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Microsoft Dynamics CRM 4.0 Resources Quick Reference

(Note: * is Required PartnerSource Account * )

Please check CRM 2011 link ,if you are looking for quick reference resources for Dynamics CRM 2011

Information

• All about Microsoft Dynamics CRM , Case Study , Analytics data, Demo  etc
• Microsoft Dynamics CRM information*
• Better Together with Microsoft Dynamics CRM Whitepaper:*
• Microsoft Dynamics CRM Online Datasheet*
• Microsoft Dynamics CRM Partner Sales Resource Kit*
• Microsoft Dynamics CRM - Why Microsoft ?
• CRM Live Top_Ten_Reasons
• Microsoft Dynamics CRM @ MSDN
• What’s New in Microsoft Dynamics CRM 4.0 - Top 60 new features
• What’s New in Microsoft Dynamics CRM 4.0 *
• Tools & Resources to Help Boost Microsoft Dynamics CRM Sales Readiness
• Microsoft Dynamics CRM 4.0 User's Guide
• SOD
• Microsoft Dynamics CRM, Customer Honored With Industry Awards , Aug. 27, 2009
• Microsoft Dynamics CRM Partner Sales Resource Kit *
• Microsoft Dynamics CRM Price List for Asia Pacific

Architecture

• Microsoft Dynamics CRM Architecture Overview : Diagram illustrates the Microsoft Dynamics CRM architecture
• Microsoft Dynamics CRM 4.0 Logical Database Diagrams
• Support for multiple-server topologies
• Supported Configuration : Multi-forest with client Internet access
• Offline and Online Synchronization in Microsoft Dynamics CRM  & Cassini web server

Enterprise CRM

• White Paper: Implementing an ADFS Solution for Microsoft Dynamics CRM by Using IAG
• Optimizing and Maintaining Microsoft Dynamics CRM 4.0 (v2)
• Security and Authentication in Microsoft Dynamics CRM: The Microsoft Dynamics CRM Security Model
• Security and Authentication in Microsoft Dynamics CRM: Connectivity and Firewall Port Requirements in On-Premise Deployments
• Security and Authentication in Microsoft Dynamics CRM: Field-level Security in Microsoft Dynamics CRM: Options and Constraints
• Outlook Synchronization in Microsoft Dynamics CRM 4.0
• Sharing Data across Microsoft Dynamics CRM Deployments
• Microsoft Dynamics CRM Online: Security Features, June 15,2010
• White paper, Microsoft Dynamics CRM 4.0 - xRM Application Scalability Study
  • This paper describes the details and results of a benchmark testing effort around the multi-tenancy and xRM capabilities of Microsoft Dynamics CRM 4.0, the virtualization features of Microsoft Windows Server 2008 R2 Hyper-V, and the enterprise capabilities of Microsoft SQL Server 2008 R2 running on IBM System xSeries hardware with intelligent quad-core Intel Xeon processers and Intel SSDs. Results demonstrate a solution that can scale to support a complex enterprise solution ecosystem with multiple applications and 20,000 concurrent users, achieving discrete atomic response times of less than one second.
• Performance and Scalability Test: Microsoft Dynamics CRM xRM applications on IBM servers using next-generation Intel® Xeon® Processors and Intel Solid State Drives
• Install Microsoft Dynamics CRM 4.0 with pre created custom named security groups
  

