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Microsoft Dynamics CRM 4.0 Installing Guide Contents Installing Guide ............................................................................................................................. 1-1 Rev. 4.0.0 ..................................................................................................................................... 1-1 1 Overview................................................................................................................................
Microsoft Dynamics CRM 4.0 Installing Guide Manage Organizations, Servers, and Licensing ................................................................. 2-23 Install Sample Data ................................................................................................................. 2-23 Troubleshooting Installation and Upgrade .............................................................................. 2-24 Log Files .............................................................................
Microsoft Dynamics CRM 4.0 Installing Guide Overview ................................................................................................................................. 6-45 Deploy a Language Pack ........................................................................................................ 6-45 Step1: Install the Language Pack in the Deployment ......................................................... 6-45 Step 2: Enable the Language Pack in Your Organization.......................
Microsoft Dynamics CRM 4.0 Installing Guide You Receive an Unknown Error (0x80005000) Error Message During a Quiet-Mode Installation ........................................................................................................................... 7-66 Send Us Your Feedback about This Chapter ......................................................................... 7-67 8 Uninstall and Repair Instructions.........................................................................................
Microsoft Dynamics CRM 4.0 Installing Guide 1 Overview Welcome to the Microsoft Dynamics CRM 4.0 Installing Guide. This guide is part of a comprehensive set of documents that describe how to plan, implement, and operate Microsoft Dynamics CRM versions installed and maintained at the organization’s premises (on-premise versions). The Microsoft Dynamics CRM 4.
Microsoft Dynamics CRM 4.0 Installing Guide (when available). 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, but 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.
Microsoft Dynamics CRM 4.0 Installing Guide Server Roles Microsoft Dynamics CRM 4.0 Enterprise introduces two new server roles that provide services, which increase flexibility and scalability. You can decide to have a computer dedicated to one server role or to both. The server roles selected and installed during Setup are as follows: • Application Server Role. This server role provides the Microsoft Dynamics CRM 4.0 Web user interface and services. • Platform Server Role.
Microsoft Dynamics CRM 4.0 Installing Guide • If the source data requires custom entity, attribute, or list-value creation, the Data Migration Wizard can customize Microsoft Dynamics CRM 4.0 as part of the migration process. • Data Migration Wizard lets you reuse data mappings from previous migrations. You can then import similar data without the need to remap the data every time. • Data Migration Wizard preserves the relationship between records when you migrate data.
Microsoft Dynamics CRM 4.0 Installing Guide What’s New in Workflow? The new workflow features include the following options: • In earlier versions of Microsoft Dynamics CRM, creating workflows was limited to users who had been granted permission to access the server that was running Microsoft Dynamics CRM. Workflow creation is now available to all users of the Microsoft Dynamics CRM Web client.
Microsoft Dynamics CRM 4.0 Installing Guide Send Us Your Feedback about This Chapter We appreciate hearing from you. To send your feedback, click the following link and type your comments in the message body. Note The subject-line information is used to route your feedback. If you remove or modify the subject line we may be unable to process your feedback.
Microsoft Dynamics CRM 4.0 Installing Guide 2 Microsoft Dynamics CRM Server Installation Instructions In this chapter you will find the procedures to install Microsoft Dynamics CRM Server. In addition, there is installation troubleshooting information and the procedures to uninstall Microsoft Dynamics CRM Server. Important This chapter assumes that you have completed all the necessary planning that is required for both the business management and technical aspects of a CRM system.
Microsoft Dynamics CRM 4.0 Installing Guide Components Installed During Server Setup This section describes what is installed during Microsoft Dynamics CRM Server Setup. Microsoft Dynamics CRM Server Installed Configuration Components When Microsoft Dynamics CRM Server is installed on the server, the default folders, listed in the following table, are created.
Microsoft Dynamics CRM 4.0 Installing Guide Group Description PrivReportingGroup Privileged Microsoft Dynamics CRM user group for reporting functions. This group is created during Microsoft Dynamics CRM Server Setup and configured during Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup. PrivUserGroup Privileged Microsoft Dynamics CRM user group for special administrative functions; including CRMAppPool identity (domain user or NetworkService).
