Book Image

Microsoft Dynamics CRM 2011 New Features

By : Jim Wang, Darren Liu
Book Image

Microsoft Dynamics CRM 2011 New Features

By: Jim Wang, Darren Liu

Overview of this book

Microsoft Dynamics CRM 2011 offers exciting new features that enable you to build and maintain a robust customer relationship management system in your organisation.This book is your one stop resource to get to grips with all the new features of Dynamics CRM 2011. To make learning fun and engaging, we will build an Airline Compensation Management (ACM) system using Dynamics CRM 2011.The book starts by setting up the development environment for Microsoft Dynamics CRM 2011. We will then build a structural architecture for the ACM system and configure it in Dynamics CRM 2011. While doing this, we will learn about the new customization features offered by Dynamics CRM 2011.We will then move on to Data Importing and will cover the Import Data Wizard tool, as well as the Import file/data web service which provides additional capabilities that are not available in the Import Data Wizard.We will use client-side programming to perform data validation, automation, and process enhancement and learn powerful event driven server-side programming methods: Plug-Ins and Processes (Formerly Workflows).The book then steers you towards SharePoint integration, Charts and Dashboards, Customizing the Ribbon and Sitemap, and extending Dynamics CRM 2011 in the cloud. Finally we will package the ACM solution and learn how to deploy it.
Table of Contents (18 chapters)
Microsoft Dynamics CRM 2011 New Features
Credits
About the Authors
Acknowledgement
About the Reviewers
www.PacktPub.com
Preface
Index

Setting up the Server Environment on the VM


We need to create a new VM image, and then install and configure Windows server and SQL server on the VM.

Windows Server 2008 R2 and SQL Server 2008 R2 installation

Please follow the below steps to set up VM, and install Windows Server and SQL Server:

  1. Create a new VM for Microsoft Dynamics CRM 2011 server:

    • Open the Hyper-V manager, and then select New | Virtual Machine… from the Action menu:

      Name and Location

      Name: CRM 2011

      Location: D:\Hyper-V\

      Assign Memory

      Depends on your total memory; recommend minimum 4 GB.

      Configure Networking

      Hyper-V Internal Virtual Network.

      Hyper-V External Virtual Network.

      (In Settings | Add Hardware | Network Adapter).

      Connect Virtual Hard Disk

      Create a virtual hard disk:

      Name: CRM 2011.vhd,Location: D:\Hyper-V\,

      Size: recommend minimum 40GB.

      Installation Options

      Select a path to the Windows Server 2008 R2 drive or ISO image.

  2. Install the guest OS on the CRM 2011 VM:

    Operating System

    Windows Server 2008 R2 Enterprise Edition.

    Server Name

    Rename the server on the 1st start.

    Server Name: BPS (Business Productivity Server). You may choose your server name.

    Domain Name

    XRM.LOCAL (run: dcpromo.exe).

    Server Roles

    Active Directory Domain Services, Application Server, DNS Server, Web Server (IIS).

    Enable Remote Desktop connection on VM

    This allows you to share data between VM and HOST.

    Domain Administrator account

    Account: xrm\Administrator.

  3. Install SQL Server 2008 R2:

    Instance Features

    Database Engine Services, SQL Server Replication, Full-Text Search, Reporting Services, Management Tools.

    Run as Service Account

    Run Active Directory Users and Computers (dsa.msc), then go to Users, right-click on the Administrator account, select Copy, and then create a new administrator account: xrm\AdminService.

    Open the account, change the Account option to Password never expires, and then use this account to run SQL services.

    Authentication Mode

    Windows authentication mode.

    Reporting Services Configuration

    Native mode default configuration.

  4. Now we have a Windows Server 2008 R2 + SQL Server 2008 R2 workspace. Please validate the installation by checking the system event log: Go to Start | Run…, type in "eventvwr" and press Enter, then check the Administrative Events and correct any errors.

  5. Run Windows Update and take a snapshot at this stage: