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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Setting Up
Microsoft Dynamics CRM (Archived)

Setting Up

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Posted on by Pete_N 1,695

I have had set up CRM in the past, but always with a lot of grief. I'm just looking to set up a new CRM server and need advice before i plunder onwards

The set up will be as follows

Server Win2016

Virtual Server 1 CRM 2016/365

Virtual Server 2 SQL 2017

Now this is where i always get confused and cause lots of grief. I want to be able to access the CRM server from the big bad world, so need IFD

Questions;

I am presuming that the CRM needs to be on an 'external IP address and SQL on an internal IP address. I know that previous versions used an ADFS Server .

Do i need a third Virtual Server to run the new version of ADFS

does that need to be external IP or Internal

Any help in setting this up would be most useful and save so much time and headaches

*This post is locked for comments

  • Pete_N Profile Picture
    Pete_N 1,695 on at
    RE: Setting Up

    Hi Rickard,

    I'm just building the 4 VM's with all the time consuming updates etc.  I will have a stab at this later this evening and come back to you if I get stuck. Thank yo for your help and advice

  • Rickard Norström Profile Picture
    Rickard Norström on at
    RE: Setting Up

    Hi PeteN,

    Only the WAP is exposed in this scenario, it will route traffic to the ADFS (which it is tightly connected to, this  is set up during the WAP setup) and the CRM Server.

    The external DNS will resolve the DNS records for ADFS (adfs.contoso.com for example), Authentication service (auth.contoso.com), Discovery service (disco.contoso.com) and the organization(s) (crm.contoso.com and test.contoso.com for example) to the same IP, the public IP of the WAP.

    The organization names will be the subdomains so in this example you have two organizations called "crm" and "test", they can have other friendly names which the users will see.

  • Pete_N Profile Picture
    Pete_N 1,695 on at
    RE: Setting Up

    Hi,

    Thanks for the input. With the setup you are describing, I'm presuming that crm and SQL servers are internal IP addresses, but do both the wap and adfs need external addresses or just the wap ?

  • Rickard Norström Profile Picture
    Rickard Norström on at
    RE: Setting Up

    I think I have run a very full server once but if you want to do it in a sort of secure way I would recommend you to have a fourth server as a Web Application Proxy (or another reverse proxy solution) which is publicly available which in turn routes traffic to the CRM and the ADFS.

    So, Server 1: CRM Server

    Server 2: SQL Server

    Server 3: ADFS

    Server 4: WAP

    To set all up, Interactive Webs has a good walkthrough. You need a couple of DNS records both internal and external (internal: the url you want to use for internal access if you plan to use it, authentication service URL, discovery service URL and one record per organization. For the external access you need all but the internal address)

    If you need more help, post your issues, it's not that intuitive the first couple of times you do this :)

  • Piotr Kerner Profile Picture
    Piotr Kerner 285 on at
    RE: Setting Up

    Hi PeteN,

    as far as I know you should have a separate VM for the ADFS. The external IP should point to ADFS that is for sure.

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