MicrosoftDynamicsCRMIGPlanning.docx

MicrosoftDynamicsCRMIGPlanning.docx

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MicrosoftDynamicsCRMIGPlanning

MicrosoftDynamicsCRMPlanningGuide

4.5.0

Copyright

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TableofContents

Copyright2

Overview5

PlanningMicrosoftDynamicsCRM5

MicrosoftDynamicsCRMeditionsandlicensing6

What'snewinMicrosoftDynamicsCRM4.0?

6

Multi-tenancy6

Serverrolegroups6

MicrosoftDynamicsCRMConnectorforSQLServerReportingServices7

MicrosoftDynamicsCRM4.0LanguagePack7

Multicurrency7

ResourceCenter7

What'snewindatamanagement?

7

What'snewincustomization?

8

What'snewinworkflow?

8

What'snewinMicrosoftDynamicsCRM4.0E-mailRouter?

8

What'snewinMicrosoftDynamicsCRMforOutlook?

9

BusinessManagementwithMicrosoftDynamicsCRM11

Tools,training,anddocumentationtohelpyouplan11

Toolsforcustomizationplanning11

Toolsforbusinessmanagement12

MicrosoftDynamicsSureStepmethodology12

Businessmanagementtraining12

Help13

PlanningaMicrosoftDynamicsCRMimplementation13

Planningtasksforbusinessmanagers13

Developmenttasksforbusinessmanagers14

Deploymenttasksforbusinessmanagers14

Post-deploymenttasksforbusinessmanagers14

ManagingaMicrosoftDynamicsCRMimplementationproject14

Implementationoverview16

Planning16

Development16

Deployment16

Post-deployment:

operatingandmaintaining16

Planningtasks17

Deploymenttasks22

Post-deploymenttasks22

Tipsforasuccessfulimplementation23

SystemRequirementsandRequiredComponents25

MicrosoftDynamicsCRMServerhardwarerequirements25

MicrosoftDynamicsCRMServersoftwarerequirements26

WindowsServeroperatingsystem26

SupportedWindowsServer2003editions26

SupportedWindowsServer2008editions26

Servervirtualization27

ActiveDirectorymodes27

InternetInformationServices（IIS）27

SQLServereditions28

SQLServerReportingServices29

Softwarecomponentprerequisites29

Verifyprerequisites30

MicrosoftDynamicsCRMConnectorforSQLServerReportingServices31

MicrosoftDynamicsCRMConnectorforSQLServerReportingServicesrequirements31

MicrosoftDynamicsCRME-mailRoutersoftwarerequirements31

ExchangeServer32

POP3/SMTP32

MicrosoftDynamicsCRMforOutlookhardwarerequirements32

MicrosoftDynamicsCRMforOutlooksoftwarerequirements33

MicrosoftDynamicsCRMforOutlooksoftwarecomponentprerequisites33

EarlierversionsofMicrosoftDynamicsCRMforOutlookandMicrosoftDynamicsCRMServercompatibility34

MicrosoftDynamicsCRMforOutlookandWindowsServerTerminalServicesorCitrixPresentationServersupport34

MicrosoftDynamicsCRMWebclientsoftwarerequirements34

MicrosoftDynamicsCRMDataMigrationManagerhardwarerequirements35

DataMigrationManagersoftwarerequirements35

Datamigrationoverview36

Requirementsandrecommendations36

64-bitsupportedconfigurations36

Languagesupport36

Requirements37

Examples37

JapaneseKanjifontJIS2004specificationissues38

Currencysupport38

PlanningDeployment43

Planningdeploymentprerequisites43

Hardwarerequirements44

Softwarerequirements44

ActiveDirectoryconsiderations44

SQLServerinstallationandconfiguration45

SQLServerrequirementsandrecommendationsforMicrosoftDynamicsCRM46

RunningSQLServer2008withMicrosoftDynamicsCRM47

SQLServerdeployment47

AdditionalresourcesforSQLServer50

PlanningrequirementsforMicrosoftSQLServerReportingServices50

Planninge-mailintegration51

MicrosoftDynamicsCRME-mailRouter52

AdditionalresourcesforE-mailRouter57

AdditionalresourcesforExchangeServer57

Operatingsystemandsoftwarecomponentsecurityconsiderations57

SecuringWindowsServer58

SecuringSQLServer59

SecuringExchangeServerandOutlook59

SecurityconsiderationsforMicrosoftDynamicsCRM60

IsolatetheHelpServerroleforInternet-facingdeployments60

MicrosoftDynamicsCRMinstallationfiles60

Supportedconfigurations64

ActiveDirectoryrequirements64

Single-serverdeployment64

Multiple-serverdeployment65

Supportformultiple-servertopologies67

UpgradingfromMicrosoftDynamicsCRM3.070

MicrosoftDynamicsCRMsoftwareandcomponentsnotsupportedforupgrade71

Upgradelicensekey71

Userpermissionsandprivileges71

MultipleMicrosoftDynamicsCRMServerversionsinthesamedomain72

SharingaSQLServer72

Additionaldownloadsandinformationresources72

Testupgrade73

Whathappenstoreports?

