Microsoft Dynamics CRM 2011 Implementation Guide

Version 5.9.0

The Microsoft Dynamics CRM 2011 Implementation Guide (IG) is a comprehensive guide that can help you plan, deploy, and maintain on-premises versions of Microsoft Dynamics CRM 2011.

These guides also include information about Microsoft Dynamics CRM Online and are indicated as such at the topic level. For additional deployment and administration content about Microsoft Dynamics CRM Online, see the Microsoft Dynamics CRM Online articles.

This documentation set includes the following guides:

  • Microsoft Dynamics CRM 2011 Planning Guide. Use this guide to help you plan your Microsoft Dynamics CRM deployment.

  • Microsoft Dynamics CRM 2011 Installing Guide. Use this guide to help you install and configure your Microsoft Dynamics CRM deployment.

  • Microsoft Dynamics CRM 2011 Operating and Maintaining Guide. Use this guide to help you keep your Microsoft Dynamics CRM deployment running efficiently.

  • Tips for viewing and searching this guide

    The Microsoft Dynamics CRM 2011 Implementation Guide comes in several different formats so that you can view the contents on different devices and for different purposes.

  • TechNet. Use this online version of the Microsoft Dynamics CRM 2011 Implementation Guide when you are working from an Internet-connected device.

    Tip

    To target your search, open the Bing search page in your favorite web browser and enter the following string where searchterm is the search term that you want to find.

    searchterm meta:Search.MSHAttr.DocSetTitle("CRM2011IG")site:technet.microsoft.com

  • Help file. You can download the compiled Help file (chm) offline and use it to browse and search across all three guides. These documents are included in the Microsoft_Dynamics_CRM_2011_IG.zip file.

  • Word documents. You can download the three Microsoft Office Word documents, which are handy for printing the content. These documents are included in the Microsoft_Dynamics_CRM_2011_IG.zip file.

  • PDF documents. You can download these three documents, which are in a format that is suitable for printing. We recommend that you use this PDF format to view the IG on tablets, e-readers, and smartphones. These documents are included in the Microsoft_Dynamics_CRM_2011_IG_smallscreen.zip file.

  • Release History

    This is the index to the release history pages for the Microsoft Dynamics CRM 2011 Implementation Guide.

    IG Release History for V5.9 May 2013

    This page contains the list of significant changes made to the IG version 5.9, May 2013.

    New and updated topics Description of changes

    New topic that explains how to enable tracing for the Microsoft Dynamics CRM E-mail Router.

    Added information for support with Microsoft Dynamics CRM Server 2011 running on Windows Server 2012.

    Instructions to upgrade an existing computer that is running a Microsoft Dynamics CRM 2011 application to Windows Server 2012.

    Information about Microsoft Dynamics CRM 2011 maintenance jobs that are executed by the Microsoft Dynamics CRM Asynchronous Processing Service (maintenance) service.

    Added new subtopic that describes user credential requirements when you run the Configuration Wizard.

    New subtopic that explains the behavior when you run Microsoft Dynamics CRM 2011 for Outlook on a computer that has multiple versions of Microsoft Office installed.

    New subtopic that explains how user credentials are required when you use the Configuration Wizard to configure Microsoft Dynamics CRM 2011 for Outlook for a silent deployment.

    Expanded the script sample to include cmdkey for adding user credentials to the Windows Vault.

    IG Release History for V5.8 February 2013

    This page contains the list of significant changes made to the IG version 5.8, February 2013.

    New and updated topics Description of changes

    New topic that describes requirements for running Microsoft Dynamics CRM on the Apple iPad.

    Added more information about how to create the MSCRMSqlClrLogin SQL login on secondary replicas.

    Added support policy for custom indexes.

    IG Release History for V5.7 January 2013

    This page contains the list of significant changes made to the IG version 5.7, January 2013.

    New and updated topics Description of changes

    Expanded explanation for network recommendations.

    Includes expanded support for non-Internet Explorer web browsers, Windows 8, Internet Explorer 10, and Microsoft Office 2013. Also discontinuation of Internet Explorer 7 support for Microsoft Dynamics CRM Online.

    Expanded explanation for network recommendations.

    Describes Windows 8, Internet Explorer 10, and Office 2013 support. Also discontinuation of Internet Explorer 7 support for Microsoft Dynamics CRM Online.

