Installing CRM 4.0 on Windows Server 2008 (R2)

Windows Server 2008 (R2) brings a lot of new and nice features. IIS 7 being one of them and fact that you need to install the features you want to use also makes it more slim and generally better.

However, it does add some extra complexity to installing Dynamics CRM since it requires some components. The installation check that Dynamics CRM runs during installation is not complete in this aspect either and it misses out on some critical components.

I am preparing a virtual machine for a customer of mine and it came with everything installed, but not verified. The Dyn CRM installation did not work. After some checking I found that the following role services were missng:

Static Content Handler
Windows Authentication

and I also added

Digest Authentication and
Static Content Compression

Also the SQL Reporting Services (SSRS) was configured to run with an Execution Account, which I found on some bloggs was erroneous. This is not strange since SSRS with Dynamics CRM is designed for sending the user credentials all the way to the SQL-server, which means that SSRS must impersonate the user. So I disabled this.

After fixing these issues, the best way forward is to reinstall Dyn CRM since trying to fix a faulty installation is a lot harder and takes a lot more time. If you have data that you need, try reinstalling and then redeploying the database.

I am also using VirtuaBox as virtualization and I strongly advise against using the snapshot functionality, it seems very unstable.

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB

Lecturer at certification preparation courses

CRM-Konsulterna and Informator, have agreed on a partnership and as part of this I will be one of their regular Dynamics CRM lecturers. Since Microsoft are changing their partnership program, with a lot more focus on certification requirements, we are kicking off with two certification preparation courses for the Application and the Customization exam. If the interest is good, we will most certainly arrange courses in Installation & Configuration and Extending Dynamics CRM as well. Later on we are also planning some Microsoft Official Dynamics CRM courses, both CRM 4.0 and CRM 2011.

So, make sure that you and you consultants are up to speed and join me for an instructive and very hands-on course that will certainly prepare you for the types of questions you will be facing in the exam.

The courses will be held at Informator in Stockholm, but if you have interest in attending a course in some other place, please let me or Informator know and we’ll see what we can do!

At the following links you can read some more about the courses:
CRM 4.0 Application

CRM 4.0 Customization

Gustaf Westerlund
CEO, Chief Architect and co-Founder at CRM-konsulterna AB