Before you can start using Microsoft Dynamics CRM, you will need to log on to the software. How you access Microsoft Dynamics CRM will depend on how your company chose to deploy the software. Prior to Microsoft Dynamics CRM 4.0, most companies deployed the software with an on-premise installation, but with the newest release of the software, many customers are choosing to deploy the software through Microsoft Dynamics CRM Online. If you are unsure how to access your Microsoft Dynamics CRM 4.0 system, contact your system administrator.
In this exercise, you will log on to the on-premise deployment of Microsoft Dynamics CRM through the Web client. In the next section, you will practice logging onto Microsoft Dynamics CRM Online. Select the exercise that matches your deployment model.
Troubleshooting
If your organization deploys the partner-hosted model, contact the hosting organization for specific instructions on how to log on to Microsoft Dynamics CRM.
In the Internet Explorer address bar, type the Web address (also known as the URL) of your Microsoft Dynamics CRM site: http://<yourcrmserver/organization>.
The <yourcrmserver/organization> portion of the URL is the name and organization name of the Microsoft Dynamics CRM site you will be using for the exercises in this book. Depending on how your Microsoft Dynamics CRM server is configured, you might need to include the organization portion in the address bar.
If Microsoft Dynamics CRM does not automatically log you on, enter your user name and password when prompted.
The start page of your Microsoft Dynamics CRM system appears. By default, the Activities page is the start page.
