Microsoft - Dynamics CRM 2016 Installation

Duration

Duration:

Only 3 Days

Method

Method:

Classroom / Online / Hybrid

Next date

Next date:

24/6/2024 (Monday)

Overview

On this 3 day accelerated Microsoft Dynamics CRM 2016 Installation course, learn the skills to successfully install and deploy Microsoft Dynamics CRM 2016 and all its components. This includes Microsoft Dynamics CRM Server, E-Mail Router and Microsoft Dynamics CRM for Office Outlook. You’ll also learn the skills to upgrade from earlier versions of Dynamics CRM.

Your expert Microsoft certified instructor will immerse you in the material using Firebrand’s unique Lecture | Lab | Review technique. During the course you’ll cover topics that will help you quickly develop the skills to:

  • Install, deploy and manage of Microsoft Dynamics CRM 2016
  • Upgrade to Microsoft Dynamics CRM 2016 from previous versions
  • Install and configure server-side synchronisation
  • Maintain and troubleshoot a deployment

You’ll sit exam MB2-711: Microsoft Dynamics CRM 2016 Installation at the Firebrand training centre as part of the course, covered by your Certification Guarantee.

Passing exam MB2-711 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Installation certification.

Microsoft retired the Specialist credential on 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

This course is most suitable for system administrators, technical support professionals as well as those in roles responsible for installing new software and technologies in their business.

Benefits

Other accelerated training providers rely heavily on lecture and independent self-testing and study.

Effective technical instruction must be highly varied and interactive to keep attention levels high, promote camaraderie and teamwork between the students and instructor, and solidify knowledge through hands-on learning.

Firebrand Training provides instruction to meet every learning need:

  • Intensive group instruction
  • One-on-one instruction attention
  • Hands-on labs
  • Lab partner and group exercises
  • Question and answer drills
  • Independent study

Curriculum

Prepare to install Microsoft Dynamics CRM (10–15%)

  • Plan a deployment
    • Identify supported browsers, describe requirements for Dynamics CRM for tablets, describe Dynamics CRM offerings and editions, identify user client access license types, understand differences between device and user client access licenses, describe access modes
  • Identify system requirements
    • Identify technologies that support a Dynamics CRM installation, describe Dynamics CRM server hardware and software requirements, identify supported server topologies, describe server roles, implement Microsoft Dynamics Sure Step
  • Identify related technologies
    • Describe SQL Server hardware requirements, identify supported SQL Server editions, describe other SQL Server requirements, identify Active Directory requirements and Active Directory groups
  • Identify email processing options
    • Describe the advantages and disadvantages of each email processing option, identify email tracking and correlation methods, identify user options for automatic email tracking, describe email correlation, describe folder-level tracking for Microsoft Exchange folders, enable and configure folder-level tracking, describe the process for monitoring individual and forward mailboxes, describe synchronisation methods, configure mailbox records, configure email address approval

Deploy Microsoft Dynamics CRM (10–15%)

  • Install Dynamics CRM
    • Identify components installed during setup, identify required installation rights, describe installation steps, troubleshoot an installation, install sample data, install Dynamics CRM using the command line, configure multiple languages, and currencies
  • Install Report Authoring Extensions and Reporting Extensions
    • Identify tools for creating custom reports, describe SQL-based and fetch-based reports, describe Reporting Extensions, describe reporting options, identify installation requirements
  • Install and configure the Email Router
    • Describe the role of the Email Router, identify Email Router components and hardware and software requirements, identify installation steps, install the Rule Deployment Wizard, set up a forward mailbox, deploy Inbox rules, configure mailbox forwarding rules

Manage Microsoft Dynamics CRM 2016 (10–15%)

  • Configure Dynamics CRM
    • Identify deployment administrators, manage organisations, manage servers in the deployment, modify web addresses, view license information, upgrade the Dynamics CRM edition, administer Dynamics CRM using PowerShell
  • Manage organisations
    • Identify options for importing organisations, describe import steps, map users
  • Redeploy Dynamics CRM
    • Identify conditions for redeploying Dynamics CRM, describe redeployment steps

Upgrade to Microsoft Dynamics CRM 2016 (10–15%)

  • Plan an upgrade
    • Identify versions that can be upgraded, identify upgrade process, describe the base and extension table merge process, describe upgrade methods, describe steps to perform an in-place installation, describe the steps to perform a migration with the same SQL Server, migrate using a new SQL Server instance, identify other upgrade considerations
  • Upgrade to Dynamics CRM 2016
    • Identify the steps to prepare an upgrade, establish a test environment, upgrade and validate the test environment, upgrade and validate the production environment
  • Upgrade related components
    • Identify considerations for upgrading Microsoft Dynamics CRM for Outlook, describe the process to upgrade the Email Router, identify options for upgrading Reporting Extensions.

