The document provides step-by-step instructions for installing Microsoft Dynamics CRM 2011. It describes installing prerequisites like SQL Server 2008/2008 R2 and IIS, running the Dynamics CRM 2011 setup, and configuring additional components like reporting services extensions. The installation process involves specifying service accounts, database and reporting server settings, installing sample data, and verifying the installation is complete and reports are accessible.

1. MICROSOFT
DYNAMICS
CRM 2011
Installation & Configurations

2. Microsoft Dynamics CRM 2011 Installation
 Once treated the prerequisites mentioned in
the previous section, proceed to install the
product, which is described in detail in this
section.
We begin with a section devoted to the
installation of SQL Server 2008/2008 R2 if the
case is not yet installed.
Installing SQL Server 2008/2008 R2
 If you have not already installed, first install
SQL Server 2008 / 2008 R2 64 bits.

4. Protocol Port Description Explanation
TCP 135 MSRPC RPC endpoint resolution.
TCP 139 NETBIOS-SSN NETBIOS session service.
TCP 445 Microsoft-DS Active Directory Active Directory required
for access and authentication.
TCP 1433 ms-sql-s SQL Server sockets service. This port is
required for access to SQL Server.This
number May Be Different if You Have
configured your default instance of SQL
Server to use a port number or Different
Are you using a named instance.
UDP 123 NTP Network Time Protocol.
UDP 137 NETBIOS-NS NETBIOS name service.
UDP 138 NetBIOS-dgm NetBIOS datagram service.
UDP 445 Microsoft-DS Active Directory Active Directory service
required for access and authentication.
UDP 1025 Blackjack DCOM, used as an RPC listener.
2.Ensure that the required ports are allowed at the firewall.

5. 3.When installing SQL Server, choose at least the following (assuming
that the Reporting Services will run on the same server as SQL)

6. 4.Establish the service accounts for the various SQL services. We
recommend using a domain account or otherwise, NETWORK
SERVICE. Leveraged to configure automatic startup of services and it
will be necessary for both SQL Server, SQL Server Agent as the Full
Text Indexing are raised at the time of installation of Dynamics CRM.

7. 5.Select the authentication mode. With Windows Authentication Mode is
sufficient for the purposes of Dynamics CRM as it is used.

8. 6.Reporting Services installation must be in native mode (native
mode) . This is the only way in which CRM can work.

9. 7.Continue the wizard steps to begin the installation and wait for it to
complete successfully:

10. 8.Corroborated by opening the SQL Server Management Studio that
everything is OK, they are the basis for Reporting Services and SQL
Server Agent up:

11. Installing pre-requisites in Dynamics CRM server 2011

12. 1.If IIS (Internet Information Services) is not installed on Windows
Server 2008 server, add the role Web (IIS) as shown below: (if you do
not see this option when you start your server, you can add new roles
by clicking on Start-> Administrative Tools-> Server Manager )

13. 2.Among the components of IIS, select 'ASP.net'. It is likely that a new
dialog appears asking for confirmation to add other roles required for this.

14. 3.Also select 'Management Service' and 'IIS 6 Management
Compatibility' under 'Management Tools' and 'Windows
Authentication' under 'Security'

15. 4."IIS 6 Management Compatibility ' is required to register and raise the
service 'IIS Admin' required by the installation of Dynamics CRM.
Proceed with the installation until the end of it successfully ..

17. 5.If Indexing Service is not registered as a service, we install it and raise
it as follows: Start-> Administrative Tools-> Server Manager

18. 6.Select the role 'File Services'

19. 7.In the next step, choose the service 'Indexing Service' under 'Windows
Server 2003 File Services "

20. 8.Continue the wizard to successfully complete the installation:

22. 9.If previous installations were correct (these components are already
installed), should have the following installed services and raised:
IIS Admin Service
Indexing Service
World Wide Web Publishing

24. These 3 services are required to be installed and erected at the time
of installation.
2.By the way, the implementation is recommended to do it with 'Run
as Administrator'
2011 Dynamics CRM installation
1.After satisfying the requirements, go to the directory or the
installation media Dynamics CRM 2011 at the route:
Server amd64 SetupServer.exe

26. 3.In the first step, the setup will ask if we are to seek and obtain pre-
install updates, which is recommended.

