Microsoft Dynamics crm planning Guide

Tips for a successful implementation

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  The organization must develop processes and tools that will add long-term customer value. The organization must be an active participant in marketing activities to generate customers and create brand loyalty.
  
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  The initial deployment period will affect productivity. Learning a new way to do daily tasks is time-consuming and might be frustrating. This could result in an initial reduction in productivity.
  
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  Customer relationships are owned by the organization, not the individual. Customers become organization assets, not clients of the salespeople they work with. This means that, if a salesperson leaves, his or her customer relationships remain with the organization instead of leaving with the salesperson.
  
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  Users must see Microsoft Dynamics CRM as a tool to help them. If users perceive Microsoft Dynamics CRM as a tool for organizational efficiency analysis and resist using it, the data the system generates will be inaccurate.
  

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System Requirements and Required Components

Unless specified otherwise, Microsoft Dynamics CRM supports the latest version and service pack (SP) for all required components, such as Windows Server, SQL Server, Internet Explorer, and Exchange Server.

For the most up-to-date information about system requirements and required components, see the Microsoft Dynamics CRM 4.0 Server Readme (http://go.microsoft.com/fwlink/?linkid=78157).

In This Chapter Microsoft Dynamics CRM Server hardware requirements 25 Microsoft Dynamics CRM Server software requirements 26 Microsoft Dynamics CRM Connector for SQL Server Reporting Services 31 Microsoft Dynamics CRM E-mail Router software requirements 31 Microsoft Dynamics CRM for Outlook hardware requirements 33 Microsoft Dynamics CRM for Outlook software requirements 33 Microsoft Dynamics CRM Web client software requirements 35 Microsoft Dynamics CRM Data Migration Manager hardware requirements 35 Data Migration Manager software requirements 35 64-bit supported configurations 36 Language support 37 Currency support 38

Microsoft Dynamics CRM Server hardware requirements

Microsoft Dynamics CRM Server software requirements

Windows Server operating system

Microsoft Windows 2000 Server editions are not supported for installing and running Microsoft Dynamics CRM.

Supported Windows Server 2003 editions

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  Windows Server 2003, Web Edition SP2
  
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  Windows Server 2003, Standard Edition SP2, or Windows Server 2003 R2, Standard Edition SP2
  
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  Windows Server 2003, Enterprise Edition SP2, or Windows Server 2003 R2, Enterprise Edition SP2
  
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  Windows Server 2003, Datacenter Edition SP2, or Windows Server 2003 R2, Datacenter Edition SP2
  
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  Windows Server 2003, Small Business Edition R2, Standard
  
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  Windows Server 2003, Small Business Edition R2, Premium
  
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  Windows Server 2003 64x Standard Edition SP2, or Windows Server 2003 R2 64x Standard Edition SP2
  
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  Windows Server 2003 64x Enterprise Edition SP2, or Windows Server 2003 R2 64x Enterprise Edition SP2
  
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  Windows Server 2003 64x Datacenter Edition SP2, or Windows Server 2003 R2 64x Datacenter Edition SP2
  

Windows Server 2003 for Itanium-Based Systems is not supported for installing and running Microsoft Dynamics CRM 4.0.

Supported Windows Server 2008 editions

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  Windows Server 2008 Standard (32-bit and x64 versions)
  
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  Windows Server 2008 Enterprise (32-bit and x64 versions)
  
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  Windows Server 2008 Datacenter (32-bit and x64 versions)
  
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  Windows Web Server 2008 (32-bit and x64 versions)
  
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  Windows Small Business Server 2008 Standard edition
  
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  Windows Small Business Server 2008 Premium edition (32-bit and x64 versions)
  
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  Windows Essential Business Server 2008 Standard and Premium editions
  

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  If you installed Windows Server 2008 by using the Server Core installation option, you cannot install and run Microsoft Dynamics CRM 4.0.
  
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  You cannot install and run Microsoft Dynamics CRM 4.0 on Windows Server 2003 for Itanium-Based Systems.
  
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  The Windows Small Business Server 2008 Standard edition does not include SQL Server. You must have a supported version of SQL Server available to install Microsoft Dynamics CRM 4.0 on Windows Small Business Server 2008 Standard edition.
  

