CRM installation and integration are but two of the various CRM services available from Collier Pickard. However, if you intend to do your research yourself before you consult us, check out CRM Resource Center where you will find a number of helpful books, blogs, and other videos designed to assist you to maximize your gains from CRM, such as The Operational Evolution of Customer Relationship Management. This helpful eBook explains the basics of CRM installation and goes on to provide practical advice on how to choose a CRM system, integrate it, and best implement its use. This primer has helped many organizations, regardless of size and industry reach, gain a deeper insight into CRM through engaging topics such as choosing the right CRM for the organization, developing the proper marketing strategy, handling social customer support, and more.
Another valuable resource for those interested in CRM installation and integration is Dynamics CRM Ultimate Installation Guide. The authors have drawn upon information from numerous sources to compile this guide. It provides an in-depth exploration of all the different components and services of CRM, such as: Dynamics CRM Enterprise, Microsoft CRM, esourced CRM, Dynamics CRM Standard, Microsoft Dynamics CRM Mobile, and Visme CRM. The manual even provides a brief discussion about each of these topics at the very beginning of the guide, which serves as a sort of preview for the content that is found within. It is definitely worth checking out for any potential CRM installation or integration needs that an organization might have.
After browsing through the above resources, you may still be unsure as to what should come next after having gone through the installation procedures. One of those tasks is the installation of the server and database engine. This step may be facilitated by clicking on the “Server” selection on the main menu, and then clicking next until the “Installing Server Applications & Components” option is displayed. From here, users can choose whether or not they wish to proceed with the installation of Microsoft Dynamics CRM (the default choice) or any other relevant business applications. Upon clicking on the “Install” button, an installer will be displayed on the screen.
After the installation process is complete, users will need to associate their new service account with an existing user or group in the company. This is accomplished by clicking on the “Assign Permissions” link found on the “Service Overview” page. Users are then allowed to enter their new username and password. Once done, a new window will open up allowing them to approve the new service account by clicking on the “submit” button. If everything was successful, a confirmation message will be displayed and the new connection will be live.
In addition, users are also allowed to view the logs and progress of the installation by clicking on the “View Installed Components” link found on the same page. If there were any problems associated with the installation, they are listed here as well. A progress report can also be viewed in order to determine how much progress has been made. Finally, a progress report can be displayed on a per-user basis if so desired. Once all components have been installed, a new login window will open up.
Once at the login screen, a new dashboard will display which will resemble the management studio dashboard found in Microsoft Dynamics GP. It is here where one can manage the installation process from a single location. The installation wizard will guide the user through the entire installation process. Once successfully completed, a restart will be required, but the process is very straight forward.