Using Microsoft Dynamics CRM

Microsoft Dynamics CRM white papers

Find useful white papers and other sources of information about Microsoft Dynamics CRM here.

Featured white papers for Microsoft Dynamics CRM Online and 4.0 versions

•Optimizing and Maintaining Microsoft Dynamics CRM 4.0
•Developing ISV Applications using Microsoft Dynamics CRM 4.0

For information about Microsoft Dynamics CRM 3.0 white papers, see the links below.

Deploying Microsoft Dynamics CRM 3.0

•Upgrading Microsoft Dynamics CRM 3.0 to Use a Microsoft SQL Server 2005 Database

Upgrade to Microsoft SQL Server 2005 on your Microsoft Dynamics CRM 3.0 installation.

•Instructions for Installing Microsoft Dynamics CRM 3.0 on Microsoft Windows Small Business Server 2003 R2

Install Microsoft Dynamics CRM 3.0 on Microsoft Windows Small Business Server 2003 R2.

•Microsoft Dynamics CRM 3.0 Language Compatibility Reference

Review the Microsoft Dynamics CRM 3.0 language compatibility recommendations.

•Microsoft 3.0 Logical Database Diagrams

View the logical database structure for Microsoft Dynamics CRM.

•Using Microsoft Dynamics CRM 3.0 without Microsoft Exchange Server

Explore options for using Microsoft Dynamics CRM 3.0 e-mail without using Microsoft Exchange Server.

•Microsoft Dynamics CRM 3.0: Additional setup tasks required if Reporting Services is installed on a different server

Follow these required authentication procedures, if you run Microsoft SQL Server Reporting Services on a computer different from those running Microsoft Dynamics CRM or Microsoft SQL Server.

•Upgrading supported Microsoft Dynamics CRM 1.2 environments to Microsoft Dynamics CRM 3.0

Prepare for a successful upgrade from Microsoft Dynamics CRM 1.2 to Microsoft Dynamics CRM 3.0.

•Upgrading unsupported Microsoft Dynamics CRM 1.2 environments to Microsoft Dynamics CRM 3.0

Modify your unsupported Microsoft Dynamics CRM 1.2 environment to a supportable environment before you upgrade to Microsoft Dynamics CRM 3.0.

Operating and Maintaining

•Optimizing the Performance of Microsoft Dynamics CRM 3.0

Learn how to optimize the performance of your Microsoft Dynamics CRM 3.0 system.

•Using Encrypting File System to Protect Microsoft Dynamics CRM Data on a V3c Client Running Windows XP Professional

This white paper explains how to use Encrypting File System (EFS), a feature that is provided in the Windows operating system, to protect data in Microsoft Dynamics CRM clients for Outlook Compatibility Update running on Windows XP Professional SP2.

•Service Scheduling: Performance and Scalability Study

Read about optimizations and considerations for configuring the Service Scheduling module in Microsoft Dynamics CRM 3.0 based on a customer’s business processes. This white paper also includes guidelines and best practices for designing a service scheduling solution using Microsoft Dynamics CRM 3.0.

•Service Scheduling: Optimizations and Considerations

Read about conclusions and recommendations based on the results of a study of a Microsoft Dynamics CRM 3.0 Service Scheduling application.

•Backing up your Microsoft Dynamics CRM system

Plan and implement a usable and reliable system for backing up and restoring your data.

Related links

•Downloads
•Using Microsoft Dynamics CRM
•Microsoft Dynamics CRM community
•MSDN Code Gallery

Product documentation downloads

•Microsoft Dynamics CRM 4.0 Implementation Guide

View information required to successfully implement Microsoft Dynamics CRM in your business.

•Microsoft Dynamics CRM 4.0 SDK

Customize and extend Microsoft Dynamics CRM.