Deploying Microsoft Dynamics CRM 3.0

This page provides sources of information to help you deploy Microsoft Dynamics CRM 3.0 and integrate it with Microsoft SharePoint Products and Technologies.

Getting to Know Microsoft Dynamics CRM

•	Video: Let the adventure begin with Microsoft Dynamics CRM View this video to get an overview of Microsoft Dynamics CRM. See how to create, analyze, and organize business data, search that data, and create reports.

Integrating with Microsoft SharePoint Products and Technologies

•	Use the List Web Part for Microsoft Dynamics CRM 3.0 Displaying business data on your SharePoint site is as easy as a drag-and-drop operation with the List Web Part for Microsoft Dynamics CRM.

•	Create a Microsoft Dynamics CRM 3.0 dashboard with SharePoint Portal Server Display Microsoft Dynamics CRM essential data on a dashboard using SharePoint Portal Server and Microsoft Office FrontPage.

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Display a SharePoint document library in a Microsoft Dynamics CRM 3.0 form

Customize Microsoft Dynamics CRM 3.0 forms using our customization features to include an IFrame to display a Microsoft Windows SharePoint Services 2.0 document library view. Have your organization’s information right at your fingertips.

•	Display Microsoft Dynamics CRM 3.0 business data in SharePoint Web Parts Build a Microsoft Dynamics CRM 3.0 Web Part Dashboard for use in a Microsoft SharePoint site so you can retrieve and display Microsoft Dynamics CRM data. Sample code for customer service portal Web Parts is included.

Installing and backing up

•	Failover is not supported in a Microsoft SQL Server Reporting Services cluster environment Read this before you install Microsoft Dynamics CRM Server by using a clustered Microsoft SQL Server Reporting Services environment.

•	Command-line parameters to specify for the Microsoft Dynamics CRM-Exchange E-mail Router Specify the Microsoft Dynamics CRM-Exchange E-mail Router incoming and outgoing e-mail server for a command-line installation of Microsoft Dynamics CRM Server.

•	Next steps to configure Microsoft Dynamics CRM Server Discover what next steps are necessary to get your Microsoft Dynamics CRM deployment ready for action.

•	Manually remove Microsoft Dynamics CRM 3.0 laptop client for Outlook Find out how to remove Microsoft Dynamics CRM client for Outlook manually when Setup is unable to.

•	How to switch your Reporting Services server Discover how to change the Microsoft SQL Server Reporting Services server that Microsoft Dynamics CRM 3.0 uses.

•	Microsoft Dynamics CRM 3.0 Upgrade Advisor Wizard The Microsoft Dynamics CRM 3.0 Upgrade Advisor is a diagnostic tool that you can use to determine if your Microsoft Dynamics CRM 1.2 installation can be upgraded to Microsoft Dynamics CRM 3.0.

•	Back up your Microsoft Dynamics CRM 3.0 system Plan and implement a usable and reliable backup and restoration system.

•	Install Microsoft Dynamics CRM 3.0 Server on multiple servers Install Microsoft Dynamics CRM 3.0 Server on multiple servers in order to balance the processing load across several servers.

•	Install Microsoft Dynamics CRM 3.0 Server using a Microsoft SQL Server cluster environment Install Microsoft Dynamics CRM 3.0 Server on multiple servers into a clustered Microsoft SQL Server environment.

•	Install Microsoft Dynamics CRM 3.0 Server using a Microsoft Exchange Server cluster environment Install Microsoft Dynamics CRM 3.0 Server into a clustered Microsoft Exchange Server environment.

Troubleshooting

•	Troubleshooting system administration Answers to common questions about customization, configuration, and other system issues.

•	Troubleshooting reporting setup Answers to common questions about planning and installing reporting.

Product documentation downloads

•	Microsoft Dynamics CRM 3.0 Help View a standalone version of Help, or install the latest updates with corrections and new content based on customer feedback.

•	Microsoft Dynamics CRM 3.0 Implementation Guide View the information needed to successfully implement Microsoft Dynamics CRM in your business.

•	Microsoft Dynamics CRM 3.0 Customization Planning Forms Forms for documenting and tracking customizations to Microsoft Dynamics CRM.

•	Microsoft Dynamics CRM 3.0 SDK Customize and extend Microsoft Dynamics CRM 3.0.

•	Microsoft Dynamics CRM 3.0 Readme Read important late-breaking information that supplements the Microsoft Dynamics CRM 3.0 documentation.