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Microsoft Dynamics crm planning Guide


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Microsoft Dynamics CRM Planning Guide

4.5.0



Copyright


Information in this document, including URL and other Internet Web site references, is subject to change without notice. Unless otherwise noted, the companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted in examples herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred. Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, no part of this document may be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), or for any purpose, without the express written permission of Microsoft Corporation.

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© 2009 Microsoft Corporation. All rights reserved. Microsoft Corporation. All rights reserved.

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Table of Contents


Copyright 2

Table of Contents i

Overview 5

Planning Microsoft Dynamics CRM 5

Microsoft Dynamics CRM editions and licensing 6

What's new in Microsoft Dynamics CRM 4.0? 6

Multi-tenancy 6

Server role groups 7

Microsoft Dynamics CRM Connector for SQL Server Reporting Services 8

Microsoft Dynamics CRM 4.0 Language Pack 8

Multicurrency 8

Resource Center 8

What's new in data management? 8

What's new in customization? 9

What's new in workflow? 9

What's new in Microsoft Dynamics CRM 4.0 E-mail Router? 9

What's new in Microsoft Dynamics CRM for Outlook? 10

Business Management with Microsoft Dynamics CRM 11

Tools, training, and documentation to help you plan 11

Tools for customization planning 12

Tools for business management 12

Microsoft Dynamics Sure Step methodology 12

Business management training 13

Help 13

Planning a Microsoft Dynamics CRM implementation 13



Planning tasks for business managers 13

Development tasks for business managers 14

Deployment tasks for business managers 14

Post-deployment tasks for business managers 14

Managing a Microsoft Dynamics CRM implementation project 14

Implementation overview 16

Planning 16

Development 16

Deployment 16

Post-deployment: operating and maintaining 16

Planning tasks 17

Deployment tasks 22

Post-deployment tasks 23

Tips for a successful implementation 23



System Requirements and Required Components 25

Microsoft Dynamics CRM Server hardware requirements 25

Microsoft Dynamics CRM Server software requirements 26

Windows Server operating system 26

Supported Windows Server 2003 editions 26

Supported Windows Server 2008 editions 26

Server virtualization 27

Active Directory modes 27

Internet Information Services (IIS) 28

SQL Server editions 28

SQL Server Reporting Services 29

Software component prerequisites 29

Verify prerequisites 30

Microsoft Dynamics CRM Connector for SQL Server Reporting Services 31

Microsoft Dynamics CRM Connector for SQL Server Reporting Services requirements 31

Microsoft Dynamics CRM E-mail Router software requirements 31

Exchange Server 32

POP3/SMTP 32

Microsoft Dynamics CRM for Outlook hardware requirements 33

Microsoft Dynamics CRM for Outlook software requirements 33

Microsoft Dynamics CRM for Outlook software component prerequisites 33

Earlier versions of Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM Server compatibility 34

Microsoft Dynamics CRM for Outlook and Windows Server Terminal Services or Citrix Presentation Server support 34

Microsoft Dynamics CRM Web client software requirements 35

Microsoft Dynamics CRM Data Migration Manager hardware requirements 35

Data Migration Manager software requirements 35

Data migration overview 36

Requirements and recommendations 36

64-bit supported configurations 36

Language support 37

Requirements 37

Examples 37

Japanese Kanji font JIS2004 specification issues 38

Currency support 38



Planning Deployment 43

Planning deployment prerequisites 43

Hardware requirements 44

Software requirements 44

Active Directory considerations 44

SQL Server installation and configuration 45

SQL Server requirements and recommendations for Microsoft Dynamics CRM 46

Running SQL Server 2008 with Microsoft Dynamics CRM 47

SQL Server deployment 47

Additional resources for SQL Server 50

Planning requirements for Microsoft SQL Server Reporting Services 50

Planning e-mail integration 52

Microsoft Dynamics CRM E-mail Router 52

Additional resources for E-mail Router 57

Additional resources for Exchange Server 57

Operating system and software component security considerations 58

Securing Windows Server 58

Securing SQL Server 59

Securing Exchange Server and Outlook 59

Security considerations for Microsoft Dynamics CRM 60

Isolate the HelpServer role for Internet-facing deployments 60

Microsoft Dynamics CRM installation files 60

Supported configurations 64

Active Directory requirements 64

Single-server deployment 64

Multiple-server deployment 65

Support for multiple-server topologies 67

Upgrading from Microsoft Dynamics CRM 3.0 71

Microsoft Dynamics CRM software and components not supported for upgrade 71

Upgrade license key 71

User permissions and privileges 71

Multiple Microsoft Dynamics CRM Server versions in the same domain 72

Sharing a SQL Server 72

Additional downloads and information resources 72

Test upgrade 73

What happens to reports? 73

What happens to customizations? 75

What happens to workflows? 75

What happens to Microsoft Dynamics CRM 3.0 Mobile? 76

Planning Deployment Advanced Topics 77

Advanced deployment options for Microsoft Dynamics CRM Server 77

Update Setup files by using a local package 77

Install server roles 77

Configure a Microsoft Dynamics CRM Internet-facing deployment 77

Key management in Microsoft Dynamics CRM 80

Multi-organization deployment 80

Advanced deployment options for Microsoft Dynamics CRM for Outlook 81

Deploy Microsoft Dynamics CRM for Outlook by using deployment management software 81

Deploy Microsoft Dynamics CRM for Outlook by using Group Policy 81





Chapter 1
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