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Microsoft Dynamics crm planning Guide


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Microsoft Dynamics CRM Connector for SQL Server Reporting Services


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

Important

  • Microsoft SQL Server 2005, Workgroup Edition is not supported for running the Microsoft Dynamics CRM Connector for SQL Server Reporting Services when Microsoft Dynamics CRM is used in 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.

  • Commercially reasonable support will be provided when you run Microsoft Dynamics CRM Connector for SQL Server Reporting Services 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.



Microsoft Dynamics CRM Connector for SQL Server Reporting Services requirements


The Microsoft Dynamics CRM Connector for SQL Server Reporting Services has the following general requirements:

  • You must complete Microsoft Dynamics CRM Server Setup before you run Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup.

  • You can install and run only one instance of Microsoft Dynamics CRM Connector for SQL Server Reporting Services on a computer that has SQL Server 2005 Reporting Services or SQL Server 2008 Reporting Services installed.

  • Separate deployments of Microsoft Dynamics CRM cannot share one SQL Server Reporting Services server. However, a single deployment of Microsoft Dynamics CRM that has multiple Organizations can use the same SQL Server Reporting Services server.



Microsoft Dynamics CRM E-mail Router software requirements


This section lists the software and application software requirements for Microsoft Dynamics CRM E-mail Router.

Microsoft Dynamics CRM E-mail Router Setup consists of two main components: the E-mail Router and the Rule Deployment Manager. The E-mail Router component installs the E-mail Router service and E-mail Router Configuration Manager. The E-mail Router Configuration Manager is used to configure the E-mail Router. The Rule Deployment Manager component deploys the rules that enables received e-mail messages to be tracked.

You can install the E-mail Router and Rule Deployment Manager on any computer that is running one of the following operating systems and has network access to both Microsoft Dynamics CRM and the e-mail server:


  • Windows 7

  • Windows Server 2008

  • Windows Server 2003 (all editions)

  • Windows Vista

  • Windows XP Professional SP2

  • Windows XP Tablet PC Edition SP2

  • Windows XP Professional x64 Edition

Important

  • Windows XP Media Center Edition is not supported for installing and running Microsoft Dynamics CRM E-mail Router or E-mail Router Configuration Manager.

  • Running Microsoft Dynamics CRM E-mail Router and E-mail Router Configuration Manager (32-bit) is not supported on a Windows Server 64-bit operating system, in Windows- (32-bit) -On-Windows (64-bit) (WOW) mode.



Exchange Server


Microsoft Exchange Server is only required if you want to use the E-mail Router to connect to an Exchange Server e-mail messaging system. To do this, the E-mail Router can be installed on any of the previously-mentioned Windows or Windows Server operating systems that have a connection to the Exchange Server. The E-mail Router supports the following versions of Exchange Server:

  • Exchange 2003 Standard Edition SP2

  • Exchange 2003 Enterprise Edition SP2

  • Exchange Server 2007 Standard Edition

  • Exchange Server 2007 Enterprise Edition

Important

Microsoft Exchange 2000 Server editions are not supported with these versions of Microsoft Dynamics CRM E-mail Router and Rule Deployment Manager.

If missing, E-mail Router Setup installs the .NET Framework 3.0 on the computer where you install the E-mail Router.

The Rule Deployment Wizard component must be installed on a computer that is running any of the previously-mentioned Windows or Windows Server operating systems and has the Microsoft Exchange Server Messaging API (MAPI) client runtime libraries installed.

See MAPI client runtime libraries (http://go.microsoft.com/fwlink/?linkid=78805) on the Microsoft Download Center.

POP3/SMTP


In addition to Exchange Server, POP3 e-mail systems are supported for incoming e-mail message routing.

Important

  • When you use the Forward Mailbox option on the User form, the POP3 e-mail server must provide support where an e-mail message can be sent as an attachment to another e-mail message.

  • SMTP is the only transport protocol that is supported for outgoing e-mail message routing.

If you install the Microsoft Dynamics CRM E-mail Router to connect to a POP3 and SMTP server, the following standards are required:

  • POP3: RFC 1939

  • SMTP: RFC 2821 and 2822



Microsoft Dynamics CRM for Outlook hardware requirements


The following table lists the minimum and recommended hardware requirements for Microsoft Dynamics CRM for Microsoft Office Outlook.

Component

Minimum

Recommended

Processor

Intel Pentium III 750-MHz CPU, or comparable

Dual-core 1.8-GHz CPU or higher

Memory

1-GB RAM

2-GB RAM or more

Hard disk

Up to 500 MB of available hard disk space

Up to 500 MB of available hard disk space



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