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Get a taste for the CRM How-To Portal. Kick the tires, look around, do what you need to get comfortable.

Field Level Security

Field Level Security

Need to restrict sensitive data to specific users, but allow everyone to see the entity that contains it? Field Level Security is your solution.
Creating A New User in CRM

Creating A New User in CRM

Heck, you need users. This one is useful! It covers how to create an online user (but it can lead the on-premise and hosted organizations in the right direction). It’s short, so the commitment is low.
Sharing and Assigning

Sharing and Assigning

Collaborate better. Did you create an awesome view or chart? Share it! Do you need your colleague to conquer that Case? Assign it! You will learn the purpose of sharing and assigning, what you can share, and how you can share and assign records.


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The How-to Portal has had a long life in internet years, but its time is coming to a close. If you’re looking for the latest in Microsoft Dynamics CRM education and self-paced learning, check out The CRM Book! We are constantly updating it to help you get the most out of CRM. In the meantime, the How-to Portal will still be here a while so you can say goodbye.