Microsoft CRM Server
System requirements

Additional software components required

The computer that is running Microsoft CRM Server must also have access to computers in the same Active Directory service domain that are running:

• Microsoft SQL Server 2005 and the latest updates
• Microsoft Exchange Server 2003 or 2007 with the latest service pack.

Microsoft CRM Web software requirements

Microsoft CRM Server is accessed through a client. This client is either Microsoft Internet Explorer or Microsoft Office Outlook.

Microsoft CRM Web client

To use Internet Explorer, you must have the following:

• Microsoft Windows XP Professional and Microsoft Vista
• Microsoft Internet Explorer 6 and Internet Explorer 7.

Microsoft CRM client for Microsoft Office Outlook software requirements

There are two Microsoft CRM clients for Outlook:

• Microsoft CRM desktop client for Microsoft Office Outlook. Install this client on workstations (including computers that are shared by several users) that do not go offline and do not have a connection to the local area network
• Microsoft CRM laptop client for Microsoft Office Outlook. Install this client on computers that go offline.

Both Microsoft CRM clients for Outlook require:

• Microsoft Office 2003
• Microsoft Office 2007

Although both clients have similar software requirements, there are the following differences:

• Both clients cannot be installed and cannot co-exist on the same computer at the same time
• You can install the Microsoft CRM laptop client for Outlook for only an individual user
• To switch from one client to the other on the same computer, you must uninstall the client you do not want and install the client that you want to use.

Microsoft CRM-Exchange E-Mail Router requirements

The following is a list of prerequisite software and configuration items that must be installed before installing the Router:

• Windows Server 2003 (Web, Standard, or Enterprise). Also install the following applications:
  • Microsoft Exchange Server 2003 or 2007
  • Microsoft CRM Server must be installed and operational
  • Microsoft Exchange Server 2003 or 2007 must be installed and operational on the computer where the Router is to be installed
  • The user installing the Router must be a member of the Domain Administrators group and have Local Administrator credentials on the Microsoft Exchange Server
  • It is required that you log on to the computer where the Router is to be installed as a user that has Local Administrative privileges on the computer running Microsoft CRM

The following components are required and are installed during Microsoft CRM-Exchange E-Mail Router installation:

• Microsoft XML Core Services
• Microsoft .NET Framework