Product Documentation

CRM 2011

Jun 05, 2015
Updated: 2013-04-22

The CRM service enables service providers to deliver a robust customer relationship management solution to customers through Microsoft Dynamics CRM 2011. Customers enjoy a 360-degree view of their customers along with automated workflows, ease of reporting, and a granular security structure.

The CRM service supports Internet-facing deployments (IFDs), which makes CRM 2011 organizations available from the Internet. Additionally, the service is deployed for use with Active Directory Federated Services (AD FS).

System requirements

When configuring CRM 2011 in your environment, ensure the following requirements are met:
  • A CRM Deployment Administrators security group has been created and has all required CRM Deployment Administrator permissions to CRM Active Directory groups. Additionally, the CRM Deployment Administrator role has all required permissions to the SQL Server instance where the CRM databases are stored. Finally, a CRM Deployment Administrator domain user account has been created and added to the CRM Deployment Administrators security group.

    When you install and configure the ADFS and CRM 2011 services, you will need to supply this group and account information to enable Services Manager to work with your CRM deployment. For more information about creating CRM Deployment Administrators and assigning permissions, see the article "Creating a New CRM Deployment Administrator Account" on the Microsoft TechNet web site (http://technet.microsoft.com/en-us/library/gg197627.aspx).

  • The user who is installing CRM 2011 has the following roles in SQL Server Reporting Services:
    • Content Manager role at the root level
    • System Administrator role at the site-wide level

    For more information about assigning permissions for deploying CRM, see the article "How to assign the minimum permissions to a deployment administrator in Microsoft Dynamics CRM 4.0" on the Microsoft Support web site (http://support.microsoft.com/kb/946686).

  • The CRM 2011 installation has claims-based authentication configured. You can configure this from the CRM Deployment Manager.
  • The Internet-facing Deployment feature has been configured. This feature enables integration of AD FS with CRM 2011. For help configuring an Internet Facing Domain (IFD) for CRM 2011, see the "IFD for Microsoft Dynamics CRM 2011" video, located at http://www.youtube.com/watch?v=T9jZIxDTsBw.
  • The AD FS service user account (typically, Network Service) has Read access to the customer's OU. This is required for successful authentication.

After configuring CRM 2011, verify that user connections are successful and there are no certificate errors. Test the environment by creating an organization using CRM 2011 Deployment Manager and, afterward, browsing to the site.

Service deployment overview

Deploying the CRM service involves the following tasks:
  1. Deploy the AD FS web service on the AD FS server in your environment and enable the server to execute PowerShell commands.
  2. Configure the CRM 2011 service using the control panel.
  3. Provision the service to customers.