Help
Help provides conceptual overviews for each area and step-by-step procedures for tasks. Help topics may reference things that are unavailable or may differ from the Microsoft Dynamics CRM user interface for the following reasons:
Functionality depends on a user's security role. Some Microsoft Dynamics CRM lists, forms, and options are not available to all users. Help topics for restricted areas are marked with .
If your organization has created a new record type or customized existing record types, Help will not match the changes. For instructions about customizing help, see Customizing Help (Microsoft
Dynamics CRM SDK) .
Help is updated periodically. You are currently reading Microsoft Dynamics CRM Help 4.1. To check to see if a more recent update is available, on the Microsoft Dynamics CRM Help menu, click Help Updates. You also can sign-up to receive notification of updates to Microsoft Dynamics CRM, including Help updates. More information: Manage
Administration Settings
Resource Center
The Resource Center provides articles explaining how to do common tasks, and includes links to the Microsoft Dynamics
CRM community newsgroups, blogs, and trainings. The Resource Center is updated regularly.
Documentation Feedback
The documentation team wants to make it easy for you to find answers. In every Help topic, you can rate whether it was helpful and tell us what you were looking for.
All feedback must be in English. Your feedback will be used to make improvements to the Help and shape the content delivered to the Resource Center.
Accessibility for People with Disabilities
Microsoft is committed to making its products and services easier for everyone to use. Microsoft Dynamics CRM offers assistance through keyboard shortcuts to address issues faced by people with limited dexterity or motion disabilities.
If you are using High Contrast settings in either your browser or operating systems, you should also set the High
Contrast option in your personal options.
More information: Set Personal Options
Note
For more information about features, products, and services that make Microsoft products more accessible for all users, on the Start menu, click Help and Support, and then click Accessibility.
Welcome to the Resource Center
The Resource Center brings together information that will help you get the most from your use of Microsoft Dynamics
CRM. The Resource Center provides a central location where you can find:
Information to help you get started.
Tips to make you more productive.
In-depth descriptions of product features and recommendations for using them to build your business.
Examples and advice from subject matter experts.
Easy access to other online resources related to Microsoft Dynamics CRM.
Search tools that help you find information related to Microsoft Dynamics CRM within the Resource
Center and on other resources available on the web.
4 Microsoft Dynamics CRM 4.0 User’s Guide
