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

    Updated to add support for Microsoft SQL Server 2012 SP2.

    Updated to add support for iOS 8 and Android 4.4.

    Updated to add support for iOS 8 and Android 4.4.

    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

    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

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

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

    Two new topics added for Sandbox instances.

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

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

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

    New topics that describe integrating CRM and Microsoft Office 365.

    Updated for support with Windows 8.1 and Android.

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

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

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

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

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

    New feature added for CRM Online Spring ‘14.

    Updated topic.

    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

    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

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

    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.

    Updated to add support for iOS 7 and Windows 8.1.

    Updated to add support for Microsoft Exchange Server 2013.

    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

    Added a new topic.

    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

    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.

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

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

    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.

    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.

    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.

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

    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

    See Also

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

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