You have to have the privleges to do so. System Customizations can be done using Home, Settings, Customization. The fields are added using deployment manager.
You would need to purchase Crystal Report 9 to customize your personal report the way you want it. Upgrade it to 9.2.2 and install the Crystal Enhancements CD. None of this can be installed on the CRM server either.
You can find the CRM Implementation Guide on CD five of the CRM CD Bundle. There really is no 1 easy way to set it up. You will want to review the document throughly for what ever type of set up your CRM environment is going to be using.
I would also advise against installing to a DC. Most likely you will run into authentication errors across the platform. Most likely in reports. The problem is because in certain server configurations, the authentication methods fails. The errors are sporadic by changes in AD. Bottom line, if...
Its pretty easy to install the sample data. You get 6 licenses free to try with the sample company. You only need to assign the admin user who installed crm a license. Then create 5 other new users in AD on the same domain. Then do not do anything with the 5 users in CRM. Then run the wizard for...
Actually CRM can be installed with Exchange, SQL, or both on the same server. Installing it on a Domain Controller is not recommened becuase of sign on and authentication errors that may occurr across the platform. SBS is the only way to install CRM on a DC. Where did you find out that...
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