Sizing & Performance & Deployment

• 250 Users: Microsoft Dynamics CRM 3.0 Suggested Hardware for Deployments up to 250 Concurrent Users
• 500 Users: Microsoft Dynamics CRM 4.0 Suggested Hardware for Deployments of up to 500 Concurrent Users
• 24,000 Users: Microsoft Dynamics CRM 4.0 Performance and Scalability White Papers
• 50,000 Users: Microsoft Dynamics CRM Performance and Scalability with Intel Processor and Solid-State Drive Technologies , June 2009
• 100,000 Concurrent Users with Virtualization : Blogs , White Paper
• White paper, Microsoft Dynamics CRM 4.0 - xRM Application Scalability Study
• White Paper: SAMPLE - Performance and Scalability Assessment of Customer Implementation
• CRM and load balancing : CRM 3.0 , CRM 4.0
• Blog: Customizing Microsoft Dynamics CRM 4.0 for High-Latency and Low-Bandwidth Environments
• Microsoft Dynamics CRM 4.0 Performance and Scalability White Papers
• Microsoft and Intel Demonstrate New Levels of Power, Price and Performance With CRM Scalability Benchmark
• Microsoft Dynamics CRM 4.0 Internet Facing Deployment Scenarios (IFD)and kb/948779
• Improving Performance of Microsoft CRM 3.0 by Using a Dedicated Report Server , Jan 2006, sonomapartners.com
• Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL Server 2008
• Optimizing and Maintaining Microsoft Dynamics CRM 4.0
• Archive : To Archive or Not
• BulkDelete : BulkDelete Message (CrmService) , Bulk record Deletion in CRM online , Bulk Delete  API , ประสิทธิภาพการทำงานได้ช้าลงถ้าตาราง AsyncOperationBase มีขนาดใหญ่เกินไปใน Microsoft Dynamics CRM 4.0
• Sharing Data across Microsoft Dynamics CRM Deployments
  

Hosting & Online

• Microsoft Dynamics CRM 4.0: Planning and Deployment Guidance for Service Providers

Virtualization , hyper-v

• Support for Microsoft Dynamics CRM 4.0 on a computer that is running Windows Server 2008 Hyper-V
• Statement about Hyper-V : http://support.microsoft.com/kb/957054
• The Support policy for Microsoft software running in non-Microsoft hardware virtualization software : http://support.microsoft.com/kb/897615/
• Hyper-V Planning and Deployment Guide
• SQL 2008 and Hyper-V
• Microsoft Dynamics CRM Performance and Scalability in a Virtual Environment with Hyper-V, Intel® Xeon® Processor 7500 Series-based, Dell PowerEdge R910 Servers and Solid State Drives

   

Documentation

• SDK
  •  Microsoft Dynamics CRM SDK @ TechNet
• SQL Server
  • Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL Server 2008
  • Improving CRM Performance by using SQL Server 2008 Features
  • Optimizing and Maintaining Microsoft Dynamics CRM 4.0
  • Disk Partition Alignment Best Practices for SQL Server
  • Backup Compression (SQL Server )
  • Storage Top 10 Best Practices
  • Microsoft Dynamics CRM 4.0: Planning and Deployment Guidance for Service Provider
• Microsoft Dynamics CRM 4.0 Implementation Guide
• Install Microsoft Dynamics CRM 4.0 Server on multiple computers Published: June 12, 2008
• Optimizing and Maintaining Microsoft Dynamics CRM 4.0
• Microsoft Dynamics CRM 4.0 Logical Database Diagrams
• Microsoft Dynamics CRM 4.0 User's Guide
• Microsoft Dynamics CRM 4.0 Performance and Scalability White Papers
  Enterprise Performance and Scalability , Scalability Users, Scalability Database, Scalability Network

Testing

• Microsoft Dynamics AX 2009 White Paper: Testing Guidance
  

Presentation

• Business Decision Maker Presentation Decks:*
• Business Decision Maker (BDM) Decks for Microsoft Dynamics CRM *
• Solution Presentations for Microsoft Dynamics *
• Microsoft Dynamics CRM 4.0 Global Readiness Tour: General Overview Presentation

CRM Integration

• FAX
  • MS CRM 4.0 and Fax integration
  • Open Text Solution
  • Zfirm
  • Discussion @ community.dynamics.com 
  • https://community.dynamics.com/forums/p/5002/6428.aspx 
  • Can I send a fax using Microsoft Dynamics CRM ?
    
