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Microsoft has released a download that contains articles to help sales, marketing, customer service, customizer, and system administrator users learn to use Microsoft Dynamics CRM.



This download contains articles to help sales, marketing, and customer service users learn to use Microsoft Dynamics CRM. It also includes articles to help system administrators and customizers configure and maintain the system.

The information in these articles is specific to the 3.0 version of Microsoft Dynamics CRM. If you are looking for information about the 4.0, 2011, or Online versions of Microsoft Dynamics CRM, see the Microsoft Dynamics CRM Resource Center.

The following articles are included in this download for sales, marketing, and customer service users:
2 ways to see combined account and order data
4 ways to put campaign responses to work for you
5 ways to import data
Campaigns from start to finish
Create a price list to use for a free sample
Create a price list to use for a sales promotion
Create a report in 15 minutes or less
CRM Data – Microsoft Dynamics CRM Laptop Client
Email Marketing Campaign Software – Email Campaigns and Microsoft Dynamics CRM
Fax with Microsoft Dynamics CRM
Follow a campaign response through the marketing process
Follow a lead from creation through closure
Import your Outlook contacts into Microsoft Dynamics CRM 3.0
Keep customers coming back with follow up services
Create mailing labels
Manually remove Microsoft Dynamics CRM 3.0 laptop client for Outlook
Organize your data with subject trees
Plan a sales trip in 20 minutes
Reward your customers with quantity discounts
Save time when you import leads, contacts, and accounts
Save time with a library of campaign templates
Send birthday greetings to your customers
Set your email messages apart with a signature
Speed data entry by setting default values
Take advantage of email communication methods in Microsoft Dynamics CRM
Update service calendars in Microsoft Dynamics CRM 3.0
Using Microsoft Dynamics CRM 3.0 to price products


The following articles are included in this download for system administrators and customizers:
3 steps to control the Form Assistant Pane
Configuring Microsoft Dynamics CRM
Connect a new entity to an existing entity by using a lookup field
Create a Microsoft Dynamics CRM dashboard with SharePoint Portal Server
Design considerations for business units
Display a SharePoint document library in a Microsoft Dynamics CRM 3.0 form
Failover is not supported in a Microsoft SQL Server Reporting Services cluster environment
How to switch your Reporting Services server
Install Microsoft Dynamics CRM 3.0 Server on multiple servers
Install Microsoft Dynamics CRM 3.0 Server using a Microsoft Exchange Server cluster environment
Install Microsoft Dynamics CRM 3.0 Server using a Microsoft SQL Server cluster environment
Tailor activities to match your users’ tasks
Troubleshooting bulk import issues in Microsoft Dynamics CRM 3.0
Troubleshooting data entry in Microsoft Dynamics CRM 3.0
Troubleshooting email in Microsoft Dynamics CRM 3.0
Troubleshooting general issues in Microsoft Dynamics CRM 3.0
Troubleshooting Microsoft Dynamics CRM 3.0 client for Microsoft Office Outlook
Troubleshooting reporting in Microsoft Dynamics CRM 3.0
Troubleshooting system administration in Microsoft Dynamics CRM 3.0
Use the List Web Part for Microsoft Dynamics CRM 3.0
  Microsoft Dynamics CRM 3.0 Using Articles