73

Whathappenstocustomizations?

74

Whathappenstoworkflows?

74

WhathappenstoMicrosoftDynamicsCRM3.0Mobile?

75

PlanningDeploymentAdvancedTopics77

AdvanceddeploymentoptionsforMicrosoftDynamicsCRMServer77

UpdateSetupfilesbyusingalocalpackage77

Installserverroles77

ConfigureaMicrosoftDynamicsCRMInternet-facingdeployment77

KeymanagementinMicrosoftDynamicsCRM80

Multi-organizationdeployment80

AdvanceddeploymentoptionsforMicrosoftDynamicsCRMforOutlook81

DeployMicrosoftDynamicsCRMforOutlookbyusingdeploymentmanagementsoftware81

DeployMicrosoftDynamicsCRMforOutlookbyusingGroupPolicy81

Chapter1

Overview

ThisguideispartoftheMicrosoftDynamicsCRM4.0ImplementationGuide,whichconsistsofthefollowingthreedocuments:

∙PlanningGuide:

UsethistodeterminewhatyouhavetoplanforMicrosoftDynamicsCRM.Itincludescoverageinthefollowingareas:

Technical.Thesetopicsfocusonsupportedtopologies,systemrequirements,andtechnicalconsiderationstoaddressbeforeinstallation.

ImplementationMethodology.Learnaboutthebusinessmanagement,systemrequirements,andprojectmanagementaspectsthatareneededwhenyoudeployaMicrosoftDynamicsCRMsystem.Inaddition,thereareseveraldocumentsthatyoucanuseastoolstoplantheimplementationofMicrosoftDynamicsCRM.ThesetoolsareavailablefordownloadatMicrosoftDynamicsCRMPlanningTools（

∙InstallingGuide:

UsethisguidetolearnaboutwhatyouhavetoinstallMicrosoftDynamicsCRM,suchasstep-by-stepinstructionsforrunningSetup,command-lineinstallationinstructions,andguidanceabouthowtoremoveMicrosoftDynamicsCRM.

∙OperatingandMaintainingGuide:

Youcanreadthisguidetolearnhowtobackup,restore,andperformsystemrecoveryforMicrosoftDynamicsCRMdata.Also,thisguidehastroubleshootingstepsforknownissues.

InThisChapter

PlanningMicrosoftDynamicsCRM5

MicrosoftDynamicsCRMeditionsandlicensing6

What'snewinMicrosoftDynamicsCRM4.0?

6

What'snewindatamanagement?

7

What'snewincustomization?

8

What'snewinworkflow?

8

What'snewinMicrosoftDynamicsCRM4.0E-mailRouter?

8

What'snewinMicrosoftDynamicsCRMforOutlook?

9

PlanningMicrosoftDynamicsCRM

PlanningMicrosoftDynamicsCRM,likeanyenterprise-widesoftware,isasignificanttaskforanorganization.ThisguideiswrittenfortheteamofpeopleresponsibleforplanningMicrosoftDynamicsCRM,andprovidesinformationandtoolsthatareneededtodesignasuccessfulimplementation.Insmallerorganizations,severalrolesmaybefilledbyoneperson.Inlargerorganizations,eachrolemaybedividedamongseveralpeople.Theserolesincludethefollowing:

∙Businessmanagers:

ResponsiblefordetermininghowyourbusinesswilluseMicrosoftDynamicsCRM.ThisincludesmappingyourprocessestoMicrosoftDynamicsCRM,decidingondefaultvalues,andidentifyinganyrequiredcustomizations.

∙Customizationtechnicalstaff:

Responsibleforimplementingtheplannedcustomizations.

∙Networktechnicalstaff:

ResponsiblefordetermininghowMicrosoftDynamicsCRMwillbeinstalledonthenetwork.

∙Projectmanager:

Responsibleformanaginganenterprise-wideimplementationproject.

OrganizationsthatimplementMicrosoftDynamicsCRMsoftwaremayusetheservicesofanindependentsoftwarevendor（ISV）orvalue-addedreseller,aconsultant,orother