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Installing and Configuring Microsoft Dynamics CRM 2015

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This Microsoft Dynamics CRM 2015 video training course covers the steps necessary to prepare, configure, manage, and maintain Dynamics CRM 2015 on-premises. It also includes information on the configuration of CRM for Outlook, CRM Updates, reporting extensions, email, and how to provide an optimized, highly available CRM deployment....
This Microsoft Dynamics CRM 2015 video training course covers the steps necessary to prepare, configure, manage, and maintain Dynamics CRM 2015 on-premises. It also includes information on the configuration of CRM for Outlook, CRM Updates, reporting extensions, email, and how to provide an optimized, highly available CRM deployment.

Microsoft Dynamics CRM is a customer relationship management software package that focuses mainly on sales, marketing, and service (help desk) sectors, out of the box. However, you can use Microsoft’s proprietary (.NET based) framework to customize it.

Dynamics CRM is a server-client application, that, like Microsoft SharePoint, is primarily an IIS-based web application that also supports extensive web services interfaces. Clients access Dynamics CRM by using a browser or a thick client plug-in with Microsoft Outlook.

This course covers how to prepare for the implementation of Dynamics CRM 2015 On-Premises, by discussing how to plan and prepare for the installation of Dynamics CRM 2015. We then perform an installation and explore the capabilities of the Deployment Manager. We spend lots of time discussing post installation configuration tasks including reporting extensions, CRM Email, CRM for Outlook, upgrading, and configuring an Internet-facing deployment. We also explore the different ways to monitor and troubleshoot CRM, as well as discuss what should be included in a disaster recovery plan and how to implement high availability with Dynamics CRM 2015 On-Premises.

Recommended Experience
  • Windows Server
  • Active Directory
  • Active Directory Federation Services
  • IIS
  • Microsoft Outlook
Recommended Equipment
  • Sandbox environment to install and test Dynamics CRM 2015 On-Premises 90-day trial or have purchased Dynamics CRM 2015 On-Premises.
Related Certifications
  • Exam MB2-708 Dynamics CRM 2015 Specialist
Related Job Functions
  • IT Pro considerations as an administrator
Brian Alderman was a CBT Nuggets trainer from 2014 to 2016. He holds a variety of Microsoft certifications, including MCT, MCSE, MCSA, MCITP: SQL 2005/2008 Database Administrator, MCITP: SharePoint Administrator 2010, MCTS: MOSS 2007 - Configuration, and MCTS: WSS 3.0 – Configuration.
 show less
1. Introduction to Dynamics CRM 2015 On-Premises (8 min)
2. Planning and Preparing for Dynamics CRM 2015 (11 min)
3. Preparing for the installation of Dynamics CRM 2015 On-Premises (8 min)
4. Installing Dynamics CRM 2015 On-Premises (12 min)
5. Exploring the Dynamics CRM 2015 Deployment Manager (7 min)
6. Installing Dynamics CRM 2015 Reporting Extensions (8 min)
7. Configuring Dynamics CRM 2015 Email (16 min)
8. Dynamics CRM for Outlook On-Premises (15 min)
9. Upgrading to Dynamics CRM 2015 On-Premises (11 min)
10. CRM Data Management (13 min)
11. Miscellaneous Administration Configurations (13 min)
12. Dynamics CRM Troubleshooting and Disaster Recovery (DR) Options (11 min)
13. High Availability in CRM 2015 (7 min)
14. Configuring an Internet-Facing Deployment (8 min)

Introduction to Dynamics CRM 2015 On-Premises

00:00:00

You're in your weekly IT pro meeting and all of sudden you look down at the agenda, and you notice that they had this Dynamic CRM. What the heck is that all about? And by the end of the meeting, you've been volunteered-- and I'm using that term loosely, and in air quotes-- to install Dynamic CRM.

00:00:18

Not only install it, but also learn as much about it as possible so you can configure it for your organization. So the first thing you do, is like, what the heck is a CRM? I barely know how to spell it. So you discover that it's a software package that focuses on sales, marketing, and maybe a desk environment as well.

00:00:35

It's an IS based web application using client server technology, and it's accessible by a browser. So that's all pretty straightforward. So you're happy to hear you don't have to install a software package on everyone's desk. So your next step is how do I learn about the CRM installation?

00:00:49

And how do I learn how to configure CRM once I've installed it on-prem? So you do a search for Dynamic CRM installation, and this course pops up. This is the course that you're going to want to attend because we're going to help you understand what the Dynamic CRM installation process is about, as well as the post installation task that you're going to have to perform for a successful installation of Dynamic CRM.

00:01:11

And as a bonus, if you're interested in taking the MB2-708 exam, which is related to this course, we'll help you prepare for that as well. You may be wondering what we're going to talk about. And here is a list of the items that we're going to be discussing as we go through this course.

00:01:28

As you can see here, we have 14 Nuggets here. We're going to begin in this target with just a fly-by in what Microsoft Dynamic CRM is all about. In fact, I'm going to start with Microsoft Dynamics, not even CRM, so you understand the different products that are available to you.

00:01:42

Then we're going to go through planning and preparing for a CRM on premises. This is prior to the installation of what is that you need to have in the background? What components are involved with CRM? And then we're going to get prepped for the installation.

00:01:54

We're going to walk through the installation of CRM on-prem. And then we're going to explore our primary tool used to manage CRM, and that is the Deployment Manager. We're then going to do some post installation configurations by installing reporting extensions, CRM e-mail.

