Microsoft Dynamics CRM 4.0
规划指南
中文 4.0.1 修订版
Microsoft Dynamics CRM 4.0 规划指南
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Microsoft Dynamics CRM 4.0 规划指南
目录
1 概述 ......................................................................................................................................... 1-1 规划 Microsoft Dynamics CRM 4.0.......................................................................................... 1-1 Microsoft Dynamics CRM 4.0 的版本和许可方式 .................................................................... 1-2 版本 .................................................................................................................................... 1-2 许可方式 ............................................................................................................................. 1-2 客户端访问许可证类型 ....................................................................................................... 1-2 Microsoft Dynamics CRM 服务器的新增功能 .......................................................................... 1-3 多币种 ................................................................................................................................. 1-3 服务器角色 ......................................................................................................................... 1-3 Microsoft Dynamics CRM 4.0 Connector for SQL Server Reporting Services .................. 1-3 Microsoft Dynamics CRM 4.0 语言包 ................................................................................. 1-3 多币种 ................................................................................................................................. 1-3 资源中心 ............................................................................................................................. 1-4 数据管理方面的新增功能 ......................................................................................................... 1-4 自定义方面的新增功能 ............................................................................................................ 1-5 工作流程的新增功能 ................................................................................................................ 1-5 Microsoft Dynamics CRM 电子邮件路由器的新增功能 ........................................................... 1-5 Microsoft Dynamics CRM for Outlook 的新增功能 .................................................................. 1-6 发送您对本章内容的反馈 ......................................................................................................... 1-6 2 利用 Microsoft Dynamics CRM 4.0 进行业务管理 ................................................................... 2-7 帮助您规划的培训、工具和文档 .............................................................................................. 2-7 业务管理培训 ...................................................................................................................... 2-7 Microsoft Dynamics Sure Step 方法 .................................................................................. 2-7 业务管理工具 ...................................................................................................................... 2-8 帮助 .................................................................................................................................... 2-8 规划实施 Microsoft Dynamics CRM 4.0 .................................................................................. 2-8 业务经理的规划任务 ........................................................................................................... 2-8 业务经理的开发任务 ........................................................................................................... 2-9 业务经理的部署任务 ........................................................................................................... 2-9 业务经理的部署后任务 ..................................................................................................... 2-10 管理 Microsoft Dynamics CRM 实施 ................................................................................ 2-10 项目管理工具 .................................................................................................................... 2-10 实施概述 ................................................................................................................................ 2-11 规划 .................................................................................................................................. 2-11 开发 .................................................................................................................................. 2-11 部署 .................................................................................................................................. 2-12 部署后：操作和维护 ......................................................................................................... 2-12 规划任务 ........................................................................................................................... 2-12 定义项目范围 .................................................................................................................... 2-12 指定实施团队 .................................................................................................................... 2-13 制定规划 ........................................................................................................................... 2-14 分析业务流程 .................................................................................................................... 2-14 定义开发、部署和部署后的任务 ....................................................................................... 2-15 确定可选组件 .................................................................................................................... 2-15 确定硬件和软件要求 ......................................................................................................... 2-15 确定数据导入要求 ............................................................................................................ 2-16 确定自定义需求 ................................................................................................................ 2-16
Microsoft Dynamics CRM 4.0 规划指南
确定培训要求 .................................................................................................................... 2-16 培训资源 ........................................................................................................................... 2-17 确定持续的支持和维护需求 .............................................................................................. 2-17 部署任务 ........................................................................................................................... 2-17 项目经理任务 .................................................................................................................... 2-17 业务经理任务 .................................................................................................................... 2-17 安装人员任务 .................................................................................................................... 2-18 自定义人员任务 ................................................................................................................ 2-18 部署任务 ........................................................................................................................... 2-18 项目经理任务 .................................................................................................................... 2-18 业务经理任务 .................................................................................................................... 2-18 安装人员任务 .................................................................................................................... 2-18 自定义人员任务 ................................................................................................................ 2-18 部署后任务 ....................................................................................................................... 2-19 成功实施的提示 ..................................................................................................................... 2-19 发送您对本章内容的反馈 ....................................................................................................... 2-19 3 系统要求和必备组件 .............................................................................................................. 3-20 Microsoft Dynamics CRM 服务器硬件要求 ........................................................................... 3-20 Microsoft Dynamics CRM 服务器软件要求 ........................................................................... 3-20 Windows Server 操作系统 ................................................................................................ 3-20 Internet Information Services ........................................................................................... 3-21 SQL Server 版本 .............................................................................................................. 3-22 SQL Server Reporting Services ....................................................................................... 