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There are many new features and enhancements with exciting capabilities for Microsoft Dynamics users and developers. CRM Administrators however, haven’t been forgotten. Here is an introduction to the new Best Practices Analyzer tool for your CRM implementation.

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Best Practices Analyzer (BPA) – Defined

Leveraging the Microsoft Baseline Configuration Analyzer, the new CRM 2013 Best Practices Analyzer captures and examines information about configuration settings, security, and CRM server roles that are installed on the server.

The configuration analysis results are presented as compliant or non-compliant according to CRM 2013 best practices. The BPA will recommend solutions to addresses and resolve potential problems.

System Requirements

If you have the Microsoft Baseline Configuration Analyzer 2.0 and run before installing the CRM BP, you will not see CRM as an option:

best practices analyzer for dynamics crm 2013

Download the Best Practices Analyzer (BPA) for Microsoft Dynamics CRM 2013 and install on a CRM server in your implementation.

best practices analyzer for dynamics crm 2013

Click through the install to finish:

best practices analyzer for dynamics crm 2013

Next, locate the newly installed BPA from Programs, right-click and run as a local administrator and now you will see your CRM server:

best practices analyzer for dynamics crm 2013

Select your server and click Start Scan:

best practices analyzer for dynamics crm 2013

The scan runs:

best practices analyzer for dynamics crm 2013

When the scan completes it will display the report of your configuration and settings grouped by Error, Warning, and Compliant.

best practices analyzer for dynamics crm 2013

Select an error and review the explanation of the issue describing the impact and recommendations for resolution.
The more information link will provide additional articles and description of the issue.

best practices analyzer for dynamics crm 2013

A good practice would be to save and archive the results report for baseline of your CRM server infrastructure.

Future troubleshooting could use the historical reports to assist in locating potential changes and differences that may have occurred subsequently.

best practices analyzer for dynamics crm 2013

Enjoy using the new Best Practices Analyzer for Dynamics CRM 2013! Other CRM administration information can be located here:

Using the Legacy Feature Check Tool to Prepare for CRM 2013

Preparing for Microsoft Dynamics CRM 2013

CRM 2013 Training Opportunities

CRM Academy 2013 Infrastructure Training

Of course, keep checking our blog for more!

Happy CRM’ing!

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JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.