Product Documentation

CRM 4 Services

Jun 05, 2015

The Services Manager CRM service enables you to deliver Microsoft Dynamics CRM 4.0. This service supports Internet-Facing Deployments (IFDs), which makes CRM 4.0 organizations available from the Internet. To configure IFD support, use the procedure "To configure support for Internet-facing deployments" included in this topic.

Prerequisites
  • A CRM administrator account (used for CRM administration only):
    • Add to the PrivUserGroup in Active Directory Users and Computers.

      If there is a GUID after the group name, choose the correct group for the CRM instance.

    • Add to the local Administrator group in Computer Management for the SQL server(s).
    • Add to the local Administrator group in Computer Management for the CRM server(s) to be managed through Services Manager.
    • Grant full control permissions to the CRM security groups and that OU that contains those groups.
    • Add the CRM service account to the CortexAdmins group.
    • Add as a Deployment Administrator in CRM Deployment Manager.
    • Add as a System Administrator in the CRM 4.0 default organization under User Settings.
    • Grant Content Manager permissions in SQL Server Reporting Services used by CRM.
  • Configure the Service Principal Name (SPN) of the CRM administrator account with the name of the CRM server.

    On a domain controller, run the following command:

    setspn -A http/CRM_SERVER_FQDN "LAB1CRMAdmin"

    where CRM_SERVER_FQDN is the fully-qualified domain name of the CRM server and CRMAdmin is the CRM Administrator account.

  • Change the CRM Application Pool identity to use the CRM administrator account. For IIS 7:
    1. Open IIS Manager on the CRM server.
    2. Navigate to CRMAppPool, select it, and in the Actions pane click Advanced Settings.
    3. In the Process Model section, select Identity, click Browse, click Custom account, and then click Set.
    4. Enter the credentials for the CRM administrator account.
  • In crmlocationMSCRMServicesweb.config, set the impersonate value to true: <identity impersonate="true"/>
  • Configure Windows Authentication on the CRM site:
    • This requirement does not apply to IIS 6 or IIS 7 if Forms Authentication is used.
    • Disable Ensure Anonymous authentication.
    • Enable Windows Authentication.
  • Disable user creation in CRM 4. Use the procedure "To disable user creation" included in this topic.

To disable user creation

Perform this procedure on each CRM 4 server to be managed by Services Manager.

  1. Download and install the Microsoft Dynamics CRM 4 deployment configuration tool for your 32-bit or 64-bit operating system. This tool is available to download from the Microsoft Download Center Web site.
  2. Extract the deployment files to a directory of your choosing. For example, C:crmdeploy.
  3. Copy the folder and contents of the Services Manager CRM 4 Web service and paste it to the default CRM 4 Web site location. For example, C:Program FilesMicrosoft Dynamics CRMCRMWebMSCRMServices.
    The CRM Web service folder contains the following files:
    • Web service file: crmdeploy.asmx
    • Config file: web.config
  4. Edit the web.config file and configure the DeploymentPath setting to use the full path to the deployment tool executable you extracted in Step 2. For example, C:crmdeploymicrosoft.crm.deploymentconfigtool.exe.

To configure the CRM 4 service

  1. Enable the service (top level) and create a customer plan:
    1. From the Services Manager menu bar, select Configuration > System Manager > Service Deployment.
    2. Under Service Filter, select Top Environment Services.
    3. Expand Customer Relationship Management 4, click Customer Plans, and create a customer plan.
    4. Click Apply Service, and then click Save.
  2. Enable the service (location level):
    1. Under Service Filter, select Active Directory Location Services, and choose a Location Filter if applicable.
    2. Expand Customer Relationship Management 4, and click Save.
  3. Enable the server:
    1. From the Services Manager menu bar, choose Configuration > System Manager > Servers.
    2. If the CRM server is not listed, click Refresh Server List.
    3. Expand the entry for the server and verify that Server Enabled is selected.
  4. Assign server roles:
    1. From the Services Manager menu bar, choose Configuration > System Manager > Server Roles and then expand the entry for the CRM server where both the Microsoft Dynamics CRM Web service and the Services Manager CRM Web service are installed.
    2. Under Server Connection Components, select CRM 4 and then click Save.
    3. Under Server Roles, select CRM 4 Application Server and then click Save.
    4. Expand the entry for the SQL server hosting the CRM instances.
    5. Under Server Roles, select CRM 4 SQL Server, and then click Save.
  5. Add a server connection:
    1. From the Services Manager menu bar, choose Configuration > System Manager > Server Connections, click New Connection, and then select or type the following information for the web service.
      Server Role
      Choose CRM 4.
      Server
      Choose the server where CRM is installed.
      Credentials
      Choose the credentials for CRM. This should match the credentials of the CRM service account.
      URL Base
      Defaults to /MSCRMServices/2007/CRMService.asmx.
      Protocol
      Defaults to http.
      Port
      Specify the port used by the CRM web service.
      Timeout
      Set this value to -1 (unlimited).
    2. Click Save.
    3. From the Services Manager menu bar, choose Configuration > System Manager > Server Connections and click the icon in the Test column for the CRM server. The icon turns green for a successful connection. A red icon indicates an unsuccessful connection. Mouse over it for information about the failed connection.
  6. Configure the customer plan at the Active Directory level:
    1. From the Services Manager menu bar, choose Configuration > System Manager > Service Deployment, select Active Directory Location Services, choose a Location Filter if applicable, expand Customer Relationship Management 4 , and then click Customer Plans.
    2. For CRM Servers and SQL Server, select the check box to enable the servers, click Reload, and then select the check box for the applicable servers.
    3. If you are not using the default SQL instance, select the check box for Report Server SRS URL and enter the URL.
    4. Click Apply changes and then click Save.

To configure support for Internet-facing deployments

Before configuring IFD support in Services Manager, ensure the CRM 4 server is configured as an IFD. For additional details and guidance, refer to the guide "Microsoft Dynamics 4.0 Internet Facing Deployment Scenarios," available for download from the Microsoft Web site.

Use this procedure to enable the Services Manager CRM service to support IFDs.

  1. From the Services Manager menu bar, select Configuration > System Manager > Service Deployment.
  2. Under Service Filter, select Top Environment Services.
  3. Expand Customer Relationship Management 4, click Customer Plans, and then create a new customer plan or modify an existing one.
  4. Click Apply Service and then click Save.
  5. Under Service Filter, select Active Directory Location Services, and choose a Location Filter if applicable.
  6. Expand Customer Relationship Management 4 and expand the customer plan you created or modified at the top environment level.
  7. Configure the following settings:
    • Add Host Header: Select this option to add a host header to the "Microsoft Dynamics CRM" IIS site hosted on the CRM 4 server.
    • Create Customer Organizations: Select this option.
    • IFD domain pattern: To specify a domain pattern, use the default prefix value {ServiceProperties}("UniqueOrgName). For example, "{ServiceProperties}(UniqueOrgName).crm.domain.com, where crm.domain.com is the value configured for the server's "IFD App Root Domain" using the IFD configuration tool.
    • Report server SRS URL: This is the same URL that is required when a new CRM 4 site is created manually using the Deployment Manager.
    • SQL Server: Select a SQL Server to be used for hosting the CRM 4 organization database.
    • User login URL: Specify the URL to the organization Web site. This property can be used for email notifications to provisioned users, instructing them how to access the CRM 4 site. This property is not used during the provisioning process.
  8. Click Apply changes and then click Save.