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This guide contains comprehensive information about how to plan, install, and maintain Microsoft Dynamics CRM 4.0.

• Alternatively, you can view this guide online at TechNet.
  
  The Microsoft Dynamics CRM 4.0 Implementation Guide consists of the following documents:
  • Planning Guide: This guide gives you the information and tools that help you get your organization ready for Microsoft Dynamics CRM 4.0. It includes two main aspects of planning for a customer relationship management (CRM) system:
    • Technical: These topics focus on such areas as the supported topologies, system requirements, and technical considerations to address before you install.
    
    
    • Implementation methodology: These topics cover the business management, CRM requirements, and project management aspects that are needed when you deploy a CRM system.
  • Installing Guide: This guide provides the information that you need to install Microsoft Dynamics CRM 4.0, such as step-by-step instructions for running Setup, command-line installation instructions for silent installations, and guidance about how to remove Microsoft Dynamics CRM 4.0.
  
  
  • Operating and Maintaining Guide: This guide gives you information about how to back up, restore, and provide data recovery for Microsoft Dynamics CRM 4.0. Additionally, this guide provides troubleshooting steps for known issues.
  
  
  • Microsoft Dynamics CRM 4.0 Implementation Guide Compiled HTML Help (CHM) includes the contents of all three of the guides and provides a comprehensive index and full-text search.
  
  
  
  The Planning Tools are 43 template, project, and worksheet Microsoft Office documents that can be used to help plan your implementation.

Files

Status: Live This download is still available on microsoft.com. The downloads below will come directly from the Microsoft Download Center.

File	Size
Microsoft_Dynamics_CRM_IG.zip SHA1: af23e317cb4347226efef60848abbd6675b68c29	843 KB
PlanningTools.zip SHA1: 9e2780644e5b28fa121bd984240c5abb9664e94d	537 KB

File sizes and hashes are retrieved from the Wayback Machine’s indexes. They may not match the latest versions of files hosted on Microsoft servers.

• Other Requirements:
  • Microsoft Office Word 2003 or later version, or a compatible viewer.
  
  
  

• Important After the download is completed, when you open the compressed folder package to view the compiled Help file (Microsoft_Dynamics_CRM_IG.chm) you must clear the "Always ask before opening this file" check box when you are prompted. If you do not clear the check box, the topics in the Help file will only display a "Navigation to the webpage was canceled" message.
  
  
  1. The download is a compressed folder. To start the download, click Download.
  
  
  2. If the File Download dialog box appears, do one of the following:
  • To start the download immediately, click Open.
  • To copy the download to your computer to view at a later time, click Save.