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If you decide to use CRM software, you will have to know a little bit about the CRM server as well. Sometimes people have trouble installing the CRM server and creating the right settings. Here you will find some technical help related to the CRM server.

First of all, there are a few steps that you should follow when you install the CRM Server. Before installing the Microsoft Dynamics CRM Server on a computer, check if you have Microsoft Dynamics CRM installed. If you don’t, follow these steps.

Firstly make sure that you have completed the necessary planning and that you have the required hardware and software components installed and running. You can read the planning guide for more information about this that can be found also online. Windows Server 2008 is supported for installing and running Microsoft Dynamics CRM 4.0. When you are done with this, run Microsoft Dynamics CRM 4.0 Connector for a SQL Server Reporting Services Setup. If one or more Microsoft Dynamics CRM users will have their e-mail configured to use the E-mail Router or a forward mailbox, you must install E-mail Router to enable Microsoft Dynamics CRM e-mail message tracking.

Different editions of the CRM sever allow you to do different things. Microsoft Dynamics CRM 3.0 “Service Provider Edition” allows you to pre-install CRM server on a single or multiple computers, so when the customer calls, you can get the server up and running in about 15 minutes. The detailed steps to pre-install the CRM server can be found online as well.

For the CRM 2011 Server there are also some things that you should keep in mind. All installations require the CRM 2011 Report Extensions to be installed and configured on the SQL Reporting Server. If it is not installed, some of the features will not work as they should, for example reporting will not function, creating new organizations will not work, and organization imports will be blocked until the extensions are installed and configured. When the CRM server roles are installed separately (without first installing a CRM full-server) no organizations will be created by default. The servers must be setup and configured, the deployment manager launched and that way you can create an organization.

Also keep in mind that the CRM Async service is not called directly by any of the other services. The Async service operates out of the AsyncOperations queue and will process records as they’re place into the queue.

Other part of the server such as the Sandbox service operates in a different manner. When work is handed off to the Sandbox service it is done so over a TCP channel. If you are running the sandbox service on a dedicated server or running the sandbox service as a service account identity, and not as network service, a dedicated SPN is required in active directory.