1 august 2012 10:06
Hi everyone, my company is setting up a CRM cloud solution using Microsoft Dynamics CRM Server 2011.
Have some questions that I need your help on:
1. During installation, we will create a new AD, with domain name say CONTOSO. Will set up with IFD as well. When Client A decides to user our service, he/she will have 2 accounts? One with CONTOSO domain, and also his/her existing account with the client company? There is no way it can be integrated, as in logging in using the existing account, right?
2. Not sure also about the Email Router setup. My company doesnt need to install a new Exchange Server right? It is preferred that customer can use their own email. But then how to connect his/her email address with our hosted CRM?
Thanks in advance!
1 august 2012 12:06Moderator
When you install CRM on-premise, you must use AD to add CRM user accounts and AD is used for user authentication. Any users that you add to CRM must have an account from your AD or a trusted domain. So your users will need to have an account in your AD.
You need to install AD Federation Services 2.0 to set up IFD. I think you can use AD FS to allow clients to authorize using their own account but I'm not too sure about how that or how to set it up.
You do not need to install Exchange Server. The processing of e-mail is down to your customer, in much the same way as with Dynamics CRM Online. The client's own e-mail address would be on their CRM user record. The client can then either install their own E-mail Router or use the CRM Client for Outlook to manage e-mail processing.
2 august 2012 02:30
Hi, thanks for the reply.
For this: "I think you can use AD FS to allow clients to authorize using their own account but I'm not too sure about how that or how to set it up."
That means customer has to set up a server for ADFS and there will be 1 ADFS server for each customer? Can CRM connect to more than one ADFS server? But then I don't think customer would want to install ADFS, since it's an effort for customer and also exposing AD to the outside world.
For the Email Router, I understand now. So it's installed in customer premise instead of my premise. It will then route the emails to my hosted CRM solution. Another way is using CRM Client for Outlook as you have mentioned. Am I right? I'll take a look at the email router installation first I guess.
Thanks once again.
6 august 2012 12:20Moderator
With regard to ADFS, I don't think this means that there is 1 ADFS server for each customer. I think there is only one (at the Service Provider) and you then configure it to accept customer credentials. However, I would prefer someone who is more knowledgeable in this area to comment.
With regard to the e-mail router, you are right. The customer must install it in their network - unless you want to host it for them!