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Microsoft Dynamics CRM (Archived)

CRM Installation Best Practices

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Posted on by 65

We are about to embark on our intial installation of Dynamics CRM 4.0 - however our requirements are not the typical sales / service organization - we are a state government agency involved in economic development and support of business and industry.  However, the features of the product are what we need to manage our contacts, leads, projects, marketing activities and so on.  We are also just starting on a Sharepoint (MOSS) installation.

 What I am looking for isinformation on "best practice" for setting up a medium sized Dynamics installation - we will be having ultimately two hundred users, intergation with outlook, access over the internet, and maybe also mobile access using PDAs and similar devices.  We will be hosting the system ourselves, and already have considerable experince with Windows Server, AD, SQL Server, IIS, .Net web development.  But this is a "high visibility" project supporting our core business function - hence no room for (too many) errors.

 Any advice would be greatly appreciated.

Thanks

Ken Ray,

Mississippi Development Authority.

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  • Leon Tribe Profile Picture
    7,034 on at
    The MS Implementation guide is probably a good start: http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714 Leon Tribe Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/
  • Ken Ray Profile Picture
    65 on at

    Thanks for the pointer, Leon - I have already downloaded the Implementation Guide, and that has been a good start.  What I was hoping for was some actualy "war stories", things like that.  But we will be going over the various scenarios in the plannign and installation books.

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