Microsoft Dynamics CRM 2013 Implementation Guide

 

Applies To: Dynamics CRM 2013

Version 6.1.3

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 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:

• Planning Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Use this guide to help plan your CRM 2013 deployment.

• Installing Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online. Use this guide to help install and configure your CRM 2013 deployment.

• Operating Guide for Microsoft Dynamics CRM 2013 (on-premises). Use this guide to help keep your CRM 2013 deployment running efficiently.

• Administration Guide for Microsoft Dynamics CRM 2013. Use this guide to help manage and configure features for deployments of on-premises CRM 2013 and CRM Online.

• Customization Guide for Microsoft Dynamics CRM 2013. Use this guide to understand how to customize deployments of on-premises CRM 2013 and CRM Online by using the built-in customization features.

• Report Writers Guide for Microsoft Dynamics CRM 2013. Use this guide when you want to create new reports or modify existing reports in Microsoft Dynamics CRM. The reports in CRM can serve as templates for creating your own reports.

• Microsoft Dynamics CRM PowerShell Reference. Use this online guide to find help about the Windows PowerShell cmdlets for CRM.

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: 6.1.3, April 2015

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

New and updated topics	Description of changes
SQL Server editions (database engine) SQL Server Reporting Services	Updated to add support for Microsoft SQL Server 2012 SP2.
Tablet support for Microsoft Dynamics CRM 2013	Updated to add support for iOS 8 and Android 4.4.
Mobile phone support for Microsoft Dynamics CRM 2013	Updated to add support for iOS 8 and Android 4.4.
Supported non-Internet Explorer web browsers	Updated to add support for Mac OS X 10.10 (Yosemite).

Version 6.1.2, February 2015

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

New and updated topics	Description of changes
SQL Server editions (database engine) SQL Server Reporting Services	Updated to add support for Microsoft SQL Server 2014.

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.

Version 6.0.4, March 2014

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.

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.
bec19b47-d167-4acb-b554-05c45b819c3f#BKMK_OC_additional_reqs	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.

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.
Business process flows Create and edit business rules Create and edit fields Create and edit quick create forms Create and edit quick view forms Customize CRM for tablets What's new for customization	Added links to the following videos as appropriate: Microsoft Dynamics CRM 2013 Customization New Features - Quick Forms Microsoft Dynamics CRM 2013 Customization New Features - Business Rules Microsoft Dynamics CRM 2013 Customization New Features - Customizable Tool Tips Microsoft Dynamics CRM 2013 Customization New Features - Phone Number Format Microsoft Dynamics CRM 2013 Customization New Features - Image Data Type Microsoft Dynamics CRM 2013 Customization New Features - Quick Create Forms Microsoft Dynamics CRM 2013 for Tablets - Customizations Microsoft Dynamics CRM 2013 Business Process Overview
Install Microsoft Dynamics CRM Server 2013 on multiple computers Set configuration and organization databases for SQL Server 2012 AlwaysOn failover Configure an organization database for SQL Server 2008 database mirroring Install Microsoft Dynamics CRM Server 2013 to use a Microsoft SQL Server 2008 cluster environment Sample server XML configuration file for installing with pre-created groups	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.
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 a3e6a322-18f7-48bd-aaea-bff7675d1378#BKMK_ChangeCommands 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.

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

See Also

Planning Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online

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