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Front Office (CRM applications) Sales Marketing Customer Service
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Connector for Microsoft Dynamics software integrates and synchronizes front-office and back-office data between CRM and ERP applications
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Back Office (ERP applications) Information Technology Manufacturing Accounting Human Resources Distribution
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FIGURE 1-4 Microsoft Dynamics CRM synchronization and integration with a back-end system
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1 Microsoft Dynamics CRM 2011 Overview
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Note Microsoft previously offered CRM to ERP integration software known as Microsoft
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Dynamics CRM Adapter for Microsoft Dynamics GP, which was developed on the Microsoft BizTalk platform. Microsoft replaced the Microsoft Dynamics CRM Adapter for Microsoft Dynamics GP with the Connector for Microsoft Dynamics. It is a new and different integration software platform, and it does not use Microsoft BizTalk.
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In the previous version of Microsoft Dynamics CRM, the Connector for Microsoft Dynamics supported integration with the following ERP products:
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Microsoft Dynamics CRM 4.0, both on-premises and online (minimum Update Roll-Up 5) Microsoft Dynamics GP 10.0 Service Pack 4 Microsoft Dynamics GP2010 Microsoft Dynamics NAV 2009 R2 Microsoft Dynamics AX 2009 Service Pack 1
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The Connector for Microsoft Dynamics is free of charge to customers with active Microsoft Dynamics ERP Enhancement and Microsoft Dynamics CRM Software Assurance (SA) plans. At the time this book went to press, Microsoft had not announced the exact timing regarding support for Microsoft Dynamics CRM 2011 or Microsoft Dynamics CRM Online, but we expect both on-premises and Microsoft Dynamics CRM Online will be supported within a few months after the initial software release.
System Requirements
If you use Microsoft Dynamics CRM Online, you don t have to worry about any of the server requirements detailed in this section because Microsoft includes everything you need as part of the monthly hosting fee. However, if you choose to deploy Microsoft Dynamics CRM on-premises or as partner-hosted software, you need to consider the design of your server environment. You have great flexibility in designing and configuring your Microsoft Dynamics CRM environment, and your final system design will depend on several variables, such as:
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The number of servers available and the hardware specifications of each The number of Microsoft Dynamics CRM users and their expected system usage The hardware specifications of your servers and your local area network performance Your network structure and security configurations, including firewalls and virtual private network (VPN) connections The amount of disaster recovery and failover systems needed in your deployment
Part I Overview and Configuration
The Microsoft Dynamics CRM 2011 Implementation Guide lists some recommended deployment configurations based on these variables. However, as a general rule of thumb, the Microsoft Dynamics CRM server environment requires the following components:
Microsoft Windows Server 2008 x64 or Small Business Server 2008 Premium x64 Edition Microsoft SQL Server 2008 x64 SP1 or later with SQL Server Reporting Services
Of course, users accessing Microsoft Dynamics CRM must also meet certain minimum hardware and software requirements on their computers. Users need at least Internet Explorer 7 running on Windows XP with Service Pack 3 to access Microsoft Dynamics CRM using the web client. Internet Explorer 8, Internet Explorer 9, Windows 7, and Windows Vista also are supported. Microsoft Dynamics CRM for Outlook requires either Microsoft Office 2003 SP3, Microsoft Office 2007 SP1, or Microsoft Office 2010. We don t include the exact hardware and software specifications in this book because they vary over time as Microsoft releases new versions of its software. Please consult the Microsoft Dynamics CRM website at http://crm.dynamics.com or the Implementation Guide for the latest hardware and software requirements. More Info Some customers ask us about using web browsers other than Internet Explorer, such
as Mozilla Firefox or Apple Safari, with Microsoft Dynamics CRM. If you browse to a Microsoft Dynamics CRM website using a browser other than Internet Explorer, you get an error message stating that the browser isn t supported, or possibly even a useless, jumbled page. However, we did find a Firefox extension named IEtab (http://ietab.mozdev.org) you can use to render pages in Firefox using the Internet Explorer engine. This trick relies on installing Internet Explorer on the computer because IEtab simply displays an Internet Explorer window in a Firefox shell; therefore, you could argue this doesn t qualify as running Microsoft Dynamics CRM in Firefox. Of course, this configuration is not supported by Microsoft, so we do not recommend deploying it in a production environment. Unfortunately, we have not yet found a trick or workaround to get Apple s Safari browser to display Microsoft Dynamics CRM correctly.
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