• CRM and SMS
  • http://www.intellisoftware.co.uk/sms-gateway/crm-addin/ 
  • http://www.redware.com/mscrm/syncsms.html
  • http://www.green4solutions.com/solutions/green4sport/ 
  • http://www.withcrm.com 
  • http://www.codeplex.com/crmsms 
  • BookIT.Net
• Microsoft Office & SharePoint
  • Microsoft Dynamics Snap for Microsoft Dynamics CRM , Snap for Microsoft Office OneNote
  • Snap Demo with Microsoft Word
  • An add-in for Microsoft Office Excel 2007 to automatically generate documentation for Microsoft Dynamics CRM 4.0
  • Agent Communications Panel for Microsoft Dynamics CRM 4.0
  • List Web Part for Microsoft Dynamics CRM 4.0
  • Microsoft Dynamics CRM 4.0 Visio 2007 Stencils and Templates
• SAP
  • “Connect Microsoft Dynamics CRM & SAP-R/3” – What is it about?
• Cisco
  • Cisco Unified Communications and Microsoft Dynamics CRM 4.0:The Customer-Centric Opportunity ( PDF )
  • Cisco Unified Call Connector for Microsoft Dynamics CRM , Flash Demo , Data Sheet
• Email Campaign
  • ExactTarget with Microsoft Dynamics CRM
  • http://www.zoomio.com/ 
  • Microsoft Dynamics CRM: Bulk Email with Merge Fields and Pics
  • How to Configure Microsoft Dynamics CRM 4.0 E-mail Router (On-Premise) with Microsoft Exchange Server 2010
• ERP
  • Microsoft Dynamics CRM 4.0 Adapter for Microsoft Dynamics GP 10.0 Integration Tool
  • SAP and Dynamics CRM integration options
  • The Connector for Microsoft Dynamics *
  • Integrating NAV 2009 R2 with CRM 4.0
• Lotus Note
  • http://www.ienterprises.com/ie.nsf/Products?OpenForm 
  • http://www.linkpoint360.com/ConnectDocuments.aspx
• Telephony Integration
  • Inin.com
  • MSCRM-ADDONs.com
  • QGateSoftware.com
  • Cloud-based Telephony Integration
    • inin.com
• Microsoft Office Communications Server
  • Dynamics CRM Integration with Office Communications Server : Sample application makes use of an AJAX/JavaScript client that communicates with the Microsoft Office Communicator Web Access 2007 server to provide a Web-based Live Chat solution that connects with a Microsoft Dynamics® CRM 4.0 server
  • Agent Communications Panel for Microsoft Dynamics CRM 4.0 : The Agent Communications Panel for Microsoft Dynamics CRM 4.0 is an application add-in to Microsoft Dynamics CRM 4.0. It works with Microsoft Dynamics CRM and Microsoft Office Communications Server 2007 R2, and enables agents to manage their communications (make calls, receive calls, conference, and chat) from their Microsoft Dynamics CRM system.

Trial

• 30-day obligation free online trial of Microsoft Dynamics CRM

Demo / Download

• Demo Showcase Scenario Index and Virtual Machines
• Microsoft Dynamics CRM Online Screenshot Demonstration
• Demos: CRM customer service Silverlight demo; Industry Updates on Codeplex; Collaborative contact center demo , (online demo )
• Microsoft Dynamics CRM 4.0 Virtual PC Image (April 2009) ( Partnersource Link )
• Microsoft Dynamics CRM 4.0 Virtual Machine , This virtual machine will expire in April, 2009.( microsoft.com )
• Microsoft Dynamics CRM 4.0: Virtual PC Image, Tools and Sample Data*
• Microsoft Download Center Results for: "Microsoft Dynamics CRM 4.0 "
• Update Rollup 4 for Microsoft Dynamics CRM 4.0 (KB 968176)
• CRM software demonstration screencasts , SearchCRM.com
• Microsoft Dynamics CRM Online Video Gallery
• Demonstrating Mobile Solutions for Microsoft Dynamics CRM
• Technology Integration Drives Campaign Execution Demo Script Marketing & Sales Module
• Industry CRM VPCs and Scripts Now Available @ PartnerSource and customersource
  * Public Sector: Municipal Government and Citizen Interaction for CRM 4
  * Finance Services: Wealth Management
  * Manufacturing: High-Tech Sales, Order Configuration
  * Professional Services: IT Services
• CRM Demo VPC 2009 Intro Blogs
• VPC Re-Release for Microsoft Dynamics CRM 4.0, It will expire in August of 2011 *

Case Study

• Borusan Otomotiv ,Turkish Vehicle Firm Implements Integrated Customer Relationship Management System
• Microsoft Dynamics CRM, case study
• ROI Case Study: Microsoft Dynamics CRM, ISS Worldwide, August 2009

