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Installing Microsoft Dynamic CRM 4.0 Workgroup on SBS2003 or SBS2008 RRS feed

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    Good day,

     

    I am starting my own ICT company soon and would like to implement Microsoft Dynamics CRM 4.0 Workgroup.

    Because i think this would be one of the best solutions to create a database of my customers and there orders, etc.

    If you think otherwise please let me know, i am open for suggestions.

     

    But my problem is that i do not have worked with this software before and let it alone, installing it.

    I have installed it on a Windows 2003 Small Business Server and i got it to work.

     

    My question(s) is / are the following:

     

    • If i follow the installation steps is the product finished after installation and ready for use or are there more options to check and adjust?
    • Can i install it on Small Business Server 2008 or is it wiser to install it on Small Business Server 2003?
    • If i put my installation step by step here, is there an possibility that some of you check it globally, so i do not forget something or miss something?

    Sorry for these stupid questions, but i have to start somewheren.

     

    Kinds regards,

     

    Remco

    Sunday, January 25, 2009 9:48 PM

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    Installing CRM 4.0 on SBS2003 is relatively straightforward provided you read the implementation guide and follow its advice.

     

    Firstly you must have SBS 2003 Premium Edition and install SQL Server on your SBS server. Or you can install SQL Server on another server in the same domain if you have a SQL Server licence from elsewhere.

     

    You should be able to install it on SBS 2008. I've done this and it works.    I installed SBS 2008 on a virtual server with SQL Server 2008 on another virtual server.

     

    Once CRM 4.0 is installed there is plenty to configure via customization. But for that you need to assess what your business needs to store and what processes might be implemented in CRM.

     

    You should also carefully consider why you are using CRM. If it is just for names, addresses and phone numbers then Outlook Contacts may be sufficient. If you want to track the whole sales life cycle - quote , opportunities and orders then CRM would be great. But do bear in mind what accounting package system you will use and you almost certainly have to rekey sales orders into that system.

     

     

    Monday, January 26, 2009 12:46 PM
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    I want to use it for Customer details, Orders, Quotes, Inventory, all the things you need when you start a company.

    I know it can't contain everything, but at least this product is free, because i am a Registred Member of Microsoft and have a subscription of the Microsoft Action Pack.

     

    All the things what i have read and see, this would be a good solution for me for now and the future.

     

    What do you mean by:

    But do bear in mind what accounting package system you will use and you almost certainly have to rekey sales orders into that system.?

     

    Kind regards,

     

    Remco

     

    Monday, January 26, 2009 2:08 PM
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    I agree that free is good.

     

    With regard to the accounting package system - What are you going to use to produce invoices for your customers?

     

    Although CRM has invoice record types it is not a finance package. I use Microsoft CRM to track my customers, orders etc and Office Accounting to manage the finance. However, there is no link between the products.

     

     

    Monday, January 26, 2009 3:47 PM
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    I am not sure wich accounting package i am gonna use, i got some several options and these are not well know product all over the world, just in the Netherlands. But i know for sure these products doesn't have a link with CRM.

     

    So i think i will be using it the same way as you do.

     

    I will install a clean Windows SBS 2008 environment and try to install Microsoft Dynamics CRM on it and will post a report here, wich if you have time, you can look trough. But as you said before it doesn't have to be that hard if i follow the guide.

     

    Thank you for your time for so far.

     

    Kind regards,

     

    Remco

    Monday, January 26, 2009 8:12 PM
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    Good luck.  Have a read throught this article too:  http://support.microsoft.com/kb/950100

     

     

     

    Monday, January 26, 2009 8:21 PM
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    Wich version of SQL are you advising?

    I am currently installing Windows 2008 Standard edition from the Action Pack.

    Beside this i can choose from a Microsoft SQL Server 2005 or a Microsoft SQL Server 2008 Standard.

     

    I have read it is possible and you have to install certain hotfixes, wich will be downloaded during the installation.

    But i would like to know your opinion about this.

     

    Kind regards,


    Remco

    Wednesday, January 28, 2009 9:45 PM
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    You may use either SQL 2005 or 2008. I don't think it matters that much.

     

    When you install CRM, it asks whether you would like to download updates to the installation files - say yes to this.

     

    Though do also read the KB article in my earlier post.

     

    Thursday, January 29, 2009 9:05 AM
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    Sorry if i am asking stupid questions, but i need to be sure.

     

    In the KB article are the following things wich i do not really know how to do it:

     

    .....you must use Network Service as the Service Account or the installation will fail.
    As far as i know this is going automatically and i do not need to do a thing about it and besides that I can't remember any question where i can fill in these account settings.

     

    Am i missing something?

     

    PS. Thank you for your patience and time.

     

    Kind regards,

     

    Remco

    Thursday, January 29, 2009 9:21 AM
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    The choice of which account to use is one of the questions during installation. You should use Network Service. 

     

    It may be that the Workgroup edition installation doesn't ask the question and just does it anyway.

     

     

     

    Thursday, January 29, 2009 9:31 AM
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    Dear all,

    i have SBS 2003 R2 running and I would like to install MS CRM 4.0 on my SBS server. I am in the same situation as RemCo, i ha an Action Pack subscription and it comes with it.

    For me I just start my consulting company 8 month ago and I am acting in custom developppement, so I ahve not selling product but dev solution around product. So I guess what ever you do in your buisness when you start your company you want to track potential customer and follow opportunities.

    For me I am not at all a lmarketting guys, I ma more from echnical side and as I am working as a frelance, I need a tool whic helps me in getting customers and contact for potential contract. I have been advise to use a CRm tool for that. This is the reason I want to install it.

    can I install without an trouble SQL server 2008 on top of SBS 2003 without any trouble ,

    does any existing database will be affected ?

    thanks for help
    regards
    serge

    Your experience is build from the one of others
    Tuesday, June 30, 2009 9:21 PM
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    Thank you


    ___________________________________________________________________________________________________________________________
    kleurentest
    Thursday, December 24, 2009 11:28 AM
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    Dear Remco,

     

    Hi, I have noticed that you installed a microsoft dynamics crm on an SBS 2003.

    I wish to install a crm 4.0 on our server which is an SBS 2003.  i have been reading the past few weeks and i am rather afraid and confused.  would that be difficult to install. I would appreciate your guidance please.

    Wednesday, July 27, 2011 2:50 PM