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Microsoft Dynamics CRM 2013 Implementation Guide

Applies To: Microsoft Dynamics CRM 2013

Version 6.1

The Microsoft Dynamics CRM 2013 Implementation Guide is a comprehensive set of guides that can help you plan, deploy, configure, customize, and maintain on-premises versions of Microsoft Dynamics CRM 2013 or Microsoft Dynamics CRM Online.

Microsoft Dynamics CRM Online update information: If you’re a Microsoft Dynamics CRM Online administrator interested in information about the latest update, see What's new for administrators in Microsoft Dynamics CRM 2013 and Manage Microsoft Dynamics CRM Online updates.

Microsoft Dynamics CRM 2013 upgrade information: If you’re an existing Microsoft Dynamics CRM 2011 customer interested in information about the upgrade to Microsoft Dynamics CRM 2013, start with the following topic: Upgrading from Microsoft Dynamics CRM 2011 and 2013. If you already using Microsoft Dynamics CRM 2013 and want information about Microsoft Dynamics CRM 2013 Service Pack 1 (SP1), see Microsoft Dynamics CRM 2013 Service Pack 1.

This documentation set includes the following guides:

The Microsoft Dynamics CRM 2013 Implementation Guide comes in several formats so that you can view the contents on different devices and for different purposes.

  • Help file. You can download the compiled Help file (chm) offline and use it to browse and search across all six guides. These documents are included in the Microsoft_Dynamics_CRM_2013_IG.zip file.

  • Word documents. You can download the Implementation Guide as Microsoft Office Word documents. These documents are included in the Microsoft_Dynamics_CRM_2013_IG.zip file.

  • PDF documents. You can download the Implementation Guide in a format that is suitable for printing. We recommend that you use this PDF format to view the Implementation Guide on tablets, e-readers, and smartphones. These documents are included in the Microsoft_Dynamics_CRM_2013_IG_smallscreen.zip file.

This is the index to the release history pages for the Implementation Guide.

Current Version: 6.1.0, August 2014

The following table lists the significant changes made in this version of the Implementation Guide.

 

New and updated topics Description of changes

Compatibility for client computers running Windows 8.1 Update for x64-based Systems

Describes requirements for running Microsoft Dynamics CRM on a Windows 8.1 computer that has Windows 8.1 update for x64-based systems.

Microsoft Dynamics CRM Online reporting considerations

New topic that explains best practices when you run reports with Microsoft Dynamics CRM Online.

Manage Microsoft Dynamics CRM Online instances

Two new topics added for Sandbox instances.

Create and edit web resources

New topic added.

Define status reason transitions

New feature added for CRM Online Spring ‘14 and CRM 2013 Service Pack 1 (on-premises)

Set custom icon for custom case origin

New feature added for CRM Online Spring ‘14 and CRM 2013 Service Pack 1 (on-premises)

Microsoft Dynamics CRM 2013 Service Pack 1

New section that describes Microsoft Dynamics CRM 2013 Service Pack 1 (SP1).

Lync and Skype integration with Microsoft Dynamics CRM 2013

Updated topic.

Add Office 365 Online services

New topics that describe integrating CRM and Microsoft Office 365.

Tablet support for Microsoft Dynamics CRM 2013

Updated for support with Windows 8.1 and Android.

Set up CRM for tablets

New section added: “Get your on-premises deployment ready for CRM for Windows 8.1 tablets”.

Manage your configuration data

New feature added for CRM Online Spring ‘14 and CRM 2013 Service Pack 1 (on-premises).

Deploy packages using CRM Package Deployer and Windows PowerShell

New feature added for CRM Online Spring ‘14 and CRM 2013 Service Pack 1 (on-premises).

Manage Bing Maps for your organization

New topic added.

Install product updates

New feature added for CRM Online Spring ‘14 and CRM 2013 Service Pack 1 (on-premises).

Control social data

New feature added for CRM Online Spring ‘14 and CRM 2013 Service Pack 1 (on-premises).

Connect to Microsoft Social Listening

New feature added for CRM Online Spring ‘14.

Detect duplicate data

Updated topic.

Planning messaging integration in Microsoft Dynamics CRM 2013

New section that describes email messaging and email server integration in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online.

The following table lists the significant changes made in this version of the Implementation Guide.

 

New and updated topics Description of changes

Manage auto-save

Updated this topic to reflect a change applied which disables automatic save when people navigate away from or close a form when auto-save is disabled.

The following table lists the significant changes made in this version of the Implementation Guide.

 

New and updated topics Description of changes

Configure IFD for Microsoft Dynamics CRM 2013

Added new topics that cover how to configure Microsoft Dynamics CRM Server 2013 for an Internet-facing deployment using claims-based authentication.

Software requirements for Microsoft Dynamics CRM Server 2013

Updated to add support for Windows Server 2012 R2.

Additional Microsoft Dynamics CRM for Outlook software requirements

Updated to add support for Windows 8.1.

Tablet support for Microsoft Dynamics CRM 2013

Updated to add support for iOS 7 and Windows 8.1.

Microsoft Dynamics CRM Email Router software requirements

Updated to add support for Microsoft Exchange Server 2013.

Update Microsoft Dynamics CRM 2013

Added a new topic.

Install CRM 2013 for Outlook without an Internet connection

Added a new topic.

The following table lists the significant changes made in this version of the Implementation Guide.

 

New and updated topics Description of changes

Create and edit views

Added a new topic.

Added links to the following videos as appropriate:

Microsoft Dynamics CRM Server 2013 deployment topics added.

Advanced deployment options for Microsoft Dynamics CRM for Outlook

Added CRM for Outlook deployment topics.

Change a Microsoft Dynamics CRM service account or AppPool identity

Added a new topic.

Microsoft Dynamics CRM 2013 supported configurations

Support for Microsoft Dynamics CRM multiple-server topologies

Added server configuration and topology topics.

The following table lists the significant changes made in this version of the Implementation Guide.

 

New and updated topics Description of changes

Create and edit business rules

Added two items to the list of Limitations for business rules about how business rules are cached for Microsoft Dynamics CRM for tablets and how lookup values are set.

Create and edit processes

Added the Are processes active when they are imported? section to describe new behavior when importing solutions that contain processes.

Create an organization (PowerShell)

Updated the sample code to correctly check the status of the operation.

Things to know about CRM for tablets and phones

Added a new topic that describes the limitations and known issues when you use Microsoft Dynamics CRM for tablets or Microsoft Dynamics CRM for phones.

Customize CRM for tablets

Added a note to the Change commands for CRM for tablets section to point out that icons configured for commands won’t display and labels that are too long will be truncated.

Manage users

Added the CRM user record fields populated from Active Directory section to describe the synchronization behavior and the fields populated in CRM user records from Active Directory.

Mobile phone support for Microsoft Dynamics CRM 2013

Added a new topic that describes mobile phone support with CRM 2013 and CRM Online.

Verify new areas are available in the navigation bar

Added this topic to describe a new step added to the Post-upgrade steps for servers.

The following table lists topics about what is new in this version of the Implementation Guide.

 

New and updated topics Description of changes

Initial version

For highlights, see What's new in Microsoft Dynamics CRM 2013 and What's new for administrators in Microsoft Dynamics CRM 2013.

See Also

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