Microsoft Dynamics CRM 4.0 Installing Guide CRM 3.0 system that includes these products or solutions, or you install these components after installing Microsoft Dynamics CRM 4.0, these products or solutions may not function correctly. • Microsoft Dynamics CRM 3.0 Mobile • Microsoft Dynamics CRM Connector for Microsoft Dynamics GP • Microsoft Dynamics CRM Accelerator for Siebel • Microsoft Dynamics CRM BizTalk Adapter • Microsoft Dynamics CRM 3.
Microsoft Dynamics CRM 4.0 Installing Guide How to move Microsoft Dynamics CRM 3.0 SQL databases from one server to a different server that is in the same domain 3. Run Microsoft Dynamics CRM Server Setup. Option 2: Delete the Existing Configuration Database For this option, you will run Microsoft Dynamics CRM Server Setup again to create a new configuration database, and then import the organization from the previous upgrade To implement this option, follow these steps. 1.
Microsoft Dynamics CRM 4.0 Installing Guide Option 3: Add All Organizations to a Single Microsoft Dynamics CRM 4.0 Deployment Note This option requires Microsoft Dynamics CRM 4.0 Enterprise. To implement this option, follow these steps. 1. Back up the organization database (OrganizationName_MSCRM) that was created during the first upgrade and restore it to a new instance of SQL Server that will be used for the Microsoft Dyanmics CRM 4.0 deployment.
Microsoft Dynamics CRM 4.0 Installing Guide 4. If one or more Microsoft Dynamics CRM users will have their e-mail settings set to use the E-mail Router or a forward mailbox, you must run and complete E-mail Router Setup to enable Microsoft Dynamics CRM e-mail message tracking. Install Microsoft Dynamics CRM Server on a Server without Microsoft Dynamics CRM Installed Important For information about how to plan your Microsoft Dynamics CRM system, see the Microsoft Dynamics CRM 4.0 Planning Guide. 1.
Microsoft Dynamics CRM 4.0 Installing Guide Note These components are required before Microsoft Dynamics CRM can be installed. You can exit Setup and install the components manually, or select Install. The Next button on this page is disabled until Setup detects that these components are installed. Installing these components may require that you restart the computer. If you are prompted to restart the computer, do so, and then start Setup again. The installation of Microsoft .NET Framework 3.
Microsoft Dynamics CRM 4.0 Installing Guide Important After Setup is complete, you cannot change the database collation or the base ISO currency code. However, you can change the base currency name and base currency symbol. The Organization Name box is limited to the standard ASCII character set (A-Z, 0-9, and _). In addition, the name must be unique to the deployment and cannot begin with a number or underscore (_) character. 12.
Microsoft Dynamics CRM 4.0 Installing Guide 18. On the Specify Security Account page, select the security account for the Microsoft Dynamics CRM services and ASP.NET component, and then click Next. Note If you select to run the ASP.NET service under a domain user account that is not a domain administrator or a local administrator, you must set a local security policy after you install Microsoft Dynamics CRM Server for the ASP.NET service to work correctly.
Microsoft Dynamics CRM 4.0 Installing Guide Upgrade from Microsoft Dynamics CRM 3.0 Server In this section you will find the procedures to install Microsoft Dynamics CRM Server on a computer that already has Microsoft Dynamics CRM 3.0 installed. The high-level steps to complete the installation of Microsoft Dynamics CRM Server are as follows: Important We strongly recommend that you back up your existing Microsoft Dynamics CRM data, including all reports and customizations, before you run Setup.
Microsoft Dynamics CRM 4.0 Installing Guide 8. If Setup detects that components are missing, the Install Required Components page appears. • If you have already installed the required components, this page will not appear. • If you have not installed the required components listed, you can install them now. Click Install. When the components are installed, the status column will change from Missing to Installed, and you can click Next to continue.
Microsoft Dynamics CRM 4.0 Installing Guide Improvement Program after the third-party provider accepts the invitation on your organization’s behalf, you can turn off this feature in the Microsoft Dynamics CRM Web application.
Microsoft Dynamics CRM 4.0 Installing Guide Important You cannot install the Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services before you install Microsoft Dynamics CRM Server. By default, Setup turns on HTTP compression on the server that is running IIS where the Microsoft Dynamics CRM Server Web application is installed. If you use another method to compress HTTP communications, you may want to turn this feature off.
