsoft CRM client for Microsoft Office Outlook Pre-Installation Checklist
  • Microsoft CRM desktop client for Microsoft Office Outlook Installation
  • Microsoft CRM laptop client for Microsoft Office Outlook Installation
  • Microsoft CRM client for Microsoft Office Outlook Post-Installation Review
  • Using the Microsoft CRM laptop client for Microsoft Office Outlook

Configuring the Organizational Structure

  • Business Units
  • Managing Business Units
  • Sites

Configuring Security

  • Privileges
  • Access Levels
  • Roles
  • Creating roles in business units
  • Assigning roles to users
  • Resolution of conflicting privileges
  • Copying roles
  • Security Best Practices

Configuring Users and Teams

  • User Management Overview
  • User Manager Wizard
  • Microsoft CRM User Management
  • Restricted Access Mode
  • Team Management

Configuring System Settings

  • Configuring System Settings
  • Configuring Auto Numbering
  • Configuring Fiscal Year Settings
  • Configuring the web.config file

Configuration Management

  • Server Manager
  • Reconfigure Microsoft CRM to use a new database server
  • License Manager
  • Upgrade Trial Licenses
  • Add additional client access licenses
  • Customization Transport Manager
  • Export and import of an XML configuration file
  • Environmental Diagnostic Wizard

Redeploying Microsoft CRM 3.0

  • Redeployment Scenarios
  • Software components that are captured during a redeployment
  • Redeployment Tool
  • Redeployment process

Upgrading Microsoft CRM 1.2 to 3.0

  • Features associated with the upgrade process
  • Types of customizations that are supported and not supported by the upgrade process
  • Software configurations that occur during an upgrade
  • Upgrade process
  • Post-upgrade tasks

Uninstalling and Repairing Microsoft CRM 3.0

  • Two types of uninstall options
  • Steps involved in uninstalling Microsoft CRM Server, Microsoft CRM client for Office Outlook, Microsoft CRM Exchange E-mail Router, and Microsoft SQL Server Reporting Services
  • Repair process for both Microsoft CRM Server and Microsoft CRM clients for Outlook

Training provider

Teaching mode:
Online - Self paced
Classroom - Instructor Led
Duration: 3 days
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Our pricing

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