Microsoft Dynamics CRM 4.0 System Requirements

Microsoft Dynamics CRM Server hardware requirements

The following table lists the minimum and recommended hardware requirements for Microsoft Dynamics CRM Server.

Microsoft Dynamics CRM Server software requirements

This section lists the software and application requirements for Microsoft Dynamics CRM Server.

Windows Server operating system

Microsoft Dynamics CRM can be installed only on Windows Server 2003 or Windows Server 2008 computers. The specific versions and editions of Windows Server that are supported for installing and running Microsoft Dynamics CRM Server are listed in the following sections.

Important

Microsoft Windows 2000 Server editions are not supported for installing and running Microsoft Dynamics CRM.

Supported Windows Server 2003 editions

The following editions of the Windows Server 2003 operating system are supported for installing and running Microsoft Dynamics CRM Server and components:

·         Windows Server 2003, Web Edition SP2

·         Windows Server 2003, Standard Edition SP2, or Windows Server 2003 R2, Standard Edition SP2

·         Windows Server 2003, Enterprise Edition SP2, or Windows Server 2003 R2, Enterprise Edition SP2

·         Windows Server 2003, Datacenter Edition SP2, or Windows Server 2003 R2, Datacenter Edition SP2

·         Windows Server 2003, Small Business Edition R2, Standard

·         Windows Server 2003, Small Business Edition R2, Premium

·         Windows Server 2003 64x Standard Edition SP2, or Windows Server 2003 R2 64x Standard Edition SP2

·         Windows Server 2003 64x Enterprise Edition SP2, or Windows Server 2003 R2 64x Enterprise Edition SP2

·         Windows Server 2003 64x Datacenter Edition SP2, or Windows Server 2003 R2 64x Datacenter Edition SP2

Important

Windows Server 2003 for Itanium-Based Systems is not supported for installing and running Microsoft Dynamics CRM 4.0.

Supported Windows Server 2008 editions

The following editions of the Windows Server 2008 operating system are supported for installing and running Microsoft Dynamics CRM 4.0:

·         Windows Server 2008 Standard (32-bit and x64 versions)

·         Windows Server 2008 Enterprise (32-bit and x64 versions)

·         Windows Server 2008 Datacenter (32-bit and x64 versions)

·         Windows Web Server 2008 (32-bit and x64 versions)

·         Windows Small Business Server 2008 Standard edition

·         Windows Small Business Server 2008 Premium edition (32-bit and x64 versions)

·         Windows Essential Business Server 2008 Standard and Premium editions

However, before you install Microsoft Dynamics CRM, we recommend that you read KB article 950100: Support for Microsoft Dynamics CRM 4.0 on Windows Server 2008-based computers

Important

·         If you installed Windows Server 2008 by using the Server Core installation option, you cannot install and run Microsoft Dynamics CRM 4.0.

·         You cannot install and run Microsoft Dynamics CRM 4.0 on Windows Server 2003 for Itanium-Based Systems.

·         The Windows Small Business Server 2008 Standard edition does not include SQL Server. You must have a supported version of SQL Server available to install Microsoft Dynamics CRM 4.0 on Windows Small Business Server 2008 Standard edition.

Server virtualization

Microsoft Dynamics CRM servers can be deployed in a virtualized environment by using Microsoft Virtual Server 2005 R2 or Windows Server 2008 with Hyper-V. You must understand the limitations and best practices of server virtualization before you try to virtualize your installation of Microsoft Dynamics CRM.

For information about how to deploy Microsoft Dynamics CRM in an environment that is running Virtual Server 2005, see KB article 946600: Microsoft Dynamics CRM 4.0 on a computer that is running Microsoft Windows Server 2008 (http://go.microsoft.com/fwlink/?linkid=132451).

For information about how to deploy Microsoft Dynamics CRM in an environment that is running Windows Server 2008 with Hyper-V, see KB article 957054: Support for Microsoft Dynamics CRM 4.0 on a computer that is running Windows Server 2008 Hyper-V (http://go.microsoft.com/fwlink/?linkid=127728).

