Microsoft Dynamics CRM 4.0 Installing Guide
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Important
After Setup is complete, you cannot change the database collation or the base
ISO currency code. However, you can change the base currency name and base
currency symbol.
The Organization Name box is limited to the standard ASCII character set (A-Z,
0-9, and _). In addition, the name must be unique to the deployment and cannot
begin with a number or underscore (_) character.
12. On the Help Us Improve the Customer Experience page, select whether you want to
participate in the Customer Experience Improvement Program, and then click Next.
Note By default, the Customer Experience Improvement Program feature in
Microsoft Dynamics CRM is turned on. If later you decide that you do not want to
participate in the Customer Experience Improvement Program, you can turn off
this feature in the Microsoft Dynamics CRM Web application. To do this, in the
Navigation Pane, click Settings, under Settings, click Administration, in the
Administration area click Privacy Preferences, in the Privacy Preferences dialog
box clear the Yes, I am willing to participate anonymously in the Customer
Experience Improvement Program check box, and then click OK.
13. On the Select Installation Location page, accept the default location or enter a different file
installation location, and then click Next.
14. On the Select the Web Site page, select a Web site from the Web site list. By default, Setup
will use the default Web site.
Important If you select the default Web site, Microsoft Dynamics CRM Server
Setup can overwrite the existing default Web site, if one exists.
We recommend that you select the Create new Web site option and Setup will create a new
Web site for Microsoft Dynamics CRM Server. If you a create a new Web site, the following
option:
• Port Number. Type the TCP port number that will be used by Microsoft Dynamics CRM
clients to connect to the Microsoft Dynamics CRM server. The default port number is
5555.
15. Click Next.
16. On the Specify Reporting Services Server page, type the Report Server URL. Make sure
that you use the Report Server URL, not the Report Manager URL. To verify that you are using
the correct URL, in a browser, type the Report Server URL as the address. You should see a
page titled <server>/ReportServer - /: with text that displays the version number: Microsoft SQL
Server Reporting Services Version <version number>. Click Next.
17. On the Select the Organizational Unit page, click Browse to display your Active Directory
structure. Select the location where you want the Microsoft Dynamics CRM organizational unit to
be installed into, click OK, and then click Next. Microsoft Dynamics CRM security groups are
created in this organizational unit.
Note If Setup cannot find the organizational unit that you specified, see the
“Troubleshooting Installation and Upgrade” section later in this chapter.