Dynamics CRM in the Field

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Microsoft Dynamics CRM 2013 White Papers & Technical Documentation

Microsoft Dynamics CRM 2013 White Papers & Technical Documentation

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Updated: 5/15/2014

The CRM 2011 blog post that I wrote with all the links to the white papers was very popular, so I am doing a similar post for CRM 2013.  I will try to update this blog post quarterly with new white papers as well.

I am often finding myself searching for CRM 2013 White Papers & Technical Documentation URL’s to reference or send to customers and while Bing works well to find these individually, I thought it would be nice to just try include them all in a single URL for easy reference.  There are some other good blogs out there with similar lists, but I can’t update those, so I wanted my own list.  I will try keep this updated as new white papers are released also.

Enjoy!

Shawn Dieken

Follow the conversation:
@sdieken
@pfedynamics | http://www.pfedynamics.com

 

Titles Date Published

Microsoft Dynamics CRM 2013 Implementation Guide (Download)
Microsoft Dynamics CRM 2013 Implementation Guide (Online)

(Updated Quarterly)
Microsoft Dynamics CRM 2013 Software Development Kit (SDK) (Download)
Microsoft Dynamics CRM 2013 Software Development Kit (SDK) (Online)
(Updated Quarterly)
Manage Your Microsoft Dynamics CRM Online Subscription 5/11/2014
Configuring Claims-based Authentication for Microsoft Dynamics CRM Server 5/8/2014
Microsoft Dynamics CRM Automated Transition Planning Guide 5/5/2014
Microsoft Dynamics CRM Transition Planning Guide for Enterprises 5/5/2014
Microsoft Dynamics CRM Online Service Description 4/4/2014
Deployment and Operational Guidance for Hosting Microsoft Dynamics CRM 3/24/2014
Microsoft Dynamics CRM Online Data Migration to Microsoft Dynamics CRM on-premises 3/6/2014
Microsoft Dynamics CRM 2013 Performance and Scalability Documentation 3/5/2014
Integration Guide: Microsoft Dynamics CRM Online and Office 365 2/25/2014
Configuring Claims-based Authentication for Microsoft Dynamics CRM Server 2/5/2014
Process Enablement with Microsoft Dynamics CRM 2013 1/27/2014
Microsoft Dynamics CRM 2013 for E-mail Router Installing Guide for use with Microsoft Dynamics CRM Online 1/24/2014
Microsoft Dynamics CRM 2013 Logical Entity Relationship Diagrams 1/17/2014
Manage Your Microsoft Dynamics CRM Online Subscription 12/6/2013
Access Teams with Microsoft Dynamics CRM 2013 12/4/2013
Scalable Security Modeling with Microsoft Dynamics CRM 2013 11/7/2013
Microsoft Dynamics CRM 2013 Performance Counters 10/25/2013
Connectivity and Firewall Port Requirements for Microsoft Dynamics CRM 2013 10/25/2013
Delivering an Extensible CRM Solution Using Agile Development 10/24/2013
Using multi-tenancy in Microsoft Dynamics CRM 2013 to address challenges in enterprise business environments 9/25/2013
Microsoft Dynamics CRM Online security and service continuity guide 9/2013 (Refreshed)
Microsoft Dynamics CRM Online security and compliance planning guide 9/2013 (Refreshed)
  • Awesome information ...

  • Thanks for the links

  • Thanks you very much for the helpful information

  • Thanks for listing it all out in one place!

  • QUESTION:

    Where is the functional setup guide for CRM Online?

    This is the guide that explains the functionality of CRM Online and how to perform initial setup (should I create organizations first then contacts? What do I do to get going?)

    I see:

    - Planning Guide (planning the installation)

    - Installing Guide (installing)

    - Administration Guide (system administration)

    - Operating Guide (using PowerShell for automated admin)

    - Customization (customizing)

    - Reporting (Reports)

    I don't see a user guide. I have an empty installation of CRM Online. No data yet. How do I proceed?

    Is there any top-down documentation that begins at the point of installation and ends after everything is set up?

  • Hi Scott-

    Here are a couple links to information that I think is what you are looking for.

    Getting Started Best Bets:

    www.microsoft.com/.../get-started-best-bets.aspx

    After you update to CRM 2013: Next steps to Success

    www.microsoft.com/.../after-you-update-to-crm-2013-next-steps-to-success.aspx

    CRM 2013 User Guide - go.microsoft.com/.../p

    Thanks!

    Shawn

  • Great compilation.

    Appreciate the effort to keep it updated.

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