Deploying and administering Microsoft Dynamics CRM Online

297 Pages·2015·4.9 MB·English

Deploying and administering Microsoft
Dynamics CRM Online and Microsoft
Dynamics CRM 2015
Version 7.1.1
This document contains the information that was titled the Microsoft Dynamics CRM
Implementation Guide in earlier versions of Microsoft Dynamics CRM.
This document is provided "as-is". Information and views expressed in this document, including
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Contents
Planning and deploying CRM 2015 (on-premises) .......................................................................... 7
Planning on-premises CRM 2015 ................................................................................................ 7
Planning your deployment of Microsoft Dynamics CRM 2015 ................................................. 8
Microsoft Dynamics CRM 2015 editions and licensing ............................................................. 9
Microsoft Dynamics CRM 2015 system requirements and required technologies ................. 10
Microsoft Dynamics CRM Server 2015 hardware requirements ......................................... 11
Microsoft SQL Server hardware requirements for Microsoft Dynamics CRM Server 2015 12
Software requirements for Microsoft Dynamics CRM Server 2015 .................................... 12
Active Directory and network requirements for Microsoft Dynamics CRM 2015 ................ 18
Microsoft Dynamics CRM 2015 Reporting requirements .................................................... 19
Microsoft Dynamics CRM 2015 language support .............................................................. 21
Prerequisites and considerations for planning your deployment of Microsoft Dynamics CRM
2015 ..................................................................................................................................... 23
Hardware requirements ....................................................................................................... 23
Software requirements ........................................................................................................ 24
SQL Server installation and configuration ........................................................................... 25
SQL Server requirements and recommendations for Microsoft Dynamics CRM ............ 26
SQL Server deployment ................................................................................................... 27
Additional resources for SQL Server ............................................................................... 31
Planning requirements for SQL Server Reporting Services ................................................ 32
Security considerations for Microsoft Dynamics CRM ............................................................ 34
Security best practices for Microsoft Dynamics CRM ......................................................... 38
Administration best practices for on-premises deployments of Microsoft Dynamics CRM . 40
Operating system and platform technology security considerations for Microsoft Dynamics
CRM 2015 ........................................................................................................................ 41
Network ports for Microsoft Dynamics CRM ....................................................................... 44
Known risks and vulnerabilities ........................................................................................... 48
Microsoft Dynamics CRM supported configurations ............................................................... 52
Microsoft Dynamics CRM multiple-server deployment ....................................................... 54
Microsoft Dynamics CRM server roles............................................................................. 55
Support for Microsoft Dynamics CRM multiple-server topologies ................................... 64
Upgrade a Microsoft Dynamics CRM Server .......................................................................... 67
Before you upgrade: issues and considerations ................................................................. 71
Upgrade the Microsoft Dynamics CRM Deployment ........................................................... 73
Advanced deployment options for Microsoft Dynamics CRM Server ..................................... 78
Configure a Microsoft Dynamics CRM Internet-facing deployment .................................... 79
Multi-organization deployment ............................................................................................ 81
Accessibility in Microsoft Dynamics CRM ............................................................................... 82
Installing on-premises CRM 2015 .............................................................................................. 83
Install or upgrade Microsoft Dynamics CRM Server ............................................................... 84
Microsoft Dynamics CRM Server installation ...................................................................... 88
Install Microsoft Dynamics CRM Front End Server and Back End Server roles ............. 90
Install Microsoft Dynamics CRM Full Server role on a server without Microsoft Dynamics
CRM installed ............................................................................................................... 97
Install Microsoft Dynamics CRM Server on multiple computers .................................... 102
Install Microsoft Dynamics CRM Reporting Extensions ................................................. 107
Set configuration and organization databases for SQL Server 2012 AlwaysOn failover
.................................................................................................................................... 109
Upgrade Microsoft Dynamics CRM Server ....................................................................... 115
Microsoft Dynamics CRM Server upgrade preparations ............................................... 116
Upgrade from Microsoft Dynamics CRM 2013 Server ................................................... 117
Upgrade from Microsoft Dynamics CRM Server 2011 ................................................... 120
Upgrade Microsoft Dynamics CRM Reporting Extensions ............................................ 124
After the upgrade ........................................................................................................... 124
Configure IFD for Microsoft Dynamics CRM ..................................................................... 125
Implement claims-based authentication: internal access .............................................. 126
Deploy and configure AD FS ...................................................................................... 126
Configure the Microsoft Dynamics CRM Server for claims-based authentication ..... 129
Configure the AD FS server for claims-based authentication .................................... 133
Add the AD FS website to the Local intranet security zone ....................................... 137
Test internal claims-based authentication .................................................................. 138
Implement claims-based authentication: external access ............................................. 138
Configure the Microsoft Dynamics CRM server for IFD ............................................. 139
Configure the AD FS server for IFD ........................................................................... 143
Test external claims-based authentication ................................................................. 144
CRM for tablets and IFD ................................................................................................ 145
CRM for phones and IFD ............................................................................................... 146
Configure Microsoft Dynamics CRM for Outlook to use claims-based authentication .. 146
Troubleshoot Microsoft Dynamics CRM Server IFD ...................................................... 148
