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How to integrate CRM online with company domain on dedicated Windows 2008 R2 Server RRS feed

  • General discussion

  • Hi,

    Can someone please point me to where I can find detailed instructions of how to  integrate CRM online with company domain on dedicated Windows 2008 R2 Server, so that instead of access CRM via https://companyname.crm4.dynamics.com CRM can be accessed via crm.companydomain.

    Many thanks,

    Lloyd

    Friday, April 22, 2011 4:26 PM

All replies

  • Here is a link to the implementation guide.

    http://www.microsoft.com/downloads/en/details.aspx?FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714

    The steps will basically be:

    1. Set up your CRM server locally and use crm as your orgname, but you can use a different name for your friendly name.  The reason is that IFD will take the syntax of orgname.companyname.com so if you want Crm.companyname.com you need to have crm as your org name.

    2. port over your customizations

    3. use a tool like scribe or something you would create using the SDK to migrate your data (you won't have access to the CRM Online database directly so you will have to build a tool or use a third party tool that uses web services to migrate your data.

    4. configure IFD (Internet facing deployment) on your server, you can find the instructions in the implementation guide.  This will let people outside your network access your CRM server if they authorized using the URL crm.companydomain.com

    Good luck.


    Jamie Miley
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    Friday, April 22, 2011 5:46 PM
    Moderator
  • Hi Jamie,

    Not sure you understood me or maybe I misunderstood your reply but I have crm online and want to access the CRM via my DNS crm.domainname - how do i do this?

    Thanks,

    Monday, April 25, 2011 1:48 PM
  • You could set up an a DNS record to redirect to the online location, but the url will change back to the original format after they arrive in CRM.

    If you need to it keep the org.yourcompany.com syntax you will need to migrate your instance to on-premise and set up IFD.


    Jamie Miley
    http://mileyja.blogspot.com
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    Follow Me on Twitter!
    Monday, April 25, 2011 2:42 PM
    Moderator
  • Thanks Jamie
    Monday, April 25, 2011 8:35 PM