3-22 必备的软件组件 ................................................................................................................ 3-23 验证必备组件 .................................................................................................................... 3-23 Connector for Microsoft SQL Server Reporting Services ..................................................... 3-24 有关 Connector for Microsoft SQL Server Reporting Services 的要求 ............................ 3-24 Microsoft Dynamics CRM 电子邮件路由器的软件要求 ......................................................... 3-24 Exchange Server .............................................................................................................. 3-25 POP3/SMTP ..................................................................................................................... 3-25 Microsoft Dynamics CRM for Outlook 的硬件要求 ................................................................ 3-26 Microsoft Dynamics CRM for Outlook 的软件要求 ................................................................ 3-26 Microsoft Dynamics CRM for Outlook 软件的必备组件.................................................... 3-26 Microsoft Dynamics CRM Web 客户端软件的要求 ............................................................... 3-27 Microsoft Dynamics CRM 数据迁移管理器的硬件要求 ......................................................... 3-27 数据迁移管理器的软件要求 ................................................................................................... 3-27 数据迁移概述 .................................................................................................................... 3-27 要求和推荐配置 ................................................................................................................ 3-28 64 位支持的配置 .................................................................................................................... 3-28 语言支持 ................................................................................................................................ 3-28 要求 ....................................................................................................................................... 3-29 示例 .................................................................................................................................. 3-30 日文汉字字体的 JIS2004 规范问题 .................................................................................. 3-30 货币支持 ................................................................................................................................ 3-31 发送您对本章内容的反馈 ....................................................................................................... 3-33 4 制订部署规划 ......................................................................................................................... 4-34 制订部署规划的必备条件 ....................................................................................................... 4-34 硬件要求 ........................................................................................................................... 4-35 软件要求 ........................................................................................................................... 4-35 Active Directory 注意事项 ...................................................................................................... 4-35
Microsoft Dynamics CRM 4.0 规划指南
SQL Server 的安装和配置 ..................................................................................................... 4-36 在 Microsoft Dynamics CRM 中使用 SQL Server 2005 的要求及建议 ............................ 4-37 SQL Server 部署 .............................................................................................................. 4-38 注意事项 ........................................................................................................................... 4-38 语言区域设置排序规则和排序顺序 ................................................................................... 4-39 磁盘配置和文件位置 ......................................................................................................... 4-39 SQL Server 程序文件的位置 ............................................................................................ 4-39 SQL Server 数据文件的位置 ............................................................................................ 4-40 指定文件路径 .................................................................................................................... 4-41 程序文件和数据文件的默认实例文件路径 ........................................................................ 4-41 SQL Server 的其他资源 ................................................................................................... 4-41 SQL Server Reporting Services 的规划要求 ......................................................................... 4-41 Connector for SQL Server Reporting Services 的相关要求 ............................................. 4-42 Connector for SQL Server Reporting Services 的位置 .................................................... 4-42 规划 Exchange Server 或 POP3 ........................................................................................... 4-42 Microsoft Dynamics CRM 电子邮件路由器 ...................................................................... 4-43 Microsoft Dynamics CRM 用户选项 ................................................................................. 4-43 接收电子邮件的选项 ......................................................................................................... 4-43 外发电子邮件的选项 ......................................................................................................... 4-44 电子邮件的处理方式 ......................................................................................................... 4-44 转发邮箱监视方式 ............................................................................................................ 4-45 电子邮件的筛选与关联 ..................................................................................................... 4-45 跟踪令牌 ........................................................................................................................... 4-45 Exchange Server 的其他资源 ........................................................................................... 4-46 有关操作系统和软件组件安全的注意事项 ............................................................................. 4-47 确保 Windows Server 的安全 ........................................................................................... 4-47 Windows 错误报告 ........................................................................................................... 4-47 病毒防护保障 .................................................................................................................... 4-48 有关安全管理的操作 ......................................................................................................... 4-48 确保 SQL Server 的安全 .................................................................................................. 4-48 确保 Exchange Server 和 Outlook 的安全 ....................................................................... 4-49 有关 Microsoft Dynamics CRM 安全的注意事项 ................................................................... 4-49 Microsoft Dynamics CRM 安装文件 ................................................................................. 4-49 Microsoft Dynamics CRM 的安全模式 ............................................................................. 4-50 基于角色的安全性 ............................................................................................................ 4-50 基于对象的安全性 ............................................................................................................ 4-50 部署范围内管理级别的安全性 .......................................................................................... 4-50 Microsoft Dynamics CRM 服务器的最佳安全方案 ........................................................... 4-51 Microsoft Dynamics CRM 管理的最佳实践 ...................................................................... 4-51 支持的配置 ............................................................................................................................. 4-51 有关 Active Directory 的要求 ............................................................................................ 4-52 单服务器部署 .................................................................................................................... 4-52 多服务器部署 .................................................................................................................... 4-52 服务器角色 ....................................................................................................................... 4-52 通过运行 Microsoft Dynamics CRM 服务器安装程序来安装服务器角色组 ...................... 4-53 通过在命令行内运行 Microsoft Dynamics CRM 服务器来安装服务器角色 ...................... 4-54 确定 Microsoft Dynamics CRM 服务器的位置 .................................................................. 4-54 确定 SQL Server 和 Active Directory 域控制器的位置 ..................................................... 4-54 支持多服务器拓扑结构 ..................................................................................................... 4-54