CRM 2011 Sneak Preview
I am really excited about some of the new functionality which Microsoft has made available in the newest version of CRM 2011. We are hosting a Sneak Preview CRM 2011 event on December 3rd at Hully and Mos in Dallas so please email me if you are interested in attending. There are 3 categories in which I see these enhancements benefiting Pariveda's internal CRM and our clients:
Microsoft has finally embedded CRM into Outlook using true Outlook forms rather than an IFrame. The application takes advantage of native Outlook functionality for things like conditional formatting, reading pane previews, and more personalization.
Business Productivity:
The CRM 2011 platform has improved workflow by adding guided dialogs to help users work through a script with a client. The CRM 2011 platform is also tightly integrated with SharePoint 2010 to improve document management capabilities within CRM. Other valuable enhancements include team ownership of records, custom activity types, out of box field level auditing, and improvements to queues. Many of these changes will enable call center environments to more effectively manage their processes.
Customization Management:
The customizations area of CRM has become more of a drag and drop environment and has eliminated many of the clicks required to modify a form. Developers will like the improved web services and .NET data types. Microsoft has also included role-based forms which eliminates the need for lots of Javascript on shared forms. Finally we have field level security out of the box. Last, the solutions area makes it much easier to package customizations and move them between environments.
This is just a taste of what the platform has to offer and if you see my blog on this topic, hopefully you can join us on December 3rd in Uptown.
- User Experience and Visualization Enhancements
- Business Productivity
- Customization Management
Microsoft has finally embedded CRM into Outlook using true Outlook forms rather than an IFrame. The application takes advantage of native Outlook functionality for things like conditional formatting, reading pane previews, and more personalization.
Business Productivity:
The CRM 2011 platform has improved workflow by adding guided dialogs to help users work through a script with a client. The CRM 2011 platform is also tightly integrated with SharePoint 2010 to improve document management capabilities within CRM. Other valuable enhancements include team ownership of records, custom activity types, out of box field level auditing, and improvements to queues. Many of these changes will enable call center environments to more effectively manage their processes.
Customization Management:
The customizations area of CRM has become more of a drag and drop environment and has eliminated many of the clicks required to modify a form. Developers will like the improved web services and .NET data types. Microsoft has also included role-based forms which eliminates the need for lots of Javascript on shared forms. Finally we have field level security out of the box. Last, the solutions area makes it much easier to package customizations and move them between environments.
This is just a taste of what the platform has to offer and if you see my blog on this topic, hopefully you can join us on December 3rd in Uptown.
posted by Matt Rosen at
7:14 AM
0 Comments:
Post a Comment
Subscribe to Post Comments [Atom]
<< Home