00:02:11

And we're going to take a peek at how we can set up CRM for Outlook on premises. Our users can actually access the content using Outlook, which is pretty slick. We're look at the process of upgrading to Dynamic CRM 2015 in the event you have an earlier version.

00:02:24

Because all of our data is stored in SQL Server, we're going to talk about data management, how to encrypt the data, making sure the data is not taking up too much space in SQL or SQL Server. And then we're going to talk about just some miscellaneous configurations.

00:02:38

This is my smorgasbord where the items don't really fit into any of these other categories. So we'll pop in there and talk about that for a little bit. And of course as an IT pro, we have to be concerned with monitoring, and troubleshooting, and DR, and high availability.

00:02:51

We want to make sure the system is readily available to our users at all times. We're going to look at ways for us to make sure that's available. Now, this bottom agenda item is not part of this course. It is part of the CRM Online 2015 Management and Configuration.

00:03:05

You may currently have a Dynamic CRM 2015 online installation, and you're thinking about bringing it on-prem. You'll want to pop out to that course and look at that Nugget to ensure you understand the steps involved from moving online to on-prem. So let's begin by looking at what Microsoft Dynamics involves.

00:03:24

Microsoft Dynamics has eight different products or components as you can see here. And some of them I can barely pronounce. We're going to be focusing on CRM. And CRM is a customer relationship management business solution that allows you as a company to smartly market and effectively sell.

00:03:42

It also provides your social insights, BI, or business intelligence, and productivity with a single solution provided by Microsoft. And as you know, Microsoft Dynamics CRM is available in the cloud, on-prem, or with a hybrid combination. However, before I move on, what is customer relationship management-- or often called CRM, CRM Systems, or CRM Software.

00:04:06

That's that business solution that helps your companies improve marketing, sales, and service engagements with all of their customers, and it improves efficiency, as well as the customer experience. Now in addition to that, another product is called Social Engagement, which provides you social tools for your sales, marketing, and service teams.

00:04:27

And it provides you insight on how people feel about your business. Dynamics Marketing, this creates an effective collaboration environment by bringing in both your sales and marketing teams together. They can share contacts and accounts with each other and provide and obtain feedback from both departments.

00:04:46

And then our fourth one is AX, which is an easy to learn ERP solution, Enterprise Resource Planning, that allows you to take advantage of business opportunities, and it provides innovation across your organization. GP, Great Plains, you've probably heard of this one.

00:05:03

This focuses primarily on the financials within your dynamics environment, specifically your inventory and the operations, which allow you to make better decisions based on the information that you have available. NAV or Navision, is a global ERP solution for your smaller to midsize businesses.

00:05:21

And this provides information about financials, supplier manufacturing, as well as operations. SL or Solomon provides product and financial management capabilities to help meet your customers demands, compliance and regulations, and a little bit of project management, because it helps you deliver services within budget and on time.

00:05:40

Parature, the very final one, empowers brands and organizations to deliver consistent care any time, anywhere by using a combination of knowledge management, self-service, and multi-channel engagement. So these are the eight products associated with Microsoft Dynamics.

00:06:00

But in this course, our focus is going to be strictly on CRM. In addition to this course, I want to provide you some additional resources for Dynamic CRM. As you can see here, we have a half a dozen different links that you can access. The CRM Team Blog, Support Blog, CRM Set Up and Administration is very helpful.

00:06:19

We have some community videos available to us. If you're looking for documentation release history, we have a link to that. And we have several different knowledge-based articles specific to CRM. So use these in addition to this course to help you deploy and configure CRM, as well as to help you prepare for the associated exam.

00:06:38

For those of you that may be sitting the MB2-708 exam, it's really broken down just into three categories. Each of them weighing in about 30% to 35%. The first category is installing and configuring Dynamic CRM. And then as you can see, they have four general areas there: identifying your system requirements, the installation of CRM, as well as CRM reporting extensions, and then upgrading to CRM.

00:07:01

So you can expect to see questions about those areas on the exam. The second category is Configuring and Managing Microsoft Dynamic CRM. And you'll see that's working with the Deployment Manager, configuring your email system, and implementing the Dynamic CRM for Outlook.

00:07:17

And a third category is maintaining and extending your Dynamic CRM Deployment. That's where we talk about the IFD or the Internet Facing Deployment. We look at maintaining and troubleshooting a deployment, as well as implementing high availability on your CRM deployment.

00:07:32

So focus on these areas as you go through the course and as you prepare for the exam. You should now be confident in your decision. I'm going to put the air quotes on decision to roll out CRM for your organization and perform those post installation configuration options.

00:07:48

Because as we go through this course, you're going to see there are several topics that we're going to discuss to help you through that deployment and that post installation configuration. And don't forget in addition to this course, it's important for you to access those additional resources I provided for you.

00:08:04

And also for those of you that are going to be sitting the exam, this course and those additional resources will help you prepare for that exam. Well, I certainly hope this Nugget was informative for you. And I'd like to thank you for viewing.

Planning and Preparing for Dynamics CRM 2015

Preparing for the installation of Dynamics CRM 2015 On-Premises

Installing Dynamics CRM 2015 On-Premises

Exploring the Dynamics CRM 2015 Deployment Manager

Installing Dynamics CRM 2015 Reporting Extensions

Configuring Dynamics CRM 2015 Email

Dynamics CRM for Outlook On-Premises

Upgrading to Dynamics CRM 2015 On-Premises

CRM Data Management

Miscellaneous Administration Configurations

Dynamics CRM Troubleshooting and Disaster Recovery (DR) Options

High Availability in CRM 2015

Configuring an Internet-Facing Deployment

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