Dynamic CRM 2013

Preview:

Citation preview

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 1/29

www.hyperionguru.com www.bisptrainings.com

Created By : Sumit GoyalPresented By :Sumit Goyal

Dynamic CRM-2013(Server)

Installation

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 2/29

www.hyperionguru.com www.bisptrainings.com

Software & Hardware Requirements

Hardware Requirements

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 3/29

www.hyperionguru.com www.bisptrainings.com

Software & Hardware Requirements

Software Requirements

1. Windows Server Operating System: Microsoft Dynamics CRM Server !1" can be insta##ed

on#y on Windows Server !!$ or Windows Server !1 %&'bit'based computers.

(in) to Down#oad Windows Server !!$ R *Standard+ :

  http:,,www.microsoft.com,en'in,down#oad,detai#s.asp-id/11!0"

. nternet nformation Server *S+ : Microsoft Dynamics CRM Server !1" supports nternet nformatio

  Services *S+ versions 23 2.43 and $.!.

(in) to Down#oad S'$ : http:,,www.microsoft.com,en'in,down#oad,detai#s.asp-id/"&%20

". S5( Server : Microsoft S5( Server editions is re6uired and must be insta##ed on Windows Server !!$

  *-%& S7 or R+ versions or Windows Server !1 %&'bit'based computers.

(in) to Down#oad S5( Server !!$: http:,,www.microsoft.com,en'in,down#oad,detai#s.asp-id/"!&"$

&. Dynamic CRM !1" :

(in) to Down#oad :

http:,,www.microsoft.com,en'us,down#oad,detai#s.asp-id/&!"&18W9.mcid/rssa##productsdynamics

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 4/29

www.hyperionguru.com www.bisptrainings.com

Dynamic CRM 2013 Product Key

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 5/29

www.hyperionguru.com www.bisptrainings.com

Step - 1

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 6/29

www.hyperionguru.com www.bisptrainings.com

Step - 2

Chec) get ;pdate option and c#ic) ne-t. So if any update is re6uired wi## be

  down#oad automatica##y.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 7/29www.hyperionguru.com www.bisptrainings.com

Step - 3

<nter the product )ey as mentioned in the pic.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 8/29www.hyperionguru.com www.bisptrainings.com

Step - 4

Se#ect #icense agreement and c#ic) = >ccept?

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 9/29www.hyperionguru.com www.bisptrainings.com

Step - 5

f setup detect any missing components then this screen wi## appear e#se this

  screen wi## not appear . Simp#e c#ic) on @nsta##A

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 10/29www.hyperionguru.com www.bisptrainings.com

Step - 6

Setup wi## automatica##y down#oad and insta## the missing components.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 11/29www.hyperionguru.com www.bisptrainings.com

Step - 7

Once successfu##y insta##ing a## the re6uired components3 press Next to continue

with the setup.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 12/29www.hyperionguru.com www.bisptrainings.com

Step - 8

On the Se#ect nsta##ation (ocation page3 accept the default location or enter a

different file installation location, and then c#ic) Next.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 13/29www.hyperionguru.com www.bisptrainings.com

Step - 9

Here you can specify the server roles to install in the current server .

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 14/29www.hyperionguru.com www.bisptrainings.com

Step - 10

Specify the name of the computer where SQL server is installed.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 15/29www.hyperionguru.com www.bisptrainings.com

Step - 11

Select the organiational unit.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 16/29www.hyperionguru.com www.bisptrainings.com

Step - 12

!lic" Next.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 17/29www.hyperionguru.com www.bisptrainings.com

Step - 13

Specify service accounts.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 18/29www.hyperionguru.com www.bisptrainings.com

Step - 14

Select we#site. When you se#ect the !reate a new $e# site option3 Setup

creates a new website for Microsoft Dynamics CRM. Bou can specify the

fo##owing option:

%ort Num#er& 9ype the 9C7

port number that Microsoft

Dynamics CRM c#ients wi## use to connect to the Microsoft

 Dynamics CRM Server !1".

9he defau#t port number is 4444.

 C#ic) Next

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 19/29www.hyperionguru.com www.bisptrainings.com

Step - 15

Specify the organiation settings as #elow and clic" next.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 20/29www.hyperionguru.com www.bisptrainings.com

Step - 16

Specify Reporting Service Server. On the Specify Reporting Services Server page3 type

the Report Server ;R(. Ma)e sure that you use the Report Server 'RL3 not the Report Manager ;R(.

C#ic) e-t.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 21/29www.hyperionguru.com www.bisptrainings.com

Step - 17

!hec" the option and clic" next.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 22/29www.hyperionguru.com www.bisptrainings.com

Step - 18

(n the Select )icrosoft 'pdate (ption page, you must select either of the following options

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 23/29www.hyperionguru.com www.bisptrainings.com

Step - 19

!lic" Next

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 24/29www.hyperionguru.com www.bisptrainings.com

Step - 20

!lic" *nstall

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 25/29

www.hyperionguru.com www.bisptrainings.com

Step - 21

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 26/29

www.hyperionguru.com www.bisptrainings.com

Step - 22

(nce the installation is done. $ill get this window. !lic" on finish to restart the system.

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 27/29

www.hyperionguru.com www.bisptrainings.com

+fter successful installation open #rowser and type url

http:,,#oca#host,organiEation'nameF,defau#t.asp-*in my case organiEation name is GS7+

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 28/29

www.hyperionguru.com www.bisptrainings.com

nitia##y there wi## be no data. <ither create a new records or we can import samp#e

 data using fo##owing steps

Installing sample data

8/21/2019 Dynamic CRM 2013

http://slidepdf.com/reader/full/dynamic-crm-2013 29/29

Installing sample data

Recommended