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Solution Prerequisites

Access Prerequisites

For remote installation and configurations, the implementation team would require remote access privileges.

  • VPN connection/WebEx/TeamViewer is required to connect to the customer’s environment.
  • Remote access via RDP or similar is required to do installation and configuration of EF Server.
  • Administrative access to server machines is required to install EF Connector.
  • Admin access to Dynamics CRM is required to deploy CRM side configurations.

Product Prerequisites

Hardware Requirements

  • Required one server with the following specs 





4 vCPU


8 GB

Disk Space

100 GB 

The minimum disk space requirement is 50 GB. The recommendation is to account for transactional storage.



Only one interface card is required per virtual machine

Software Requirements

The following software must be installed on the server. These are required both for Single or Redundant deployment




Operating System

Windows Server 2019 Standard Edition (x64)

Supported these operating systems

IIS8.5 or above

*Tomcat can also be used as a web server to configure the application


The above Hardware / Software is only required  if

  1. The connector is running with MS CRM Online via CIF  

Ports Accessibility 

The following ports should remain open on the Firewall. The local security policy and any antivirus should also allow open communication on the following ports:

TypeSource HostSource PortDestination HostDestination Port
HTTP/HPTTS<Client Machine>anyEF Server 

*This  would only be required when we  deploy the application via CIF Framework

443, 445
  • <Client Application> is the agent machine where the Agent is using EF Connector in the Browser
  • MS CRM should be accessible over the Agent Machine 

Browser Requirements

  • Google Chrome Latest version
  • Firefox Latest Version
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