Introduction
Microsoft Dynamics CRM requires several steps of preparation and execution. Below are the necessary components that should make up your preparation checklist.
Verify prerequisites before you install Microsoft Dynamics CRM Server. You should understand the following:
- Microsoft SQL Server can be, but is not required to be, installed on the same computer as Microsoft Dynamics CRM Server.
- If Microsoft Dynamics CRM Server and Microsoft SQL Server are installed on different computers, both computers must be in the same Active Directory directory service domain.
- Microsoft SQL Server can be installed by using either Windows Authentication or mixed-mode authentication. (Windows Authentication is recommended for increased security. Microsoft Dynamics CRM will use only Windows Authentication).
- The service account that SQL Server uses to log on to the network must be either a domain user account (recommended) or one of the built-in system accounts supported by SQL Server (Network Service, Local Service, or Local System). Installation of Microsoft Dynamics CRM Server will fail if the SQL Server service account is the local administrator. Installation of Microsoft Dynamics CRM Server will fail if the SQL Server service account is the local administrator.
- The SQL Server service must be started and can be configured to automatically start when the computer is started.
- The Microsoft SQL Server Reporting Services service must be started and configured to automatically start when the computer is started.
- The SQL Server Agent service must be started. This service can be configured to automatically start when the computer is started.
- Although it is optional, we recommend that you accept the SQL Server default settings for Collation Designator, Sort Order, and SQL Collation. Microsoft Dynamics CRM supports both case-sensitive and case-insensitive sort orders.
- Microsoft Dynamics CRM Server Setup requires at least one network protocol to be enabled to authenticate by using SQL Server. By default, TCP/IP protocol is enabled when you install SQL Server. You can view network protocols in SQL Server Configuration Manager.
Microsoft Dynamics CRM Server setup the user account used to run Microsoft Dynamics CRM Server Setup that includes the creation of databases requires the following minimum permissions:
- Be a member of the Active Directory Domain Users group. By default, Active Directory Users and Computers adds new users to the Domain Users group.
- Be a member of the Administrators group on the local computer where Setup is running.
- Have the Local Program Files folder read and write permission.
- Be a member of the Administrators group on the local computer where the instance of SQL Server is located that will be used to store the Microsoft Dynamics CRM databases.
- Have sysadmin membership on the instance of the SQL Server that will be used to store the Microsoft Dynamics CRM databases.
- Have organizational unit and security group creation permission in Active Directory. Alternatively, you can use a Setup XML configuration file to install Microsoft Dynamics CRM Server when security groups have already been created. For more information, see Use the command prompt to install Microsoft Dynamics CRM Server in the Installing Guide.
- If Microsoft SQL Server Reporting Services is installed on a different server, you must add the Content Manager role at the root level for the installing user account. You must also add the System Administrator Role at the site-wide level for the installing user account.
Run the setup and follow the wizard:
Click on Install Microsoft Dynamics CRM Server
Do not get updates and click next
When the updates are complete it will extract the setup files to a temporary location.
Enter the product key and follow the wizard
It will install some required features. You may be required to reboot the Virtual Machine manually and run the setup again.
Select Organization and click next.
Give the server name where SQL Server is running, i.e myServer
We have to create users for each CRM Service. i.e