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Published: 4/12/2008
Updated: 11/2/2009
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As an IT professional, you want the best information about getting ready for your deployment of Microsoft Dynamics CRM. Here you can find articles about streamlining your processes for faster time-to-value.
Planning
Network ports used for Microsoft Dynamics CRM
If your network will have users connecting through a firewall, this article explains what network ports are used for Microsoft Dynamics CRM.
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Design considerations for business units
Use business units to design an organizational structure that enforces security within Microsoft Dynamics CRM.
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Going global with Microsoft Dynamics CRM
Follow an IT manager in Switzerland as he takes advantage of new international features to roll out Microsoft Dynamics CRM for his coworkers worldwide.
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Microsoft Dynamics CRM 4.0: Planning and Deployment Guidance for Service Providers
This document is for Service Providers deploying Microsoft Dynamics CRM.
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Installing
Key management in Microsoft Dynamics CRM
Learn what features and practices you can use to help make Microsoft Dynamics CRM more secure when you access the application over the Internet. Key management determines how digital certificates are generated and issued when Microsoft Dynamics CRM is accessed via the Internet.
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Install Microsoft Dynamics CRM 4.0 Server on multiple computers
Deploying Microsoft Dynamics CRM in a multiple-server network load-balanced configuration can increase performance, availability with optimal resource utilization, throughput, and response time.
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Configure a Microsoft Dynamics CRM organization database for SQL Server 2005 database mirroring
Database mirroring in Microsoft SQL Server 2005 helps ensure that your critical data is always available by maintaining a hot standby database. As with any distributed database technology, it is important that you monitor the activity of the distributed system to make sure that synchronization is ongoing and to know when failovers occur.
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Deploy Microsoft Dynamics CRM for Outlook with Systems Management Server 2003
When you and your staff are deploying Microsoft Dynamics CRM for Microsoft Office Outlook, an application like Microsoft Systems Management Server (SMS) can give you more control, enhance user-rights management, and increase your network's security.
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Best practices for refreshing a Microsoft Dynamics CRM test environment
This article describes best practices for refreshing a Microsoft Dynamics CRM test environment to keep it in synch with your production environment.
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Microsoft Dynamics CRM 4.0 E-mail Router deployment guidelines
This article summarizes the things to consider when you plan a Microsoft Dynamics CRM 4.0 E-mail Router deployment.
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Install Microsoft Dynamics CRM E-mail Router on multiple computers
Deploying Microsoft Dynamics CRM E-mail Router in a multiple-server failover cluster configuration can increase availability.
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Install Microsoft Dynamics CRM 4.0 Server on multiple computers
Deploying Microsoft Dynamics CRM in a multiple-server network load-balanced configuration can increase performance, availability with optimal resource utilization, throughput, and response time.
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Install Microsoft Dynamics CRM Server to use a Microsoft SQL Server cluster environment
You can install Microsoft Dynamics CRM Server so that it can use a clustered Microsoft SQL Server environment. A cluster of computers that are running SQL Server can reduce system downtime because, if one of the computers in the cluster that is running SQL Server fails, there will be an automatic failover to another computer that is running Microsoft SQL Server.
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Multi-Tenancy: Use a single hardware group for separate data and processes
Learn about Multi-tenancy in Microsoft Dynamics CRM 4.0 from a slide presentation and white paper brought to you by Microsoft and Scribe.
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Upgrading
Microsoft Dynamics CRM 4.0 upgrade best practices
Follow the recommended process for a successful upgrade from Microsoft Dynamics CRM 3.0 to Microsoft Dynamics CRM 4.0 with minimum system downtime.
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Upgrade the Microsoft Dynamics CRM 3.0 client for Outlook to Microsoft Dynamics CRM for Outlook
This article contains the steps that you must perform and issues to address when you upgrade to .
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Migrating
3 ways to import data
Don't waste time re-entering data. Use the correct tool to automate data entry into Microsoft Dynamics CRM from spreadsheets, documents, and legacy databases.
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Migrate data from ACT! 2005, version 6 to Microsoft Dynamics CRM
When migrating data for your company, this article provides you with step-by-step instructions for migrating legacy data from ACT! 2005, version 6 to Microsoft Dynamics CRM.
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Migrate data from ACT! 2005, version 7 to Microsoft Dynamics CRM
When migrating data for your company, this article provides you with step-by-step instructions for migrating data from ACT! 2005, version 7 to Microsoft Dynamics CRM.
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Migrate data from GoldMine version 6.0 to Microsoft Dynamics CRM
When migrating data for your company, this article provides you with step-by-step instructions for migrating data from GoldMine version 6.0 to Microsoft Dynamics CRM.
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Data migration overview
How do you migrate data into Microsoft Dynamics CRM 4.0? This article is an overview of the process of migrating data from an existing customer relationship management system into Microsoft Dynamics CRM 4.0.
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Default values of Status and Status Reason attributes
If you are planning customization of Microsoft Dynamics CRM, deciding when workflow rules are needed, or migrating data from a previous customer relationship management (CRM) system to Microsoft Dynamics CRM, then you can use the Status and Status Reason reference information in this article in your planning process.
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Data migration troubleshooting
This article provides additional information for when troubleshooting using Data Migration Manager to migrate data to Microsoft Dynamics CRM.
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Migrating between Microsoft Dynamics CRM 4.0 and Microsoft Dynamics CRM Online
Migrate from Microsoft Dynamics CRM 4.0 to Microsoft Dynamics CRM Online
Exercise the power of choice by migrating your organization.
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Operating and maintaining
Microsoft Dynamics CRM 4.0 Update Rollup frequently asked questions
This article answers to common questions about Microsoft Dynamics CRM Update Rollups.
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Available updates for Microsoft Dynamics CRM
Review the software updates available for Microsoft Dynamics CRM.
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Make Microsoft Dynamics CRM 4.0 client-to-server network communications more secure
Make connections between computers that run Microsoft Dynamics CRM 4.0 applications more secure.
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To archive or not
This article contains information about the things you should consider and changes you can implement before archiving your Microsoft Dynamics CRM database.
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Performance Counters for Microsoft Dynamics CRM
This article provides an overview of the performance counters that are available for monitoring Microsoft Dynamics CRM 4.0 functionality.
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Microsoft Dynamics CRM reporting top issues and troubleshooting
Follow these guidelines to troubleshoot common issues associated with with Microsoft Dynamics CRM reporting.
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Blog posts
Building a Self-Contained Virtual CRM Development Server
Get helpful tips on this process that uses Windows Server 2008 and Microsoft SQL Server 2008.
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Three reasons why any Microsoft Dynamics CRM 4.0 user should love IE 8
Read about the three things that CRM users should especially like about IE 8.
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