CRM 2011 – Successful CRM Installations start with Prerequisites

I have done a few CRM 2011 installations and although the first part of the installation actually starts with making sure the servers are 64 bit and have enough power, the next stage is begging the IT person to give you domain administration privileges so CRM can create some active directory groups.

You have another small leap which is to log onto the clients servers and spend a few times trying to type in the tricky passwords.

You are now ready to set-up the prerequisites of SQL server 2008 installation (probably configuring reports server as well) and adding the pre requisites for the CRM server and making sure IIS is turned on and various other bits and bobs.

One big tip here is to make sure the SQL Server 2008 installation media is either in the DVD drive or available on the server otherwise you won’t be able to configure the SQL Server 2008 installation.

These is a critical part of the install, things not turned on and installed now can cause you hours of head scratching.

Luckily someone absolute hero

George Doubinski

has created a fantastic picturetastic prerequisite installation guide.  The whole installation guide is fantastic and you can find it here.

Server Location [Dynamics CRM, SQL and AD]

Microsoft Dynamics CRM data stores all customer relationship management (CRM) in a database SQL Server. It is important that the computer running SQL Server is located close to the Microsoft CRM server. This means that there must be a high-speed network standing between the team of Microsoft CRM server and the computer running SQL Server to have an efficient performance of Microsoft CRM. An error in the network communications between computers running Microsoft CRM Server and SQL Server can cause data loss and service can no longer be available.

The same applies to Active Directory. Microsoft CRM depends on Active Directory for security information. If you lose communication with Active Directory, Microsoft CRM will not work correctly. If communications with Active Directory are not effective, will be affected the performance of Microsoft CRM. It is therefore important to locate a domain controller for Active Directory on the same network connection speed permanent than computers that run Microsoft CRM and Microsoft SQL Server.

2011 Dynamics CRM installation

Once treated the prerequisites mentioned in the previous section, proceed to install the product, which is described in detail in this section.

We begin with a section devoted to the installation of SQL Server 2008/2008 R2 if the case is not yet installed.

Installing SQL Server 2008/2008 R2

  1. If you have not already installed, first install SQL Server 2008 / 2008 R2 64 bits.
  2. Ensure that the required ports are allowed at the firewall.
    Protocol Port Description Explanation
    TCP 135 MSRPC RPC endpoint resolution.
    TCP 139 NETBIOS-SSN NETBIOS session service.
    TCP 445 Microsoft-DS Active Directory Active Directory required for access and authentication.
    TCP 1433 ms-sql-s SQL Server sockets service. This port is required for access to SQL Server.This number May Be Different if You Have configured your default instance of SQL Server to use a port number or Different Are you using a named instance.
    UDP 123 NTP Network Time Protocol.
    UDP 137 NETBIOS-NS NETBIOS name service.
    UDP 138 NetBIOS-dgm NetBIOS datagram service.
    UDP 445 Microsoft-DS Active Directory Active Directory service required for access and authentication.
    UDP 1025 Blackjack DCOM, used as an RPC listener.
  3. When installing SQL Server, choose at least the following (assuming that the Reporting Services will run on the same server as SQL)
  4. Establish the service accounts for the various SQL services. We recommend using a domain account or otherwise, NETWORK SERVICE. Leveraged to configure automatic startup of services and it will be necessary for both SQL Server, SQL Server Agent as the Full Text Indexing are raised at the time of installation of Dynamics CRM.
  5. Select the authentication mode. With Windows Authentication Mode is sufficient for the purposes of Dynamics CRM as it is used.
  6. Reporting Services installation must be in native mode (native mode) . This is the only way in which CRM can work.
  7. Continue the wizard steps to begin the installation and wait for it to complete successfully:
  8. Corroborated by opening the SQL Server Management Studio that everything is OK, they are the basis for Reporting Services and SQL Server Agent up:

Installing pre-requisites in Dynamics CRM server 2011

  1. If IIS (Internet Information Services) is not installed on Windows Server 2008 server, add the role Web (IIS) as shown below: (if you do not see this option when you start your server, you can add new roles by clicking on Start-> Administrative Tools-> Server Manager )
  2. Among the components of IIS, select ‘’. It is likely that a new dialog appears asking for confirmation to add other roles required for this.
  3. Also select ‘Management Service’ and ‘IIS 6 Management Compatibility’ under ‘Management Tools’ and ‘Windows Authentication’ under ‘Security’
  4. “IIS 6 Management Compatibility ‘ is required to register and raise the service ‘IIS Admin’ required by the installation of Dynamics CRM.

