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Microsoft Dynamics CRM 4.0

Installing Guide

Rev. 4.0.0

Contents

Main Page Contents Page Page Page 1 Overview Microsoft Dynamics CRM Editions and Licensing Editions Licensing Client Access License Types Whats New in Microsoft Dynamics CRM 4.0? Multi-Tenancy Server Roles Microsoft Dynamics CRM 4.0 Connector for SQL Reporting Services Microsoft Dynamics CRM 4.0 Language Pack Whats New in Data Management? Whats New in Customization? Whats New in Workflow? Whats New in Microsoft Dynamics CRM 4.0 E-mail Router? Whats New in Microsoft Dynamics CRM for Outlook? Page 2 Microsoft Dynamics CRM Server Installation Instructions Components Installed During Server Setup Microsoft Dynamics CRM Server Installed Configuration Components Other Software Components Installed During Setup Microsoft Dynamics CRM Software and Components Not Supported for Upgrade Upgrade Multiple Deployments of Microsoft Dynamics CRM 3.0 That Share an Instance of SQL Server Option 1: Restore the Microsoft Dynamics CRM 3.0 Databases to an Instance of SQL Server Option 2: Delete the Existing Configuration Database Option 3: Add All Organizations to a Single Microsoft Dynamics CRM 4.0 Deployment Microsoft Dynamics CRM Server Installation Install Microsoft Dynamics CRM Server on a Server without Microsoft Dynamics CRM Installed Page Page Page Upgrade from Microsoft Dynamics CRM 3.0 Server Page Page Install Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services Page Page Register Microsoft Dynamics CRM Post Installation Tasks Manage Organizations, Servers, and Licensing Install Sample Data Troubleshooting Installation and Upgrade Log Files Server Installation Issues Setup cannot find the selected organizational unit One or more reports could not be upgraded message received during upgrade Page 3 Microsoft Dynamics CRM E-Mail Router Installation Instructions Microsoft Dynamics CRM for Outlook E-mail Router Install E-Mail Router and Rule Deployment Wizard Additional Tasks Additional tasks to complete to use a forward mailbox E-Mail Router Configuration Manager Configuring E-mail Routing for Multiple Configurations and Deployments Rule Deployment Wizard Create the Rule Manually Troubleshooting Logging Test Access Feature Users do not receive Microsoft Dynamics CRM e-mail messages Send Us Your Feedback about This Chapter 4 Microsoft Dynamics CRM for Outlook Installation Instructions Step 1: Install Microsoft Dynamics CRM for Outlook Step 2: Configure Microsoft Dynamics CRM for Outlook Step 3: Configure User E-Mail Settings User and Queue E-Mail Configuration Incoming E-Mail Messaging Options Outgoing E-Mail Messaging Options 5 Data Migration Manager Installation Instructions Overview Install Data Migration Manager Data Migration Manager Installation Instructions Configure Data Migration Manager Logging Start Data Migration Manager Troubleshooting Data Migration Manager Setup Uninstall Data Migration Manager When Setup Does Not Complete Successfully Data Migration Manager Authentication Failures Send Us Your Feedback about This Chapter Page 6 Language Pack Installation Instructions Overview Deploy a Language Pack Step1: Install the Language Pack in the Deployment Step 2: Enable the Language Pack in Your Organization Step 3: Install the Language Pack for Microsoft Dynamics CRM for Outlook Step 4: Select the Language to Display the User Interface and Help Language Pack Installation Issues You receive a Setup could not install Language Pack Name error message Send Us Your Feedback about This Chapter 7 Use the Command Line to Install Microsoft Dynamics CRM General Procedures Install Microsoft Dynamics CRM Server Server XML Configuration File update. Specifies whether Setup will look for, download, and apply updates for Microsoft update. Values for this parameter are either true or false. Select true if you want Setup to Page Page Page Sample Server XML Configuration File Sample Server XML Configuration File for Internet- Facing Deployments Install Microsoft Dynamics CRM Server Roles Parameters Server XML Configuration File PlatformServer. Installs the server roles that apply to Microsoft Dynamics CRM. When Async. Installs the Microsoft Dynamics CRM Processing Asynchronous Service. This SDKServer. Installs the components that are needed to run applications that use the Install Microsoft Dynamics CRM Connector for SQL Server Reporting Services Microsoft Dynamics CRM Connector for SQL Server Reporting Services Requirements Command-Line Example Microsoft Dynamics CRM Connector for SQL Server Reporting Services XML Configuration File Sample Microsoft Dynamics CRM Connector for SQL Server Reporting Services XML Configuration File Logging Install Microsoft Dynamics CRM for Outlook Step 1: Install Files Command-Line Examples Parameters 2. Installs Microsoft Dynamics CRM for Outlook. If this parameter is not specified Step 2: Configure Microsoft Dynamics CRM for Outlook by Using an XML Configuration File Command-Line Examples SPLA. Specify this option if Microsoft Dynamics CRM for Outlook will connect to a Sample Microsoft Dynamics CRM for Outlook XML Configuration Files Install Microsoft Dynamics CRM E-mail Router E-mail Router XML Configuration File update. Specifies whether Setup will look for, download, and apply updates for Microsoft Sample Microsoft Dynamics CRM E-mail Router XML Configuration File Microsoft Dynamics CRM Server Installation Troubleshooting You Receive an Unknown Error (0x80005000) Error Message During a Quiet-Mode Installation Page 8 Uninstall and Repair Instructions Uninstall or Repair Microsoft Dynamics CRM Server Uninstall or Repair Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services Uninstall or Repair E-mail Router Uninstall or Repair Microsoft Dynamics CRM for Outlook Uninstall Data Migration Manager Troubleshooting Data Migration Repair or Uninstall Issues Uninstall or Disable a Language Pack Send Us Your Feedback about This Chapter 9 Post-Installation and Configuration Guidelines Configuration Guide and Roadmap Goal 1: Tailor Microsoft Dynamics CRM to Your Business 9-73 Goal 2: Integrate E-mail with Microsoft Dynamics CRM Goal 3: Manage Customer Support Page Goal 4: Manage Schedulable Resources Goal 5: Manage Marketing Goal 6: Manage Sales Transactions Goal 7: Automate Business Processes Instructions for Removing the Resource Center Page Recovering from Errors that Occur after You Remove the Resource Center