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Preparing Your Environment

Microsoft Dynamics CRM requires several steps of preparation and execution. .Below are the necessary components that should comprise your preparation checklist

Documentation and Planning

Throughout this chapter we have prepared for a robust, secure, and scalable architecture. .To ensure a successful implementation it is extremely important to document the design

Pre-requisites Gathering

Each server and component of the installation includes a list of pre-requisites in the Microsoft Dynamics CRM Implementation Guide. Take this opportunity to completely document, verify, and consolidate server data, infrastructure, and user information. Ensure licensing is in place to not preclude progress as deployment proceeds

Domain Considerations

Part of the deployment requirements documentation should be a checklist of authorization accounts and permissions for installation. Best practice is to configure a new OU for the CRM AD groups for each new CRM deployment

Online customers may choose to federate with Microsoft Online Services and benefit by synchronizing their local Active Directory and the Microsoft Online Services Portal

Server Configuration

As part of the documentation and diagram of the entire deployment consider any potential upgrades, in particular Server and Client OS and SQL Server. .This should include careful evaluation of SQL Server 2012, highlighting the potential costs and benefits especially related to A full feature list of SQL Server 2012 is available here

Evaluating the Installation

In preparation for deployment, it’s important to review the following components to be installed. Document all of the various components that will be needed during the installation. :Those include

  • CRM Application Serverrec
  • SQL Server 20012/2008 R2rec
  • SQL Reporting Servicesrec
  • CRM Reporting Extensionsrec
  • Email Router – later in this chapterrec
  • Language Packsrec
  • ADFSrec
  • SharePoint Serverrec
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