27. 4.To be very recent release of version 2011, updates are not yet there
but probably later.

28. 5.The next step is to enter the product key . You can use the Trial
version key and then within 90 days of change for the
corresponding key.
Microsoft Dynamics CRM Server 2011 (no CAL limit):
MQM2H-JYYRB-RRD6J-8WBBC-CVBD3
Microsoft Dynamics CRM Workgroup Server 2011 (5 CAL
limit):
H84KC-JH8DF-7PDYK-TXBXR-2RMMT
The key trials are:

30. 6.Accept the license terms:

31. 7. Automatic installation of components required . These components
come with the installation media Dynamics CRM setup 2011 and
automatically checks if they are already installed and failing, to install
from here, pressing the 'Install'.

33. 8.Once successfully installed all components, press 'Next' to continue
with the next step.

34. 9.Indicate the folder where the files will stay the application.

35. 10. Indicate the roles of Dynamics CRM 2011 to be installed. By default, the
setup suggests a Full installation is that we are addressing here, and
generally being a typical case (except where there really is a load of users and
transactions to justify distribute work on different servers).
Then leave all roles selected as suggested by the setup.

36. 11. Provide the SQL Server server containing the databases to the system. This
is the name of SQL Server 2008/2008 R2 we installed earlier for this purpose or
an existing one. Recall that the server must belong to the same domain as the
server you are installing Dynamics CRM. For a new installation of Dynamics
CRM, we selected the option 'Create a new deployment . "

37. 12.Identify Active Directory Organization Unit that will contain the groups
required for Dynamics CRM system 2011. You can specify the root
directory if you want.

38. 13.Indicate the service accounts to be used for different services
Dynamics CRM 2011. We recommend using a domain account. If you use
domain accounts would only be necessary to create them in AD are not
yet created. The setup of Dynamics CRM will automatically assign the
necessary privileges. It is important to remember here:
• The credentials used to run the services of Dynamics CRM and IIS App
Pool can not be users of Dynamics CRM because it could cause problems
and unexpected behavior of authentication.
•The account that is installed Dynamics CRM 2011 should be different
from the account or accounts with the service running for the same
reasons.
•The 2011 CRM installation fails if the SQL Server service is running with
local administrator account.
• Services can run with NETWORK SERVICE. However, this is not a good
security practice and also operates at the level of organization through
service Deployment Windows PowerShell or fail.

39. • If you use domain accounts would only be necessary to create them
in AD. The setup of Dynamics CRM will automatically assign the
necessary privileges.
• To avoid creating and managing multiple accounts can use the
same for all services, although this is not the best security practice
especially considering the service Web Service Deployment .

41. 14. The next step is to select the website that hosts the Dynamics CRM Web
application. Here you can use the default website (port 80) or create a
completely new website on another port. Unless there is any reason not to
install in the default website, leave it as is because among other advantages,
will be much easier for users to access by not having to remember a port
number.

42. 15.Specify whether we are using the component E-mail Router for
Dynamics CRM on another server, the file name. Most likely, this is not
because of what in most cases simply leave this blank .

43. 16.Specify the name of the organization and the base currency . The
organization's name represents the name of the company. The base currency
indicates the currency will default to monetary transactions and records to
be made ​​within the application (for example, the return value of a business
opportunity).It is the currency as the basis for reports and for conversions
from other currencies.

44. 17.Indicate Reporting Services 2008/2008 Server R2 to use. This is the server
installed and configured earlier for this purpose or may be others that have been
installed in native mode (default mode SSRS installation.) Suggests automatically
setup the server path which typically is correct. Anyway, we can verify and test in a
separate Internet Explorer window. It is worth noting that the path is required here
is the the Report Server and not the ReportManager.

45. Important: Make sure the account you are installing Dynamics CRM 2011 is
explicitly added in the local Administrators group on SQL Server
server where Reporting Services. Even as Domain admin can originate from
the error 'rsAccessDenied'. Just 'auto-adding' to the local administrators group,
the error disappears.
Also make sure that port 80 (default port where you install Reporting
Services) to accept connections s incoming firewall settings on the server
SQL Server Reporting Services. If everything is correct, when we put the path
of ReportServer in Internet Explorer from the server you are installing CRM,
you should see something like the following:

47. 18.The next step is to indicate if we participate in the Customer
Experience Improvement Program.