Troubleshooting installation and upgrade ......................................................................... 152
Install or upgrade Language Packs for Microsoft Dynamics CRM ....................................... 153
Install and enable a Language Pack ................................................................................. 154
Upgrade and enable a Language Pack ............................................................................. 155
Install Microsoft Dynamics CRM Report Authoring Extension ............................................. 155
Uninstall, repair, and change Microsoft Dynamics CRM ...................................................... 157
Uninstall, change, or repair Microsoft Dynamics CRM Server .......................................... 158
Uninstall or repair Microsoft Dynamics CRM Reporting Extensions ................................. 159
Uninstall or repair Microsoft Dynamics CRM Report Authoring Extension ....................... 160
Uninstall or repair a Microsoft Dynamics CRM Language Pack ....................................... 160
Use the command prompt to install Microsoft Dynamics CRM Server ................................. 161
Install Microsoft Dynamics CRM Server by using a command prompt ............................. 162
Microsoft Dynamics CRM Server XML configuration file .................................................. 163
Sample server XML configuration file ............................................................................ 174
Sample server XML configuration file for installing with pre-created groups ................. 177
Install Microsoft Dynamics CRM Server roles using the command prompt ...................... 177
Sample XML configuration file that installs only the WebApplicationServer and
OrganizationWebService roles ................................................................................... 180
Sample XML configuration file that installs only the HelpServer role ............................ 181
Install Microsoft Dynamics CRM Reporting Extensions using a command prompt .......... 183
Microsoft Dynamics CRM Reporting Extensions XML configuration file ....................... 184
Sample Microsoft Dynamics CRM Reporting Extensions XML configuration file ...... 186
Install Microsoft Dynamics CRM Report Authoring Extension using a command prompt
.................................................................................................................................... 186
Microsoft Dynamics CRM Report Authoring Extension XML configuration file .......... 187
Sample Microsoft Dynamics CRM Report Authoring Extension XML configuration
file ....................................................................................................................... 189
Deploy Microsoft Dynamics CRM on Azure FAQ ................................................................. 190
Post-installation and configuration guidelines for Microsoft Dynamics CRM ....................... 196
Operating on-premises CRM 2015 .......................................................................................... 201
Operating Microsoft Dynamics CRM 2015 ........................................................................... 202
Administer the deployment using Windows PowerShell ................................................... 202
Update deployment configuration settings ..................................................................... 205
Configure claims settings ........................................................................................... 217
Configure IFD settings ................................................................................................ 219
Configure web address settings ................................................................................. 220
Use Deployment Manager to manage the deployment ..................................................... 222
Microsoft Dynamics CRM deployment properties .......................................................... 223
Change the product key ................................................................................................. 226
Using Windows PowerShell to perform Deployment Manager tasks ............................ 227
Configure claims-based authentication .......................................................................... 227
Disable claims-based authentication ............................................................................. 230
Configure an Internet-facing deployment ....................................................................... 230
Disable an Internet-facing deployment .......................................................................... 232
Deployment Administrators ............................................................................................ 232
Add a new Deployment Administrator ........................................................................ 233
Remove a Deployment Administrator ......................................................................... 233
Manage organizations .................................................................................................... 233
Edit an organization's attributes ................................................................................. 234
Disable or enable an organization .............................................................................. 235
Add a new organization .............................................................................................. 235
Import an organization ................................................................................................ 237
Upgrade an organization ............................................................................................ 240
Update an organization .............................................................................................. 240
Troubleshoot organization import and upgrade issues .............................................. 241
Delete an organization ................................................................................................ 242
Manage servers ............................................................................................................. 242
Microsoft Dynamics CRM server roles........................................................................... 243
Disable or enable a server ........................................................................................................... 251
Delete (remove) a Microsoft Dynamics CRM Server .................................................................. 252
Troubleshooting and known issues for Microsoft Dynamics CRM .............................................. 253
Monitor and troubleshoot Microsoft Dynamics CRM ................................................................... 254
Microsoft Dynamics CRM Monitoring Service ............................................................................. 285
Microsoft Dynamics CRM data protection and recovery ............................................................. 287
Microsoft Dynamics CRM VSS writer service ............................................................................. 288
Back up the Microsoft Dynamics CRM System ........................................................................... 289
Exporting and importing customizations and solutions ............................................................... 294
Microsoft Dynamics CRM failure recovery .................................................................................. 294
SQL Server failure ....................................................................................................................... 295
Microsoft Dynamics CRM Server failure ..................................................................................... 296
Send us your comments about this document ............................................................................ 297
Planning and deploying CRM 2015 (on-
premises)
This section contains topics that can help you plan, install, operate, and maintain on-premises
versions of Microsoft Dynamics CRM 2015.
