Product Documentation

CRM 2011

Jun 05, 2015
Updated: 2013-04-03
  1. On the Select Deployment Task page, select Add Services & Locations.
  2. On the Add Services & Locations page, select Install Services.
  3. Accept the License Agreement and then click Next.
  4. On the Select Web Services page, select AD FS Web Service and then click Next.
  5. On the Ready to Install page, click Install. The Deploying Server Roles page displays the installation progress.
  6. After the installation finishes, click Finish.
  7. On the Installed Services page, click Configure next to the AD FS web service list item. The Configuration Tool checks to ensure the prerequisites are present on the ADFS server.
  8. On the Create Service Account page, enter the following information and then click Next:
    • Auto-generate credentials: Select this check box to allow the Configuration Tool to generate service account credentials automatically.
    • User name: Enter a user name for the ADFS web service account. The default user name is csm_adfs_svc. This field is unavailable when you elect to auto-generate credentials.
    • Password: Enter a password for the ADFS web service account. This field is unavailable when you elect to auto-generate credentials.
    • Create if doesn't exist: Leave this check box selected to allow the web service account to be created if it does not already exist in Active Directory.
  9. On the Prepare CRM 2011 page, select Integrate with Microsoft Dynamics CRM 2011 to connect Services Manager to an existing CRM 2011 deployment. Click Next.
  10. On the Specify CRM Service Accounts page, enter the following information and then click Next:
    • Asynchronous Processing service: Enter the account used for running the Microsoft CRM Asynchronous Processing service.
    • Deployment service: Enter the account used for the CRM Deployment Service application pool.
  11. On the Specify CRM Deployment Administrators Group, enter the name of the CRM 2011 Deployment Administrators group in Active Directory. Typically, this group is created when you deploy CRM 2011. Click Next.
  12. On the Summary page, review the configuration information. If you want to change anything, return to the appropriate configuration page. When the summary contains the settings you want, click Next. The Configuration Tool configures the ADFS web service and displays progress.
  13. Click Finish and then click Exit to close the Configuration Tool.
  14. To verify the web service is installed correctly, launch a web browser and enter the URL of the ADFSWebService.asmx file in the address bar. For example, https://fqdn.cpsm.citrix.com/adfs/ls/ADFSWebService.asmx. The URL returns the ADFSService definition page.