    Proceed with the installation until the end of it successfully ..

  5. If Indexing Service is not registered as a service, we install it and raise it as follows: Start-> Administrative Tools-> Server Manager
  6. Select the role ‘File Services’
  7. In the next step, choose the service ‘Indexing Service’ under ‘Windows Server 2003 File Services ”
  8. Continue the wizard to successfully complete the installation:

  9. If previous installations were correct (these components are already installed), should have the following installed services and raised:
    • IIS Admin Service
    • Indexing Service
    • World Wide Web Publishing

      These 3 services are required to be installed and erected at the time of installation.

16 thoughts on “CRM 2011 – Successful CRM Installations start with Prerequisites

  1. Ruben Pestana August 25, 2011 / 5:37 pm


    Thanks for this, i’m a trainee and started working with MS Dynamics CRM since August, your blog is really helpful.

    Keep up the good job!


  2. Adam Vero August 27, 2011 / 9:38 pm

    Why bother to copy almost all of someone else’s article in your blog post? If I want to read the whole thing, I will still have to read their article, so I don’t see the point in anything more than a short excerpt or note of their contents (headings).
    All this seems to do is increase the amount of “google juice” for your own pages by using content written by other people, which presumably took them a great deal of time and effort.

    I think its great that you obviously read lots of other people’s blogs and choose to signpost excellent posts so that others might find the gems out there that they might otherwise not have discovered.
    However, blatant copying of others’ work to improve your own search rankings and give the appearance of having loads of content does not really seem to be the best way to participate in the “community” spirit.


    • Hosk August 27, 2011 / 10:46 pm

      I didn’t copy most of the blog, I copied ONLY the prerequisite part which is what this blog post was talking about.

      If you read the whole Installation blog post you will find it goes through the prereqs and then goes through installing CRM.

      I hope my blog post drives more traffic to a brilliant post and hopefully by only copying a small section then most of the readers will go to that page.

      I’m not really bothered about google rankings but more interested in highlighting useful CRM posts to readers of my blog who might not read as many CRM blogs as I do and might not have found this excellent article.

      I appreciate your comments but I don’t believe I am guilty of your accusations.


      • Adam Vero August 31, 2011 / 1:16 pm

        Well, my comments weren’t intended only in relation to this post, which actually started off well – you gave us some context from your own personal experience but then ended up repeating George’s stuff instead of just directing us there to read it.
        If you look at your “top posts” most of them include huge swathes of copied material from other places. Yes, you acknowledge this with a link but you don’t make it very clear where the “quoted” sections start and end.
        In “How to setup SharePoint integration” you copied an entire article, up to and including the “Cheers” but managing to trim off the name of the original author.

        At the end of the day it’s your blog, but what most people want to read is something original of yours, that’s what makes a blog personal and powerful.
        “Echoes in the blogosphere” and mirrors of other sites really don’t add much value (which is why I don’t blog very often – if I don’t have something substantial to add, I don’t bother). And whether you want the rankings or not, by having two pages with substantially the same content, you are bound to divide readers between them depending on exactly what they search for, and reduce the number of visitors the other authors get.

        Why not just say “here’s a great article about X”, tell us why you think that is a particularly useful or well-written piece, maybe add some opinion about the feature or the method or add some further detail, but without actually wholesale copying of stuff which other people have spent their time on? It’s a shame because you are obviously passionate and keen to share stuff, but I tend to go most often to the sites with the most original content.


  3. Hosk August 31, 2011 / 2:18 pm

    In some ways I certainly think you have a valid point and sometimes I do wonder if it’s morally correct to post a large chunk of someone else blog post.

    My justification for such actions are I do try and some content/experiences and opinion of my own in the blog.