    New step-by-step procedural topic to set the configuration and organization databases to use Microsoft SQL Server 2012 AlwaysOn availability groups for Microsoft SQL Server instance failover cluster.

    New topic that lists the established standards compliance and certifications for Microsoft Dynamics CRM 2011.

    New topic that describes how to turn off outbound calls from custom code that is executed by the Sandbox Processing Service.

    IG Release History for V5.6 August 2012

    This page contains the list of significant changes made to the IG version 5.6, August 2012.

    New and updated topics Description of changes

    Updated list of supported and required components for Microsoft Dynamics CRM for Outlook Setup.

    Expanded supported command line parameters for the Configuration Wizard.

    Added important note when you migrate from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM 2011, you cannot rename an organization database before the import and upgrade is completed.

    Add new topic that provides instructions on how to install separate Back End Server and Front End Server roles.

    Replaced incorrect XML configuration file element DeploymentManagerTool with the correct element named DeploymentTools.

    New topic that includes a sample XML Setup configuration file that describes how to install the Help Server role on a separate Windows Server.

    Expanded the minimum and recommended hardware requirements to include network and disk RPM.

    New topic that describes the minimum and recommended hardware requirements for the Microsoft Dynamics CRM web application.

    Added the requirement that the Rule Deployment Wizard cannot be installed and run on a computer that has Microsoft Office Outlook installed.

    Added a note that custom certificate requests created using the CNG template are incompatible with Microsoft Dynamics CRM.

    Added new topic about Microsoft Dynamics CRM database renaming.

    Added new topic that lists the prerequisites for the Microsoft Dynamics CRM 2011 E-mail Router.

    IG Release History for V5.5 July 2012

    This page contains the list of significant changes made to the IG version 5.5, July 2012.

    New and updated topics Description of changes

    Added new topic that explains how to install Microsoft Dynamics CRM for Outlook without Internet access.

    Updated the list of support Microsoft SQL Server versions to include SQL Server 2012.

    Added new topic that includes information about configuring IIS dynamic compression for the SOAP responses that can improve Microsoft Dynamics CRM for Outlook and Mobile Express, and Microsoft Dynamics CRM SDK client performance.

    Added description for MSCRMSqlClrLogin SQL Login that is created during Microsoft Dynamics CRM Server Setup.

    Added information about the individual account requirement when adding or changing privusergroup membership.

    Added hexadecimal value for disabling the Get CRM for Outlook button with 32-bit versions of Microsoft Office 2003 and Microsoft Office Access 2007 running on 64-bit versions of Windows.

    Added a statement that explains Microsoft Dynamics CRM 2011 support policy for dependent products that have an expiring support policy.

    Described how to register the Microsoft Dynamics CRM Windows PowerShell commands.

    IG Release History for V5.4 February 2012

    This page contains the list of significant changes made to the IG version 5.4, February 2012.

    New and updated topics Description of changes
  • Added Microsoft Dynamics CRM 2011 Update Rollup 6 to the list of update rollups that cannot be uninstalled.

  • Added details that Microsoft Dynamics CRM 2011 Update Rollup 6 is a “baseline” update rollup.

  • Revised the answer for the FAQ “Do I have to apply the previous update rollup before I can apply a later one?” to reflect that some update rollups do require a previous update rollup.

  • Added Windows Small Business Server 2011 Standard and Windows Small Business Server 2011 Essentials to the list of supported Windows server operating systems.

    Replaced the incorrect <Exchange> tag references with the <EmailRouter> tag.

    Expanded the trust requirements for when you add users who are located in remote domains.

    Described the specific configuration that requires local administrator group permission when you run the Deployment Web Service.

    Changed the editions requirements for Microsoft SQL Server 2008 to x64 SP2.

    Revised the text to clarify which edition of Microsoft Dynamics CRM is covered by content.

    IG Release History for V5.3 October 2011

    This page contains the list of significant changes made to the IG version 5.3, October 2011.

    New and updated topics Description of changes

    Specified that Microsoft Dynamics CRM 2011 Update Rollup 4 and Microsoft Dynamics CRM 2011 Update Rollup 5 cannot be uninstalled.

    Removed the following two permission requirements for the CRMAppPool identity (these permissions are not needed):

  • Local Administrators group membership on the computer where SQL Server is running.

  • Local Administrators group membership on the computer where the Microsoft Dynamics CRM website is installed.

  • Added this new topic.

    See Also

    Concepts

    Microsoft Dynamics CRM 2011 Planning Guide

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