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