Active Directory modes

The computer on which Microsoft Dynamics CRM 4.0 is running must be a domain member in a domain that is running in one of the following Active Directory modes:

·         Windows 2000 Mixed

·         Windows 2000 Native

·         Windows Server 2003 Native

·         Windows Server 2003 Interim

·         All Windows Server 2008 Modes

Important

·         The computer on which Microsoft Dynamics CRM is running cannot function as an Active Directory domain controller, unless it is running Microsoft Windows Small Business Server 2003 Premium Edition R2.

·         When you install Microsoft Dynamics CRM in a Windows 2000 Mixed-mode domain, you cannot add users to Microsoft Dynamics CRM that are located in a different domain.

·         Installing Microsoft Dynamics CRM Server in a domain that is running in Active Directory Application Mode (ADAM) is not supported.

All Active Directory forest modes are supported. For more about Active Directory domain and forest modes, see How to raise domain and forest functional levels in Windows Server 2003 (http://go.microsoft.com/fwlink/?linkid=52205).

Internet Information Services (IIS)

You must install and run either Internet Information Services (IIS) 6.0 or IIS 7.0 in IIS Compatibility Mode before you install Microsoft Dynamics CRM Server.

Note

When you install the Microsoft Dynamics CRM Server Web application on a computer that is running IIS, Microsoft Dynamics CRM Server Setup will enable HTTP compression by default. If you use a different method to compress HTTP communications, you may want to disable this feature. To do this, start IIS Manager, right-click the Web Sites folder, click Properties, click the Service tab, and then clear the Compress application files and Compress static files check boxes.

SQL Server editions

Any one of the following Microsoft SQL Server editions is required and must be installed, running, and available for Microsoft Dynamics CRM:

·         Microsoft SQL Server 2005, Standard Edition with SP2 or a later version

·         Microsoft SQL Server 2005, Enterprise Edition with SP2 or a later version

·         Microsoft SQL Server 2005, Developer Edition with SP2 or a later version

·         Microsoft SQL Server 2005, Workgroup Edition with SP2 or a later version

·         Microsoft SQL Server 2005, Standard Edition, x64 with SP2 or a later version

·         Microsoft SQL Server 2005, Enterprise Edition, x64 with SP2 or a later version

·         Microsoft SQL Server 2005, Developer Edition, x64 with SP2 or a later version

·         Microsoft SQL Server 2008, Standard Edition

·         Microsoft SQL Server 2008, Enterprise Edition

·         Microsoft SQL Server 2008, Standard Edition, x64

·         Microsoft SQL Server 2008, Enterprise Edition, x64

Important

·         Deployments that use SQL Server 2008 may require one or more updates to be installed on the computer that is running SQL Server 2008 to work with Microsoft Dynamics CRM. If they are needed, these updates will be installed when you click Update installation files during Microsoft Dynamics CRM Server Setup and Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup. For more information about these updates see KB article 957053: Support for running Microsoft Dynamics CRM 4.0 together with Microsoft SQL Server 2008 (http://go.microsoft.com/fwlink/?linkid=125888).

·         Microsoft SQL Server 2008, Workgroup Web, Compact, or Express editions are not supported for running Microsoft Dynamics CRM.

·         SQL Server 2000 editions are not supported for Microsoft Dynamics CRM.

·         SQL Server that is running on Windows 2000 Server is not supported for Microsoft Dynamics CRM.

·         Commercially reasonable support will be provided when you run Microsoft Dynamics CRM with 64-bit SQL Server versions for Itanium (IA-64). Commercially reasonable support is defined as all reasonable support efforts by Microsoft Customer Service and Support that do not require Microsoft Dynamics CRM code fixes.

·         Microsoft Dynamics CRM Server now supports a named instance of SQL Server when you add or create organization databases.

·         You must install the cumulative update package 2 for SQL Server 2005 on the SQL Server when you use SQL Server 2005, Workgroup Edition.