For information about how to plan and deploy Microsoft Dynamics CRM Online, see Manage
Your Microsoft Dynamics CRM Online Subscription.
In This Section
Planning on-premises CRM 2015
Installing on-premises CRM 2015
Operating on-premises CRM 2015
See Also
Administering CRM 2015 for online and on-premises
Planning and deploying CRM 2015 (on-premises)
Planning on-premises CRM 2015
IT Pros and CRM administrators can use the resources and topics in this guide to help them plan
an on-premises deployment of Microsoft Dynamics CRM.
In This Section
Planning your deployment of Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM 2015 editions and licensing
Microsoft Dynamics CRM 2015 system requirements and required technologies
Planning your deployment of Microsoft Dynamics CRM 2015
Advanced deployment options for Microsoft Dynamics CRM Server
Related Sections
Installing on-premises CRM 2015
Administration Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM
Online
Operating on-premises CRM 2015
Report Writers Guide for Microsoft Dynamics CRM and Microsoft Dynamics CRM Online

7
Planning your deployment of Microsoft Dynamics CRM 2015
For larger organizations, planning Microsoft Dynamics CRM (on-premises) or Microsoft Dynamics
CRM Online, like any enterprise-wide software, is a significant task. This guide is written for the
team of people responsible for planning Microsoft Dynamics CRM, and provides information and
tools that are needed to design a successful implementation. In smaller organizations, several
roles may be filled by one person. In larger organizations, each role may be divided among
several people. These roles include the following:
 Business managers. Responsible for determining how your business will use Microsoft
Dynamics CRM. This includes mapping your processes to Microsoft Dynamics CRM,
deciding on default values, and identifying any required customizations.
 Customization technical staff. Responsible for implementing the planned customizations.
 Network technical staff. Responsible for determining how Microsoft Dynamics CRM will be
deployed on the network and how users will access the system.
 Project manager. Responsible for managing an enterprise-wide implementation project.
Organizations that implement Microsoft Dynamics CRM software may use the services of an
independent software vendor (ISV) or value-added reseller, a consultant, or other organization
that is partnered with Microsoft and will help you with implementing and maintaining your
Microsoft Dynamics CRM installation. Because of this assumption, there may be references in
this guide to these "partners" who are expected to provide services to you.
Resources for planning and preparing users for Microsoft Dynamics CRM
These resources are available to help you plan a deployment of Microsoft Dynamics CRM (on-
premises) or Microsoft Dynamics CRM Online.
Microsoft Dynamics SureStep
Microsoft Dynamics Sure Step is a full customer lifecycle methodology for all Microsoft Dynamics
solutions, providing the Microsoft ecosystem with comprehensive sales through delivery
guidance, project management discipline alignment and field-driven best practices. Microsoft
Dynamics Sure Step is designed for Microsoft Dynamics Partners to successfully and reliably
complete customer projects on time and on budget. More information: Microsoft Dynamics CRM
Sure Step Guide
Microsoft Dynamics CRM Online planning
If you’re an administrator who needs to plan and implement Microsoft Dynamics CRM Online in
your organization,Manage your Microsoft Dynamics CRM Online subscription is designed for you.
The guide also helps other users to ramp up with Microsoft Dynamics CRM Online.
