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If your question is about Microsoft Dynamics CRM, 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 window, you can click the Help button (labeled with a question mark) located in the upper-right corner of the web browser window to display the Microsoft Dynamics CRM Help window.
On the ribbon, you can click the File tab to access the Help button.
Microsoft Dynamics CRM Help is context sensitive, so the software will automatically try to access the portion of the Help content that is most relevant to the page you’re currently viewing. For example, if you’re viewing a lead record and you click the Help button located in the upper-right corner of the window, Microsoft Dynamics CRM automatically directs you to the Help topic titled Work With Leads. If you want to access the full Help documentation, you can click the File tab on the ribbon to access the Help button on that screen. After you click the Help button, click Contents on the submenu that appears.
If you want to practice getting help, you can work through the following exercise, which demonstrates two ways of locating information.
Note
SET UP Use the Windows Internet Explorer web browser to navigate to your Microsoft Dynamics CRM website.
In the upper-right corner of the Microsoft
Dynamics CRM application, click the Help button.The Microsoft Dynamics CRM Help menu opens. Microsoft Dynamics CRM Help displays a list of topics related to the page from which you started the Help process.
You can click any topic to display the corresponding information.
- On the toolbar, click the Show Contents button. This button looks
identical to the Help button.
The table of 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 help topics.
In the Contents pane, click a few categories and
topics. Then click the Back and
Forward buttons to move among the
topics you have already viewed.At the top of the Microsoft Dynamics CRM Help window, click the Search for help topics box, type lead, and then press the Enter key.
The Microsoft Dynamics CRM Help window displays topics related to the words you typed.
If your question is about Microsoft Dynamics CRM or another Microsoft software product and you cannot find the answer in the product’s Help system, please search the appropriate product solution center or the Microsoft Knowledge Base at:
In the United States, Microsoft software product support issues not covered by the Microsoft Knowledge Base are addressed by Microsoft Product Support Services. Location-specific software support options are available from:
http://support.microsoft.com/gp/selfoverview/
You can also click the Resource Center link, typically found at the bottom left of the Microsoft Dynamics CRM application. Or you can access the same information via the Internet at:
https://rc.crm.dynamics.com/rc/2011/en-us/online/default.aspx