This document provides an overview of the Microsoft Dynamics CRM 4.0 Resource Center, which contains various articles, videos, and other resources accessible within the CRM application to help customers and partners. Some example article topics included are cloning records, configuring picklists, controlling Resource Center access, and best practices for test environments.

1. Microsoft Dynamics CRM
RESOURCE CENTER
With the release of Microsoft Dynamics CRM 4.0, customers and partners now have a convenient, comprehensive and configurable resource center easily
accessible from within their CRM application. The following information is just a sample of what is available to use. Click here for a video overview of the
Resource Center.
Article Confidentiality Abstract
People frequently want to create a new record based on an existing record. This can save a lot of time that
Clone records without code Customer
would otherwise be spent entering data. This article shows you how.
View this video to learn how to add personnel to your Microsoft Dynamics CRM online subscription, and send
Configure drop-down (picklist) fields Customer
them invitations to join.
For high availability Microsoft Dynamics CRM deployments, it is recommended that you have additional
Best practices for refreshing a Microsoft environments for test, Dev, and QA, so you can manage changes to your configuration without impacting
Customer
Dynamics CRM test environment users. This is also a good idea for disaster recovery, so if the production environment fails you can roll over to
one of the other environments.
This article describes how you can control access to all or part of the Resource Center by using the same
Control access to the Resource Center Customer
methods that can be used to customize the Navigation Pane areas of Microsoft Dynamics CRM.
This article describes the issues and considerations that may have led you to archiving as a solution to
To archive or not Customer
performance problems and directs you to resources to help you resolve those issues.
Add columns to a view Customer Learn two ways that you can add columns to a view or remove existing columns in Microsoft Dynamics CRM.
Install Microsoft Dynamics CRM Server to a You can install Microsoft Dynamics CRM Server so that it can use a clustered Microsoft SQL Server
Customer
Microsoft SQL Server cluster environment environment that uses Microsoft Cluster Service (MSCS).
Multi-Tenancy: Use a single hardware group Microsoft and Scribe have partnered to create a slide presentation and white paper that introduce you to
Customer
for separate data and processes multi-tenancy, a new feature of Microsoft Dynamics CRM 4.0.
10 things to know about Microsoft These are the ten key things you should know about Microsoft Dynamics CRM for Microsoft Office Outlook,
Customer
Dynamics CRM for Outlook including how to install, set up, and use this add-in to Microsoft Dynamics CRM.
Network ports used for Microsoft Dynamics If your network will be connecting through a firewall, this article explains what network ports are used for
Customer
CRM 4.0 Microsoft Dynamics CRM.
How do you create the complete product catalog in Microsoft Dynamics CRM? Learn about the building
Overview: Build the product catalog Customer
blocks of the product catalog, and how to fit them together to create one that your team can use.
Follow a quote from creation through This article offers an overview of how a quote that you create is converted into an order, and then into an
Customer
closure invoice in Microsoft Dynamics CRM.
Quick Tip: Add columns to your team's Adding columns to your team's views makes it possible to see different information, all in a list, without
Customer
views opening individual records.

