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 Server
- SQL Server 20012/2008 R2
- SQL Reporting Services
- CRM Reporting Extensions
- Email Router – later in this chapter
- Language Packs
- ADFS
- SharePoint Server