Crm Customer Service some question
1. I tried installing CRM 1.0 and it hosed everything up. I
uninstalled it and all is well again. I found out that CRM 1.0 is
unsupported on SBS 2003.
**Can anyone tell me where I can download version 1.2? (Thanks ahead
of time)
2. from your post "After adding CRM accounts to the Pre-Windows 2000
Compatible Access Group"
** Can you tell me if you did this before or after the CRM
installation? And where is the documentation on that step - I didn't
see that anywhere...
3. From your post "Yes, we did install a new site for CRM and then
installed
CRM to the site we created"
**Did you go into IIS before the CRM installation and create a new
site and then point to that site during the installation?
4. Is it true that when installing/setting up SQL, you want to specify
the local account and not an administrator account?
5. We are really just interested in setting up CRM Sales. But I see no
install specifying just the installation of CRM Sales.
**Is there just one CRM Server installation which installs both
Customer Service and Sales by default?
**And then you configure the Customer Service or Sales portions
separately after the installation?
**If so, how do you specify the use of CRM Sales or CRM Customer
Service?
**When I downloaded the installation files from MSDN the instructions
indicated entering different codes in order to specify whether or not
you wanted sample data installed. I saw no option for that during the
install... did I miss something?
1. **********
2. Implementation Guide
3. You will need to create a new site. Just check the IG for details.
4. Used the local account
5. First, you will only have the Sales CD if all you ordered was Sales. The
Customer Service portion is a separate install. Also, your registration
keys will correspond to what you purchased.
As far as a pre-check utility . . . . The CRM CD will kinda do this for you
before it installs. It will make sure all the requirements are met.