Microsoft Dynamics CRM 4.0 Installing Guide 3. On the License Agreement page, review the information and, if you accept the license agreement, click I accept this license agreement, and then click I Accept. 4. If Setup detects that components are missing, the Install Required Components page appears. If you have already installed the required components, this page will not appear. If you have not installed the required components listed, you can install them now. Click Install.
Microsoft Dynamics CRM 4.0 Installing Guide configure both applications to use the Network Service account or the same Active Directory domain user account. • You install and run the Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services on a different computer than the Microsoft Dynamics CRM Server. However, you use the same Active Directory domain user account to run both the Microsoft Dynamics CRM Connector for SQL Server Reporting Services and Microsoft Dynamics CRM Server services.
Microsoft Dynamics CRM 4.0 Installing Guide Register Microsoft Dynamics CRM Full versions of Microsoft Dynamics CRM must be registered within 30 days of installing Microsoft Dynamics CRM Server. Trial and prerelease versions are not registered. Warning If you do not register Microsoft Dynamics CRM within 30 days of installing Microsoft Dynamics CRM, the product will change to read-only mode.
Microsoft Dynamics CRM 4.0 Installing Guide You can download the sample data and a data map (a file that contains information about how data from a source system corresponds to data in Microsoft Dynamics CRM) for the sample data, and then use Data Migration Manager to migrate the sample data. Make sure that you note the name of the migration so that you can easily delete the sample data when you are finished using it.
Microsoft Dynamics CRM 4.0 Installing Guide Source Error. An unhandled exception was generated during the execution of the current web request. Information regarding the origin and location of the exception can be identified using the exception stack trace below.
Microsoft Dynamics CRM 4.0 Installing Guide “One or more workflows could not be upgraded” message received during upgrade Because of changes in workflow and sales process functionality with Microsoft Dynamics CRM 4.0, some workflows cannot be upgraded. Although Setup indicates that the upgrade was not successful, in most cases the rest of the Microsoft Dynamics CRM 4.0 application will function as expected. For a list of those workflows, including an explanation, see the server Setup log file.
Microsoft Dynamics CRM 4.0 Installing Guide • You install Microsoft Dynamics CRM Server and select to create a new Web site. • The computer has Microsoft Internet Security and Acceleration (ISA) Server 2004 installed and the application is configured by using a policy to monitor the port that was specified during Setup to create a new Microsoft Dynamics CRM Web site.
Microsoft Dynamics CRM 4.0 Installing Guide 3 Microsoft Dynamics CRM E-Mail Router Installation Instructions The Microsoft Dynamics CRM E-mail Router is a software component that provides an interface between the Microsoft Dynamics CRM system and Microsoft Exchange Server 2003, Microsoft Exchange Server 2007, SMTP,or a POP3-compliant e-mail server. When E-mail Router is installed, it transfers e-mail messages to the Microsoft Dynamics CRM system, and it sends outgoing e-mail messages.
Microsoft Dynamics CRM 4.0 Installing Guide • Routes incoming Microsoft Dynamics CRM e-mail messages. • Sends e-mail messages generated from Microsoft Dynamics CRM. The E-mail Router is required for users or queues that do not use Microsoft Dynamics CRM for Outlook. The E-mail Router can be installed on various versions of the Windows operating system.
Microsoft Dynamics CRM 4.0 Installing Guide 4. In the Exchange folder, double-click SetupExchange.exe. 5. On the Welcome page, select whether you want to update Microsoft Dynamics CRM Server Setup. We recommend that, if updates are available, you let Setup download the latest version. To do this, click Update Installation Files, wait until the update process is complete, and then click Next. 6. On the License Agreement page, click I accept this license agreement, and then click I Accept. 7.
Microsoft Dynamics CRM 4.0 Installing Guide about the forward mailbox, see the Planning Deployment chapter in the Microsoft Dynamics CRM Planning Guide. Important You must log on to the forward mailbox at least one time before Email Router can use it to process e-mail messages. To add a user and mailbox to Active Directory, follow these steps: 1. Log on to a domain controller or computer in the domain using an account that is a member of the Domain Administrators group. 2.
