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Name |
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Title |
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Company |
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Address |
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E-mail |
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Phone |
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Fax |
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Who is your Primary
Network/Infrastructure contact? |
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What is your time frame for
upgrading to Microsoft Dynamics CRM 4.0? |
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Current Microsoft Dynamics CRM
Version you are currently using? |
V1.2
V3.0 |
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How many licenses do you own? |
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Is CRM integrated to any other
products? |
Yes
No |
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If yes, please name product that
CRM integrates to: |
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What is the size of your
Microsoft Dynamics CRM database? |
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What version of Office do you
currently own? |
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How many Outlook Clients? |
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What version of Exchange are you
on? |
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What version of SQL are you on? |
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What SQL Service Pack? |
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Is SQL Reporting Services
currently installed? |
Yes
No |
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If you own Scribe, what Version? |
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If yes, please describe whether
it is one-way or two-way, and what information is being transferred
(e.g., orders, invoices, etc)? |
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Do you own c360º? |
Yes
No |
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If you own c360º,
what modules? |
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What additional Third/ISV's Party
Products are you using? |
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Do you have any unsupported
customizations? |
Yes
No |
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Do you have any unsupported
customizations? Please describe your Unsupported
Customizations |
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Please check only which requirements are not yet in
place, and the timeline for installation if to be done internally.
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| Service Pack / Server Checklist: |
Windows Server 2003 SP2, Windows SBS 2003R2
SQL 2005
SP2
MS XP Pro min SP1 +, MS XP Pro Tablet SP1 +, MS Win 2K Pro SP4
IE 6 with sp1 or 7
MSDE 2000 SP3
Latest MS Exchange Service Pack (failure to install this will cause
the CRM install to stop)
SMTP Installed
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| If you checked any
of the Service Pack / Server Checklist please list timeframe of
installation |
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| Service Checklist: |
MSMQ
SQL Reporting Services with sp2
Indexing Service
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| If you checked any
of the Service Checklist please list timeframe of installation
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| Active Directory
Checklist: |
Native Mode
New User for Exchange Router. CRM 4.0 needs a dedicated User
for sending email from CRM
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| If you checked any
of the Active Directory Checklist please list timeframe of
installation |
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| Any Questions or
Comments |
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