Dynamics CRM 3.0 ships with a Configuration Wizard that allows you to configure most of the common customization points automatically.  It builds a configuration file that can either be saved for later Import or Imported live.

Where to find it:

Look in the following folder on your CRM Server:

[installation drive]\Program Files\Microsoft CRM\Tools\

The application file name is:

Microsoft.Crm.Sbe.Configuration.Wizard.exe

Launching the wizard will step you through a process that begins with the following dialog:

You can select the Primary Industry of your company, which will provide answers to later questions.

The following Industries are currently provided:

Financial Services
   Banking
  Insurance
Government
Healthcare
  Health Plan Payer
  Healthcare Provider
Life Sciences
  Pharmaceuticals
Manufacturing
  Discrete Manufacturing
  Process Manufacturing
Media and Entertainment
  Advertising
  Entertainment
Nonprofit
Professional Services
  Real Estate
  Management Services
  Engineering and Architecture
  Legal
Retail
Telecom
  Communication Service Providers
  Equipment Providers
  Network, Internet or Applications Service Providers
Transportation and Logistics
Utilities

 

The subjects provided will be automatically populated based on your Industry choice.  As you can see, you can Add, Remove, and Edit existing items.

When you define your Sales Operations information, you will allowed to set the display name format for the contact names within CRM as well as change the names of the Account and Contact Entities.

If you utilize territories in your business, you will be allowed to enter those as well.

You can also define your Top Competitors.

Should you use the CRM Services module, you can change specific settings for that as well.

And define your Service Sites.

And Service Queues.

Finally, you may either apply your changes immediately, or wait until a later time.  Should you choose Later, you will be allowed to specify a file name that will be used to store the settings ( in XML format ) that will be used by the Configuration Wizard to apply your changes.

In order to start the Configuration Wizard and instruct it to use the XML configuration file you created earlier, you must execute the Configuration Wizard from the command line and specify the name of the configuration file, as is shown below:

The config file will be read and a summary of your specific group of settings will be displayed.

You will then be asked to enter the location for your CRM server.

When you click next on the above dialog, the Configuration will begin the Import process, as shown below:

As you can see, any configuration sections that didn't contain data were skipped. The other messages indicate if that part of the process Succeeded or Failed.

Clicking Finish will close the Wizard.

 

Related Items of Interest:

The SBE Configuration Wizard is launched at the end of the CRM SBE installation, but you can cancel it and run it later.

Even though the Wizard is titled "SBE", you may also run the Wizard on a CRM Professional installation ( all of the above screen shots are from my development system, which is CRM Professional ).

The configuration file created by the Wizard is to only be used by the Wizard to implement your changes. It is not in a format that is compatible with the CRM Customizations Import process.

I know of no method of adding information to the Wizard to add additional Industries, etc., so we're pretty much stuck with what Microsoft delivers.

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2 comments untill now

  1. Gavin Reuben @ 2008-06-19 01:28

    Is it possibe though to use and exisisting XML file from a oprevious configuration and load it into a new CRM 3.0 installation? I have tried but it always gives the error that "Customization file not found".

  2. Gavin,

    Can you elaborate a bit further on exactly what XML configuration file you're referring to? Are you referring to Exported customizations or the XML file for the configuration wizard?

    Mitch

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