User training and adoption
More information: Training and Adoption Kit for Microsoft Dynamics CRM.
See Also
Planning on-premises CRM 2015

8
Microsoft Dynamics CRM 2015 editions and licensing
Microsoft Dynamics CRM 2015 editions and licensing
Microsoft Dynamics CRM offers licensing options that cover implementations for small, to mid-
level, to even very large organizations.
Editions and licensing for on-premises deployments
 Microsoft Dynamics CRM Server 2015. There is no user limit for this edition. Additional
features include support for multiple organizations, multiple server instances, and separate
role-based service installation. Role-based services let you increase performance by
installing Microsoft Dynamics CRM Server features on different computers.
 Microsoft Dynamics CRM Workgroup Server 2015. This edition is limited to five, or fewer,
users. This version is limited to a single organization and a single computer that is running
Microsoft Dynamics CRM Server.
Licensing
A Microsoft Dynamics CRM deployment operates by using a single product key. However, each
Microsoft Dynamics CRM Server in a deployment requires a server license. Only the Microsoft
Dynamics CRM Server 2015 edition is licensed for multiple Microsoft Dynamics CRM servers or
server roles in a deployment. Microsoft Dynamics CRM Workgroup Server 2015 edition is limited
to running on a single server in a deployment.
You can view and upgrade a license in Deployment Manager. Deployment Manager is a
Microsoft Management Console (MMC) snap-in that system administrators can use to manage
organizations, servers, and licenses for deployments of Microsoft Dynamics CRM.
Client access license types
You can view and modify client access license types for each user in the Users area of the
Settings area in the Microsoft Dynamics CRM web client. For more information about Microsoft
Dynamics CRM licensing, see How to buy Microsoft Dynamics CRM.
Microsoft Dynamics CRM Online licensing
With Microsoft Dynamics CRM Online, you get powerful CRM capabilities and features delivered
as a cloud service from Microsoft, providing instant-on, anywhere access, and predictable pay-as-
you-go pricing. Licensing plans for Microsoft Dynamics CRM Online determine the amount of
features and functionality users need and is licensed using a subscription.
For licensing plan information, see Licensing plans for Microsoft Dynamics CRM Online.
See Also
Blog post: Announcing pricing and licensing for Dynamics CRM 2015
Planning your deployment of Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM 2015 system requirements and required technologies

9
Microsoft Dynamics CRM 2015 system requirements and
required technologies
Microsoft Dynamics CRM (on-premises) versions require the following software:
 Microsoft Windows Server
 A Microsoft Windows Server Active Directory infrastructure
 An Internet Information Services (IIS) website
 Claims-based security token service (required for Internet-facing deployments)
 Microsoft SQL Server 2012
 Microsoft SQL Server 2012 Reporting Services
 Microsoft Exchange Server or access to a POP3-compliant email server (required for email
tracking)
 SharePoint Server (required for document management)
 Windows operating system when you use Dynamics CRM for Outlook. Apple Mac, when
running Apple Safari, supported tablet, or mobile device.
 Supported web browser, such as later versions of Internet Explorer or the latest versions of
Apple Safari, Google Chrome and Mozilla Firefox.
 Microsoft Office Outlook (optional).
Note
For detailed hardware and software requirements or specific product versions and
service pack levels that are supported, see the links in “In this Section” later in this topic.
Important
Typically, Microsoft Dynamics CRM applications support the latest version and service
pack (SP) for all required components, such as Windows Server, Microsoft SQL Server,
and Microsoft Office. However, to fully support the latest version of a required
component, you should apply the latest update for Microsoft Dynamics CRM.
Microsoft Dynamics CRM conforms to the support policies of all dependent products and
technologies, such as Microsoft Office or Microsoft Exchange Server. For example,
mainstream support for Microsoft Office 2010 ends 10/13/2015; therefore mainstream
support for Dynamics CRM for Outlook running on Microsoft Office 2010 also ends on
that date. For more information, see Select a Product for Lifecycle Information.
Before you install Microsoft Dynamics CRM, review the following topics, which provide detailed
information about the products and technologies that are required or optional and supported
configurations.
In This Section
Microsoft Dynamics CRM Server 2015 hardware requirements
Microsoft SQL Server hardware requirements for Microsoft Dynamics CRM Server 2015
Software requirements for Microsoft Dynamics CRM Server 2015
Active Directory and network requirements for Microsoft Dynamics CRM 2015

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