Microsoft Dynamics CRM 2013 Administration Guide
Version 6.0.0
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Contents
Administration Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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What's new for administrators in Microsoft Dynamics CRM 2013 and CRM Online
Getting started
Supported web browsers and mobile devices
Key preparation and configuration tasks
Set up a CRM organization
Create business units
Delete a business unit
Assign a business unit a different parent business
Create or edit a site
Add resources to a site
Change regional and language options for your organization
Install CRM for Outlook
Install CRM Email Router
Set up CRM for tablets
Set up CRM for phones
CRM for tablets and CRM for phones limitations and known issues
Manage security, users and teams
Security concepts for Microsoft Dynamics CRM
Invite someone to use Microsoft Dynamics CRM
Control data access
Create or edit a security role
Copy a security role
Manage users
Manage teams
Add teams or users to a field security profile
Synchronize user information between Microsoft Dynamics CRM and Active Directory
Add or remove territory members
Manage your Microsoft Dynamics CRM Online subscription
Release history
Get started administering Microsoft Dynamics CRM Online
Microsoft Dynamics CRM Online requirements
Licensing plans for Microsoft Dynamics CRM Online
Plan for Microsoft Dynamics CRM Online deployment and administration
Grant users access to Microsoft Dynamics CRM Online as a Microsoft Online service
Import data into Microsoft Dynamics CRM Online
Customizations for Microsoft Dynamics CRM Online
Manage subscriptions, licenses, and user accounts
Manage Microsoft Dynamics CRM Online licenses
Create users and assign Microsoft Dynamics CRM Online security roles
Add an instance
Edit an instance
Manage storage for Microsoft Dynamics CRM Online
Global and Service administrators can administer Dynamics CRM without requiring a license
Manage Microsoft Dynamics CRM Online updates
Verify new areas are available in the navigation bar
Manage email notifications
Add interoperation features to Microsoft Dynamics CRM Online
Install Microsoft Dynamics CRM for Outlook
Accessibility in Microsoft Dynamics CRM
Help and additional resources for Microsoft Dynamics CRM Online
Manage your data
Import data (all record types)
Detect duplicate data
Delete bulk records
Data encryption
Create and edit processes
Manage your documents
Permissions required for document management tasks
Validate and fix SharePoint site URLs
Install the Microsoft Dynamics CRM List component
Introducing server-side synchronization
Supported scenarios for server-side synchronization
Error logging for server-side synchronization
Administration Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
The Microsoft Dynamics CRM 2013 Administration Guide contains resources and topics designed to help you manage and configure both on-premises deployments of Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online.
In This Section
What's new for administrators in Microsoft Dynamics CRM 2013 and CRM Online
Getting started
Manage security, users and teams
Manage your Microsoft Dynamics CRM Online subscription
Manage your data
Create and edit processes
Manage your documents
Introducing server-side synchronization
Related Sections
Planning Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
Installing Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
Operating Guide for Microsoft Dynamics CRM 2013 (on-premises)
Customization Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
Report Writers Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
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If your question is about Microsoft Dynamics CRM products, and not about the content of this book, search the Microsoft Help and Support Center or the Microsoft Knowledge Base.
What's new for administrators in Microsoft Dynamics CRM 2013 and CRM Online
There are several new features for administrations in the release of Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online.
Access teams
In addition to teams that own records, now, you can use a new type of teams, called access teams. An access team doesn’t own records and doesn’t have security roles assigned to the team. The records are shared with an access team and the team is granted access rights on the records, such as Read, Write or Append. The access teams can be user-created or auto-created (system-managed). For system-managed access teams you have to provide a team template that the system uses to create a team. There are two deployment settings available for system-managed teams: a maximum number of team templates for an entity and a maximum number of entities that you can enable for auto-created access teams. More information: Manage teams
Multi-entity quick find
Multi-entity quick find lets you search for records across entities of different types, such as accounts, contacts and opportunities. Several deployment settings are available for multi-entity search, such as a maximum degree of parallelism, a maximum number of entities participating in a multi-entity search and others. More information: Deployment Entities and Deployment Configuration Settings
Quick find and Yammer deployment settings
New deployment settings are added for Quick Find (finds records of the same type) and Yammer features. More information: Deployment Entities and Deployment Configuration Settings
PowerShell cmdlet updates
The Windows PowerShell cmdlets for Microsoft Dynamics CRM on-premises deployments now support remote execution of commands for CRM 2013. Additionally, there are new settings and options to the CRM 2013 settings cmdlet to support the features. More information: Administer the deployment using Windows PowerShell
Server-side synchronization
Server-side synchronization is a component in Microsoft Dynamics CRM that is used to integrate Microsoft Dynamics CRM with Exchange and POP3 or SMTP based email servers. You can use server-side synchronization to:
Enable email synchronization for users and queues with external email systems.