Microsoft Dynamics CRM 4.0 Installing Guide o Forward Mailbox. If you select Forward Mailbox when you run the E-mail Router Configuration Manager, a single mailbox will be used by E-mail Router to process e-mail messages. Then, for each Microsoft Dynamics CRM user or queue that will receive e-mail messages, a rule must be created for the user, or queue, by running the Rule Deployment Wizard. o Individual Mailboxes.
Microsoft Dynamics CRM 4.0 Installing Guide user to the Microsoft Dynamics CRM system mailbox. From the Microsoft Dynamics CRM system mailbox, E-mail Router retrieves the messages and creates an e-mail activity in Microsoft Dynamics CRM. To deploy these Microsoft Dynamics CRM user inbox rules, you can use the Rule Deployment Wizard, which can be run at any time to add or change the inbox rules for your Microsoft Dynamics CRM users.
Microsoft Dynamics CRM 4.0 Installing Guide 8. Make sure that the Turn on this rule option is selected, and then click Finish. 9. Make sure that the rule is at the top of the list and then click Apply. Troubleshooting This section describes best practices and issues that may occur during or just after E-mail Router installation. Logging If a problem occurs during E-mail Router Setup, review the log file for information. By default, the E-mail Router Setup log is named crm40exchangesetup.
Microsoft Dynamics CRM 4.0 Installing Guide 4 Microsoft Dynamics CRM for Outlook Installation Instructions Microsoft Dynamics CRM for Microsoft Office Outlook enables access to the same data through Office Outlook as the Microsoft Dynamics CRM Web client. Microsoft Dynamics CRM for Outlook is targeted at Microsoft Dynamics CRM users who need access to CRM data while using the familiar Outlook application.
Microsoft Dynamics CRM 4.0 Installing Guide More information about how to install Microsoft Dynamics CRM for Outlook is described in the following sections. Step 1: Install Microsoft Dynamics CRM for Outlook Use the following procedures in this section to install Microsoft Dynamics CRM for Outlook. Note We recommend that Microsoft Dynamics CRM for Outlook not be installed on a computer that is running Microsoft Exchange Server. 1.
Microsoft Dynamics CRM 4.0 Installing Guide Step 2: Configure Microsoft Dynamics CRM for Outlook After you complete Microsoft Dynamics CRM for Outlook Setup, run the Configuration Wizard to complete the installation. The Configuration Wizard configures client settings, such as the location of the Microsoft Dynamics CRM server. To start the Configuration Wizard, click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click CRM Office Configuration Wizard.
Microsoft Dynamics CRM 4.0 Installing Guide 6. The System Requirements page appears. This is a summary of all system requirements for a successful Microsoft Dynamics CRM for Outlook installation. Failed checks must be corrected before configuration can continue. If a problem will take time to correct, cancel the Office Configuration Wizard at this point, fix the problem and restart the Office Configuration Wizard. All errors must be resolved.
Microsoft Dynamics CRM 4.0 Installing Guide Outgoing E-Mail Messaging Options The possible outgoing e-mail configurations that can be used when users, or queues, send Microsoft Dynamics CRM e-mail messages are as follows: • None. Use this option for users or queues that do not use Microsoft Dynamics CRM to send e-mail messages. • Microsoft Dynamics CRM for Outlook. This option requires that Outlook be installed on the user’s computer. This option does not require the E-mail Router component.
Microsoft Dynamics CRM 4.0 Installing Guide 5 Data Migration Manager Installation Instructions Typically, the Data Migration Manager is used when you first implement Microsoft Dynamics CRM 4.0 to bring all data from your legacy databases and systems into Microsoft Dynamics CRM. Overview There are many reasons to use the Data Migration Manager: • The data includes related records from multiple record types. • Records have to be assigned to different Microsoft Dynamics CRM users.
Microsoft Dynamics CRM 4.0 Installing Guide 2. Double-click SetupDMClient.exe, which is located with the installation files in the following folder: \Client 3. On the License Agreement page, review the information and, if you accept the license agreement, select I accept this license agreement, and then click I Accept. 4.