Server virtualization

For information about how to deploy Microsoft Dynamics CRM in an environment that is running Virtual Server 2005, see KB article 946600: Microsoft Dynamics CRM 4.0 on a computer that is running Microsoft Windows Server 2008 (http://go.microsoft.com/fwlink/?linkid=132451).

For information about how to deploy Microsoft Dynamics CRM in an environment that is running Windows Server 2008 with Hyper-V, see KB article 957054: Support for Microsoft Dynamics CRM 4.0 on a computer that is running Windows Server 2008 Hyper-V (http://go.microsoft.com/fwlink/?linkid=127728).

Active Directory modes

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  Windows 2000 Mixed
  
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  Windows 2000 Native
  
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  Windows Server 2003 Native
  
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  Windows Server 2003 Interim
  
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  All Windows Server 2008 Modes
  

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  The computer on which Microsoft Dynamics CRM is running cannot function as an Active Directory domain controller, unless it is running Microsoft Windows Small Business Server 2003 Premium Edition R2.
  
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  When you install Microsoft Dynamics CRM in a Windows 2000 Mixed-mode domain, you cannot add users to Microsoft Dynamics CRM that are located in a different domain.
  
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  Installing Microsoft Dynamics CRM Server in a domain that is running in Active Directory Application Mode (ADAM) is not supported.
  

Internet Information Services (IIS)

When you install the Microsoft Dynamics CRM Server Web application on a computer that is running IIS, Microsoft Dynamics CRM Server Setup will enable HTTP compression by default. If you use a different method to compress HTTP communications, you may want to disable this feature. To do this, start IIS Manager, right-click the Web Sites folder, click Properties, click the Service tab, and then clear the Compress application files and Compress static files check boxes.

SQL Server editions

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  Microsoft SQL Server 2005, Standard Edition with SP2 or a later version
  
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  Microsoft SQL Server 2005, Enterprise Edition with SP2 or a later version
  
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  Microsoft SQL Server 2005, Developer Edition with SP2 or a later version
  
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  Microsoft SQL Server 2005, Workgroup Edition with SP2 or a later version
  
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  Microsoft SQL Server 2005, Standard Edition, x64 with SP2 or a later version
  
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  Microsoft SQL Server 2005, Enterprise Edition, x64 with SP2 or a later version
  
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  Microsoft SQL Server 2005, Developer Edition, x64 with SP2 or a later version
  
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  Microsoft SQL Server 2008, Standard Edition
  
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  Microsoft SQL Server 2008, Enterprise Edition
  
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  Microsoft SQL Server 2008, Standard Edition, x64
  
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  Microsoft SQL Server 2008, Enterprise Edition, x64
  

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  Deployments that use SQL Server 2008 may require one or more updates to be installed on the computer that is running SQL Server 2008 to work with Microsoft Dynamics CRM. If they are needed, these updates will be installed when you click Update installation files during Microsoft Dynamics CRM Server Setup and Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup. For more information about these updates see KB article 957053: Support for running Microsoft Dynamics CRM 4.0 together with Microsoft SQL Server 2008 (http://go.microsoft.com/fwlink/?linkid=125888).
  
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  Microsoft SQL Server 2008, Workgroup Web, Compact, or Express editions are not supported for running Microsoft Dynamics CRM.
  
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  SQL Server 2000 editions are not supported for Microsoft Dynamics CRM.
  
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  SQL Server that is running on Windows 2000 Server is not supported for Microsoft Dynamics CRM.
  
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  Commercially reasonable support will be provided when you run Microsoft Dynamics CRM with 64-bit SQL Server versions for Itanium (IA-64). Commercially reasonable support is defined as all reasonable support efforts by Microsoft Customer Service and Support that do not require Microsoft Dynamics CRM code fixes.
  
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  Microsoft Dynamics CRM Server now supports a named instance of SQL Server when you add or create organization databases.
  
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  You must install the cumulative update package 2 for SQL Server 2005 on the SQL Server when you use SQL Server 2005, Workgroup Edition.
  
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  SQL Server 2005, Workgroup Edition is supported only if Microsoft Dynamics CRM is installed on Small Business Server.
  
