Integration Deployment

The Microsoft CRM integration components (BizTalk Server, the Document Exchange, and the Settings and Administration tool) are installed separately from the Microsoft CRM server installation or the Great Plains 7.0 installation. It is recommended that the Microsoft CRM Integration be installed on a dedicated computer. However, the integration can be installed either on the Great Plains server or the Microsoft CRM server. The main restrictions are that the integration cannot be installed on a Domain Controller and, when it is installed on the Great Plains server, the performance is not optimal.

When the integration is installed, a Microsoft CRM integration user must be set up to allow for data to be transferred in and out of Microsoft CRM. The installation instructions outline in detail how to create a limited access security role for this user so that it can only manipulate certain data elements. This integration user must be assigned a Microsoft CRM license, but this license is provided free of charge with the integration and BizTalk Partner Edition as long as the organization has purchased at least one Professional Sales or Suite license.