In my previous blog I provided instructions for downloading the components required to install the Connector for Microsoft Dynamics and the Microsoft Dynamics CRM 2011 Instance Adapter.
In this blog I will provide abbreviated/ annotated instructions, from the Connector for Microsoft Dynamics Installation Guide, for installing the Connector for Microsoft Dynamics.
These instructions are focused on integrating two Microsoft Dynamics CRM online organisations. For full information it is important that you read the Connector for Microsoft Dynamics Installation Guide dated January 2013 or later.
The installation of the Connector for Microsoft Dynamics CRM will:• Create a new SQL Server database called MSDI (Microsoft Dynamics Integration). The MSDI database stores all configured integrations and their status and also acts as a security boundary between the Connector for Microsoft Dynamics CRM service and the Connector for Microsoft Dynamics client.
• Install a new service called Connector for Microsoft Dynamics Service.
The following are abbreviated system requirements:• Microsoft Windows Server 2003 SP2, 2003 R2 SP2, or 2008 R2 SP2. For demonstration purposes, I am using Windows 7 Professional.
• A valid connection to a computer with Microsoft SQL Server 2005, 2008, 2008 R2, or 2012 installed. For demonstration purposes I am using a locally installed instance of SQL Server 2012 Express Edition.• A valid subscription to Microsoft Dynamics CRM online. For demonstration purposes I am using two Microsoft Dynamics CRM online organisations.
Note: If you are using Microsoft Dynamics CRM online, or if the Microsoft Dynamics CRM server has Update Rollup 12 or later installed, use Connector for Microsoft Dynamics version 22.214.171.124 or later.
• Windows Identity Foundation installed on the computer that runs Connector for Microsoft Dynamics.• At least two different Windows Live IDs and passwords. Refer to CRM Integration Account and CRM Deployment Administrator Account below.
The following are abbreviated user account requirements:• Installation Account: This Windows account is used to install the Connector for Microsoft Dynamics CRM. This account must.
• These user accounts should not be assigned the System Administrator Security Role.• You may also want to assign the Act on Behalf of Another User and Override Created on or Created By for Records during Data Import privileges to the destination Microsoft Dynamics CRM organisation Integration Account user.
For demonstration purposes I am using a dedicated account in each of my two Microsoft Dynamics CRM organisations named integration.
The following steps describe how to install the Connector for Microsoft Dynamics.1. Logon to the computer using the Installation Account.
3. Click Install.
4. Click Next.
5. Accept the License Agreement and click Next.
6. Enter the SQL Server Name, <Server Name>\<Instance Name>, and click Next.
7. Enter the Service Account ID, <DOMAIN>\<User>, and Password and click Next.
8. The Connector for Microsoft Dynamics will now be installed. When finished, click Finish.
In my next blog I will describe how to install the Microsoft Dynamics CRM Instance Adaptor and configure the Connector for Microsoft Dynamics.