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Designing and Deploying Messaging Solutions with Microsoft Exchange Server

Designing and Deploying Messaging Solutions with Microsoft Exchange Server
Course Code : 80289A
Duration : 1 Day
Format : Instructor-Led SAQA Level: 300
Certification Exam : Credits:
Certification Track : National Certificate:

This one-day instructor-led course, What’s New in Microsoft Dynamics CRM 2011, provides students with the tools and information to help them better understand and identify the new and enhanced features of Microsoft Dynamics CRM 2011.

Audience
This course is intended for customers and partners, who want to learn the basic new features and functionality in Microsoft Dynamics CRM 2011.
Training is recommended for anyone who plans to use, implement, maintain, customize, or support Microsoft Dynamics 2011. This course is also recommended for people who have a background in the use of previous versions of Microsoft Dynamics CRM.

At Course Completion
After completing this course, students will be able to:

  • Assess how Microsoft Dynamics CRM 2011 increases collaboration and opportunity for business intelligence and analysis.
  • Describe basic customization and extension capabilities of Microsoft Dynamics CRM 2011.
  • List the latest improvements to the installation process, hardware and software requirements, administration features, and additional configuration options in Microsoft Dynamics CRM 2011

Prerequisites
This course requires students to meet the following prerequisites:

  • General knowledge of Microsoft Dynamics CRM 4.0..

Module 1: Introduction
This module provides a general overview of the features and benefits of using Microsoft Dynamics CRM 2011.

Lessons

  • User Productivity – Features and Benefits.
  • Collaboration – Features and Benefits.
  • Analysis and Visualizations – Features and Benefits.
  • Connections, Recurring Activities, and Goal Management – Features and Benefits.
  • Customization and Extensibility – Features and Benefits.
  • Administration and Configuration – Features and Benefits.

After completing this module, students will be able to:

  • Identify the features and benefits of using Microsoft Dynamics CRM 2011.

Module 2: Improvements to the Microsoft Dynamics CRM Application Modules and Productivity
This module focuses on the specific improvements to the application modules, in addition to enhancements to user productivity. This module will focus on a number of topics such as navigation changes, visualizations and analytics, personalization of the application, Microsoft Dynamics CRM Client for Microsoft Outlook changes, data import, team ownership, goal management, and many other features and enhancements.

Lessons

  • Productivity Features.
  • Visualizations.
  • Personalization and Dashboards.
  • Microsoft Dynamics CRM Client for Microsoft Outlook.
  • Connections.
  • Data Import.
  • Team Ownership.
  • Goal Management.
  • Dynamics Marketing Lists.
  • Recurring Activities.

Lab : Creating a Personal Dashboard and Visualization

  • Create a personal dashboard

Lab : Setting Goals

  • Create a new goal for a CRM user
  • Create rollup queries
  • Define goal metrics

Lab : Importing Data

  • Map data from a Microsoft Excel Spreadsheet
  • Create data map.
  • Automatically create a custom entity and attributes tied to the imported data

After completing this module, students will be able to:

  • Explore and identify new features of Microsoft Dynamics CRM 2011 that impact user productivity.
  • Demonstrate and use improvements to the sales, marketing, and service modules.

Module 3: Customizing and Extending Microsoft Dynamics CRM 2011
This module covers the improvements made to the basic entity customization functionality, in addition to enhancements to additional extensibility components such as workflows, dialogs, web resources, solution management, and integration with Microsoft Office SharePoint Server.

Lessons

  • Overview of Customization Environment
  • Entity and Form Customizations
  • Chart and View Customizations
  • Microsoft Office SharePoint server Configuration
  • Custom Activities
  • Dashboards
  • Web Resources
  • Connection Roles
  • Processes: Workflows and Dialogs.
  • Customization Management
  • Integrations: Microsoft Office SharePoint Server and Windows Azure Platform.

Lab : Custom Entity Creation

  • Create a custom entity.
  • Create custom attributes.
  • Modify a form.

