The ideal settings for a CRM program are not always so easy to find. While there are initial settings that work quite well, customizable programs have the benefit of being personalized if used correctly. Before getting started with load balancing, installation and configuration planning is needed. For more information and guidelines, installation and configuration for a CRM system is described in the guide, and it is also always possible to call for support.
Here you can read about installing Microsoft CRM, and the particular steps you should pay attention to. This description will help you with other CRM products as well.
For a Microsoft Dynamics CRM you will need various components of the program running while you are installing it. The base configuration typically uses separate computers that are running the required components of a Microsoft Dynamics CRM deployment that includes Microsoft SQL Server and an instance of Windows Server functioning as an Active Directory domain controller. A multiple-server configuration of Microsoft Dynamics CRM has multiple computers that are running Microsoft Dynamics CRM that access a single server running SQL Server.
The per-installation of Microsoft CRM can help you make the whole process much simpler.
You will have to follow the procedures in the Windows Small Business Server 2003 OEM Pre installation, making sure that you do not run sysprep to seal the computer image at this time.
You must also install Windows Small Business Server Service Pack 1, run Windows Update and install all required updates, install Microsoft SQL Server 2000, install Microsoft SQL Server 2000 Service Pack 4 and also remember that Microsoft CRM requires Microsoft SQL Server to be installed.
When you reach to the point of installing Microsoft CRM, while you install it the participate in Customer Experience Improvement page will appear. If this happens make sure that you do not check the Yes, I am willing to participate anonymously in the Customer Experience Improvement Program box. When you are done with this step just open Internet Explorer and make sure Microsoft CRM is working.