Enable synchronization of email, appointments, contacts, and tasks from Exchange.
Server-side synchronization offers new features like efficient resource utilization, connection throttling, data migration, service isolation, error reporting, and new counters. More information: Introducing server-side synchronization
See Also
Administration Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
What's new in Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
What's new for customization
Getting started
As a CRM administrator, you’ll find the information that you need here to get your organization started with Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online.
In This Section
Supported web browsers and mobile devices
Key preparation and configuration tasks
Set up a CRM organization
Install CRM for Outlook
Install CRM Email Router
Set up CRM for tablets
Related Sections
Customization Guide for Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online
Manage your Microsoft Dynamics CRM Online subscription
Supported web browsers and mobile devices
Users can access the Microsoft Dynamics CRM web application on the most recent versions of the following browsers:
Internet Explorer on Windows
Firefox on Windows
Safari on Mac OS X
Chrome on Windows or Google Nexus 10
For more detailed information about supported browsers, see Microsoft Dynamics CRM 2013 web application requirements.
For a mobile device, such as an iPad or smartphone, the following apps are available:
Microsoft Dynamics CRM for iPad
Microsoft Dynamics CRM for Windows 8
For more detailed information about supported phones and tablets, see Microsoft Dynamics CRM mobile and tablet device support.
Note
Users who try to view Microsoft Dynamics CRM on an unsupported browser may be redirected to CRM for phones. This is a basic service that has limited functionality, and isn’t intended to serve as a substitute for the full feature set of Microsoft Dynamics CRM. We recommend that users choose a supported browser or a Microsoft Dynamics CRM app specific to the device.
If you have added content to forms or dashboards in an iFrame, you might have implemented security restrictions around certain actions in that content, such as external links. Keep in mind that in Firefox, this security restriction code will likely be unsupported.
Known issues when you run Microsoft Dynamics CRM with certain web browsers
This section describes the known issues when you run Microsoft Dynamics CRM 2013 and Microsoft Dynamics CRM Online in a web browser.
Limited copy and paste support in Firefox and Chrome
Copy and paste functionality by using the clipboard is not yet fully supported on the Firefox and Chrome web browsers; the Copy a Link button at the top of the page may not function as expected.
You receive an error opening an Excel worksheet when you use Safari
If you export a Microsoft Office Excel worksheet as a Dynamic Worksheet while using Safari, you may receive an error when trying to open the file. To remedy this, right-click the file, choose Get Info, and, under Open With, select Excel.
See Also
Getting started
Key preparation and configuration tasks
Key preparation and configuration tasks
This topic, which is intended for administrators and business users of Microsoft Dynamics CRM, describes common configuration settings and tasks that can help you keep your organization optimized so that you can focus on what’s important. It’s designed to improve your overall experience with Microsoft Dynamics CRM, even before your business begins to use it.
In This Topic
Common configuration settings for Internet Explorer
Configuration settings for Microsoft Dynamics CRM for Outlook
Network connections settings
Antivirus or malware application settings
Important email messages from Microsoft Dynamics CRM
Available resources for Microsoft Dynamics CRM users
Technical support for Microsoft Dynamics CRM
Common configuration settings for Internet Explorer
Microsoft Dynamics CRM is a web-based application and uses Internet Explorer as the user interface to view, add, or edit information that you’ve stored in the CRM database. Make the following common Internet Explorer configuration settings to optimize your CRM experience.
