Full installation guides can be found online at Microsoft’s site. When you are doing an installation be sure to follow the instructions in the CRM 3.0 Implementation Guide which will lead you through not only the install as well as the configuration, and then it will show you how to verify the operation on Microsoft Windows Server 200, Microsoft Windows 2003, Microsoft SQL Server 2000 and 2005, as well as Microsoft SQL Server Reporting Services 2000 and 2005.
Of course your project will need to start with the creation of a Microsoft Exchange Server cluster. If you have not done this before you have a couple of choices. If you are lucky enough to have an IT staff it will become their project. But if you don’t you can either download the documentation from Microsoft’s site or you can higher a qualified Microsoft CRM consultant to do your configuration and installation.
Once you have your server cluster configured you can install your Microsoft CRM 3.0 software. On the Incoming Exchanger Server Settings you will need to type the name of your Virtual Exchanger server for the cluster before you can install the CRM server setup.
If you are going to install the Email router you will need to install it on every exchange node in the cluster and then specify a CRM mailbox which is located on the virtual exchange server.
You will have to open the Services Control Panel on each node in the cluster and stop the MSCRMExchRouterService and then set the Startup to Manual. Now open the Active Directory Users & Computers and locate the GUID and deploy. Then add the computer accounts for each exchange cluster node. Close the Active Directory Users & Computers. In each Microsoft CRM use the Rule Deployment Wizard to create a rule for the user’s mailbox which will be automatically forwarded to the specified Microsoft CRM.
If this all sounds complicated you aren’t alone, after all we all weren’t meant to be network techs, and therefore for many of us it sounds like Greek. However, there’s good news. There are many professionals that can quickly get your Microsoft Dynamics CRM 3.0 up and running in no time and for a very reasonable price. And that means one less headache for you.
Whether you decide to do the installation yourself or hire a pro isn’t as important as recognizing the power of Microsoft Dynamics CRM to your business and getting it up and running as soon as possible.
In fact if you were to buy only one thing on your wish list is should be your CRM software. It will return your investment to you in no time with increased sales, superior customer service, and better business decisions. Remember knowledge is power and with CRM you’ve got plenty of knowledge!
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