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Requirements for Installing Microsoft Dynamics CRM On-Prem

Introduction

Greetings to all our readers! In this article, we’ll be discussing the requirements for installing Microsoft Dynamics CRM On-Prem. As you may already know, Microsoft Dynamics CRM is a popular customer relationship management software that helps businesses manage their customer interactions and improve customer satisfaction.

While Dynamics CRM can be deployed in the cloud, some businesses prefer to install it on-premises due to certain operational or regulatory requirements. However, before you install Dynamics CRM on-prem, there are some requirements that must be fulfilled to ensure a smooth and successful installation.

In this article, we’ll break down the requirements for installing Dynamics CRM on-prem and provide detailed explanations to help you understand the process. We’ll also include a table containing all the necessary information for easy reference. Let’s get started!

Requirements for Installing Microsoft Dynamics CRM On-Prem

Before you start installing Microsoft Dynamics CRM On-Prem, you need to make sure your system meets the following requirements:

1. Operating System

The first requirement is that your server must be running a compatible operating system. For Dynamics CRM 2016 and earlier versions, it must be running Windows Server 2008 R2 or later. For Dynamics CRM 2019 and later versions, it must be running Windows Server 2012 or later.

It’s also important to ensure that the operating system is properly configured with the necessary settings and updates.

2. SQL Server

Another important requirement is that you must have a SQL Server instance installed and configured on the server. The supported SQL Server versions for Dynamics CRM 2016 and earlier versions are SQL Server 2012, SQL Server 2014, and SQL Server 2016. For Dynamics CRM 2019 and later versions, SQL Server 2016 or later is required.

Additionally, you must configure the SQL Server with the necessary settings, such as collation, filegroups, and memory allocation.

3. Active Directory

To install Dynamics CRM on-prem, you must have an Active Directory domain environment set up on the server. The domain must also be properly configured with users, groups, and permissions required for CRM installation.

4. Hardware Requirements

The hardware requirements for installing Dynamics CRM on-prem depend on the number of users and the expected workload. Generally, you need a server with at least 8 GB of RAM, a multi-core processor, and a minimum of 100 GB of storage space. However, for larger deployments, you may need more powerful hardware.

5. Internet Information Services (IIS)

Dynamics CRM relies heavily on IIS for web services and portals. Therefore, you must ensure that the server has IIS installed and properly configured.

6. .NET Framework

Dynamics CRM requires the .NET Framework to be installed on the server. The supported versions are .NET Framework 4.6.2 for Dynamics CRM 2016 and earlier versions, and .NET Framework 4.7.2 for Dynamics CRM 2019 and later versions.

7. DNS and SSL Certificates

Finally, you need to configure the server’s DNS and SSL certificates to ensure proper hostname resolution and secure communication between Dynamics CRM components.

Requirements Table

Requirement Description
Operating System Windows Server 2008 R2 or later for Dynamics CRM 2016 and earlier, Windows Server 2012 or later for Dynamics CRM 2019 and later
SQL Server SQL Server 2012, 2014, or 2016 for Dynamics CRM 2016 and earlier, SQL Server 2016 or later for Dynamics CRM 2019 and later
Active Directory Active Directory domain environment with required permissions and user groups
Hardware Server with at least 8 GB of RAM, multi-core processor, and 100 GB of storage space
Internet Information Services (IIS) IIS installed and properly configured
.NET Framework .NET Framework 4.6.2 for Dynamics CRM 2016 and earlier, .NET Framework 4.7.2 for Dynamics CRM 2019 and later
DNS and SSL Certificates Proper hostname resolution and SSL certificates for secure communication

Frequently Asked Questions

1. What is Microsoft Dynamics CRM?

Microsoft Dynamics CRM is a customer relationship management software that helps businesses manage their customer interactions and improve customer satisfaction.

2. What is the difference between Dynamics CRM on-prem and in the cloud?

Dynamics CRM on-prem is installed and hosted on a company’s own servers, while Dynamics CRM in the cloud is hosted and managed by Microsoft in a cloud environment.

3. Why would a business choose to install Dynamics CRM on-premises?

A business may choose to install Dynamics CRM on-premises due to certain operational or regulatory requirements, or simply because they prefer to have full control over their CRM data and infrastructure.

4. What operating system is required for Dynamics CRM installation?

For Dynamics CRM 2016 and earlier versions, the server must be running Windows Server 2008 R2 or later. For Dynamics CRM 2019 and later versions, it must be running Windows Server 2012 or later.

5. What hardware is required for Dynamics CRM installation?

At least 8 GB of RAM, a multi-core processor, and a minimum of 100 GB of storage space is required. However, for larger deployments, more powerful hardware may be needed.

6. How many SQL Server instances are required for Dynamics CRM installation?

You only need one SQL Server instance, but it must be properly configured with required settings and updates.

7. Does Dynamics CRM require Active Directory?

Yes, an Active Directory domain environment is required with necessary user groups and permissions.

8. What version of .NET Framework is required for Dynamics CRM?

.NET Framework 4.6.2 for Dynamics CRM 2016 and earlier, and .NET Framework 4.7.2 for Dynamics CRM 2019 and later.

9. How important is IIS for Dynamics CRM?

IIS is crucial for Dynamics CRM, as it’s used for web services and portals.

10. What DNS and SSL certificates are required for Dynamics CRM?

Proper hostname resolution and SSL certificates are required for secure communication between Dynamics CRM components.

11. How long does it take to install Dynamics CRM on-prem?

The installation process can take several hours or even days, depending on the size and complexity of the deployment.

12. Can I migrate my existing Dynamics CRM data to the on-premises version?

Yes, you can migrate your existing Dynamics CRM data to the on-premises version, but it requires careful planning and execution.

13. How can I get support for Dynamics CRM installation and maintenance?

Microsoft provides support for Dynamics CRM installation and maintenance through various channels, such as online forums, documentation, and customer support services.

Conclusion

In conclusion, installing Microsoft Dynamics CRM On-Prem requires fulfilling certain requirements, such as having a compatible operating system, SQL Server instance, Active Directory domain environment, proper hardware, IIS, .NET Framework, DNS, and SSL certificates. By fulfilling these requirements, you can ensure a smooth and successful installation of Dynamics CRM on your own servers.

We hope this article has provided you with valuable insights into the requirements for installing Dynamics CRM on-premises. If you have any questions or comments, feel free to reach out to us.

Don’t hesitate to take action and start planning your Dynamics CRM on-prem installation today to streamline your customer relationship management and enhance your business operations.

Closing Disclaimer

The information provided in this article is intended for informational purposes only and should not be relied upon as legal, financial, or technical advice. Consult with a qualified professional before making any decisions or taking any actions based on this information.