Analyst Data

• A collection of reports published by leading independent analyst firms on, or including, Microsoft.
• Magic Quadrant for CRM Customer Service , Contact Centers, 2008
• Awakening a Sleeping Giant: Inside Microsoft Business Solutions’ ERP Strategy ERP August 2008
• The Forrester Wave™: Enterprise CRM Suites for Business Process & Applications Professionals, Q3 2008 by William Band

Language Pack

• ชุดภาษาของ Microsoft Dynamics CRM 4.0 Version 4.0.7333.3 , Date : 6/2/2552
• ชุดภาษาของ Microsoft Dynamics CRM 4.0 รุ่น Beta
• Microsoft Dynamics CRM 4.0 Language Pack

Troubleshooting Resources

• Improving Microsoft Dynamics CRM Performance and Securing Data with Microsoft SQL Server 2008
• CRM 4.0 Implementation Guide:
• CRM 4.0 SDK
• Enabling Tracing
• Outlook Client Diagnostics: Start  -> All Programs -> Microsoft Dynamics CRM 4.0 -> Diagnostics
• Microsoft Dynamics CRM newsgroups
• Microsoft Dynamics CRM Knowledge Base

Customer Reference

• http://ms.customerreference.net/
• Dynamics CRM with SAP, BMW

CRM Exam preparation

• PreGuide  *
• APP Prep  *
• CC Prep  *
• Ext Prep *
• ID Prep *

Certification - Microsoft Certified Business Management Solutions Professional

• Developer for Microsoft Dynamics CRM *
• Installation and Deployment for Microsoft Dynamics CRM *
• Applications for Microsoft Dynamics CRM *

CRM and Windows Mobile

• Demos Mobile solution for Microsoft Dynamics CRM
• Microsoft Mobile Express
• Microsoft Dynamics CRM and Windows Mobile *

Dynamics CRM tools

• http://mscrmtools.blogspot.com/search/label/tool
• http://code.msdn.microsoft.com/spExecuteSqlparser
• http://code.msdn.microsoft.com/crmversion
• Microsoft Dynamics CRM 4.0 Performance Toolkit
  • Screenshot and quick started guide
• Microsoft Dynamics CRM 4.0 Software Development Kit (SDK) and Importing tools from ERP to CRM
• Agent Communications Panel for Microsoft Dynamics CRM 4.0
• Microsoft Dynamics CRM 4.0 Bulk Update and Export tool
• Tool to Update MSCRM 4.0 data inline and Export to CSV for Re-import
• CRM Plugin Registration Tool
• ScaleGroup Job Editor Rev. 1
  • This utility is used to change the DeletionService and Re-Indexing service jobs in CRM 4.0.
• The Free Self-Assessment Tool is based on the Mural Key Success Factors
• CRM 4 Incremental Numbering , a CRM 4 plugin that allow you to incrementally number any entity in CRM.
• A free Self Assessment for CRM Business
• Auditing
  •  http://code.msdn.microsoft.com/auditing4crm
  • Audit data in MS CRM4.0
  • Using Workflow to Maintain an Audit Log
  • Microsoft Dynamics CRM 4.0 Audit Plugin

Customization

• Unsupported Customizations

Developer Resources & Extensibility

• ASP.NET Applications on the Microsoft Dynamics CRM Offline Client
• Cassini for Framework 3.5
• The Microsoft Dynamics CRM Developer Toolkit
• Developing Plug-ins for CRM 4.0
• Microsoft Dynamics CRM 4.0 On Premise Silverlight 2 Bar Chart Sample

Mobility

• Mobile Express for Microsoft Dynamics CRM

Accelerator and Vertical Templates

• Accelerators for Microsoft Dynamics CRM
• Vertical Templates for Microsoft Dynamics CRM : Microsoft Dynamics CRM in Healthcare

Citrix Related

• Microsoft CRM 3.0 on Citrix Presentation Server 4.0
• Microsoft Dynamics CRM 4.0 is Now Citrix Ready!
• Citrix: Microsoft Dynamics CRM 4.0 ( blog )
• Citrix Ready Products

Community

• Microsoft Dynamics CRM in Australia
• Guy Riddle's Space (Microsoft CRM MVP)
• Microsoft CRM Product Team Blog
• Microsoft Dynamics Community
• Microsoft Dynamics CRM Online Resource Center
• Join the Community; CRM Team Blog, CRM Community Portal, CRM LinkedIn, CRM Facebook , CRM Forums
• CRM Developer Center on MSDN!

