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Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online Implementation Guide

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

Version 6.0.3

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 an existing Microsoft Dynamics CRM Online customer interested in information about the update to Microsoft Dynamics CRM Online Fall ‘13, see Manage Microsoft Dynamics CRM Online Updates. For additional deployment and administration content about CRM Online, see the Microsoft Dynamics CRM Online articles.

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.

This documentation set includes the following guides:

Tips for viewing and searching this guide

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.

Release history

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

Current Version: 6.0.3, February 2014

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 and CRM Online

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.

Version 6.0.2, December 2013

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.

Version 6.0.1, October 2013

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.

Troubleshooting 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 and Microsoft Dynamics CRM Online

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.

Version 6.0.0

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 Microsoft Dynamics CRM Online and What's new for administrators in Microsoft Dynamics CRM 2013 and CRM Online.

See Also

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