Installing Windows SharePoint Services 3.0 on the same server as Microsoft Dynamics CRM 4.0

I recently revisited a post from a year ago SRS, Microsoft SharePoint and Dashboards in Microsoft CRM. One of the reasons that I post to the CustomerEffective blog is so I can find the information when I need it later, and I need to set up a dashboard.

The scenario that I'm working on now is:

• SharePoint is not installed
• The only reason SharePoint is needed is to display the dashboard, so WSS is ok
• There is not an available server to dedicate for SharePoint, so we are using the same server as CRM
• CRM is installed as the default web site

This presents some interesting wrinkles not discussed in my original post. When you do the standard or advanced installation (stand alone), SharePoint takes over port 80, and deactivates the default web site. The problem is that when it does this on the CRM server, CRM will no longer be available, which is a problem.

The good news is that it is possible to have SharePoint use a different port; however, it is not extremely obvious.

You have to choose the advanced option and choose the web front end option. This is confusing because this is the option to set up a server farm. We want to select this option, even though we are just installing it on one server.

Follow the steps on this Microsoft TechNet web site (until it starts talking about adding additional servers, unless you intend to set up a SharePoint server farm).

Then go to the SharePoint Central Administration web site, create a new web application. This is where you can specify a port number other than 80 for your dashboard site to use, then you can go ahead and create your dashboard site on your new web application.

Comments

[Gaurav Goyal]

We have installed sharepoint 2007 and ms crm 4.0 on same server. Its running fine but after some time iis is not able to work. when we restart iis the it works .
This problem is comming when from we installed sharepoint 2007 and ms crm 4.0 installed on same server.

Is this problem related to installation or other?

[Gaurav Goyal]

We have installed sharepoint 2007 and ms crm 4.0 on same server. Its running fine but after some time iis is not able to work. when we restart iis the it works .
This problem is comming when from we installed sharepoint 2007 and ms crm 4.0 installed on same server.

Is this problem related to installation or other?

[Joel Lindstrom]

Gaurev,

It could be. I have not tested this with MOSS, just WSS. I would only recommend installing Sharepoint and CRM on the same box if you are only using light Sharepoint functionality, such as only needing it to create a dashboard that CRM will access.

If you are a heavier user of Sharepoint, I would definitely recommend that you have them on separate servers.

Scaling Sharepoint environments can be a challenge. Check out the book "Sharepoint Best Practices" for some great tips on doing this.

[Jack]

May I think it will not create the problem if are doing so but deeply I don't have idea yet please confirm before doing so.