Increase concurrent download sessions
By default, Internet Explorer 7 and earlier versions limit the number of files that you can download at a time to two. Internet Explorer 8 limits the number of files that you can download at a time to six.
The Microsoft Dynamics CRM application synchronously requests data to and from the CRM data center. Typically, you can easily exhaust the number of concurrent downloads when you are using CRM. To increase this limit, review KB article 282402: How do I configure Internet Explorer to download more than two files at one time.
Increase disk space for temporary Internet files
To make sure that Internet files for Microsoft Dynamics CRM are not being deleted, increase the disk space for temporary Internet files.
1.Open Internet Explorer, and on the Tools menu, click or tap Internet Options.
2.On the General tab, in the Browsing history section, click or tap Settings.
3.Set the Disk space to use field to 350. The default value is 50.
4.Click or tap OK, and then click or tap OK again.
Retain browsing history
To optimize your CRM experience, we recommend that you do not select the option to delete the browsing history when you exit from your browser. If you select this option, it deletes everything marked in your Browsing history settings, such as temporary Internet files, cookies, and history (by default, the check boxes for these options are selected). Deleting your temporary Internet files causes Internet Explorer to cache the files again, and deleting cookies signs you out of CRM.
1.Open Internet Explorer, and on the Tools menu, click or tap Internet Options.
2.Click or tap the General tab, and in the Browsing history section, make sure that the Delete browsing history on exit check box is cleared.
Allow pop-up windows for Microsoft Dynamics CRM URLs
Microsoft Dynamics CRM uses pop-up windows when a new record is opened or created. Your browser may be blocking these windows because of the pop-up blocker settings. You must configure the pop-up blocker settings to allow pop-up windows for the CRM websites.
Configuration settings for Microsoft Dynamics CRM for Outlook
You can configure the following settings to optimize the performance of CRM for Outlook.
Install recent updates for CRM for Outlook
Microsoft periodically releases updates. Typically, these updates are to help improve performance or to ensure greater stability.
Follow these steps on the computers that have CRM for Outlook installed.
1.Close Outlook.
2.On the Start menu, click or tap All Programs, and then click or tap Windows Update.
3.Click or tap Change settings.
4.In the Microsoft Update section, make sure that the Give me updates for Microsoft products and check for new optional Microsoft software when I update Windows check box is selected.
5.Click or tap OK.
6.Click or tap Check for updates.
If you see a link Check online for updates from Microsoft Update, click or tap it to check for updates from the Microsoft servers. If your updates are administered by your system administrators, you may not have this option and may have to request that they make the Microsoft Dynamics CRM updates available.
7.Click or tap Install updates. To review available updates, click or tap the <#>important updates are available link.
Automatic synchronization for Outlook Online and Offline modes
Enabling automatic synchronization allows CRM for Outlook to systematically synchronize the data from the Microsoft Dynamics CRM data center. This ensures that your local data is regularly updated. Therefore, when you go offline, the data required to synchronize locally is a manageable size.
1.Open Outlook that has CRM for Outlook installed.
2.If you’re using Outlook 2010, on the File tab, click or tap CRM, and then click or tap Options.
- OR -
If you are using Outlook 2007, on the CRM menu, click or tap Options.
3.On the Synchronization tab, in the Schedule automatic synchronization with Outlook section, make sure that the Synchronize the CRM items in my Outlook folders every __ minutes check box is selected.
- OR -
For offline synchronization, on the Local Data tab, in the Select how often to update local data section, make sure that the Update local data every __ minutes check box is selected.
Synchronize only essential data for Outlook Online and Offline modes
By limiting the data that you synchronize with CRM for Outlook, you can reduce the network bandwidth consumed by CRM users, and therefore improve your overall application performance. To control which records synchronize with Outlook, edit the Outlook filters.
1.Open Outlook that has CRM for Outlook installed.
2.If you’re using Outlook 2010, on the File tab, click or tap or tap CRM. Click or tap or tap Synchronize, and then click or tap or tap Outlook Filters.
- OR -
If you have Outlook 2007 installed, on the CRM menu, click or tap Outlook Filters or Offline Filters.
Note