Microsoft Dynamics CRM 2011 Implementation Guide

Article
11/13/2013
9 minutes to read

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.

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

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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.

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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

Enable tracing for Microsoft Dynamics CRM E-mail Router	New topic that explains how to enable tracing for the Microsoft Dynamics CRM E-mail Router.
Supported Windows Server 2012 editions	Added information for support with Microsoft Dynamics CRM Server 2011 running on Windows Server 2012.
How to upgrade a Microsoft Dynamics CRM Server application to Windows Server 2012	Instructions to upgrade an existing computer that is running a Microsoft Dynamics CRM 2011 application to Windows Server 2012.
Microsoft Dynamics CRM 2011 Maintenance Jobs	Information about Microsoft Dynamics CRM 2011 maintenance jobs that are executed by the Microsoft Dynamics CRM Asynchronous Processing Service (maintenance) service.
User credentials are required when you run the Configuration Wizard	Added new subtopic that describes user credential requirements when you run the Configuration Wizard.
Running Microsoft Dynamics CRM for Outlook on computers that have multiple versions of Outlook installed	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.
User credentials are required when you run the Configuration Wizard Sample Microsoft Dynamics CRM for Outlook XML configuration file for configuration	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
Guided process forms for Sales on iPad	New topic that describes requirements for running Microsoft Dynamics CRM on the Apple iPad.
Create the SQL logins for the Microsoft Dynamics CRM security groups on all secondary replicas	Added more information about how to create the MSCRMSqlClrLogin SQL login on secondary replicas.
Custom SQL Server indexes	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
Microsoft Dynamics CRM 2011 for Outlook hardware requirements	Expanded explanation for network recommendations.
Microsoft Dynamics CRM 2011 for Outlook software requirements	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.
Microsoft Dynamics CRM web application hardware requirements	Expanded explanation for network recommendations.
Supported non-Internet Explorer web browsers	Describes Windows 8, Internet Explorer 10, and Office 2013 support. Also discontinuation of Internet Explorer 7 support for Microsoft Dynamics CRM Online.
Set configuration and organization databases for SQL Server 2012 AlwaysOn failover	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.
Microsoft Dynamics CRM standards compliance and certification	New topic that lists the established standards compliance and certifications for Microsoft Dynamics CRM 2011.
Outbound Internet calls from custom code executed by the Sandbox Processing Service are enabled	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
Microsoft Dynamics CRM 2011 for Outlook software requirements	Updated list of supported and required components for Microsoft Dynamics CRM for Outlook Setup.
Command examples for Microsoft Dynamics CRM for Outlook configuration	Expanded supported command line parameters for the Configuration Wizard.
Migrate from 32-bit versions of Microsoft Dynamics CRM 4.0 Server to Microsoft Dynamics CRM 2011 Server	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.
Install Microsoft Dynamics CRM 2011 Front End Server and Back End Server roles	Add new topic that provides instructions on how to install separate Back End Server and Front End Server roles.
Install Microsoft Dynamics CRM Server 2011 roles	Replaced incorrect XML configuration file element DeploymentManagerTool with the correct element named DeploymentTools.
Sample XML configuration file that installs only the HelpServer role	New topic that includes a sample XML Setup configuration file that describes how to install the Help Server role on a separate Windows Server.
Microsoft Dynamics CRM 2011 for Outlook hardware requirements	Expanded the minimum and recommended hardware requirements to include network and disk RPM.
Microsoft Dynamics CRM web application hardware requirements	New topic that describes the minimum and recommended hardware requirements for the Microsoft Dynamics CRM web application.
Microsoft Dynamics CRM 2011 E-mail Router software requirements	Added the requirement that the Rule Deployment Wizard cannot be installed and run on a computer that has Microsoft Office Outlook installed.
Claims-based authentication and IFD requirements	Added a note that custom certificate requests created using the CNG template are incompatible with Microsoft Dynamics CRM.
Microsoft Dynamics CRM database renaming considerations	Added new topic about Microsoft Dynamics CRM database renaming.
Additional E-mail Router software requirements	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
What's new in Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online?	Updated new features list.
Install Microsoft Dynamics CRM 2011 for Outlook without an Internet connection	Added new topic that explains how to install Microsoft Dynamics CRM for Outlook without Internet access.
Microsoft Dynamics CRM Server 2011 software requirements Microsoft Dynamics CRM 2011 for Outlook software requirements	Updated the list of support Microsoft SQL Server versions to include SQL Server 2012.
Improving performance and optimizing Microsoft Dynamics CRM 2011	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.
Microsoft Dynamics CRM Server 2011 Installation Instructions	Added description for MSCRMSqlClrLogin SQL Login that is created during Microsoft Dynamics CRM Server Setup.
Microsoft Dynamics CRM 2011 supported configurations	Added information about the individual account requirement when adding or changing privusergroup membership.
Installing Microsoft Dynamics CRM for Outlook with Roaming User Profiles, Windows Server Remote Desktop Services, or Citrix Presentation Server	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.
Microsoft Dynamics CRM 2011 System Requirements and Required Components	Added a statement that explains Microsoft Dynamics CRM 2011 support policy for dependent products that have an expiring support policy.
Operating Microsoft Dynamics CRM	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
Updating Microsoft Dynamics CRM 2011	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.
Microsoft Dynamics CRM Server 2011 software requirements	Added Windows Small Business Server 2011 Standard and Windows Small Business Server 2011 Essentials to the list of supported Windows server operating systems.
Install Microsoft Dynamics CRM E-mail Router	Replaced the incorrect <Exchange> tag references with the <EmailRouter> tag.
Microsoft Dynamics CRM 2011 supported configurations	Expanded the trust requirements for when you add users who are located in remote domains.
Minimum permissions required for Microsoft Dynamics CRM Setup, services, and components	Described the specific configuration that requires local administrator group permission when you run the Deployment Web Service.
Microsoft Dynamics CRM Server 2011 software requirements	Changed the editions requirements for Microsoft SQL Server 2008 to x64 SP2.
Configure the E-mail Router	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
Limit the number of asynchronous jobs picked up for each organization	Added this new topic.
Microsoft Dynamics CRM 2011 application Update Rollup	Specified that Microsoft Dynamics CRM 2011 Update Rollup 4 and Microsoft Dynamics CRM 2011 Update Rollup 5 cannot be uninstalled.
Minimum permissions required for Microsoft Dynamics CRM Setup, services, and components	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.
Updating Microsoft Dynamics CRM 2011	Added this new topic.