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Microsoft CRM 4.0 Implementation Guide

The Implementation Guide that has been made available from Microsoft contains comprehensive information about how to plan, install, and maintain Microsoft Dynamics CRM 4.0.  This guide has some very helpful information. Microsoft overview is:

The Microsoft Dynamics CRM 4.0 Implementation Guide consists of the following three documents:

  • Planning Guide: This guide gives you the information and tools that help you get your organization ready for Microsoft Dynamics CRM 4.0. It includes two main aspects of planning for a customer relationship management (CRM) system:
    • Technical: These topics focus on such areas as the supported topologies, system requirements, and technical considerations to address before you install.
    • Implementation methodology: These topics cover the business management, CRM requirements, and project management aspects that are needed when you deploy a CRM system. Additionally, there are several documents included that you can use as tools to plan the implementation of Microsoft Dynamics CRM 4.0. These tools are in the planningtools folder where the Microsoft Dynamics CRM 4.0 Implementation Guide is located.
  • Installing Guide: This guide provides the information that you need to install Microsoft Dynamics CRM 4.0, such as step-by-step instructions for running Setup, command-line installation instructions for silent installations, and guidance about how to remove Microsoft Dynamics CRM 4.0.
  • Operating and Maintaining Guide: This guide gives you information about how to back up, restore, and provide data recovery for Microsoft Dynamics CRM 4.0. Additionally, this guide provides troubleshooting steps for known issues.

(Overview can be found here: http://www.microsoft.com/downloads/details.aspx?familyid=1CEB5E01-DE9F-48C0-8CE2-51633EBF4714&displaylang=en )

So … to download the Implementation guide (1.1MB) head to this link: http://www.microsoft.com/downloads/details.aspx?familyid=1CEB5E01-DE9F-48C0-8CE2-51633EBF4714&displaylang=en

You will download a file of Microsoft_Dynamics_CRM4_IG.exe

Once you have this file locally, extract the exe to find the following files as follows:

The three Microsoft documents listed above are really handy to have printed and beside you when developing, using or administrating CRM 4.0.  There is a lot of pages so consider printing and sharing it around.
If you read these and worked with CRM in the past i’m guaranteed you will agree that they are very useful.

There is also another compressed file inside the Microsoft_Dynamics_CRM4_IG.exe file called PlanningTools.zip.  I was quite happy to see the information in the Configuration_and_Customization_Planning_Tools folder for the default values.  This type of information is very handy when planning out customer/client customisation’s to CRM to suit their requirements. Open the Excel documents for more info.

This PlanningTooks.zip contains the following folders:

Here is a breakdown of each folder and their files respectively:

Business_Management_Planning_Tools

Configuration_and_Customization_Planning_Tools

Project_Management_Tools

Service_Scheduling_Tools

Looks pretty good?

Here is that download link again for the Implementation guide (1.1MB): http://www.microsoft.com/downloads/details.aspx?familyid=1CEB5E01-DE9F-48C0-8CE2-51633EBF4714&displaylang=en

Enjoy!

Greg Olsen
Yellow Duck Guy

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Categories: Dynamics CRM
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