·         SQL Server 2005, Workgroup Edition is supported only if Microsoft Dynamics CRM is installed on Small Business Server.

·         SQL Server 2005, Workgroup Edition is not supported for running the Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services when Microsoft Dynamics CRM Server is installed as an Internet-facing deployment. This is because SQL Server 2005 Workgroup Edition does not support custom data extensions. Therefore, some features such as report scheduling will not work.

SQL Server Reporting Services

The following SQL Server Reporting Services editions are required and must be installed, running, and available for Microsoft Dynamics CRM Server:

·         Microsoft SQL Server 2005, Standard Edition with SP2 or a later version

·         Microsoft SQL Server 2005, Enterprise Edition with SP2 or a later version

·         Microsoft SQL Server 2005, Standard Edition, x64 with SP2 or a later version

·         Microsoft SQL Server 2005, Enterprise Edition, x64 with SP2 or a later version

·         Microsoft SQL Server 2008, Standard Edition

·         Microsoft SQL Server 2008, Enterprise Edition

·         Microsoft SQL Server 2008, Standard Edition, x64

·         Microsoft SQL Server 2008, Enterprise Edition, x64

Important

·         SQL Server 2000 Reporting Services editions are not supported with this version of Microsoft Dynamics CRM Server.

·         When a user who belongs to multiple organizations within a Microsoft Dynamics CRM 4.0 deployment executes a report, the report executes correctly only if it is executed against that user's default organization. To avoid problems that can arise from this, make sure that you use the same deployment of SQL Server Reporting Services for each organization in your Microsoft Dynamics CRM deployment.

·         SQL Server 2005, Workgroup Edition is not supported for running the Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services when Microsoft Dynamics CRM Server is installed as an Internet-facing deployment (IFD). This is because SQL Server 2005 Workgroup Edition does not support custom data extensions. Therefore, some features such as report scheduling will not work.

·         Microsoft Dynamics CRM Connector for Microsoft SQL Server Reporting Services cannot be used to view a report that uses a Windows SharePoint Web Part or that is called from a custom .ASPX page. For these implementations, you must publish the report for external use. In addition, you must configure trust for delegation to enable double-hop Kerberos authentication. To publish a report for external use, follow these steps.

1.     In the Navigation Pane, click Workplace, and then under My Work, click Reports.

2.     Select the report, and on the Actions toolbar, click Edit Report.

3.     On the Actions menu, click Publish Report For External Use.

Software component prerequisites

The following SQL Server components are not installed during Setup and must be installed and running on the computer that is running SQL Server before you install Microsoft Dynamics CRM Server:

·         SQL Server Agent service

·         SQL Server Full Text Indexing

The following components are not installed during Setup. These components must be installed and running on the computer where Microsoft Dynamics CRM Server will be installed:

·         Services

4   Indexing Service

By default, this service is installed during Windows Server 2003 Setup. However, the service is not set to start automatically. To set this service to start automatically, click Start, click Run, type services.msc, and then click OK. In the Services list, right-click Indexing Service, and then click Properties. On the General tab in the Startup type list, select Automatic, and then under Service status click Start, and then click OK.

4   IIS Admin service

4   World Wide Web Publishing service

·         Windows Data Access Components (MDAC) 2.81 (This is the default version of MDAC with Windows Server 2003.)

·         Microsoft ASP.NET (Must be registered. Does not have to be running.)

Important

Before you run Setup, you must remove (uninstall) any prereleased versions of Microsoft .NET Framework 3.0. To do this, open Add or Remove Programs, click the prerelease version, click Change/Remove, and then follow the instructions that are on the screen.

Verify prerequisites

Before you install Microsoft Dynamics CRM Server, review the server installations and note 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 SQL Server are installed on different computers, both computers must be in the same Active Directory domain.

·         SQL Server can be installed by using either Windows authentication or mixed-mode authentication. (Windows authentication is recommended for increased security and 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 the local system account. Installation of Microsoft Dynamics CRM 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 SQL Server Reporting Services service must be started and configured to automatically start when the computer is started.

