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Dynamics CRM On-Premise - An illustrative guide on step-by-step installation and configuration process

Dynamics CRM 2015 On-Premise

An illustrative guide on step-by-step installation and configuration process

The following steps have to be followed in order to install and configure the Microsoft Dynamics CRM Server:

1. Download the Dynamics CRM 2015 Server setup file.

2. Run the Microsoft Dynamics CRM Server setup as an Administrator.

3. Welcome to Microsoft Dynamics CRM 2015 Server setup page will appear, it is recommended that you click on “Get updates for Microsoft Dynamics CRM” and click on Next (refer Fig. 1: Welcome Screen).

(Fig. 1: Welcome Screen)

4. It will check for the latest updates and if there are no updates required, you can proceed with the setup by clicking on Next (refer Fig. 2: Checking Update screen).

(Fig. 2: Checking Update screen)

5. The next step is to enter valid commercial product key or use the 90 day trial key (refer Fig. 3: Product Key screen)

(Fig. 3: Product Key screen)

6. The next step is to review the license information and if you accept the license agreement, check “I accept this license agreement” and click on “I Accept” to proceed further (refer Fig. 4: License Agreement screen).

(Fig. 4: License Agreement screen)

7. The next step is to “Install Required Components”. If the setup detects any components are missing, then only the “Install Required Components” page   appears. If the user have already installed the required components, then this page will not appear.

8. On the Select Installation Location page, the user can choose the default location or enter a different location and click on Next (refer Fig. 5: Installation Location screen).

(Fig. 5: Installation Location screen)

9. The next step is to specify the server roles. On this page, click on “Full Server” and click on Next (refer Fig. 6: Server Roles screen)

(Fig. 6: Server Roles screen)

10. On the “Specify Deployment Options” page, select the option “Create a new deployment” for the new installation of the Dynamics CRM (refer Fig. 7: Deployment Options screen)

(Fig. 7: Deployment Options screen)

11. On the “Select the Organizational Unit” page, click Browse to display the Active Directory structure and select the location where you want the Microsoft Dynamics CRM organizational unit to be installed and click on Next (refer Fig. 8: Organizational Unit screen).

(Fig. 8: Organizational Unit screen)

12. On the “Specify Service Account” page, select the security accounts for the Microsoft Dynamics CRM services and then click on Next (refer Fig. 9: Service Accounts screen).

(Fig. 9: Service Accounts screen)

13. On the “Select Website” page, click on “Select a website” and click on Next (refer Fig. 10: Select Website screen).

(Fig. 10: Select Website screen)

14. On the “Specify Email Router Settings” page, specify the name of the server where the Email Router will be installed and click on Next. This step you can skip and can configure the Email Router later.

15. The next is to specify the Organization Settings, on this page, specify the following information and click on Next (refer Fig. 11: Organization Settings screen):

  1. Display Name
  2. Unique Database Name
  3. Currency Code

(Fig. 11: Organization Settings screen)

16. The next is to specify the Reporting Services Server, on this page, specify the Report Server URL and click on Next (refer Fig. 12: Reporting Services Server screen).

(Fig. 12: Reporting Services Server screen)

17. On the “Help us Improve the Customer Experience” page, select whether you want to participate in the Customer Experience improvement Program and click on Next (refer Fig. 13: Customer Experience screen).

(Fig. 13: Customer Experience screen)

18. On the “Select Microsoft Update Option” page, it is recommended that select the option “Use Microsoft Update when I check for updates” (refer Fig. 14: Microsoft Update screen).

(Fig. 14: Microsoft Update screen)

19. On the “System Checks” page, this page displays the summary of all the requirements and recommendations for a successful installation (refer Fig. 15: System Checks screen).

(Fig. 15: System Checks screen)

20. Now the setup is ready to install Microsoft Dynamics CRM (refer Fig. 16: Installing screen).

(Fig. 16: Installing screen)

21. Once the Dynamics CRM Server setup is finished installing files, click Finish (refer Fig. 17: Finished Installing screen)

(Fig. 17: Finished installing screen)