Nitin Dhawan CRM Discussion


Microsoft Dynamics CRM 2011 Beta Released :)

Posted by Nitin Dhawan on September 9, 2010

Microsoft Dynamics CRM 2011 has a many improvements. As, I have alreday shared many features in different posts on this blog. I will be highlighting all new excisting key feature with usability, advantages and disadvantages in next up comming days on my blog.So Get Ready for a new wonderfull journey with full flying colors.
Microsoft Dynamics CRM 2011 – Key Features
Key Features – Productive through improved navigational features.
– Tighter integration with Microsoft Office Excel and Outlook.
– Collaborative by using Microsoft SharePoint.
– Insightful by using public and private dashboards.
– Responsive through improved business process automation.
Navigational Feature Provides new functionality which enables users to more easily navigate throughout the application. For example, if a user were on a particular Account, they could navigate to a different account they owned from the form without having to leave the record and open a separate Account window.
In-record browsing Users can view their most recently viewed records and views.
-HELP- Users can get help easier. By using the Getting Started pane, users can now access tips on how to use a particular application feature or even watch a video on how to use that feature..
Personalization 2011 enables users to better use the application in relation to their job role or roles. With the help of
– Personal dashboards
– Personal default views
– Roles based forms..
Visualizations Users can evaluate data graphically by using charts and graphs available on any personal of public view. This functionality is also available on personalized and public dashboards.
Connections Users can link different records together i.e. connections can be made between any entities.
Recurring Activities Create recurring appointments which can be synced with 2011 Outlook client.
Goal Management Identify, create, and track progress against individual or business specific goals. Using this feature we can track sales, service and marketing goals.
Easier form customizations – Drag fields on the customization form.
– Add, move and delete navigation items to the left navigational area through the customization interface.
– Create custom attributes and relationships from the Microsoft Dynamics CRM customization form directly.
– Change attribute level properties directly from the customization form.
– Configure field level security and roll based forms i.e. Can be configured to have one interface for the sales team and one interface for the customer service team
Option Sets [Picklists] Option Sets can be used on one or more forms i.e. Can also create globally available JScripts which are made available to any entity within the Microsoft Dynamic CRM deployment.
Solution management – The solution provider can control which customizations are modifiable and which customization are not.
– This solution record can be separately imported or exported and managed separately from other Microsoft Dynamics CRM customizations.
– Manage third-party solutions or externally created customizations within their environment.
Current Tools Suport Tools such as:
– Visual Studio 2008/2010
– Microsoft SQL Server 2008
– Windows Azure.
Dialogs – Dialogs and Workflows are part of the “Process” functionality in Microsoft Dynamics CRM.
– Dialogs enable a user to use a “wizard-like” interface to answer questions.
Hardware and software requirements The Microsoft Dynamics CRM Server and Microsoft SQL Server 2008 on x64 operating systems and hardware.
Record ownership by teams Users can assign records and views to Microsoft Dynamics CRM Teams i.e. to control the access of a group of people to a particular record orview, the record or view can be assigned to a team and members can then be added to that team.
Record auditing – Users can view audit history for any particular record.
– customizers can configure the auditing for an entity or an attribute within that entity through the customization module.
Productivity Features – Personalizing Home page
– Tracking recently viewed records and modules
– Easier previewing of records
– “In record” browsing without needing multiple windows open.
– Microsoft® Excel® style views in Microsoft Dynamics CRM views
– Faster learning with Getting Started pane
Collaboration – Users and customizers will be able to incorporate and interact with already existing SharePoint sites and take advantage of the collaboration tools native to SharePoint.
– Can create record specific folders.
NOTE: This is achiveable in 4.0 through code and third party utilities. In 2011, Its a inbuilt functionality.
Analysis and Visualizations – Can create personal inline graphs and charts to better analyze and report on data as preferred.
– Users can now interact with views much like they can with Excel spreadsheets.
– Addition of custom column by column filtering and conditional formatting, users can access and view information as needed and provide a deeper level of insight.
Connections Users can make their own connections between any entities as in MSCRM 4.0 could make loosely coupled connections between Accounts, Contacts, and Opportunities.
Recurring Activities Users can now create recurring activities in Microsoft Dynamics CRM 2011. This functionality will resemble what a user would experience in Microsoft Outlook.
Goal Management Users can create goals for users or teams not just for sales numbers, but on almost any kind of metric.
Customization and Extensibility – Provides a robust default user experience for both the built-in and custom components configured for a solution.
– Default user experience can then be additionally customized for specific solution requirements by using the extensibility hooks.
– Many of these customizations can be performed by using the form and view editors and do not require code i.e. “layout on forms”, “columns on views” and “even sub grids to display related data inline on a form can all be created using Web-based editors and do not require code.
– JScript to handle form events.
– Web Resources can have many content types including HTML, images and SilverLight.
– Silverlight controls that are added to forms run inline and have full access to interact with the form.
– Navigation is a key part of the user experience guiding the user to the solution features by using intuitive paths.
Form Customization Improvement – Reusing global customizations such as JScripts, picklists, and other resources across multiple entities.
– Web Resources which lets organizations register, embed, and consume content such as images, HTML, Silverlight controls, JScripts, style sheets such as CSS and XSL files, and other various resources within Microsoft Dynamics CRM forms.
– Dragging attributes on to the form or to even move fields and sections easily from one location on the form to another.
– Filtered grids (views)
– Record modification auditing
– Field Level security
Customization Management Features Ability to group customizations by Solutions .
i.e customizers can import a specific solution and uninstall that solution without affecting existing customizations such as clientside script, picklist values, and form customizations.
Extensibility features Can extend through:
– Visual Studio
– Windows Workflow Foundation 4 on on-primise deployment.
– Windows Communication Foundation
– Inclusion of the REST Endpoint (Representational State Transfer)for AJAX
– Silverlight
– LINQ [.Net Language-Integrated Query for writing queries].
– Ability to interact with the Windows Azure Platform through coupling the Microsoft Dynamics CRM event execution pipeline to the AppFabric Service Bus in the cloud.
Processes: Dialogs and Workflows Processes include Workflows and Dialogs.
Dialogs Dialogs are synchronous processes and require user inputs to run until they are completed. When you run these processes, a wizard-like interface is presented to the user to make appropriate selections in the wizard pages based on requirements..

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