Microsoft CRM 4.0 Server Installation Steps
Microsoft CRM 4.0 Licensing
Workflows
The CRM 4.0 Client for Microsoft Outlook
Deployment Manager
Additional Issues
CRM 4.0 Supported Configurations
CRM 4.0 Self-Directed Demonstration
Upgrading to Microsoft Dynamics CRM 4.0
Upgrade Process

Professional Edition Installation Steps


• License code information
• End User License Agreement (EULA)
• Install required components
• Specify the CRM organization name
• On the Help Us Improve the Customer Experience page, select whether you want to participate in the Customer Experience Improvement Program, and then click Next.
• Select installation location
• Web Site
• Select SQL Server
• Specify SQL Server Reporting Services Server
• Select the AD Organizational Unit
• Specify the security account for the CRM Services


• Exchange Server Settings
• System Requirements and the Environmental Diagnostic Wizard
• Ready to install the application
• Installing Microsoft CRM Server Professional Edition

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. Additionally, administrative users can now monitor individual workflow jobs in the new System Jobs area of the Web client.

System jobs are processes that run in the background, such as workflow jobs and bulk import. When a system job is started, the person starting the job can select who should be notified by e-mail when the job completes.

The new Web-based workflow system is fully integrated into the Microsoft Dynamics CRM Web client and replaces the server-based Workflow Manager tool. Based on Windows Workflow Foundation, the new Microsoft Dynamics CRM workflow system also supports a broad range of activities created outside the Web client using development tools such as Microsoft Visual Studio®.

Supported Operating System

Supported Sql server

Single Server Deployment

An all-in-one or single server deployment of CRM 4.0 is only supported when it is installed on Microsoft Windows Small Business Server 2003 Enterprise Edition R2. In a single server deployment, Windows Server 2003 functioning as a domain controller, Microsoft Dynamics CRM Server, SQL Server 2005, SQL Server Reporting Services, and optionally, Microsoft Exchange Server 2003 are all installed and running on the same computer.

Multiple Server Deployment

CRM 4.0 deployments that include multiple servers provide additional performance and scaling benefits. There are several multiple server configurations that can be deployed with Microsoft Dynamics CRM “4.” Below are examples of a two-server.

Two-Server (Team) Topology

The two-server deployment topology consists of the following configuration:
• Computer 1: Running Windows Server 2003 or Windows 2000 Server as a functioning domain controller. If the computer is running Windows Server 2003, it may also run Microsoft Exchange 2003.
• Computer 2: Running Windows Server 2003, SQL Server 2005, SQL 2005 Reporting Services, and CRM 4.0 server.