Microsoft Dynamics crm planning Guide
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Microsoft Dynamics CRM Planning Guide 4.5.0 
CopyrightInformation 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. Microsoft may have patents, patent applications, trademarks, copyrights, or other intellectual property rights covering subject matter in this document. Except as expressly provided in any written license agreement from Microsoft, the furnishing of this document does not give you any license to these patents, trademarks, copyrights, or other intellectual property. © 2009 Microsoft Corporation. All rights reserved. Microsoft Corporation. All rights reserved. Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. As the software licensee, you may make a reasonable number of copies or printouts for your own use. Making unauthorized copies, adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law. Microsoft, Active Directory, Excel, Internet Explorer, Microsoft Dynamics, Outlook, Windows, and Windows Vista are trademarks of the Microsoft group of companies. All other trademarks are property of their respective owners. Table of ContentsCopyright 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
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
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 |