Install or upgrade Microsoft Dynamics CRM Server
Applies To: CRM 2016 on-prem
This section explains how to install Microsoft Dynamics CRM Server. In addition, there is installation troubleshooting information and procedures to uninstall Microsoft Dynamics CRM Server.
For up-to-date information, see the Microsoft Dynamics CRM 2016 and Microsoft Dynamics CRM Online Readme.
This section describes what is installed during Microsoft Dynamics CRM Server Setup.
When you install Microsoft Dynamics CRM Server, by default Setup creates a folder structure under SystemDrive:\ Program Files\Microsoft Dynamics CRM\. Additional components include the following.
All of the following web components are added during a Full Server role installation. During an individual role installation, fewer or none of these components are installed on the server.
Microsoft Dynamics CRM Server Setup creates a separate application pool for the Microsoft Dynamics CRM application.
Microsoft Dynamics CRM Server Setup creates a separate application pool for the Deployment Web Service.
Microsoft Dynamics CRM
Website for Microsoft Dynamics CRM.
Facilitates the implementation of XRM deployments.
Services the Microsoft Dynamics CRM Help system for the application.
Microsoft Dynamics CRM Server Setup uses active directory groups to manage permissions as described in the following table.
Privileged Microsoft Dynamics CRM user group for reporting functions. This group is created during Microsoft Dynamics CRM Server Setup and configured during Microsoft Dynamics CRM Reporting Extensions Setup.
Privileged Microsoft Dynamics CRM user group for special administrative functions, including CRMAppPool identity (domain user or Network Service). The users who configure Microsoft Dynamics CRM Server must be added to this group.
All server processes/service accounts that require access to SQL Server, including CRMAppPool identity (domain user or Network Service). Members of this group have db_owner permission on the Microsoft Dynamics CRM databases.
All Microsoft Dynamics CRM users are included in this group. This group is updated automatically as users are added and removed from Microsoft Dynamics CRM. By default, all Microsoft Dynamics CRM Reporting Services reports grant Browse permission to this group.
All of the following services are added during a Full Server role installation. During an individual role installation, fewer or none of these services are installed on the server.
Microsoft Dynamics CRM Asynchronous Processing Service
Services asynchronous processes such as bulk email and workflow.
Microsoft Dynamics CRM Asynchronous Processing Service (maintenance)
Services asynchronous maintenance such as encryption key generation for authentication and database deletion clean up.
Microsoft Dynamics CRM Unzip Service
Handles the uncompressing of zipped files for data import. This service is installed as part of the Web Application Server role.
Microsoft Dynamics CRM Sandbox Processing Service
The Sandbox Processing Service server role enables an isolated environment to allow for the execution of custom code, such as plug-ins.
Microsoft Dynamics CRM Monitoring Service
Monitors all Microsoft Dynamics CRM Server roles that are installed on the local computer. With this release of Microsoft Dynamics CRM, the service is used to detect expired digital certificates that may affect Microsoft Dynamics CRM services that are running in the deployment. The Monitoring Service does not perform any other monitoring tasks and does not transmit information outside the computer where the service is running. The Monitoring Service is installed with the installation of any Microsoft Dynamics CRM Server role and records events under the MSCRMMonitoringServerRole source in the Event log.
Microsoft Dynamics CRM VSS Writer
Provides an interface to back up and restore Microsoft Dynamics CRM data by using the Windows Server Volume Shadow Copy Service (VSS) infrastructure.
The following SQL Server components are added.
Microsoft SQL Server Setup creates the SystemDrive:\Program Files\Microsoft SQL Server\MSSQL<ver>\MSSQL\Data\ folder and Microsoft Dynamics CRM Server Setup installs the Microsoft Dynamics CRM configuration database and organization databases in it.
SQL Server Jobs
Microsoft Dynamics CRM Server Setup creates one SQL Server job that is used for maintenance.
Microsoft Dynamics CRM Server Setup creates SQL Server logins for the PrivReportingGroup, ReportingGroup, and SQLAccessGroup Active Directory groups that are created.
MSCRMSqlLogin is used for time zone conversions when you use dashboards and charts, and do queries using Advanced Find. When Microsoft SQL Server is enabled to use common language runtime (CLR), this can significantly improve performance for those features.
Too many to list here.
During organization creation Microsoft Dynamics CRM creates several hundred indexes. For more information, see Dynamics CRM organization database indexes.
If not already installed, the following software is installed for a Full Server during Microsoft Dynamics CRM Server Setup:
The installation of some of these items such as Microsoft .NET Framework and SQL System Clr Types may require you to restart your computer before you can continue to run Microsoft Dynamics CRM Setup.
Microsoft SQL Reporting Service Report Viewer Control
Microsoft SQL Server Native Client
SQL System Clr Types
SQL Server Management Objects
Microsoft Application Error Reporting Tool
Microsoft Visual C++ Runtime Library
Windows Server Web Server Role
Microsoft .NET Framework 4, which includes the following components:
Microsoft .NET Framework 4.5.2 (required by Microsoft Dynamics CRM Server)
Windows Workflow Foundation (required by Microsoft Dynamics CRM Server)
Windows Presentation Foundation
Windows Communication Foundation (WCF) (required by Microsoft Dynamics CRM Server)
Microsoft Chart Controls for Microsoft .NET Framework
Microsoft URL Rewrite Module for IIS
File Server Resource Manager
The following topics describe step-by-step procedures to install Microsoft Dynamics CRM Server or upgrade from an earlier version.
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