AgileXRM System Requirements

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This document describes the supported system requirements for installing the components of the product suite. The following components are included in the product suite:

  • Process Server (incl. Administration Portal)
  • Process Manager
  • Envision Process Modeler
  • Dynamics 365 CE/Dataverse/CDS Integration
  • AgileDialogs
  • SharePoint Integration (Optional)
  • External Connector (Optional)

Requirements are kept in line with Dynamics 365 CE (CRM) System Requirements as described here:

AgileXRM supports Microsoft Dataverse (formerly Common Data Service - CDS) of Power Platform as well as any Apps built on top of Dyn365/Dataverse like Microsoft Project Online.

AgileXRM currently does not support Dynamics 365 for Operations or Finance and Business Central.

Deployment Options

These are the different Deplyment Options that are supported:

# AgileXRM Installed in: Dynamics 356 CE / Dataverse Online Dynamics 365 CE/CRM installed in Azure VM Dynamics 365 CE/CRM installed in non-Azure VM Dynamics 365 CE/CRM installed in client On-Premise
A Public Cloud (Shared) Y N N N
B Public Cloud (Dedicated) Y Y (*) (*)
C Client Azure VMs
(Managed by AgileXRM)
Y Y (*) (*)
D Client Azure VMs
(Managed by client)
Y Y (*) (*)
E Client Cloud non-Azure VMs (*) N Y (*)
F Client On-Premises (*) (*) (*) Y

(*) : Not-Recommended but consult for these combinations, as it maybe supported under certain circumstances.

Deployment Options A and B

AgileXRM in Public Cloud (A-Shared)

This is a tenant in a multi-tenant shared AgileXRM Online pool. One AgileXRM tenant can support any number of Dynamics 365 CE Online organizations and/or Dataverse/CDS Environments, as long as these are in the same Azure Region. It is possible to connect to client’s on-premise legacy systems via Azure AD Application Proxy.


Figure 1. Public Cloud (Shared)

AgileXRM in Public Cloud (B-Dedicated)

This is a single tenant in a dedicated AgileXRM Online environment. Nothing is shared with any other client. This can support any number of Dynamics 365 CE organizations (both installed or Online) and/or Dataverse/CDS Environments, as long as these are in the same Azure Region. It is possible to connect to client’s on-premise systems via Azure AD Application Proxy or Private VPN.


Figure 2. Public Cloud (Dedicated)

Integration Requirements (Options A and B)

In order to integrate the AgileXRM Tenant with the client’s Dynamics/Dataverse environment, the following are needed:

  • Give Consent by an Azure AD Administrator at the Azure Tenant level by clicking on the following consent links:

  • For each Org/Environment, add an Application User as such:

    Field Value
    User Name s2s.[unique orgname] 
    App ID 81c01359-21c1-467f-a3a8-52f5d6721fa0
    Full Name AgileXRM S2S Application User 
    Email address
    Security Role System Administrator
    • Import AgileXRM Solution & configure
    • Enable selected Tables (Entities) and Activities to be used with AgileXRM
    • Add AgileXRM Full License to Users that are going to use AgileXRM

Server Requirements for Deployment Options C, D, E and F

AgileXRM is very flexible in that it can be installed on one single server for smaller deployments or distributed in a High Availibility (HA) cluster for large deployments, including ScaleSets. The components easily scale out. The information here applies to both physical machines as well as virtual machines. VMs can also be in public Cloud like Azure or other IaaS providers supported by Microsoft. For further information on Virtual Machine support, please see Support for Virtualization Technologies further below.

AgileXRM in Client Azure VM (Options C and D)

This is when AgileXRM is installed in client’s Azure subscription.

There is an option that AgileXRM manages the environment as a Managed Service or the client maintains the environment themselves.

This can support any number of Dynamics 365 CE organizations and/or Dataverse/CDS Environments, as long as these are in the same Azure Region.

It is possible to connect to client’s on-premise legacy systems via Azure AD Application Proxy or Private VPN.