·         SQL Server Agent must be started. This service can be configured to automatically start when the computer is started.

·         The Microsoft Search service (Full-Text Service) must be running. This is required for Full-server role, Application-server role, or Help-server role installations.

·         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 the Named Pipes network library to authenticate by using SQL Server. By default, both Named Pipes and TCP/IP network libraries are enabled when you install SQL Server.

Microsoft Dynamics CRM Connector for SQL Server Reporting Services

The Microsoft Dynamics CRM Connector for SQL Server Reporting Services is a service that connects the Microsoft Dynamics CRM computer to the SQL Server Reporting Services computer. This eliminates the Kerberos double-hop authentication that was required for Microsoft Dynamics CRM 3.0 deployments when SQL Server Reporting Services was installed on a separate computer.

Important

·         Microsoft SQL Server 2005, Workgroup Edition is not supported for running the Microsoft Dynamics CRM Connector for SQL Server Reporting Services when Microsoft Dynamics CRM is used in an Internet-facing deployment. This is because SQL Server 2005 Workgroup Edition does not support custom data extensions. Therefore, some features such as report scheduling will not work.

·         Commercially reasonable support will be provided when you run Microsoft Dynamics CRM Connector for SQL Server Reporting Services with 64-bit SQL Server versions for Itanium (IA-64). Commercially reasonable support is defined as all reasonable support efforts by Microsoft Customer Service and Support that do not require Microsoft Dynamics CRM code fixes.

Microsoft Dynamics CRM Connector for SQL Server Reporting Services requirements

The Microsoft Dynamics CRM Connector for SQL Server Reporting Services has the following general requirements:

·         You must complete Microsoft Dynamics CRM Server Setup before you run Microsoft Dynamics CRM Connector for SQL Server Reporting Services Setup.

·         You can install and run only one instance of Microsoft Dynamics CRM Connector for SQL Server Reporting Services on a computer that has SQL Server 2005 Reporting Services or SQL Server 2008 Reporting Services installed.

·         Separate deployments of Microsoft Dynamics CRM cannot share one SQL Server Reporting Services server. However, a single deployment of Microsoft Dynamics CRM that has multiple Organizations can use the same SQL Server Reporting Services server.

Microsoft Dynamics CRM E-mail Router software requirements

This section lists the software and application software requirements for Microsoft Dynamics CRM E-mail Router.

Microsoft Dynamics CRM E-mail Router Setup consists of two main components: the E-mail Router and the Rule Deployment Manager. The E-mail Router component installs the E-mail Router service and E-mail Router Configuration Manager. The E-mail Router Configuration Manager is used to configure the E-mail Router. The Rule Deployment Manager component deploys the rules that enables received e-mail messages to be tracked.

You can install the E-mail Router and Rule Deployment Manager on any computer that is running one of the following operating systems and has network access to both Microsoft Dynamics CRM and the e-mail server:

·         Windows 7

·         Windows Server 2008

·         Windows Server 2003 (all editions)

·         Windows Vista

·         Windows XP Professional SP2

·         Windows XP Tablet PC Edition SP2

·         Windows XP Professional x64 Edition

Important

·         Windows XP Media Center Edition is not supported for installing and running Microsoft Dynamics CRM E-mail Router or E-mail Router Configuration Manager.

·         Running Microsoft Dynamics CRM E-mail Router and E-mail Router Configuration Manager (32-bit) is not supported on a Windows Server 64-bit operating system, in Windows- (32-bit) -On-Windows (64-bit) (WOW) mode.

Exchange Server

Microsoft Exchange Server is only required if you want to use the E-mail Router to connect to an Exchange Server e-mail messaging system. To do this, the E-mail Router can be installed on any of the previously-mentioned Windows or Windows Server operating systems that have a connection to the Exchange Server. The E-mail Router supports the following versions of Exchange Server:

·         Exchange 2003 Standard Edition SP2

·         Exchange 2003 Enterprise Edition SP2

·         Exchange Server 2007 Standard Edition

·         Exchange Server 2007 Enterprise Edition

Important

Microsoft Exchange 2000 Server editions are not supported with these versions of Microsoft Dynamics CRM E-mail Router and Rule Deployment Manager.

