Microsoft Dynamics crm planning Guide

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Overview

This guide is part of the Microsoft Dynamics CRM 4.0 Implementation Guide, which consists of the following three documents:

Planning Guide: Use this to determine what you have to plan for Microsoft Dynamics CRM. It includes coverage in the following areas:

Technical. These topics focus on supported topologies, system requirements, and technical considerations to address before installation.
Implementation Methodology. Learn about the business management, system requirements, and project management aspects that are needed when you deploy a Microsoft Dynamics CRM system. In addition, there are several documents that you can use as tools to plan the implementation of Microsoft Dynamics CRM. These tools are available for download at Microsoft Dynamics CRM Planning Tools (http://go.microsoft.com/fwlink/?LinkId=148432).

Installing Guide: Use this guide to learn about what you have to install Microsoft Dynamics CRM, such as step-by-step instructions for running Setup, command-line installation instructions, and guidance about how to remove Microsoft Dynamics CRM.
Operating and Maintaining Guide: You can read this guide to learn how to back up, restore, and perform system recovery for Microsoft Dynamics CRM data. Also, this guide has troubleshooting steps for known issues.

In This Chapter

Planning Microsoft Dynamics CRM 5

Microsoft Dynamics CRM editions and licensing 6

What's new in Microsoft Dynamics CRM 4.0? 6

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

Planning Microsoft Dynamics CRM

Planning Microsoft Dynamics CRM, like any enterprise-wide software, is a significant task for an organization. This guide is written for the team of people responsible for planning Microsoft Dynamics CRM, and provides information and tools that are needed to design a successful implementation. In smaller organizations, several roles may be filled by one person. In larger organizations, each role may be divided among several people. These roles include the following:

Business managers: Responsible for determining how your business will use Microsoft Dynamics CRM. This includes mapping your processes to Microsoft Dynamics CRM, deciding on default values, and identifying any required customizations.
Customization technical staff: Responsible for implementing the planned customizations.
Network technical staff: Responsible for determining how Microsoft Dynamics CRM will be installed on the network.
Project manager: Responsible for managing an enterprise-wide implementation project.

Organizations that implement Microsoft Dynamics CRM software may use the services of an independent software vendor (ISV) or value-added reseller, a consultant, or other organization that is partnered with Microsoft and will help you with implementing and maintaining your Microsoft Dynamics CRM installation. Because of this assumption, there may be references in this guide to these "partners" who are expected to provide services to you.

Microsoft Dynamics CRM editions and licensing

Microsoft Dynamics CRM offers several editions that cover implementations for small, to mid-level, to even very large organizations.

Editions

Microsoft Dynamics CRM 4.0 Workgroup. This edition is limited to five, or fewer, users. It can be installed on Microsoft Windows Small Business Server 2003 R2 Premium Edition, any of the supported Windows Server 2003 editions, or Windows Server 2008. This version is limited to a single organization and a single computer that is running Microsoft Dynamics CRM Server.
Microsoft Dynamics CRM 4.0 Professional. This edition has no user limit and is limited to a single organization. However, Microsoft Dynamics CRM 4.0 Professional can be installed on more than one computer in the same deployment.
Microsoft Dynamics CRM 4.0 Enterprise. There is no user limit for this edition. Additional features include support for multiple organizations, multiple server instances, and role-based service installation. Role-based services let you increase performance by installing component services on different computers.

Licensing

A Microsoft Dynamics CRM 4.0 deployment operates by using a single license key. Unlike earlier versions, Microsoft Dynamics CRM 4.0 no longer requires additional license keys to be added when changes are made, such as adding a client access license (CAL). The single license key contains the Microsoft Dynamics CRM version, server license, and the CALs.

You can view and upgrade a license in Deployment Manager.

You can view and modify client access license types for each user in the Users area of the Settings area in the Microsoft Dynamics CRM Web client.

For more information about Microsoft Dynamics licensing, see How to buy Microsoft Dynamics (http://go.microsoft.com/fwlink/?linkid=111388).

What's new in Microsoft Dynamics CRM 4.0?

Microsoft Dynamics CRM 4.0 includes several new features that offer flexibility, scalability, and ease of use.

Multi-tenancy

Earlier versions of Microsoft Dynamics CRM Server were a single-organization solution. Microsoft Dynamics CRM 4.0 lets you host multiple organizations in a single deployment. This feature is a great benefit for hosted solutions or businesses that require a separation of data inside the organization. Microsoft Dynamics CRM 4.0 now implements two kinds of databases:

A single configuration database that stores metadata and location information for all organizations
One or more organization databases

Server role groups

Microsoft Dynamics CRM 4.0 Enterprise introduces two new server role groups. This increases flexibility and scalability. You can opt to have a computer dedicated to one server role group or to both.

The server role groups selected and installed during Setup are as follows:

Application Server Role Group. This group provides the Microsoft Dynamics CRM 4.0 Web user interface and services.
Platform Server Role Group. This group provides the asynchronous services, such as the Workflow and Bulk E-mail services.

Microsoft Dynamics CRM Connector for SQL Server Reporting Services

The Microsoft Dynamics CRM 4.0 Connector for Microsoft SQL Server Reporting Services is a service that connects the Microsoft Dynamics CRM Server to the Microsoft SQL Report Server. The Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services eliminates the Kerberos double-hop authentication that was required for Microsoft Dynamics CRM 3.0 deployments when Microsoft SQL Server Reporting Services was installed on a separate computer.

The Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services is installed as a separate component.

Microsoft Dynamics CRM 4.0 Language Pack

A Microsoft Dynamics CRM 4.0 Language Pack lets users display the Microsoft Dynamics CRM 4.0 user interface in a different language than the base language. Also, users can display Help in a language that differs from both the base language and the language displayed in the Microsoft Dynamics CRM 4.0 user interface.

Multicurrency

Multiple currencies are now supported for transaction-based records.

Resource Center

The Resource Center is a place in the application where users, administrators, and implementers will find information to help them use and configure Microsoft Dynamics CRM 4.0. The Resource Center presents rich content and links to valuable information. Much of the content in the Resource Center is created by experts in the Microsoft Dynamics CRM community.

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