    I also think it has some value to post some content of the post so people can see what the quality of the article is like and if they want to read the whole article. I have many times clicked on links which haven’t turned out to be that good.

    I don’t copy all of the article so people will go and read the whole article.

    The quoting seems clear to me.

    I feel the benefit of driving people to that site helps more people find a great article on CRM than not.

    I also think more blog posts are better than less but then maybe the people who read some of my more rushed blog posts might disagree.

    I also tend to use my blog as a notebook for useful CRM content, so I will be able to find it again later.

    finally you are right it is my blog but it’s always good to hear the comments from people who read my blog.

    I noticed your last blog was about CRM 2011 rollup 3, with comments seemingly copied from the support release internet page. It seems similar to the complaint you raise to me about my blog post, Why bother pasting some stuff in and not just link to the whole support page so we can read all of the fixes.

    I jest Sir. I did enjoy reading your blog about the MS Dynamics CRM 2011 MOC training courses, which you can read here

    Now that I know you won’t be reading my blog any more I should have really just pasted it all in a new blog post and linked back to your site!!


  4. Adam Vero August 31, 2011 / 4:15 pm

    You are right, the bullet list in my post about UR3 includes items from the release notes, but I have selected only those I think are of most interest to draw particular attention to them (hence the term “highlights”), and have included links to several related pages. There’s definitely no point in copying the whole page for people to read, that’s what links are for.

    I actually stopped blogging about update rollups for a long time since everyone else was doing it and it just seemed so much no noise with little added value. Most of my posts are at least 95% original content and they stuck out as not fitting in the main theme.

    My last post was actually about Technet “books” – outlining the point of doing this and then linking to an article explaining how. No need to copy any of it, those who are interested will follow the link.

    At the moment I have several posts in draft including tips for passing MB2-866 but have not had enough time to finish them off and most likely won’t any time soon as I am in the middle of several CRM 2011 projects. Hopefully when I do we’ll be back to normal transmissions (and I won’t be bothering with rollup posts any more unless something important happens).

    I’m not sure if it is a moral question, but it certainly is a legal one, and with a hosted blog it is all too easy for someone to make a complaint and get it taken offline, which is a risk I prefer not to take.

    I will still be reading your RSS feed as you have highlighted a few interesting posts I had not otherwise seen, but generally I head to the original article anyway to see if they have more good content, then subscribe to their feed.


  5. Ian September 4, 2011 / 8:41 am

    Hi i have finished installing the crm and now have this issue

    The server url that Dynamics is pointing to is not correct and i want to change it.

    If I go to Customizations > Developer Resource > my url is the following:

    http://ares:5552/OrganisationName – this is the local server name

    But i need it to browse from outside as in

    How do i change this?


    • solarfinder February 7, 2012 / 8:50 pm

      All you have to do is create a DNS entry that will point directly to your installation. Typically a CName that points to your dyndns ip.

      If you go under dyndns, they should have a segment that will allow you to point your acct to your computer. If you go under Deployment manager and right click your org, and the url’s are there. Simply change the urls there and you should be fine. If you are going to use the non-standard 5552 port, 5555 or 443, make sure you enter in this format, ie serverurl:443 in the different sections.


  6. Mountaine Jonas February 12, 2012 / 4:55 pm

    Hiya. I’ve downloaded SQL 2011 Express with Tools on my laptop running Windows 7. Successful installatoin. But I can’t figure out how to run SQL. Nothing relevant shows up in my “programs” list. I imagine I’m missing something obvious. Any clues?


  7. Chris Owen February 19, 2012 / 3:15 pm

    Pls I tried sql express advance, win server 2008, crm 4…. Can’t install because of sql agent won’t start pls help me with d link of sql that support sql agent and report server…


  8. MG March 16, 2012 / 1:58 pm

    Great summary for all the pre-reqs Hosk.

    I have ticked all the boxes, however when I run the installer I get an error message stating –
    “Setup was unable to retrieve settings from the IIS metabse”

    Do you know of any fixes?


  9. MG March 16, 2012 / 2:43 pm

    Hi Hosk,

    Thanks for the response. Previously tried suggestion 1 and 2, will keep looking…


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