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Training Course Summary:

The 3-day Microsoft CRM Installation and Configuration course explores Microsoft’s CRM Implementation Methodology tool kit, the technologies that support Microsoft CRM (i.e. Active Directory, Microsoft .Net framework, XML Web Services, SOAP, etc.), the architecture of the product, installation instructions for the Microsoft CRM Server, Sales for Outlook client, and Exchange E-mail Router, as well as the administrative functions required to configure the application.

Configuration topics include business management functions such as setting up business units, users, teams, security privileges and roles, database maintenance, XML importing and exporting utilities, Crystal Enterprise report configuration, web configuration options, and importing of legacy CRM data via the Microsoft CRM data migration tools. This course does not include materials or instructor discussion of Microsoft CRM Workflow Configuration, Customization, or Back Office Integration.

The class is targeted toward 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.

Pre-Requisites:

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

Training Course Overview/Content:

After completing this course, students will be able to:

Utilize the Microsoft CRM Implementation methodology and its supporting tool kit designed specifically for Microsoft CRM.
Understand the primary technologies that support Microsoft CRM, including Active Directory, Windows 2000 domains and domain controllers, DNS, Microsoft .Net, XML, XML Web Services, SOAP, Microsoft Exchange, SQL Server 2000, and Internet Information Services.
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 pre-installation checklist requirements that must be in place prior to installing CRM.
Complete the Installation procedures for the CRM Server, CRM Outlook client, and Exchange E-mail 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.
Execute the administrative tasks necessary to support the application, including database maintenance, XML importing and exporting procedures, and maintenance of system customisation settings, Crystal Enterprise Reporting parameters, and web configuration parameters.
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, including Active Directory, Microsoft CRM Server, Exchange Server, SQL Server, the Outlook Client, the Microsoft CRM Exchange E-mail Router, Crystal Reports, and upgrading Microsoft CRM Integration for Great Plains.