Project Plan: Microsoft Dynamics 365 CRM 9.1 On-Premises Setup

Phase 1: Planning & Preparation

Task	Description	Owner	Duration
Define Scope	Finalize environments (DEV, STG, PROD), number of servers, roles	Project Manager	1 day
Allocate Resources	Assign technical team, service accounts, infrastructure	IT Manager	1 day
Finalize Requirements	Review HW/SW requirements, licensing, ports, and prerequisites	Solution Architect	2 days
Download Setup Files	CRM installer, Report Authoring Extension, SQL Server, Visual Studio, prerequisites	System Admin	1 day

Phase 2: Infrastructure Setup

Task	Description	Owner	Duration
Install Windows Server 2022	Install on all planned servers (AD, DB, FE, BE)	System Admin	2 days
Setup Network & IPs	Assign static IPs, DNS config	Network Admin	1 day
Setup Active Directory	Promote AD server, create domain, organizational units	AD Admin	1 day
Create Service Accounts	For CRM Admin, Service, Sandbox across all environments	AD Admin	0.5 day
Configure Firewall & Ports	Open required ports (80, 443, 1433, etc.)	Network Admin	1 day

Phase 3: Prerequisite Software Installation

Task	Description	Owner	Duration
Install SQL Server 2019	Developer/Enterprise Edition with Mixed Mode	DBA	1 day
Configure SQL Server	Setup users, collation, memory, tempDB, backups	DBA	1 day
Install SSRS 2019	SQL Reporting Services with service account	DBA	0.5 day
Install Visual Studio 2022	With SSIS, SSRS, SSAS extensions	Developer	1 day
Install AD FS & Cert Service	Configure claims-based authentication	AD Admin	1 day

Phase 4: Dynamics 365 CRM Installation

Task	Description	Owner	Duration
Install CRM Front-End Role	On FE server (use svcCRMAdmin)	CRM Admin	1 day
Install CRM Back-End Role	On BE server (SSRS, async, sandbox)	CRM Admin	1 day
Configure CRM Deployment	Organization, Base Currency, Language	CRM Admin	1 day
Update to v9.1	Apply CU/updates	CRM Admin	0.5 day

Phase 5: Integration and Testing

Task	Description	Owner	Duration
Configure Email Router or Server Profile	SMTP/POP3/Exchange settings	CRM Admin	1 day
Perform System Testing	Validate roles, access, reporting, integrations	QA	2 days
UAT with Business Users	Validate real-time CRM scenarios	Functional Lead	2 days

Phase 6: Go-Live Preparation

Task	Description	Owner	Duration
Backup Systems	Snapshot VMs, DB backups	SysAdmin	0.5 day
User Creation & Role Mapping	Assign security roles in CRM	CRM Admin	1 day
Documentation	Prepare configuration, user guides, admin guides	PM / CRM Admin	1 day
Final Approval & Sign-Off	Stakeholder review and approval	Project Manager	0.5 day

Phase 7: Go-Live & Support

Task	Description	Owner	Duration
Cutover & Go-Live	Switch over from staging to production	CRM Admin	0.5 day
Hypercare Support	Monitor logs, errors, system usage	Support Team	5 days
Handover to Operations	Transition to BAU support team	Project Manager	1 day