CRM 4.0 User’s Guide now available in PDF and Word

As more than 4,000 of you out there have already discovered, we recently released a User’s Guide for Microsoft Dynamics CRM 4.0.

The Microsoft Dynamics CRM 4.0 User’s Guide includes all of the basic end-user information available in Help, including documentation on sales, marketing, and customer service features, as well as step-by-step instructions on working with Advanced Find and workflow. And it’s in an easily printable format.

Microsoft Partners and MVPs have told us that they want to provide customized documents for their customers. To make it easy to customize the document, we’re making a version available in Microsoft Office Word 2007 (.docx) format.

We’ve also talked to Microsoft Dynamics CRM customers, such as salespeople and customer service reps, who’ve expressed frustration at having to print out each Help page individually. Based on this feedback, we’ve included an Adobe Acrobat (PDF) version that serves as an all-in-one document you can distribute in your organization.

You can download both versions from the Microsoft Download Center.

Although the User’s Guide is currently available only for Microsoft Dynamics CRM 4.0 (on-premise) and only in English, we have plans to release the document for Microsoft Dynamics CRM Online and for additional languages. (We also plan on improving the formatting of the document over time; Word doesn’t seem to like 499 pages.)

Please let me know what you think of this guide, and we’ll do our best to include your feedback in future releases.


Andrew Becraft

Comments (10)

  1. Microsoft has released a user guide for CRM 4.0. You download it in docx and pdf format here . Below

  2. Great news–thanks for the editable docx version–this is a lifesaver for creating customized documentation

  3. Jane Carter says:

    I am trying to find out if MS CRM stores emails in SQL server or in Exchange.  We would like to be able to pull these out quickly and link them to contacts which will themselves be stored in a SQL server database.

  4. Do you have plans to release this document in russian language? In what time frame?

  5. Mona Grandberg says:

    Great – thank you for posting the CRM 4.0 User’s Guide! I look forward to reading/researching your blog – which I found out about via Sonoma Partners after our CRM provider recommended and I purchased "Working With Microsoft Dynamics CRM 4.0" (2nd Edition).

    With appreciation,

    Mona Grandberg

    West Yost Associates

    (530) 792-3217

  6. kcimpl says:

    An index would have been a great bonus in this Users’s Guide- does anyone know in which section the "advanced find" is? Thanks in advance.

  7. Michael Cross says:

    Are there any plans to update this document?

  8. @Michael Cross: We hadn’t intended this document to be a one-off when we released it last year, but unfortunately we haven’t had the resources to refresh it since then. Updates to this document remain on our plans, but I can’t share a specific time frame today. Thanks for your interest and understanding.

  9. CRM-gal says:

    How about those other language versios, do you know the time frame? Implementing CRM in Korean language at the moment and users would like to print that in their language – which I fully understand.

    Thanks in advance. Btw customization possibility with word-version is great feature for our Customers!

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