Name your Instance (SQL Instance that is)

The CRM Product Group has completed test certification of Microsoft CRM v3.0 using SQL Named Instances, and CRM Customer Support even agreed to officially support it. This does conflict with what is in the current Impllementation Guide, which specifies it in the has to be installed in the default instance only. (Yes, I am relatively certain that the documentation will be updated soon.)

If you want to install CRM in a Named Instance, your best bet (only bet) is to call or submit a ticket via PartnerSource. The process is documented, they just want to walk you through it as it bypasses the Environmental Diagnostics Wizard (EDW) at the beginning of the setup process.

No additional hot fixes or service packs are required, but we you to call in so that we limit the number of customers bypassing the EDW. The EDW is a powerful tool to diagnose potential deployment problems, and should always be used when setting up against a SQL Default Instance.

Thanks to the Product Group, Test and Sustained Engineering and Support for listening to customers and partners! This rocks!

Comments (6)

  1. mattp65 says:

    Can you verify that this will not be a "charged" support ticket?  Also, for those who aren’t Dynmiacs partners, this support ticket can be opened through normal support channels, not just via ParterSource.


  2. Ben Vollmer says:


    I am not going to even guess about that. And if you are selling or deploying CRM, you are a Dynamics partner and should have access to PS. If your doing work on CRM and your not a partner, shame on you. 🙂



  3. mattp65 says:

    Hmmm, while I agree with you on the Partner comment, reality is there are a lot of copmanies that download MS CRM from MSDN and try to install it on their own w/o going through a certified CRM partner.  In fact, I actually saw this posting first on the newsgroup from someone who copied it asked what PartnerSource is.  So, while we all would rather there be a partner involved, that isn’t always the case.


  4. Robert says:

    Ah, that was me.

    Microsoft CRM is available to all web hosting companies that are registered Microsoft hosting providers and use the SPLA (service provider license agreement).

    There is no requirement to also be a "CRM dynamics partner" whatever that is 🙂

    It’s a shame that in big companies, everyone has their "head down" and only knows their little corner of the world.

    Those of us in the outside world have to be much more horizontally scalable and telling us to go look in a specific partner niche program when we already belong to a zillion partner program/certification areas isn’t always well received.

    P.S. Did you know that SPLA program has released a special shim for CRM that allows forms authentication to be used instead of Kerberos?

    It’s not the "multi-tenancy" solution we really want but a step in the right direction.

  5. Ben Vollmer says:


    You are right. If you have a SPLA agreement. I would still suggest getting access to PartnerSource. Since you are a SPLA partner, it does not require any additional paper work or the like.

    Does it drive me nuts that we have multi sites for partners? You betcha. Is it a battle I can fight and win? No. So for me, this blog is my personal KB  that helps me figure out if it is on the MSPP site, PS or some other location.

    Yes, forms based auth is part of the SPLA package.

    Realize that Business applications are a little diffeent than platform applications. So some of the information is going to be in a little different location and format. As such, I would highly reccommend you look at the information in PS.

    It probably would not also hurt for you to engage with your PAM or SSP around hosting to make sure if you are offering it you get some visibility and help.


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