Upgrading from Microsoft Dynamics CRM 4.0

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If your Microsoft Dynamics CRM 4.0 deployment is configured for an Internet-facing deployment (IFD), after the upgrade to Microsoft Dynamics CRM Server 2011 is complete you must complete the following steps to re-enable IFD:

  1. Install and configure AD FS 2.0.

  2. From the Microsoft Dynamics CRM 2011 Deployment Manager, run the Configure Claims-Based Authentication Wizard to configure the Microsoft Dynamics CRM Server 2011 server for claims-based authentication.

  3. Configure the AD FS 2.0 server for claims-based authentication.

    Important

    Claims-based authentication must be enabled in Microsoft Dynamics CRM before configuring and enabling IFD.

  4. From the Microsoft Dynamics CRM 2011 Deployment Manager, run the Internet-Facing Deployment Configuration Wizard to configure the Microsoft Dynamics CRM server for IFD.

  5. Configure the AD FS 2.0 server for IFD.

Important

Be aware that AD FS 2.0 requires the default website for installation. If the default website is already in use for Microsoft Dynamics CRM 4.0, you must install AD FS 2.0 on a different server.

Enabling anonymous authentication

To use Microsoft Dynamics CRM 4.0 for Outlook (Update Rollup 7 or later) with Microsoft Dynamics CRM Server 2011 IFD, you must enable anonymous authentication for the 2007 SPLA CrmDiscoveryService on each server where Microsoft Dynamics CRM Server 2011 is installed. For other requirements, see Microsoft Dynamics CRM for Outlook software requirements (https://go.microsoft.com/fwlink/?LinkID=210780) in the Microsoft Dynamics CRM 2011 Planning Guide.

To enable anonymous authentication

  1. Open Internet Information Services (IIS) Manager.

  2. In the Connections pane, select the Microsoft Dynamics CRM website, and then navigate to the following folder: MSCRMServices\2007\SPLA

  3. In Features View, double-click Authentication.

  4. On the Authentication page, select Anonymous Authentication.

  5. In the Actions pane, click Enable to use Anonymous authentication with the default settings.

For more information about enabling anonymous authentication in IIS, see Enable Anonymous Authentication (IIS 7) (https://go.microsoft.com/fwlink/?LinkId=205316).

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