CRM 2011 – Free getting started guides for CRM 2011

I saw a good blog post from Business with CRM which is a getting started for Microsoft Dynamics CRM online Administrators. He has brought together some of the links from the CRM resource wiki.  This is a great web page to give to users who will be the Administrators of their CRM system.

The areas the blog covers are

Define business units and security roles

Add users 

Assign users to security roles

Import your data

Install Microsoft Dynamics CRM 2011 for Microsoft Office Outlook

Go here to visit the page and read the details


When looking at the page I remembered the other guides I have blogged about and thought I would list them here

There is also a printable CRM 2011 Administrator’s Guide which has been released.  This is quite a detailed document at 149 pages but the downside is it doesn’t contain any screen shots so can sometimes tricky to follow

Business Users getting started guide

You have this good page on the CRM resources site

Getting Started with CRM 2011 for Business users

user guide for CRM 2011

You can download the CRM 2011 user guide here , it’s quite detailed at over 600 pages long

 customer go live checklist

I think this document was created by Microsoft, it’s quite good and goes through lots of potential things which might go wrong and setting up internet explorer and other things



The bit is all the information above is free.


2 thoughts on “CRM 2011 – Free getting started guides for CRM 2011

  1. Purush December 19, 2011 / 10:03 am

    Hi Hosk,

    I’m Glad my Blog Name Appeared in yours. You were an inspiration to open my own blog and Spread the Knowledge.



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