Dynamics CRM 2011, step by step setup and configuration

What are CRM 2011 offline look like and how to setup an configuration a Dynamics CRM 2011 System.


37. Microsoft Dynamics CRM Overviews

38. My Activities

39. My Work - Calendar - Day view

40. My Work - Calendar - Week view

41. My Work - Calendar - Month view

42. My Work - Imports

43. My Work -  Duplicate Detection

44. My Work - Queues

45. My Work - Acticles

46. My Work - Reports

47. Customers - Accounts

48. Customer - Contacts

49. Sales - My Open Leads

50. Sales - My Open Opportunities

51. Sales - My Active Accounts

52. Sales - My Active Contacts

53. Sales - My Active Marketing Lists

54. Sales - All Competitors

55. Sales - Active Products

56. Sales - All Sales Literature

57. Sales - My Quotes

58. Sales - My Orders

59. Sales - My Invoices

60. Sales - Quick Campaigns

61. New a General Goal

62. New a Child Actual and Criteria Goals

63. Goal Criteria and Notes

64. List of Goals

65. Goal Metrics

66. Rollup Querries

67. Service Calendar

68. My Active Cases

69. Setting Business Management

70. Fiscal Year Settings

71. Business Closures

72. Queues

73. Salespeople with quatas in the current period of the current fiscal year

74. Services

75. Subjects

76. All Active Connection Roles

77. New a Connection Role

78. Goal Metrics

79. Goal Metric detail

80. Facilities or Equipment

 81. New a Facilities or Equipment

82. Resource Groups

83. Territories

 84. Sites

85. Currencies

 86. Relationship Roles

87. Templates

 88. Acticle Templates

89. Acticle Template detail

90. Email templates

91. An account template detail

92. Service Contract Template

93. Mail Merge Template

94. Product Catalog

95. Active Discount Lists

96. Unit Groups

97. Price Lists

98. Administration

99. Announcements

100. Business Units

101. New Business Unit

102. Security Roles

103. Detail of a Security role

104. Business Teams

105.

106.
107.
108.
109.
110.

Whenever you want to setup and configure a Dynamics CRM 2011 please do some steps below.

Download Dynamics CRM 2011 from http://www.microsoft.com/en-us/download/details.aspx?id=27822

or from http://www.microsoft.com/en-us/download/confirmation.aspx?id=27822  then run the setup

all relative softwares and components with CRM 2011
http://community.dynamics.com/crm/b/crmfranklee/archive/2011/02/23/microsoft-dynamics-crm-2011-downloads-and-trial-product-keys.aspx#.UawxlUBHJyw

1. Get update for Microsoft Dynamics CRM

2. Downloading update

3. Setup has finished downloading the update

4. Enter product key information

5. License Agreement

6. Select Installation Location

7. Specify Server Roles

8. Specify Deployment Options

9.Select the Organizational Unit

10. Specify Server Accounts

11. Create a new Web site for Dynamics CRM

12. Specify E-Mail Router Settings

13. Currency code list

14. Specify the Organization Settings

15. ReportServer configutation information

16. ReportServer when browse in browser

17. ReportServer when browse in browser

18. Help Us Improve the Customer Experience

19. System Checks

20. Can not setup CRM on the same Indexing Service (SharePoint Server 2010)

Must setup Dynamics CRM on a non Windows Search Service operation system

21. Service Disruption Warining

22. Ready to Install Microsoft Dynamics CRM

23. Installing Microsoft Dynamics CRM Server

24. Microsoft Dynamics CRM Server setup completed

25. Run Reporting Extensions for SSRS Setup

26. Get updates for Microsoft Dynamics CRM 2011 Reporting Extensions Setup

27. Setup has finished downloading the update for CRM 2011 Reporting Extensions

28. License Argreement for CRM 2011 Reporting Extensions Setup

29. Specify Configuration Database Server for CRM 2011 Reporting Extensions

30. Specify SSRS Instance Name

31. Select the installation directory for the Microsoft Dynamics CRM Server components

32. System Checks well for installing CRM Reporting Extensions Setup

33. Service Disruption Warning before install CRM 2011 Reporting Extensions

34. Ready to Install CRM Reporting Extensions

35. Installing CRM Reporting Extensions

36. Microsoft Dynamics CRM Reporting Extensions setup completed. The installation of Microsoft Dynamics CRM Reporting Extensions has been successfully completed.

God bless us!

Thanks God and Thanks all!

Only 10$/h or 10% market price I provide full Business Software Solution: mobile app (iOS and Android), Intranet Portal by SharePoint Online or On-Premise, Business Web App, Business Workflow, Power Bi, E-Office, Document Management, Chat system, Customer Interaction Center, Dynamics AX, Dynamics 365.

Or very happy to join your team to develop Mobile App or Business Web App.

Thank you!


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