Microsoft Dynamics CRM 4.0 Installing Guide
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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 4.0 Implementation Guide consists of the following three
documents:
• Planning Guide: Use this to determine you what you need to plan for Microsoft
Dynamics CRM. It includes two main aspects , technical and implementation
methodologies:
o Technical. These topics focus on such areas as the supported topologies,
system requirements, and technical considerations to address before installation.
o Implementation Methodology. Learn about the business management, CRM
requirements and project-management aspects that are needed when you
deploy a CRM system. In addition, there are several documents that you can use
as tools to plan the implementation of Microsoft Dynamics CRM, which are in the
planningtools folder where the Microsoft Dynamics CRM 4.0 Implementation
Guide is located.
• Installing Guide: Use this guide to learn about what you need to install Microsoft
Dynamics CRM, such as step-by-step instructions for running Setup, command-line
installation instructions, and guidance about how to remove Microsoft Dynamics CRM.
• Operating and Maintaining Guide: You can read this guide to learn how to back up,
restore, and perform system recovery for Microsoft Dynamics CRM data. Also, this guide
has troubleshooting steps for known issues.
Installing Microsoft Dynamics CRM 4.0, just like any enterprise-wide software, is a significant task
for any organization. This guide is written for the individual or team responsible for installing
Microsoft Dynamics CRM.
This guide also assumes that the required steps have been completed for planning and the
information collecting that is needed before you install Microsoft Dynamics CRM. Organizations
implementing Microsoft Dynamics CRM software might use the services of an independent
software vendor (ISV) or value-added reseller, a consultant, or other organization partnering with
Microsoft. These professionals can help you with implementing and maintaining Microsoft
Dynamics CRM. Because of this assumption, there may be references in this guide to these
partners who are expected to provide various services to you.
Microsoft Dynamics CRM Editions and Licensing
Microsoft Dynamics CRM 4.0 offers several editions that cover various implementations for small,
to mid-level, to even very large organizations.
Editions
• Microsoft Dynamics CRM 4.0 Workgroup. This edition is limited to five, or fewer, users.
It can be installed on Microsoft Windows Small Business Server 2003 R2 Enterprise
Edition, any of the supported Windows Server 2003 editions, or Windows Server 2008