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Microsoft Dynamics CRM 2011 Post-Installation and Configuration Guidelines

This section describes several of the Microsoft Dynamics CRM components and tasks that the administrator should configure after installing the application. Because Microsoft Dynamics CRM has a rich feature and functionality set, this section is not meant to be an exhaustive resource used to configure any and all deployments. Instead, use this section as a guideline to determine what components to configure, based on your organization's needs.

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Make Microsoft Dynamics CRM client-to-server network communications more secure

With any network design, it is important to consider the security of your organization's client-to-server communications. When making necessary decisions that can help protect data, we recommend that you understand the following information about Microsoft Dynamics CRM network communication and about the technology options that are available to you that provide more secure data transmissions.

If you installed Microsoft Dynamics CRM or upgraded to Microsoft Dynamics CRM 2011 to an internally-facing Web site that is not already configured for HTTPS, Microsoft Dynamics CRM client-to-server communications are not encrypted. When using a Web site that supports only HTTP, information from Microsoft Dynamics CRM clients is transmitted in clear text and, therefore, possibly vulnerable to malicious intent, such as "man-in-the-middle" type attacks that could compromise content by adding scripts to perform harmful actions.

Configuring Microsoft Dynamics CRM for HTTPS

Configuring a site for HTTPS will cause a disruption in the Microsoft Dynamics CRM application so plan the configuration when it will result in minimal disruption to users. The high-level steps for configuring Microsoft Dynamics CRM for HTTPS are as follows:

  1. In Microsoft Dynamics CRM Deployment Manager, disable the server where the Web Application Server, Organization Web Service, Discovery Web Service, and Deployment Web Service roles are running. If this is a Full Server deployment, all server roles are running on the same computer. For information about how to disable a server, see Microsoft Dynamics CRM Deployment Manager Help.

  2. Configure the Web site where the Web Application Server role is installed to use HTTPS. For more information about how to do this, see Internet Information Services (IIS) Help.

  3. Set the binding in Microsoft Dynamics CRM Deployment Manager. This is done on the Web Address tab of the Properties page for the deployment. For more information about how change the bindings see the "Microsoft Dynamics CRM deployment properties" topic in Microsoft Dynamics CRM Deployment Manager Help.

  4. If you want to make other Microsoft Dynamics CRM services more secure and Microsoft Dynamics CRM is installed by using separate server roles, repeat the previous steps for the additional server roles.

Configure a Microsoft Dynamics CRM Internet-facing deployment

You can deploy Microsoft Dynamics CRM so that remote users can connect to the application through the Internet. For more information, see Configure a Microsoft Dynamics CRM Internet-facing deployment.

Add or remove sample data

Sample data is available to help you become familiar with how Microsoft Dynamics CRM works. By using sample data, work with records and see how they relate to each other, how data displays in charts, and see what information is in reports.

Sample data can be added or removed from within the Microsoft Dynamics CRM application. For more information about sample data, see the "Manage Sample Data" topic in Microsoft Dynamics CRM Help.

Configuration guidelines for new deployments

After you've completed installing Microsoft Dynamics CRM, but before the business users in your organization start using it, there are some basic tasks that you, as the Microsoft Dynamics CRM administrator, should complete. These tasks include defining business units and security roles, adding users, and importing data.

For more information, see Getting started for Microsoft Dynamics CRM administrators.

Install a solution from the Microsoft Dynamics Marketplace

Use solutions to extend functionality and the user interface. Customizers and developers distribute their work as solutions. Organizations use Microsoft Dynamics CRM to install and uninstall the solution.

ImportantImportant
Installing a solution can interfere with normal system operation. We recommend that you schedule solution imports when it’s least disruptive to users.

For more information about how to install a solution, see Install, upgrade, or uninstall a solution from the Microsoft Dynamics Marketplace.

Instructions for removing the Resource Center

The Microsoft Dynamics CRM Resource Center is a place in the application where users, administrators, and implementers will find information to help them use and configure Microsoft Dynamics CRM 2011. The Resource Center displays content hosted by Microsoft and is not displayed when users are offline.

If Microsoft Dynamics CRM users do not have access to the content on the Resource Center, it can be removed from the application.

Remove the Resource Center from the application

  1. Export the Site Map by using the Export Customizations feature.

  2. Select one of the following options:

    • Export the Default solution.

    • Add the Site Map to a new or existing solution.

      1. In the solution, click Components.

      2. On the Actions toolbar, click Add Existing and then click Site Map.

      3. Export the solution as an unmanaged solution.

  3. Extract the files from the compressed .zip file.

  4. Open the customizations.xml file by using a text editor such as Microsoft Visual Studio or Microsoft Notepad.

  5. Locate the following node in the file:

    /ImportExportXml/SiteMap/SiteMap/Area Id="ResourceCenter"
    
    
  6. Comment the area by using <!-- and -- > tags where the Id attribute is set to "ResourceCenter" as follows:

    <!--<Area Id="ResourceCenter"
          ResourceId="Area_ResourceCenter"
          Icon="/_imgs/resourcecenter_24x24.gif"
          DescriptionResourceId="ResourceCenter_Area_Description">
      <Group Id="ResourceCenter">
        <SubArea Id="nav_lc_overview"
                  ResourceId="Homepage_LearningOverview"
                  DescriptionResourceId="LearningOverview_SubArea_Description"
                  Icon="/_imgs/ico_18_129.gif"
                  Url="/resourcecenter/overview.aspx"
                  AvailableOffline="false" />
        <SubArea Id="nav_lc_customization"
                  ResourceId="Homepage_LearningCustomization"
                  DescriptionResourceId="LearningCustomization_SubArea_Description"
                  Icon="/_imgs/area/18_settings.gif"
                  Url="/resourcecenter/customization.aspx"
                  AvailableOffline="false">
          <Privilege Privilege="CreateEntity" />
          <Privilege Entity="solution"
                      Privilege="Create" />
          <Privilege Privilege="ImportCustomization" />
        </SubArea>
      </Group>
    </Area>--> 
    
    
    noteNote
    By commenting the Resource Center area you preserve the capability to restore it in the future by repeating this procedure and removing the comment tags.

  7. Save your changes to the customizations.xml file.

  8. Create a new compressed zip file using all the extracted solution files, including your edited customizations.xml.

    TipTip
    In Windows Explorer, select all the files, then right-click, and in the context menu, click Send To and Compressed (zipped) folder.

  9. Import the new solutions file.

    1. In the Microsoft Dynamics CRM application Navigation Pane, click Settings, click Customization, and then click Solutions.

    2. Click Import.

    3. Click Browse, locate your modified solutions .zip file created in step 8, click Next, and then click Import.

    4. When the import completes, click Publish All Customizations.

    5. Click Close to close the Import Solutions dialog box.

  10. Verify that the Resource Center area was removed.

The import process performs validations on the Site Map. However, it is still possible that some errors might occur. If errors occur, the default Site Map will be applied and an error message will be displayed. You must fix the errors in the Site Map and import it again.

See Also

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