If missing, E-mail Router Setup installs the .NET Framework 3.0 on the computer where you install the E-mail Router.

The Rule Deployment Wizard component must be installed on a computer that is running any of the previously-mentioned Windows or Windows Server operating systems and has the Microsoft Exchange Server Messaging API (MAPI) client runtime libraries installed.

See MAPI client runtime libraries (http://go.microsoft.com/fwlink/?linkid=78805) on the Microsoft Download Center.

POP3/SMTP

In addition to Exchange Server, POP3 e-mail systems are supported for incoming e-mail message routing.

Important

·         When you use the Forward Mailbox option on the User form, the POP3 e-mail server must provide support where an e-mail message can be sent as an attachment to another e-mail message.

·         SMTP is the only transport protocol that is supported for outgoing e-mail message routing.

If you install the Microsoft Dynamics CRM E-mail Router to connect to a POP3 and SMTP server, the following standards are required:

·         POP3: RFC 1939

·         SMTP: RFC 2821 and 2822

Microsoft Dynamics CRM for Outlook hardware requirements

The following table lists the minimum and recommended hardware requirements for Microsoft Dynamics CRM for Microsoft Office Outlook.

Microsoft Dynamics CRM for Outlook software requirements

Microsoft Dynamics CRM for Outlook works the way that you do by providing a seamless combination of Microsoft Dynamics CRM features in the familiar Outlook environment. This section lists software and software requirements for Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM for Outlook with Offline Access.

Important

Unless specified otherwise, Microsoft Dynamics CRM for Outlook supports the latest version and service pack (SP) for all supported operating systems.

One of the following operating systems is required:

·         Windows 7

·         Windows Vista

·         Windows XP Professional Edition

·         Windows XP Tablet PC Edition

·         Windows XP Professional x64

Important

·         Windows XP Media Center Edition is not supported for installing and running Microsoft Dynamics CRM for Outlook.

·         Because Microsoft Dynamics CRM for Outlook and Microsoft Dynamics CRM for Outlook with Offline Access are 32-bit applications, they must run in the Windows on Windows (WOW) system when installed on a computer that is running a 64-bit version of Windows.

Microsoft Dynamics CRM for Outlook software component prerequisites

The following components must be installed and running on the computer before you run the Microsoft Dynamics CRM for Outlook Setup program (SetupClient.exe):

·         Internet Explorer 6 with SP1, Internet Explorer 7, or Internet Explorer 8

·         Microsoft Office 2003 SP3 or 2007 Microsoft Office system SP2

·         Indexing Service (recommended for Microsoft Dynamics CRM for Outlook with Offline Access)

Important

Microsoft Office XP and Microsoft Outlook 2000 versions are not supported for installing and running Microsoft Dynamics CRM for Outlook.

Before you run the Configuration Wizard to configure Microsoft Dynamics CRM for Outlook, a Microsoft Office Outlook profile must exist for the user. Therefore, Outlook must be run at least one time to create the user's Outlook profile.

If the following components are missing, they will be installed by Microsoft Dynamics CRM for Outlook Setup:

·         .NET Framework 3.0

·         Windows Installer (MSI) 4.5

·         SQL Server 2005 Express Edition SP3 (Microsoft Dynamics CRM for Outlook with Offline Access only)

·         Microsoft Report Viewer Redistributable 2005

·         Microsoft Visual C++ Redistributable 8.0

Call us at 858-541-1820 if you would like to talk with a Microsoft Dynamics CRM Specialist today!

  Microsoft Dynamics CRM     MS CRM     MSCRM     Dynamics CRM

  GoldMine Corporate Edition

  GoldMine Premium Edition
 
  Sales Force Automation     Marketing Automation 
 
  Customer Service Automation

  Document Management