Install and configure server-side synchronisation (10–15%)

  • Plan for server-side synchronisation
    • Identify the role of server-side synchronisation, identify features, identify supported configurations, create a server profile for Microsoft Exchange Online or Exchange on-premises, configure authentication, identify connection encryption requirements
  • Configure and manage server-side synchronisation
    • Set up a forward mailbox, test email configuration, test and enable mailboxes, configure alerts, monitor performance using the Server-Side Synchronisation Performance dashboard

Install and configure Microsoft Dynamics CRM for Outlook (10–15%)

  • Prepare to install Dynamics CRM for Outlook
    • Identify Dynamics CRM for Outlook, identify supported operating systems and components, identify support for Dynamics CRM for Outlook versions
  • Deploy Dynamics CRM for Outlook
    • Describe deployment methods, identify installation steps, deploy Dynamics CRM for Outlook using the command line
  • Configure Dynamics CRM for Outlook
    • Configure multiple organisations, enable offline capabilities, describe offline capabilities, identify fields that can be synchronised, describe limitations for synchronised fields, configure synchronised fields, configure data synchronisation filters

Manage an Internet-facing deployment (10–15%)

  • Plan authentication
    • Describe claims-based authentication, identify requirements, configure required DNS entries, describe Active Directory Federation Services certificates, describe Microsoft Dynamics CRM website and claims certificates, describe wildcard certificates
  • Install and configure an Internet-facing deployment
    • Identify installation methods, configure a Claims Provider Trust, implement the Configure Claims-Based Authentication Wizard, add a Relying Party trust, implement the Configure Internet-facing Deployment Wizard, add required domain names

Maintain and troubleshoot a deployment (10–15%)

  • Monitor Microsoft Dynamics CRM
    • Identify installed services, identify where service accounts are used, manage service accounts, manage system jobs, limit asynchronous jobs, bulk delete records, configure disaster recovery methods, identify registry keys for server tracing, configure and enable tracing
  • Update Microsoft Dynamics CRM
    • Identify update types, identify order of updates, implement Microsoft Update, update clients and multiple servers, determine which updates are installed

Exam Track

You'll sit the following exam at the Firebrand Training Centre, covered by your Certification Guarantee:

  • MB2-711: Microsoft Dynamics CRM 2016 Installation

Passing exam MB2-711 previously resulted in achieving the Microsoft Specialist: Dynamics CRM 2016 Installation certification.

Microsoft retired the Specialist credential on 31 March, 2017. The exams remain available and where applicable will count towards the relevant existing MCSA, MCSE or MCSD certification.

What's Included

Your accelerated course includes:

  • Accommodation *
  • Meals, unlimited snacks, beverages, tea and coffee *
  • On-site exams **
  • Exam vouchers **
  • Practice tests **
  • Certification Guarantee ***
  • Courseware
  • Up-to 12 hours of instructor-led training each day
  • 24-hour lab access
  • Digital courseware **
  • * For residential training only. Accommodation is included from the night before the course starts. This doesn't apply for online courses.
  • ** Some exceptions apply. Please refer to the Exam Track or speak with our experts
  • *** Pass first time or train again free as many times as it takes, unlimited for 1 year. Just pay for accommodation, exams, and incidental costs.

Prerequisites

It is recommended you possess the following prerequisites before sitting this course:

  • A working knowledge of how to use Microsoft Dynamics CRM 2013 and/or 2015
  • It is recommended, but not required, that individuals have completed Microsoft Dynamics CRM 2013 applications training

Also, because this training focuses on customising database entities, attributes, relationships, and mappings, it is recommended that individuals have a basic understanding of Microsoft SQL Server and relational database functionality.

Unsure whether you meet the prerequisites? Don’t worry. Your training consultant will discuss your background with you to understand if this course is right for you.

Reviews

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Read reviews from recent accelerated courses below or visit Firebrand Stories for written and video interviews from our alumni.


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"The instructor and the structure of the course were very clear."
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"Second course with Firebrand and more booked. Great tutors!"
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