Dynamics CRM 2013 Step by Step Part 4: Installing CRM 2013 Server

Welcome again to yet another part in the series “Dynamics CRM 2013 Step by Step Part 4: Installing CRM 2013 Server”. In this post we will primarily be focussing on setting up the Microsoft Dynamics CRM 2013 Server.

Before moving forward, as usual I would assume that you have already walked through the previous parts in the series and have Windows Server 2012, SQL Server 2012 and the Active Directory configured. If not then go ahead and take a look at the previous posts in this series from the box above. Let’s begin.

Pre-requisites

  • Windows Server 2012 installed
  • SQL Server 2012 installed
  • Active Directory configured
  • Following User Accounts created in the AD
  • CRM 2013 Server Product Key
Service Name User Account
Application Service !svc.crm-app
Deployment Web Service !svc.crm-deployment
Sandbox Processing Service !svc.crm-sandbox
VSS Writer Service !svc.crm-monitoring
Asynchronous Processing Service !svc.crm-ap
Monitoring Service !svc.crm-monitoring

Step by Step

A picture says a thousand words. So if you want to skip the Step by Step summary below, you can directly go to the gallery of screenshots and view the steps. Take me to the gallery.

  1. Go into the CRM Server setup files and open up ServerSetup.exe.
  2. The first thing that the setup program will do is check of any new updates. You have an option to choose either of the two i.e. “Get updates from Microsoft Dynamics CRM” or “Do not get Updates”. I choose to get the updates and press Next.
  3. The next screen will prompt you to enter the Product Key Information. I hope you have the product key handy with you, go ahead and enter the key and press Next.
  4. Now, you will need to Install Required Components. The setup program will do it for you 🙂 Just press the Install button and all the components which are missing in your system will be installed for you. Note: You might need an internet connection in order to get the updates installed.
  5. Once all the components are successfully installed, hit the Next button and you will now be taken to “License Agreement”. Just check the box that says I accept the License Agreement and press Next.
  6. You will now be required to Specify Server Roles for Dynamics CRM. If you are following along this guide and just need a CRM Server setup asap then go ahead select Full Server. This should check all the roles. Go ahead and press Next.
  7. Now, an important part in the whole process; “Specify Deployment Options”. You have an option to Create a new Deployment or Connect to an existing deployment. As for this guide, since we are doing it for the very first time, so we’ll select Create a new Deployment. The second thing to do here is specify the Server Name on which the SQL Server resides. For us, it’s on the same server, so we’re going to specify the local Server Name.
  8. Next, we’ll need to “Select the Organizational Unit”. Click the browse button and you should see only a single Unit (if you have configured AD). Go ahead and select it and press Next.
  9. Now we need to Specify Service Accounts. Refer the table in Pre-Requisites section for details on which account to use. Note: Service Accounts should be specified with Domain Name as well e.g. “domain\user-account” (without the quotes).
  10. Next, we’ll have to Select Website for the Dynamics CRM 2013 server. You have two options here, Select an existing Website or Create a New Website. My personal choice is to create a new Website on the default port. So go ahead and choose the option to create a New Website and press Next.
  11. Now we need to fill in the Email Router Settings. Am going to skip this as of now, so go ahead and leave it empty and press Next.
  12. Next you’ll have to select the various Organizational Settings.
    • Display Name – DemoOrg
    • Unique Database Name – This will be filled automatically for you once you mention the Display name of the Organization.
    • ISO Currency code – INR
    • Currency Name – This will be automatically filled after selecting the Currency.
    • Currency Symbol – Auto filled
    • Currency Precision – Auto Filled
    • SQL Collation – Leave it to default
  13. Next we’ll need to select the Reporting Services Server. Usually the URL is ServerName\reportserver. Go ahead and put it in and press Next.
  14. Next the system will ask you to participate in the Customer Experience program. Go ahead and check the box that reads Yes… and press Next.
  15. Now we need to select Update Preferences. Go ahead and choose Use Microsoft Update when I check the Updates and press Next.
  16. Now the system will perform some checks and will provide you an output stating whether your system is good for the installation or not. If the check found any issues, you will have to first go ahead and fix them and re-run this check (going back from this step to previous step and coming back will re-run the checks for you).
  17. Once system checks are OK, you will be notified about the Service Disruption Warnings. Just press Next.
  18. Finally you will see the summary of all the options that you have selected during the entire process. Press Next and the installation will start for you.
  19. You’re done. 🙂

Server Setup Gallery

Reporting Extensions Setup

  1. Once you are done with the CRM 2013 Server setup, a new wizard should pop-up which will now install the Reporting Extension. In the first screen system will check for any new updates. You will have to choose from two options “Get updates from Microsoft Dynamics CRM” or “Do not get Updates”. I will go ahead to choose Get the Updates and then press Next.
  2. The second screen will show you the License Agreement. Check the box that reads I accept the License Agreement and press Next.
  3. Now we will have to Specify Configuration Database Server. Just select the SQL Server 2012 instance we installed in the previous parts of the series. Once done, press Next.
  4. Next you will have to select the SSRS Instance. Just choose the SQL Server instance again and press Next.
  5. In the next window you will have to select the Update Preference. Go ahead and choose Use Microsoft Update when I check for updates and press Next.
  6. Next we need to select the Installation Directory. No need to change anything here, just press Next.
  7. Finally the system will perform checks and once it is done and there are no issues reported, go ahead and press Next.
  8. You will then see the Service Disruption Warning and once you press the Next button the installation will be started.
  9. You’re done 🙂

Reporting Extension Installation Gallery

You now have a working installation of Microsoft Dynamics CRM 2013 server. Hope you liked the entire series. If you have any questions or stuck at any step, drop a comment and I’ll try to answer all of them.