Category: Features, page 5 of 5

CRM 2011 subgrids ain’t what associated views used to be

Back in the days before we had Microsoft Dynamics CRM 2011 available, it was a commonplace customization to show entities related to the parent entity directly on the parent’s form by utilizing an iFrame. Making information such as latest history items (nowadays called closed activities) quickly visible to any user opening the form is often […]

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Turn the flat Dynamics CRM 2011 charts into 3D

“We’ve got charts and dashboards!” Yes, ok, so that’s the common initial reaction to one of the most visible new features of Microsoft Dynamics CRM 2011. After playing around with the OOB charts in CRM 2011 Beta and building a few of your own personal charts with the simplified editor that’s available right in the […]

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Dynamics CRM 2011 Walkthrough: new features in 74 slides

There’s no shortage of great blog posts that give you samples of the new functionality unveiled in Dynamics CRM 2011 Beta, as the buzz around the new version in the CRM blogosphere is just incredible right now (cheers to everyone who’s contributing to it). The problem is that this information is quite fragmented and simply […]

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Outlook 2007 with Dynamics CRM 2011: will it blend?

Perhaps the most visible improvement in Microsoft Dynamics CRM 2011 for the end user is the completely revamped Outlook client. Instead of merely wrapping the CRM web client UI inside the Outlook frame with stripped navigation and giving you the all important tracking buttons, the new Outlook client promises additional usability features over the web […]

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Dynamics CRM 2011 in all its (beta) glory

The truth is now out there, as Microsoft Dynamics CRM 2011 beta was released for the public on Thursday, September 9th. As a result, the NDA for the Early Adopter Program is no longer stopping me from sharing some of my thoughts and experiences on the latest and greatest version of CRM. Instead of trying […]

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man looking in binoculars during sunset

Dynamics CRM Online: what does it look like?

Like I mentioned in my previous post, cloud-based services are quickly becoming the default mode that people expect a CRM application to be delivered to them. Microsoft is clearly focusing their efforts on responding to this change of environment, but so far the availability of Dynamics CRM Online has been strictly limited to North America. […]

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Works the way you do, almost

Matt Witteman, an MS CRM MVP, posted a nice wish list of 14 improvements that he would like to see in the product. Out of all these, I agree with almost all of them and would take them up on my list as well, except for the first one, which is the request to have […]

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