Microsoft Dynamics CRM 4.0 Installing Guide • At my company or a partner-hosted site. Select this option if you will connect to a Microsoft Dynamics CRM server at your company or at a partner-hosted site. • An online service provider. Select this option if you will connect to Microsoft Dynamics CRM through a Service Provider Access License (SPLA). 5. On the next Connect to Microsoft Dynamics CRM page, in the address box, type the URL for the Microsoft Dynamics CRM server, and then click Next. 6.
Microsoft Dynamics CRM 4.0 Installing Guide • "TraceSchedule"="Daily" • "TraceRefresh"=dword:00000001 Start Data Migration Manager To run the Data Migration Manager, click Start, point to All Programs, point to Microsoft Dynamics CRM, and then click Microsoft Dynamics CRM Data Migration Manager. For more information about how to use the Data Migration Manager, view the Data Migration Manager Help installed with the application.
Microsoft Dynamics CRM 4.
Microsoft Dynamics CRM 4.0 Installing Guide 6 Language Pack Installation Instructions The Microsoft Dynamics CRM 4.0 Language Pack lets users switch the language of the user interface or Help that is displayed in the application. For example, your multinational organization might have standardized on an English user interface to simplify internal training and troubleshooting.
Microsoft Dynamics CRM 4.0 Installing Guide 4. On the completion page, click View log file if you want to review the Setup log file. In addition, you can click View Read Me to view the Read Me file that contains up-to-date information about Microsoft Dynamics CRM 4.0 Language Packs. Click Finish to complete the installation. Step 2: Enable the Language Pack in Your Organization Before users can start using Language Pack to display a language, the Language Pack must be enabled for the organization.
Microsoft Dynamics CRM 4.0 Installing Guide 2. Click the Languages tab. 3. In the User Interface Language list, select the language in which you want Microsoft Dynamics CRM to be displayed. 4. In the Help Language list, select the language in which you want Microsoft Dynamics CRM Help to be displayed. 5. Click OK to save your changes and close the dialog box.
Microsoft Dynamics CRM 4.0 Installing Guide 7 Use the Command Line to Install Microsoft Dynamics CRM You can install Microsoft Dynamics™ CRM 4.0, Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services, Microsoft Dynamics CRM for Microsoft Office Outlook®, and the Microsoft Dynamics CRM E-mail Router from their respective installation disks or download-files location by using the command line.
Microsoft Dynamics CRM 4.0 Installing Guide Install Microsoft Dynamics CRM Server The following command will install Microsoft Dynamics CRM Server: SetupServer.exe [/Q] [/InstallAlways] [/L [drive:][[path] logfilename.log]] [/config [drive:] [[path] configfilename.xml]] SetupServer.exe for Microsoft Dynamics CRM Server is located in the root of the Microsoft Dynamics CRM Server installation disk or download-files location.
Microsoft Dynamics CRM 4.0 Installing Guide Important The XML elements must be in English (US). An XML configuration file that has localized XML elements will not work correctly. For example, if you have a German version of Microsoft Dynamics CRM Server, the XML file elements must still be English (US). By default, Setup will use e UTF-8 encoding for the Setup XML configuration file. Setup cannot load an XML configuration file when there are extended characters in the file.
Microsoft Dynamics CRM 4.0 Installing Guide Organization friendly or long name Specifies the long name of your organization. The name can be up to 250 characters long and extended characters are supported. OrganizationName Specifies the name of your organization. There is a 30 character limit. Notice that extended characters or spaces are not allowed.
Microsoft Dynamics CRM 4.0 Installing Guide A list of supported ISO currency codes are available in the System Requirements chapter in the Microsoft Dynamics CRM 4.0 Implementation Guide that is part of this document set. CollationName Specifies the SQL Server database collation name to use for the organization database. For example, Latin1_General_Cl_Al, which is the default collation for English (US) language deployments.
Microsoft Dynamics CRM 4.
Microsoft Dynamics CRM 4.0 Installing Guide value in the rootdomainscheme element. In addition, after Setup is complete, to help protect information that is transmitted between users and Microsoft Dynamics CRM Server, we recommend that you configure the Web site to require SSL. For more information about how to use SSL, see the Internet Information Services (IIS) Manager Help. servername.domain.
Microsoft Dynamics CRM 4.0 Installing Guide Caution Maintaining the configuration file, which has and values specified, is a security risk because you are storing a password in plain text. Delete these elements as soon as the configuration file is used to install Microsoft Dynamics CRM Server.