Lab : Custom Activity Creation and Use

  • Create a custom activity entity

Lab : Creating a Dialog Process

  • Create a custom dialog process

Lab : Including SharePoint Document Libraries into Microsoft Dynamics CRM forms

  • Install the Microsoft Dynamics CRM List component
  • Configure the integration with Microsoft Office SharePoint Server.

After completing this module, students will be able to:

  • Explain changes to basic customization capabilities
  • Demonstrate the use of custom activities
  • Explain the use of Workflows and Dialogs
  • Identify various integration functionality
  • Create and manage a customization environment

Module 4: Administration, Configuration, and Installation
This module focuses on the hardware and software requirements for Microsoft Dynamics CRM 2011, improvements to the installation process, and an overview of upgrade considerations. This module will cover changes to the Deployment Manager, in addition to licensing and auditing functionality new to this version.

Lessons

  • Editions of Microsoft Dynamics CRM 2011.
  • Hardware and Software Specifications.
  • Server Roles.
  • Installation Components.
  • Upgrade Considerations.
  • Microsoft Dynamics CRM Reporting Extensions.
  • Deployment Manager.
  • Organization Settings.
  • Licensing.
  • Auditing.

After completing this module, students will be able to:

  • Explain the different editions of Microsoft Dynamics CRM 2011
  • Outline the hardware and software specifications
  • Identify upgrade considerations
  • Demonstrate the use of the auditing functionality

Module 5: Configuration and Settings
This module introduces the changes to the Microsoft Dynamics CRM 2011 server settings, and additional personal options that are new to this version. Additionally, this module introduces role based forms and field level security.

Lessons

  • Designing Message Routing for Exchange Server 2010
  • Designing Hub Transport Servers
  • Designing the Message Routing Perimeter

Lab : Planning and Deploying Message Transport in Exchange Server
2010

  • Designing a Message Routing Topology.
  • Designing a Messaging Perimeter.
  • Discussion: Improving an Active Directory and Message Routing Design.
  • Modifying the Routing Topology.

After completing this module, students will be able to:

  • Design message routing for Exchange Server 2010.
  • Design Hub Transport servers.
  • Design the message routing perimeter.

Module 6: Planning and Deploying Messaging Security
This module explains how to plan and deploy messaging security. It describes how to design message security restrictions, SMTP connector security, and explains how to secure message routing between partner organizations. The module then describes how to design antivirus and anti-spam solutions.

Lessons

  • Designing Message Security
  • Designing Antivirus and Anti-Spam Solutions

Lab : Planning and Deploying Messaging Security

  • Designing Message Security
  • Designing Antivirus and Anti-Spam Solutions
  • Implementing Message Security

After completing this module, students will be able to:

  • Design message security.
  • Design antivirus and anti-spam solutions.

Module 7: Planning and Deploying Messaging Compliance
This module explains how to plan and deploy a messaging policy and compliance solution. It describes how to design transport rules, message classifications, and message moderation. Then the module describes how to design the AD RMS integration with Exchange Server 2010. Finally, the module explains how to design message journaling, archiving, and messaging records management.

Lessons

  • Designing Transport Compliance
  • Designing AD RMS Integration with Exchange Server 2010
  • Designing Message Journaling and Archiving
  • Designing Messaging Records Management

Lab : Planning and Deploying Messaging Compliance

  • Planning a Message Transport Implementation
  • Planning a Messaging Journaling and Archiving Solution
  • Planning a Messaging Records Management Implementation
  • Implementing a Messaging Compliance Solution

After completing this module, students will be able to:

  • Design transport compliance.
  • Design Active Directory Rights Management Services (AD RMS) integration with Exchange Server 2010.
  • Design message journaling and archiving.
  • Design messaging records management.

Module 8: Planning and Deploying High Availability
This module explains how to plan a highly available Exchange Server 2010 deployment. It provides an introduction to high availability in Exchange Server 2010. It also describes how to design high availability for mailbox databases and the other Exchange Server 2010 server roles. Finally, the module explains how to design site resilience.