2. Article Confidentiality Abstract
Add a credit to an invoice Customer Quick tip: Use one of these techniques to credit a product to an invoice.
When creating newsletters in Microsoft Dynamics CRM, there are some special considerations. In this article
4 things to know about managing e-mail
Customer you can learn four steps to creating a periodical that encourages customer interaction, messaging, and
newsletters in Microsoft Dynamics CRM
loyalty
10 things to know about getting started These are the ten key things you should know about the customer service features of Microsoft Dynamics
Customer
with customer service CRM, including terminology, quick tips, and using reports.
Quick tip: changing the default type for a
Customer Marketers creating a default type for a marketing list can help improve efficiency, ROI, and data integrity.
marketing list
Getting your personnel started with Set up your personnel to use Microsoft Dynamics CRM for Microsoft Office Outlook, and send them
Customer instructions how to get started.
Microsoft Dynamics CRM for Outlook
This article provides additional information when troubleshooting using Data Migration Manager to migrate
Data migration troubleshooting Customer
data to Microsoft Dynamics CRM.
Learn what features and practices you can use to help make Microsoft Dynamics CRM more secure when you
Key management in Microsoft Dynamics
Customer access the application over the Internet. Key management determines how digital certificates are generated
CRM
and issued.
Put strategy behind product pricing with Microsoft Dynamics CRM. This flexible pricing engine has the tools
Put strategy behind product pricing Customer
you need to calculate product prices based on a variety of pricing methods.
Bulk e-mail, quick campaigns, and full campaigns -- there are several distinct ways to connect with your
Take advantage of e-mail communication
Customer customers using e-mail in Microsoft Dynamics CRM. What's the difference between these approaches, and
methods
what scenarios might you use them in?
Capture and share your team's collective Not everyone can be an expert. Create a knowledge base of articles to capture and share your organization's
Customer valuable information.
knowledge
Conceptual article aimed at system administrators, developers, people who customize CRM. This article
11 Things to Know About Customization Customer
contains links to 11 other articles in a series format. Revised for 4.0.
Conceptual article aimed at system administrators, people who deploy and customize CRM. This one is about
Design considerations for business units Customer
structuring CRM for your business hierarchy. Revised for 4.0.
Edit your Site Map: Configure the Site Map Combination how-to and conceptual article for system customizers, developers, and system administrators.
Customer New for 4.0.
to customize application navigation

3. Article Confidentiality Abstract
Close multiple activities with a workflow Customer Scenario-based article with how-to steps for one of 4.0’s new features. General interest. New for 4.0.
To delete or not to delete: How Microsoft This article explains some of the behavior of CRM that causes confusion for users. It contains guidelines and 2
Dynamics CRM for Outlook handles deleted Customer tables with examples. General interest. New for 4.0.
records
Follow an IT manager in Switzerland as he takes advantage of new international features to roll out Microsoft
Going global with Microsoft Dynamics CRM Customer
Dynamics CRM for his coworkers worldwide.
Though there are many details to track when migrating data, the basic process is straightforward. The
Data migration overview Customer information in this article and diagram illustrate a typical migration of existing customer data to Microsoft
Dynamics CRM 4.0.
Each record in Microsoft Dynamics CRM has two attributes to identify the status of the record: Status and
Status Reason. If you are planning customization of Microsoft Dynamics CRM, deciding when workflow rules
Default values of Status and Status Reason
Customer are needed, or migrating data from a previous customer relationship management (CRM) system to
Attributes
Microsoft Dynamics CRM, use the Status and Status Reason reference information in this article in your
planning process.
Make Microsoft Dynamics CRM 4.0 client- When making necessary decisions that can help protect data, we recommend that you understand the
to-server network communications more Customer following information about Microsoft Dynamics CRM network communication and about the technology
secure options that are available to you that provide more secure data transmissions.
This is a place for the Microsoft Dynamics CRM community to share best practices and tips about using
Tricks and Tips from People Who Use
Microsoft Dynamics CRM Microsoft Dynamics CRM. The information on this page is provided from users to users.
Customer
The Microsoft CRM community needs your best practices, shortcuts, and tips for using Microsoft Dynamics
CRM. Use this link to submit a tip or trick for consideration.
10 things to know about getting started These are the ten key things you should know about the Sales features of Microsoft Dynamics CRM, including
Customer terminology, quick tips, and using reports.
with Sales
Install Microsoft Dynamics CRM 4.0 Server Deploying Microsoft Dynamics CRM in a multiple-server network load-balanced configuration can increase
Customer performance, availability with optimal resource utilization, throughput, and response time.
on multiple computers
Database mirroring in Microsoft SQL Server 2005 helps ensure that your critical data is always available by
Configure a Microsoft Dynamics CRM
maintaining a hot standby database. As with any distributed database technology, it is important that you
organization database for SQL Server 2005 Customer
monitor the activity of the distributed system to make sure that synchronization is ongoing and to know when
database mirroring
failovers occur.
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countries.