Microsoft Dynamics CRM 4.0 Installing Guide Parameters The supported command line parameters are the same as what was previously described in the “Install Microsoft Dynamics CRM Server” section. Server XML Configuration File The /config [drive:] [[path] configfilename.xml]] command-line parameter provides Microsoft Dynamics CRM Server Setup with required information. The information supplied by the XML configuration file is what is required by each installation screen.
Microsoft Dynamics CRM 4.0 Installing Guide \\server\share\patchfile.
Microsoft Dynamics CRM 4.0 Installing Guide CRM Connector for SQL Server Reporting Services in quiet mode, which uses an XML configuration file named install-config.xml and creates a log file named log.txt, run the Setup program that is located in the SrsDataConnector folder command from the installation media or the Microsoft Dynamics CRM Server installation files as follows: SetupSrsDataConnector /Q /CONFIG folderpath\install-config.xml /L log.
Microsoft Dynamics CRM 4.0 Installing Guide ReportServerURL Specifies the URL of the Web site where SQL Server Reporting Services is installed and running. If you specify a URL similar to http://localhost/ReportServer, Setup will look for SQL Server Report Server in the default Web site .However, the URL can contain the port number to specify a different Web site, such as http://SSRS:5555/ReportServer.
Microsoft Dynamics CRM 4.0 Installing Guide Step 1: Install Files The following command displays the available options to run Microsoft Dynamics CRM for Outlook Setup at the command line: Setupclient.exe [/A] [/Q] [/X] [/L [drive:][[path] logfilename.log]] [/targetdir [drive:][[path]] Important Setup does not use an XML configuration file when you run Setup to install (step 1) Microsoft Dynamics CRM for Outlook. All commands are passed to Setup from the command-line parameters.
Microsoft Dynamics CRM 4.0 Installing Guide Setupclient /Q /A /targetdir “\\share\mscrm_client_admin” /F Repairs the installation. /Q Quiet mode installation. This parameter requires a configuration file in XML format. The config= parameter contains the name of the XML configuration file. No dialog boxes or error messages will appear on the display screen. To capture error message information, include the log file parameter (/L). /L [drive:][[path] logfilename.
Microsoft Dynamics CRM 4.0 Installing Guide Type. Specifies the Microsoft Dynamics CRM Server type. The following values are available: • OnPremise. Specify this option for Microsoft Dynamics CRM for Outlook to connect to a deployment that is installed at a company site and accessed internally or externally through a virtual private network (VPN). • SPLA.
Microsoft Dynamics CRM 4.0 Installing Guide organization named OrganizationName on the Microsoft Dynamics CRM Server that is named MSCRM. http://MSCRM OrganizationName Install Microsoft Dynamics CRM E-mail Router The E-mail Router accepts the same command line parameters as Microsoft Dynamics CRM Server.
Microsoft Dynamics CRM 4.0 Installing Guide • Uninstall. Uninstalls Microsoft Dynamics CRM Server. • Repair. Starts Setup in repair mode. \\ServerName\ShareName\Patch_Location If you do not specify a location, by default Setup will go online to a location that is managed by Microsoft to search for available updates. Or, you can point Setup to install a Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup update .
Microsoft Dynamics CRM 4.0 Installing Guide Sample Microsoft Dynamics CRM E-mail Router XML Configuration File The following configuration-file sample instructs Setup to check a Microsoft Web site for available updates to E-mail Router Setup. It applies the updates, and then installs the E-mail Router service and Rule Deployment Wizard in the c:\Program Files\Microsoft Dynamics CRM Email folder.
Microsoft Dynamics CRM 4.0 Installing Guide An unhandled exception was generated during the execution of the current Web request. Information about the origin and location of the exception can be identified using the exception stack trace below. This problem can occur if you run Microsoft Dynamics CRM Setup when the following conditions are true: • One or more of the following Active Directory security groups was created in the organizational unit where you are installing Microsoft Dynamics CRM 4.