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  SQL Server 2005, Workgroup Edition is not supported for running the Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services when Microsoft Dynamics CRM Server is installed as an Internet-facing deployment. This is because SQL Server 2005 Workgroup Edition does not support custom data extensions. Therefore, some features such as report scheduling will not work.
  

SQL Server Reporting Services

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  Microsoft SQL Server 2005, Standard Edition with SP2 or a later version
  
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  Microsoft SQL Server 2005, Enterprise Edition with SP2 or a later version
  
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  Microsoft SQL Server 2005, Standard Edition, x64 with SP2 or a later version
  
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  Microsoft SQL Server 2005, Enterprise Edition, x64 with SP2 or a later version
  
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  Microsoft SQL Server 2008, Standard Edition
  
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  Microsoft SQL Server 2008, Enterprise Edition
  
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  Microsoft SQL Server 2008, Standard Edition, x64
  
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  Microsoft SQL Server 2008, Enterprise Edition, x64
  

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  SQL Server 2000 Reporting Services editions are not supported with this version of Microsoft Dynamics CRM Server.
  
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  When a user who belongs to multiple organizations within a Microsoft Dynamics CRM 4.0 deployment executes a report, the report executes correctly only if it is executed against that user's default organization. To avoid problems that can arise from this, make sure that you use the same deployment of SQL Server Reporting Services for each organization in your Microsoft Dynamics CRM deployment.
  
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  SQL Server 2005, Workgroup Edition is not supported for running the Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services when Microsoft Dynamics CRM Server is installed as an Internet-facing deployment (IFD). This is because SQL Server 2005 Workgroup Edition does not support custom data extensions. Therefore, some features such as report scheduling will not work.
  
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  Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services cannot be used to view a report that uses a Windows SharePoint Web Part or that is called from a custom .ASPX page. For these implementations, you must publish the report for external use. In addition, you must configure trust for delegation to enable double-hop Kerberos authentication. To publish a report for external use, follow these steps.
  

1. 
   In the Navigation Pane, click Workplace, and then under My Work, click Reports.
   
2. 
   Select the report, and on the Actions toolbar, click Edit Report.
   
3. 
   On the Actions menu, click Publish Report For External Use.
   

Software component prerequisites

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  SQL word breakers
  

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  SQL Server Agent service
  
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  SQL Server Full Text Indexing
  

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  Services
  

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  Indexing Service
  

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  IIS Admin service
  
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  World Wide Web Publishing service
  

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  Windows Data Access Components (MDAC) 2.81 (This is the default version of MDAC with Windows Server 2003.)
  
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  Microsoft ASP.NET (Must be registered. Does not have to be running.)
  

Before you run Setup, you must remove (uninstall) any prereleased versions of Microsoft .NET Framework 3.0. To do this, open Add or Remove Programs, click the prerelease version, click Change/Remove, and then follow the instructions that are on the screen.

Verify prerequisites

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  Microsoft SQL Server can be, but is not required to be, installed on the same computer as Microsoft Dynamics CRM Server.
  
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  If Microsoft Dynamics CRM Server and SQL Server are installed on different computers, both computers must be in the same Active Directory domain.
  
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  SQL Server can be installed by using either Windows authentication or mixed-mode authentication. (Windows authentication is recommended for increased security and Microsoft Dynamics CRM will use only Windows authentication).
  
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  The service account that SQL Server uses to log on to the network must be either a domain user account (recommended) or the local system account. Installation of Microsoft Dynamics CRM will fail if the SQL Server service account is the local administrator.
  
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  The SQL Server service must be started and can be configured to automatically start when the computer is started.
  
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  The SQL Server Reporting Services service must be started and configured to automatically start when the computer is started.
  
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  SQL Server Agent must be started. This service can be configured to automatically start when the computer is started.
  
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  The Microsoft Search service (Full-Text Service) must be running. This is required for Full-server role, Application-server role, or Help-server role installations.
  
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  Although it is optional, we recommend that you accept the SQL Server default settings for Collation Designator, Sort Order, and SQL Collation. Microsoft Dynamics CRM supports both case-sensitive and case-insensitive sort orders.
  
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  Microsoft Dynamics CRM Server Setup requires at least the Named Pipes network library to authenticate by using SQL Server. By default, both Named Pipes and TCP/IP network libraries are enabled when you install SQL Server.