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Hello Everyone,

Just After the launch of the Microsoft Dynamics CRM 2013(Beta Version), formerly coded “ORION“; I couldn’t control the excitement to experience the new changes that it brought with itself. And the most important of them was the look and feel of its UI design.

I downloaded the CRM 2013 Server and without wasting any further time I instantly Installed it in my new Virtual Machine. Installation procedures are almost same as it was for CRM 2011 except for few additional services options. In this blog I’ll take you along with the Step by Step Installation procedures of the New CRM 2013 along with the Snapshots that I took while Installation.

**Note:- I’m sharing the Installation steps as per my VM configurations for Development/Testing environment only, it is not a recommended Installation procedure on the Production Server(review Implementation Guide for the same).

  • After Downloading the CRM 2013 Server Setup file, I extracted it on my VM Desktop. The Setup wizard will automatically drive you through all the Installations steps one after another, starting with the pre-installation latest version update. Kindly make sure you are connected to the Internet since it even downloads any pre-requisites components required during the Installation procedure.
  • You will get the below screen since this is currently the first n latest Installation version file for CRM 2013.
  • Once the Setup files are ready, it will ask for the Product Key first before continuing any further. I gave the Trial Product Key which I have also mentioned in my Previous blog. It will work for a period of 90 days, wherein you can even update your own Product Key anytime during this 90 days interval.

  • After accepting the License Agreements, Setup will proceed further to determine the missing components required during Installation. It will ask to Download and Install them, Click Install.
  • Once finished Installing the pre-requisite components, click Next.
  • Provide the Directory for CRM Installation Location.
  • Since it was for development/testing purpose in a single Server Machine, hence I checked on all mentioned Server Roles. If you look closely, you will notice two new services “Email Integration Service” against ‘Back End Server‘ and “VSS Writer Service” against ‘Deployment Administration Server‘.
  • I checked the first option since this was the fresh Deployment on my new VM.
  • I then selected the newly created Organization Unit, while configuring Active Directory in my VM.
  • In the Next step, while specifying the Service Accounts for the provided services, you will notice two new service called as “VSS Writer Service”  and “Monitoring Service“. For my testing purpose I specified “NT AUTHORITY\NETWORK SERVICE” user account for all.
  1. VSS(Volume Shadow Copy) Writer ServiceOnline Backup Support for CRM i.e. Live Backup
  2. Monitoring Servicefor CRM Health Monitoring.

  • You can go ahead with the either option but default website will be more suitable option, in case you don’t want any server port nos. included in you CRM Organization URL.
  • You can skip the Email router step for the time being, as you can define this later while Configuring the Email Router.
  • Specify your Organization Details along with the Base Currency.
  • Next you need to provide the Report Server URL (not the Report Manager URL). Since it will be populated automatically depending on the SQL Name provided before during setup hence it is Recommended to check the URL in any browser before continuing.
  • In case you want to participate in the Customer Experience Improvement Program, check the box or else move ahead.
  • It is recommended to use Microsoft Update as it will notify you about the latest updates and Rollup versions.
  • The system will check for any error and warning, and notify the same in case. Since I am using the same “NT AUTHORITY\NETWORK SERVICE” in both the services(SandBox & VSS-Writer) which is not practiced, hence I’m getting the 2 warning. But we can ignore these warnings and can continue with the Installation. 
  • The setup will next list the services that may have to be stopped or restarted during Installation.
  • The next screen will give a Final Review to your selection made for the CRM Deployment. In case you want to change any, click Back.
  • The installation will start once you click the Install button after previewing your pre-deployment details.
  • You will receive the below Status Report once the Installation is Completed Successfully.
  • You can even run the SSRS Report Extension setup later separately. But its better to continue with the setup wizard, as it is important for the Reports to work. Check the “Launch Reporting Extension for SSRS Setup” and click Finish.


Setting up the SSRS Reporting Extension:

  • This will result in the New Setup Wizard for CRM 2013 Report Extension. Select the update option which is even recommended and click next.
  • Same like before, you will not come across any updated version during this CRM 2013 SSRS Reporting Extension setup now.
  • Accept the License Agreement, and provide the Server Name afterwards.

  • Specify the SSRS Instance and click next.
  • Provide the PAth for Installation and click next.
  • You will receive the warning in case you are using the same service account again. Warnings can still proceed you further with the setup.
  • The setup will next list the services that may have to be stopped or restarted during Installation.
  • The next screen will give a final review to your made selection for the SSRS Reporting Extension setup. In case you want to change any, click Back.
  • The Installation will begin after you click Install.
  • Once the Installation is completed, you will receive the below screen.


  • And now it was the moment to start browsing through my New CRM 2013. The first page that opened up gave a clue that something new has arrived Finally !!!


Hope that was a bit helpful. Will come up with more as I go through the new Features and Enhancements.

Thanks !!!