Getting Help with Microsoft Dynamics CRM 4.0

If your question is about Microsoft Dynamics CRM 4.0, and not about the content of this Microsoft Press book, your first recourse is the Microsoft Dynamics CRM Help system. You can find general or specific Help information in a couple of ways:

  • In the Microsoft Dynamics CRM program window, you can click the Help button (labeled with a question mark) at the right end of the application toolbar to display the Microsoft Dynamics CRM Help window.

  • In a dialog box, you can click the Help button at the right end of the dialog box title bar to display the Help window with topics related to the functions of that dialog box already identified.

Microsoft Dynamics CRM Help is context-sensitive; from the Microsoft Dynamics CRM Help menu, you can click Help On This Page to access the portion of the Help contents most relevant to the page you’re currently viewing. For example, if you’re viewing a lead record and you click Help On This Page, Microsoft Dynamics CRM automatically directs you to the Help topic titled "Work with Leads."

If you want to practice getting help, you can work through the following exercise, which demonstrates two ways of locating information.

Note

Getting Help with Microsoft Dynamics CRM 4.0

BE SURE TO use the Windows Internet Explorer Web browser to navigate to your Microsoft Dynamics CRM Web site before beginning this exercise.

  1. At the right end of the Microsoft Dynamics CRM application toolbar, click the Help button.

    Getting Help with Microsoft Dynamics CRM 4.0

    The Microsoft Dynamics CRM Help menu opens.

  2. In the list of topics in the Microsoft Dynamics CRM Help menu, click Help on this Page.

    Microsoft Dynamics CRM Help displays a list of topics related to the page from which you started the Help process.

    Getting Help with Microsoft Dynamics CRM 4.0

    You can click any topic to display the corresponding information.

  3. On the toolbar, click the Show Contents button.

    Getting Help with Microsoft Dynamics CRM 4.0

    The Contents appears in the left pane, organized by category, like the table of contents in a book.

    Clicking any category (represented by a book icon) displays that category’s topics (represented by help icons) as well as any available online training (represented by training icons).

  4. In the Contents area, click a few categories and topics. Then click the Back and Forward buttons to move among the topics you have already viewed.

    Getting Help with Microsoft Dynamics CRM 4.0

    Back

    Getting Help with Microsoft Dynamics CRM 4.0

    Forward

  5. At the upper-right of the Internet Explorer window, click the Close button to close Help.

    Getting Help with Microsoft Dynamics CRM 4.0

    Close

  6. At the top of the Microsoft Dynamics CRM Help window, click the Search for help topics box, type leads, and then press the key.

    The Microsoft Dynamics CRM Help window displays topics related to the words you typed.

    Getting Help with Microsoft Dynamics CRM 4.0

Note

Getting Help with Microsoft Dynamics CRM 4.0

CLOSE the Microsoft Dynamics CRM Help window.

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