Figure 3. AgileXRM in Client Azure VMs

Azure Resource Requirements (Options C and D)

The following Azure resources will be required:

  • Virtual Network
  • Network Interface Card
  • VMs for AgileXRM Server
  • VM for AgileXRM Modeler
  • SQL Azure for 4 DBs
  • Storage Account
  • Public IP
  • Visio Plan 2 License

Also need:

  • DNS Entries
  • WildCard Public Certificate (not self-signed)
  • 1 Email Account as sender (with SMTP capabilities)
  • 1 Email Account as platform notification receiver

AgileXRM Server Requirements

This section provides detailed information about the specific optimal system requirements for an AgileXRM server, where all server components are installed in one server:

Feature Requirements
vCPUs 4
Memory (RAM) 8 GB RAM
Hard Disk 20 GB (RAID 1 or 5) SSD
Network 1 Gb or higher

In Azure VM Size terminology:

  • PRO: D8as v4 or higher
  • Non-PRO: B4MS or higher

AgileXRM Server Installation Prerequisites

In all AgileXRM Servers (64-bit only):

1.Create a Domain User to be used as a service account (i.e. non-expiring password).
This user will also be used during the installation process, so it should be allowed to logon to the Windows Server, including via RDP.

  • Add this user to Local Administrator group on the server
  • Create a mailbox for the service account
  • Logon to the server with this user and complete the rest of the tasks with this user

1.Turn off things that interfere with the installation (all can be turned back on after the installation):

  • Turn off Windows Firewall
  • Turn off AntiVirus
  • Disable UAC and reboot

1.Decide which ports are going to be used. Normally these ports are used:

  • AgileDialogs & ProcessManager: 443 (https) or 8888 (http)
  • WCF Service: 444 (https) or 13487 (http)
  • REST API: 443 (https) or 13490 (http)
  • Admin Portal: 443 (https) or 13491 (http)

1.Decide which host headers are going to be used. Something like this: [can change agilexrm for other word)]

  • AgileDialogs / ProcessManager:
  • REST API & WCF Service: or
  • Admin Portal: or

1.If SSL is required then have a vaid SSL Certificate available that covers the chosen host headers
1.Have .NET Framework 4.7.2 or higher enabled/installed
1.Create the following empty DBs in SQL Server:

  • APDB
  • APMasterPortalDB
  • APTenantPortalDB
  • APArchiveDB
  • Grant db_owner privilege to service account user in all DBs
  1. Provide access to SMTP server for the service account to send emails
  2. Install Chrome or Edge (Chromium version)
  3. Copy AgileXRM Installer ZIP file onto the server

System Requirements for Envision Process Modeler

This section provides detailed information about the specific system requirements for the Envision component of.

Feature Requirements
Processor (CPU) Follow recommendations for your Visio version
Memory (RAM) 1 GB RAM
Hard Disk 500 MB (plus an additional 150+ MB for Microsoft Visio)

Supported Microsoft Products

Operating Systems

  • Windows Server 2019
  • Windows Server 2016 (ADFS 4.0 not supported)
  • Windows Server 2012 R2


  • SQL Server 2017 (Std, Ent, DC)
  • SQL Server 2016 (Std, Ent, DC)
  • SQL Server 2014 (Std, Ent, DC)
  • SQL Server 2012 (Std, Ent, DC)
  • SQL Azure

NOTE: SSD disks are highly recommended for Production environments.

Dynamics 365 Customer Engagement / Power Platform Dataverse/CDS

  • Power Platform Dateverse/CDS
  • Dynamics 365 CE Online (8.2+, 9.0+)
  • Dynamics 365 (CRM) 2016 (SP1 or higher)
  • Dynamics CRM 2015 (Update 0.1 or higher)
  • Dynamics CRM 2013 (SP1 or higher)

NOTE: CRM On-Premise Workgroup Edition is not supported.


  • SharePoint Online (also includes Teams Files, OneDrive for Business)
  • SharePoint 2019 (Any Edition)
  • SharePoint 2016 (Any Edition)
  • SharePoint 2013 (Any Edition)


  • Microsoft Visio 2019 (Any Edition - x64 Only)
  • Microsoft Visio 2016 (Any Edition - x64 Only)
  • Microsoft Visio 2013 (Any Edition - x64 Only)

IMPORTANT: The option .NET Programmability Support should be selected when installing Visio.

.NET Framework

  • .NET Framework 4.7.2

Supported Browsers

  • Latest Chrome version
  • Latest Firefox version
  • Latest Edge (Chromium) version

Support for Virtualization Technologies

AgileXRM is committed to fully supporting running on virtualization technologies. AgileXRM supports both physical server machines as well as virtual machines. AgileXRM recommends Windows Server® Hyper-V™, however other Microsoft and non-Microsoft virtualization products are also supported as discussed in the link below:

Disclaimer of warranty

Disclaimer of warranty