Chapter 2
Getting Started
In this chapter you will learn about:
Prerequisites for Self Service implementations.
Installing Self Service.
Requirements for setting up Self Service.
Prerequisites for Self Service Implementations
To run CRM Self Service you will need:
CRM installed on a server with a valid Self Service license key.
The same server software as for a typical CRM installation. Refer to the System Administrator Guide for more information.
You may require the Extensibility Module, depending on the functionality you require on your Web site. Please refer to Chapter 3 "Customizing the Self Service Web Site" for more information.
Installing Self Service
During the CRM installation:
If you have the Extensibility Module, you are asked if you want to install a demo Self Service Web site. Select the Sample Self Service Support site checkbox to install the site and use it as a template for the CRM Self Service Web site. For more information on the demo Self Service Web site, refer to the Chapter 2 "Designing the Self Service Web Site".
When you install CRM Self Service, the following takes place by default:
A new database called CRMSelfService is created. It contains two important tables for storing visitor
A new option called Self Service becomes available on the CRM Administration System home page. This enables you to configure CRM for Self Service and to maintain Self Service visitor information.
A Self Service tab becomes available when you are in the Person and Company context. This allows People and Companies in CRM to be enabled
Self Service Guide
