Over the next few weeks I will be diving into the depths of CRM 3.0 and 4.0 and see how the synergy of MOSS, WSS and CRM work to create powerful Enterprise apps for your small, medium or large organisation. To be able to fully appreciate the new features in 4.0 I will be taking a brief look at 3.0 first.
Here a couple of tips along the way:
Installing CRM 3.0 onto SBS.
Remember here that the default install of SBS will create a WSS SQL Express instance but no default instance. CRM needs a default instance (no instance name) running to install. So put the SBS Premium DVD back in the drive, look at the premium content and install the SQL Server that is part of the SBS Premium package. That is also one of the reasons why CRM 3.0 for SBS only works with SBS Premium and not SBS Standard.
when Installing SQL Server 2005 you can choose to install Reporting Services too. This is generally a good idea. But beware! It will clash with the express install for CRM 3.0 and you will need to do the advanced install and specify the Reporting Server manually.
Installing CRM 3.0 onto WSS 3.0
Should you have installed WSS 3.0 onto the SBS machine prior to installing CRM 3.0 be aware that CRM3.0 installs the management web onto port 5555 by default. So have that port available and not used for things like Central Administration. If you have used port 5555 already for one of your webs and can't change it, you will either need to run the CRM setup via command line and specify a custom port in the config file or pre-create the web you are going to use for CRM in ISS and specify that during the installation. SBS users, note that you will need to do the advanced installation option to specify the final web site to be used.