CRM 2011 – CRM 2011 Online Administrator Guide

The Dynamics team blog put out a great blog post today, called Dynamics CRM 2011 Online – Go Live Checklist.

The Technical team has created a PDF/document with common configuration settings and tasks.  It’s basically an Administrators guide to CRM 2011 Online

You can download the document – DynamicsCRMOnline_UserBestPerformanceCheckList_April2011.pdf

below is the table of contents to see if the document will be of interest to you

Overview ...................................................................................................................................................................... 3
Common Configuration Settings for Internet Explorer ................................................................................................ 4
Increase simultaneous download session ................................................................................................................ 4
Add appropriate URLs to Trusted Sites ..................................................................................................................... 5
Increase Disk Space Size for Temporary Internet Files ............................................................................................. 6
Update LAN settings ................................................................................................................................................ 7
Leave the "Delete browsing history on exit" option UNMARKED ............................................................................ 8
Add Microsoft Dynamics CRM URLs to allow pop-ups ............................................................................................. 9
Ensure CRM Online is “white-listed” for anti-virus or malware applications ............................................................. 10
Ensure you receive important e-mails from CRM Online ........................................................................................... 10
Configuring the CRM for Outlook Client ..................................................................................................................... 11
Ensure the CRM for Outlook Client has the most recent updates ......................................................................... 11
Enabling Automatic Synchronization for Online and Offline clients ...................................................................... 12
Tip for Tracking CRM Calendar Appointments in Microsoft Outlook ..................................................................... 14
RECOMMENDATION: Only synchronize essential data for your Online & Offline clients ...................................... 15
CRM Online Resources Available for CRM Users ........................................................................................................ 18
CRM Online Resource Center ................................................................................................................................ 18
CRM Online E-Learning Catalogs: ........................................................................................................................... 18
Dynamics CRM Training Materials: ......................................................................................................................... 18
CRM Online Team Blog: ......................................................................................................................................... 18
The Dynamics CRM Team Blog ............................................................................................................................... 18
Microsoft Dynamics CRM Community: ................................................................................................................... 18
Microsoft Dynamics CRM Online Video Gallery: .................................................................................................... 19
Supporting your CRM Online Organization ................................................................................................................ 19
Ask The Community ............................................................................................................................................... 19
Knowledgebase Search .......................................................................................................................................... 19
Advanced Product Support Services ....................................................................................................................... 19
Microsoft Dynamics CRM Support .......................................................................................................................... 20
Maximizing Your Technical Support Experience ..................................................................................................... 20
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