Lessons

  • Introduction to High Availability Planning in Exchange Server 2010
  • Designing High Availability for Mailbox Databases
  • Designing High Availability for Other Server Roles
  • Designing Site Resilience

Lab : Planning and Deploying High Availability

  • Designing High Availability for Exchange Server
  • Implementing High Availability for Exchange Servers

After completing this module, students will be able to:

  • Describe high availability planning in Exchange Server 2010.
  • Design high availability for mailbox databases.
  • Design high availability for non-Mailbox server roles.
  • Design site resilience

Module 9: Planning a Disaster Recovery Solution
This module explains how to plan a disaster recovery solution for Exchange Server 2010. It describes how to plan for disaster mitigation and then explains how to design Exchange Server backup and recovery.

Lessons

  • Planning for Disaster Mitigation
  • Planning Exchange Server Backup
  • Planning Exchange Server Recovery

Lab : Planning a Disaster Recovery Solution

  • Planning Disaster Recovery for Vancouver
  • Planning Disaster Recovery for San Diego
  • Implementing Single-Item Recovery

After completing this module, students will be able to:

  • Plan for disaster mitigation.
  • Plan Exchange Server backup.
  • Plan Exchange Server recovery.

Module 10: Planning Microsoft Exchange Server 2010 Monitoring and Troubleshooting
This module explains how to develop a plan for monitoring and troubleshooting the Exchange Server environment. It first describes the various options for monitoring the different server roles in Exchange Server 2010. The module then describes the available troubleshooting tools and explains how to plan for troubleshooting issues in message delivery, client access, and databases.

Lessons

  • Planning Exchange Server Monitoring
  • Planning Exchange Server Troubleshooting

Lab : Planning Exchange Server 2010 Monitoring and Troubleshooting

  • Establishing a Baseline for Performance
  • Measuring the Production System Performance under Additional Load.

After completing this module, students will be able to:

  • Plan Exchange Server monitoring.
  • Plan Exchange Server troubleshooting.

Module 11: Upgrading to Microsoft Exchange Server 2010
This module explains how to plan and implement an upgrade from Exchange Server 2003 or Exchange Server 2007 to Exchange Server 2010. It first provides an overview of the various upgrading scenarios. The module then describes how to plan the upgrade from Exchange Server 2003 to Exchange Server 2010 and from Exchange Server 2007 to Exchange Server 2010.

Lessons

  • Overview of Upgrading to Exchange Server 2010.
  • Planning the. Upgrade from Exchange Server 2003 to Exchange Server 2010
  • Planning the Upgrade from Exchange Server 2007 to Exchange Server 2010.

Lab : Upgrading to Exchange Server 2010

  • Overview of Upgrading to Exchange Server 2010.
  • Planning the Upgrade from Exchange Server 2003 to Exchange Server 2010.
  • Planning the Upgrade from Exchange Server 2007 to Exchange Server 2010.

Lab : Upgrading to Exchange Server 2010

  • Reviewing the Exchange Server 2010 Design.
  • Designing an Exchange Server 2010 Upgrade Strategy.

After completing module, students will be able to:

  • Describe the general Exchange Server 2010 upgrade scenarios and strategies.
  • Plan the upgrade from Exchange Server 2003 to Exchange Server 2010.
  • Plan the upgrade from Exchange Server 2007 to Exchange Server 2010

Module 12: Integrating Microsoft Exchange Server 2010 with Other Messaging Systems
This module explains how to integrate Exchange Server 2010 with other messaging systems and with federated partners. It first describes the various coexistence scenarios and then explains how to design Exchange Server 2010 integration with other messaging systems. The modules also describe how to design the integration of Exchange Server 2010 with federated partners and with Exchange Online.

Lessons

  • Designing Exchange Server 2010 Integration with Other Messaging Systems
  • Designing Exchange Server 2010 Integration with Federated Partners
  • Designing Exchange Server 2010 Integration with Exchange Online

Lab : Integrating Exchange Server 2010 with Other Messaging Systems

  • Designing Exchange Server 2010 Coexistence with Another Messaging System

After completing this module, students will be able to:

  • Design Exchange Server 2010 integration with other messaging systems.
  • Design Exchange Server 2010 integration with federated partners.
  • Design Exchange Server 2010 integration with Microsoft Exchange Online. of a given solution

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