Microsoft Dynamics CRM 4.0 Installing Guide resolve this issue, install IIS and then run Setup again. For more information about how to install IIS, see the Windows Server Help. Send Us Your Feedback about This Chapter We appreciate hearing from you. To send your feedback, click the following link and type your comments in the message body. Note The subject-line information is used to route your feedback. If you remove or modify the subject line we may be unable to process your feedback.
Microsoft Dynamics CRM 4.0 Installing Guide 8 Uninstall and Repair Instructions This section describes how to uninstall or repair a Microsoft Dynamics CRM system. Uninstalling Microsoft Dynamics CRM and purging the computer system of all Microsoft Dynamics CRM data and system changes involves a series of automated and manual procedures. These procedures are the same if the Microsoft Dynamics CRM installation involves one computer or several in the system.
Microsoft Dynamics CRM 4.0 Installing Guide To repair E-mail Router, click Microsoft Dynamics CRM E-mail Router, click Change/Remove, select Repair, and then click Next. Follow the instructions on the screen. Uninstall or Repair Microsoft Dynamics CRM for Outlook To remove (uninstall) or repair the Microsoft Dynamics CRM for Microsoft Office Outlook, follow these steps.
Microsoft Dynamics CRM 4.0 Installing Guide If Data Migration Manager is configured to use SQL Server 2005, use SQL Server Management Studio to delete the database. After you delete the database, run Setup again. To delete the database, follow these steps. 1. Start SQL Server Management Studio or SQL Server Management Studio Express. 2. On the Connect to Server screen, specify the server name where the data migration database is installed, and then click Connect. 3.
Microsoft Dynamics CRM 4.0 Installing Guide Uninstall or Disable a Language Pack You can disable a Language Pack in the organization. When you do this, users will no longer be able to see the Microsoft Dynamics CRM user interface and Help language in the associated Language-Pack language. Later, you can enable the Language Pack by clicking the language in the Language Settings list.
Microsoft Dynamics CRM 4.0 Installing Guide 9 Post-Installation and Configuration Guidelines This chapter describes several of the Microsoft Dynamics CRM components and tasks that the administrator should configure after installing the application. Because Microsoft Dynamics CRM has a rich feature and functionality set, this chapter is not meant to be an exhaustive resource used to configure any and all deployments.
Microsoft Dynamics CRM 4.0 Installing Guide Task Subtask: Help Topic Title Review your user interface. Determine whether changes are needed to forms and views. These changes can all be made from the application. (This task is completed in the Customization area of Settings.
Microsoft Dynamics CRM 4.0 Installing Guide Task Set up queues for cases. Learn how to organize incoming cases by using queues. (These tasks are completed in the Business Management area of Settings.) Create service contract templates. Set up service-contract templates to track service contracts with your customers. (These tasks are completed in the Templates area of Settings.
Microsoft Dynamics CRM 4.0 Installing Guide Goal 4: Manage Schedulable Resources In the following table you will find the tasks to manage resource-scheduling features in Microsoft Dynamics CRM. Task Subtask: Help Topic Title Organize resources and schedule services. • Define when and where services are offered, and which resources are required for each • type of service. (These tasks are completed in • the Business Management area of Settings.
Microsoft Dynamics CRM 4.0 Installing Guide Task Subtask: Help Topic Title Track data by sales territory. Define • territories and add salespeople to territories so that sales processes and results can be tracked by territory. (These tasks are completed in the Business Management area of Settings.) Create sales territories: Work with Territories Track progress against quotas. Track • performance by assigning and tracking sales quotas for each salesperson.
Microsoft Dynamics CRM 4.0 Installing Guide 2. Extract the customization.xml file from the customization.zip file. 3. Open the customization.xml file by using a text editor such as Microsoft Visual Studio or Notepad. 4. Locate the following node in the file. /ImportExportXml/SiteMap/SiteMap/Area Id="ResourceCenter" 5.
Microsoft Dynamics CRM 4.0 Installing Guide ResourceId="Homepage_LearningCustomization" DescriptionResourceId="LearningCustomization_SubArea_Description" Icon="/_imgs/area/18_settings.gif" Url="/resourcecenter/customization.aspx" AvailableOffline="false" /> --> 6. Make your changes to the customization.xml file. 7. Import the updated XML file by using the Import Customizations feature. 8. In the Navigation Pane, click Settings, click Customization, and then click Import Customizations.