48. 19. Indicate if you want to use Microsoft Update to keep updated our CRM
server 2011. The recommendation here is unless there is a very good reason not
to, take advantage of Microsoft Update which is one of the great innovations and
advantages of this version of Dynamics CRM.

49. 20.The setup makes a check of the system before proceeding with the
installation. Here we will see if everything is OK and / or have some error
or warning to address.

50. If you've followed all the steps above should have everything OK here
or how much less a warning such as Sandboxing service that indicates
that you are using the same service account that the other services,
which is not the best security practice. Anyway, this does not pose a
major issue in most scenarios by which we will continue.

51. 21.Here, the setup simply indicates the services that can be stopped and
restarted during installation.

52. 22.Here is a summary of preferences before proceeding to install. If we
agree, we should simply press 'Install'

53. 23. Installation begins .........!

54. 24. If everything flows correctamante in the end the setup displays the
following dialogue:

55. 25.To finish we must press on 'Finish' and wait for the server is
restarted.
26. After rebooting the system should be available for access. We can
simply open an Internet Explorer window and go to the path where it
was installed. If the installation was the default website, the path
would be: http:// <servername> <servername> where is the server
name. By charging we find a page like this (no data):

56. 27. We may charge you automatically sample data that can help us in
displays / analysis / requirements gathering, etc.. To do this, we must go
to Settings-> Data Management and click on Sample Data :

57. 28.Clicking on Sample Data will open a new dialogue that will allow us to
install the sample data or remove if any are already installed.

58. Post-Installation.
Although so far we have successfully installed the product, we
still have one more step to work with reports, view them and
create our own reports. Also, if we operate the system in
Spanish, we proceed to install the language pack (language
pack) accordingly. This section will describe these activities.

59. That step is to install Reporting Services extensions to
Dynamics CRM, which is performed on the server SQL
Server Reporting services by following these steps :
Installing Microsoft Dynamics CRM Reporting Extensions

60. 1.Within the SQL Server Reporting Services has
run SetupSrsDataConnector.exe which is under the folder Server
amd64 SrsDataConnector in the middle of Dynamics CRM installation
2011. By the way, run the installer with a 'Run as Administrator'

61. 2. Like the 2011 installer Dynamics CRM Server, the setup asks if you want
to check if updates are available for download and apply before proceeding
with the installation. This is recommended to leave the system to check
this. Since the release of the product is very recent, when there are no
updates, but it is likely that in the future do exist and we should check this.

63. 3.We accept the licensing terms:

64. 4.The installer identifies the components required to install automatically
and allows so much as we did with the previous installation of Dynamics
CRM. Then pressed 'Install' to automatically install these components.

66. 5.Components installed successfully we are able to continue,
press 'Next'

67. 6.Wait a few seconds until a new dialogue. This can take several seconds .
7. In this step we must specify the SQL Server server that contains the
Dynamics CRM database. Surely it is the same for Reporting Services
where we are performing this installation. So write your name and press
'Next'.

68. 8. Next we must specify the instance of SQL Server Reporting Services
to use. Probably the suggestion that we be the only and correct, so click
on 'Next' to continue.

69. 9.As with the installer for Dynamics CRM, this can indicate whether you
wish to use Microsoft Update to keep current components. The
recommendation here is the same: unless there is a very good reason not
to, take advantage of Microsoft Update which is one of the great
innovations and advantages of this version of Dynamics CRM.

70. 10. Specify the path where the files will stay.

71. 11. Before proceeding, check your system setup. If there is an error and
/ or warning, the installer will indicate to us here.

72. 12. In this step, the setup tells us that the SQL Server Reporting Services
will probably be stopped and restarted during the installation process.

73. 13.In this step, the setup provides us with an overview of the system
parameters in order to proceed with it. If we agree simply click
on 'Install' to begin the installation.

74. 14. Start the installation
…..!

75. 15.If the installation was successful you should see the end the following
dialogue:

76. 16. Got here, and our reports should work. Let us check this by accessing
the area of Dynamics CRM reports. To do this in the area of
' Workspace 'click on' Reports '. If everything is OK, we should now see the
list of available reports.

77. We can open any of them and run to finish to confirm that everything is
working correctly.