Deploying and administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2015

 

Applies To: CRM 2015 on-prem, CRM Online

Version 7.1.1

This deployment and administration documentation, known as the Implementation Guide or IG in previous versions of Microsoft Dynamics CRM, is a set of comprehensive deployment and administration topics that can help you plan, deploy, configure, customize, and maintain Microsoft Dynamics CRM 2015 (on-premises) 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 Manage Microsoft Dynamics CRM Online updates.

Upgrade information: If you’re an existing Microsoft Dynamics CRM 2013 (on-premises) customer interested in information about upgrade, start with the Upgrade a Microsoft Dynamics CRM Server topic.

To learn about what’s new in the latest Microsoft Dynamics CRM releases, see What's new for administrators and customizers in Microsoft Dynamics CRM 2015 and CRM Online.

This documentation set includes the following areas:

  • Planning on-premises CRM 2015. Use these topics to help plan your CRM 2015 deployment.

  • Installing on-premises CRM 2015. Use these topics to help install and configure your CRM 2015 deployment.

  • Administering CRM 2015. Use these topics to help manage, configure, and customize features for deployments of on-premises CRM 2015 and CRM Online 2015 Update.

  • Operating on-premises CRM 2015. Use these topics to help keep your Microsoft Dynamics CRM 2015 deployment running efficiently.

  • Report writing with CRM 2015 for online and on-premises. Use these topics when you want to create new reports or modify existing reports used with Microsoft Dynamics CRM. The reports in CRM can serve as templates for creating your own reports.

  • Microsoft Dynamics CRM PowerShell Reference. Use these topics to find help about the Windows PowerShell cmdlets for CRM.

  • Release history

    This is the index to the release history pages for the Microsoft Dynamics CRM 2015 deployment and administration documentation.

    Current Version: 7.1.1, CRM Online 2015 Update 1.1, August 2015

    The following table lists the significant changes made in Deploying and administering Microsoft Dynamics CRM Online.

    New and updated topics

    Description of changes

    Updated topic to add Microsoft Dynamics CRM Online web application support for Windows 10, Microsoft Edge, and Microsoft Office 2016 (when available).

    Updated topic to Microsoft Dynamics CRM for Outlook support for Windows 10 and Office 2016 (when available).

    This article presents the frequently asked questions with deploying Microsoft Dynamics CRM (on-premises) on Microsoft Azure.

    Version: 7.1.0, CRM Online 2015 Update 1, May 2015

    The following table lists the significant changes made in Deploying and administering Microsoft Dynamics CRM Online.

    New and updated topics

    Description of changes

    Updated topic that describes what’s new in Microsoft Dynamics CRM Online 2015 Update 1.

    New topic that describes change tracking to control data synchronization.

    Added new topics and section that describe expanding the server-based authentication with Microsoft SharePoint feature.

    Added new topic that describes behaviors and formats available for the date and time field.

    Added new topic that describes how to create a custom theme in CRM.

    Updated the existing topic. Added information about how to clear the field’s value.

    Added new topic that describes the alternate keys that can be used for uniquely identifying a record in CRM.

    Updated the existing topic. Added information about new functions for computing the difference between two dates.

    Updated the existing topic. Added information about the new AVG operator and the ability to aggregate data across record’s related activities.

    Added new topic that provides an overview of the Web API Preview and how to enable it.

    Added new topic that describes how to invoke a custom action directly from within a workflow or a dialog in the UI, without writing code.

    Updated the existing topic. Added information about the new CRM for phones app that has the same feature-rich experience available on CRM for tablets. Also, added information on Microsoft Dynamics CRM for Good, a special version of CRM for tablets that works with Good Technology’s mobile security platform.

    Added new topic on how to enable folder-level tracking for Exchange folders to map an Exchange Inbox folder to a CRM record so that all the emails in the Exchange folder get automatically tracked against the mapped record in CRM.

    Added a new topic on how organizations that synchronize their data with external data sources can enable entities for change tracking.

    Updated the existing topic. Added information about customizing the new CRM for phones app, including how to hide fields, sections, or tabs from displaying on the phone app.

    Updated the existing topic for the previous version of the phone app, which is now called CRM for phones express. Mobile forms for this app are now labeled Mobile – Express.

    Updated the existing topic. Updated the mobile information in the table under Enable or disable entity options.

    Updated the existing topic. Added information about the new CRM for phones app in the section CRM for phones and tablets forms.

    Version: 7.0.1, March 2015

    The following table lists the significant changes made in Deploying and administering Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2015 on-premises.

    New and updated topics

    Description of changes

    Added new topic that describes how to change the indexing method used for Quick Find queries.

    Added section that includes several topics.

    Added several topics that further describe Microsoft Dynamics CRM Windows PowerShell cmdlets.

    Added section that includes all Deployment Manager Help topics.

    Added section that includes all Email Router Configuration Manager Help topics.

    Added topic that describes how the Microsoft Dynamics CRM monitoring service records monitoring activity.

    See Also

    Planning on-premises CRM 2015
    TechNet: Manage Microsoft Dynamics CRM Online updates

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