Microsoft Dynamics CRM Components

InstallationandDeploymentinMicrosoftDynamicsCRM4.0InstallationandDeploymentinMicrosoftDynamicsCRM4.0yyMicrosoftDynamicsCRMComponents08/08/0808/08/08ObjectivesForthenext60minuteswewillworkonthefollowingtasks:•DiscoverwhichcomponentsarerequiredforsuccessfulMicrosoftDynamicsCRMimplementationDynamicsCRMimplementation.•ExaminetheroleoftheMicrosoftDynamicsCRMServerinaMicrosoftDynamicsCRMdeployment•IdentifythedifferencesbetweenthetwomodesoftheMicrosoftDynamicsCRMforOfficeOutlook•ExaminetheMicrosoftDynamicsCRMWebbrowserclient•ExaminetheMicrosoftDynamicsCRMWebbrowserclient•ReviewtheroleofMicrosoftDynamicsCRME-mailRouterinprocessingincomingandoutgoinge-mail•DiscusstheroleofMicrosoftSQLServerandthedatabasesemployedbyMicrosoftDynamicsCRM•ExaminetheroleofActiveDirectoryinaMicrosoftDynamicsCRM•ExaminetheroleofActiveDirectoryinaMicrosoftDynamicsCRMdeployment•DiscusstheroleofInternetInformationServices(IIS)inaMicrosoft2of30DynamicsCRMdeploymentInstructorLedDemonstrationDemonstrationofMicrosoftDynamicsCRM4.0Whatisbeinginstalled?Whatisbeinginstalled?3of30MicrosoftDynamicsCRMServerMicrosoftDynamicsCRMServerintegrateswiththefollowingtechnologies:•MicrosoftWindows®Server™2003,2008•Microsoft®ActiveDirectory®•MicrosoftSmallBusinessServer®•MicrosoftSQLServer2005•MicrosoftSQLServer2005•SQLReportingServices2005•MicrosoftExchangeServer2003,20074of30UnderstandingMicrosoftDynamicsCRMComponentsUiliMifNhli•UtilizesMicrosoft.Nettechnologies;ThisprovidesMicrosoftCRMwiththefollowingadvantages:g•Itiseasytodeploy,customize,anduse•ItcanbeaccessedfromMicrosoftOutlook•Itintegrateswithotherbusinessapplications•Itscalesasyourbusinessgrows•Built-insupportforXML•AllowspartnersandISV’stoquicklybuildsolutionspqythatconnectnewtradingpartnersoroffernewfunctionality5of30MicrosoftDynamicsCRMServer•TheMicrosoftCRMServeractsasboththeMicrosoftCRM:•Webserverand•Applicationserver6of30MicrosoftDynamicsCRMServer7of30MicrosoftDynamicsCRMServerMicrosoftDynamicsCRMServerastheapplicationserver:•Containstheapplicationandplatformlayercode•ProcessesqueriesandupdatestheMicrosoftqpDynamicsCRMdatabase•ControlsaccesstothedatabaseandMicrosoftDynamicsCRMobjectsthroughsecurity•ProvidestheUserInterfacetoeachWebclientbasedontheuser’ssecurityrights8of30MicrosoftDynamicsCRMServerMicrosoftCRMServerastheapplicationserver:(continued)()•Raiseseventsforworkflowprocessesandcustombusinesslogicimplementations•ControlsofflineandonlinesynchronizationwiththeMicrosoftDynamicsCRMforOfficeOutlookwithOffliAOfflineAccess•ProvidesbothincomingandoutgoingMicrosoftDnamicsCRMemailprocessingDynamicsCRMe-mailprocessing9of30MicrosoftCRMServerMicrosoftDynamicsCRMServerasthewebserver:•InternetInformationServices(IIS)mustbeinstalledontheMicrosoftCRMServer•TheMicrosoftDynamicsCRMServerusesIISasthewebservicethatrenderstheWebpagesusedbyMifDiCRMMicrosoftDynamicsCRM•MicrosoftDynamicsCRMServersetupstorestheMicrosoftDnamicsCRMWebpagesinIISinaMicrosoftDynamicsCRMWebpagesinIISinadedicatedMicrosoftDynamicsCRMWebsite10of30MicrosoftDynamicsCRMMicrosoftDynamicsCRM•Web-baseduserexperiencep•ProvidedthroughazerofootprintinstancerunninginInternetExplorer•UsesASP.NettoservetheUItoInternetExplorer•Server-sidewebpagesmadeavailabletothebrowserclientaretheASP.NetpagesprocessedbytheIISwebserver11of30MicrosoftDynamicsCRMPart212of30MicrosoftDynamicsCRMforOfficeOutlookMicrosoftDynamicsCRMforOfficeOutlook•Windows32-bitapplicationframeworkinstalledonthepplocalclientmachine•SupportstheWeb-basedMicrosoftCRMapplicationlogic•AccessesMicrosoftDynamicsCRMthroughtheMicrosoftOutlooke-mailandmessagingclient•ProvidesaseamlesscombinationofMicrosoftDiCRMftithfiliOtlkDynamicsCRMfeaturesinthefamiliarOutlookenvironment13of30MicrosoftDynamicsCRMforOfficeOutlook14of30MicrosoftDynamicsCRMforOfficeOutlook•MicrosoftDynamicsCRMforOfficeOutlook15of30EfficienciesduetocommoncodebaseMicrosoftDynamicsCRMforOfficeOutlook•MicrosoftDynamicsCRMforOfficeOutlook•“On-lineonly”client-cannotgoofflineyg•Allowsmultipleserialusersonasharedworkstation•Allowsmultipleconcurrentusersforcentralizedpapplicationservers(i.e.Citrixandterminalservers)16of30MicrosoftDynamicsCRMforOfficeOutlook•MicrosoftDynamicsCRMforOfficeOutlookwithOfflineAccess•Providesonlineandofflinefunctionality•Oneuserpermachinep•ClientSetupprograminstallsthefollowing:•LocalSQLServer2005Express•Localwebserver•Localplatformlayerlogic17of30MicrosoftDynamicsCRMforOfficeOutlook18of30SimplypullwebpagesfromlocaldatabasewhenofflineMicrosoftDynamicsCRMClientsAcommonuserinterface•ISV’sandimplementerscancustomizetheUIoncepandthechangesareautomaticallyavailabletoanyclient19of30TheE-mailRouter•TheE-mailRouterroutese-mailbackintoMicrosoftCRMbyamailboxor(mailboxsink)y()•TheroutercheckstoseeifthemailisMicrosoftDynamicsCRMmail.DynamicsCRMmail.•Outgoingandincomingfunctionalityisthesame.20of30MicrosoftDynamicsCRME-mailRouter•MicrosoftDynamicsCRME-mailRouterSetupconsistsoftwomaincomponents:p•TheE-mailRoutercomponentandtheRuleDeploymentManagercomponent•TheE-mailRoutercomponentinstallstheE-mailRouterConfigurationManagerthatisused