Blog

• Fuju's Blog : Dynamics
• Microsoft Dynamics CRM Team Blog
• Microsoft Dynamics CRM UK Blog

CRM 4.0 Flow Chart

• CRM 4.0 Campaign Flow Chart
• CRM 4.0 Quick Campaign Flowchart
• CRM 4.0 Simplified Sales Process Scenario

KB:

• Forefront TMG (ISA Server) Product Team Blog

Video

• Video : Social Networking Accelerator for Microsoft Dynamics CRM 4.0
• Videos & Demo : Sales Automation | Marketing
• Training Tour Components  for Microsoft Dynamics CRM 4.0 *

Books

• Microsoft Dynamics CRM 4 Integration Unleashed
• Sams Teach Yourself Microsoft Dynamics CRM 4 in 24 Hours
• Microsoft Dynamics CRM 4.0 Unleashed
• Working with Microsoft Dynamics(TM) CRM 4.0
• Programming Microsoft Dynamics CRM 4.0
• CRM as a Rapid Development Platform

Sample Code

• CRM Reports on Role Privileges

Solutions directory

• Home Solutions: Software Offering, Microsoft Dynamics CRM, English (1532) Solutions: Software Offering, Microsoft Dynamics CRM, English, Thailand (20)
  Solution type = Software Offering
  Product category = Microsoft DynamicsProduct = Microsoft Dynamics CRM
  Language = English
  Country/Region = Thailand

Registration

• http://blogs.microsoft.nl/blogs/stevenvlaanderen/archive/2009/03/26/de-registratie-wizard-van-crm.aspx
  ( Please work with http://translate.google.com/ )
• Wizard requires an Internet connection to complete registration (KB: 91130 )

Dynamics CRM Online : Handy Links

• General overview of the capabilities across all deployment models (Online, On-Premise and Partner Hosted)
• CRM SDK for CRM Online on authentication since extending CRM Online by working with Windows Live ID
• Various tips on extending Dynamics CRM Online
• CRM Online information

Network  Bandwidth  & CRM

• The Most important documents : Microsoft Dynamics CRM 4.0 Implementation Guide ( Planning, Installing, Operating and Maintaining)
• CRM 4.0 for High Latency & Logo Bandwidth Environment
• Bandwidth Utilization( comparison between version 3.0 and 4.0) document with network load
•  MS Dynamics 4.0 performance toolkit
•  MS CRM Internet Facing Deployment Configuration Tool
• Configuring Microsoft Dynamics CRM 4.0 for Internet-facing deployment
• Performance-study-dynamics-crm-4-0-wan-performance-using-cisco-wide-area-application-services

Online Video Demo

• Microsoft Dynamics CRM Online Resource Center: Video
• Microsoft Dynamics CRM Resource Center Video

Links

• http://www.crmwatcher.com/
• Business Decision Maker (BDM) Decks for Microsoft Dynamics CRM
• http://crm.dynamics.com/microsoft_crm_solutions/index.html
• Offline and Online Synchronization in Microsoft Dynamics CRM

Handy Links

• How to move the Microsoft Dynamics CRM 4.0 deployment
• Unsupported Customizations
• CRM Authentication
• Available downloads for Microsoft Dynamics CRM
• Microsoft Dynamics CRM 4.0 Sales and Marketing Resources
• Creating SharePoint Sites With CRM Workflow
• วิธีการแก้ไขหมายเลขผลิตภัณฑ์แบบ Volume Licensing ในคอมพิวเตอร์ที่รัน Windows XP SP1 และเวอร์ชันใหม่กว่าของ Windows XP
• CRM 4.0 License Key Upgrade Matrix
• Install Microsoft Dynamics CRM 4.0 Server on multiple computers
• Microsoft Dynamics CRM : Best Practices
• Customizing Microsoft Dynamics CRM 4.0 for High-Latency and Low-Bandwidth Environments
• Microsoft Dynamics CRM Resource Center: Your One-Stop Shop For Answers
• KB: Some buttons and tabs are missing from the Microsoft Dynamics CRM 3.0 Web client
  

See also:

• Links and Resources for Microsoft Dynamics CRM 2011