MS CRM 2011 NEW FEATURES
1)Familiar Experiences:
Microsoft Office Fluent UI experience
CRM 2011 offers a user experience that is reliable with established Microsoft Office applications such as Microsoft Word, Microsoft Excel, Microsoft Outlook, and Microsoft SharePoint Server. This is new user experience design pattern is planned to simplify the completion of routine work actions and simplify navigation like record creation, deletion, update, work assignment process automation.
Improved Microsoft Dynamics CRM 2011 for Outlook
CRM 2011 offers improved Outlook experience for Microsoft Dynamics CRM users. CRM 2011 includes native Microsoft Outlook views, commands, and formatting of key CRM information. CRM users can able to access multiple CRM applications from a single user experience, providing unified access to multiple lines of business applications with the help of Microsoft Office Outlook.
RoleTailored Forms and Views
This new feature of Microsoft Dynamics CRM 2011 allows businesses to define multiple forms per entity, secure forms to native Microsoft Dynamics CRM security roles, and design forms for mobile devices. All these features can be performed in CRM 2011 with the help of drop configuration experience. This feature also Optimize the user experience for distinct user roles within an organization.
Enhanced personalization
CRM 2011 provides new feature for its users to personalize the Microsoft Dynamics CRM user interface by providing each user with the ability to pin favorite records and views to their workspace, personalize data views and set navigation preferences that are most appropriate to their job role and task.
Field Level Security
Microsoft Dynamics CRM 2011provides for its business managers and executives to establish security access rules and profiles for CRM entity data attributes. Authorized users can only view, modify and access secure information within Microsoft Dynamics CRM.
CRM 2011 Enhancements for Microsoft Office Excel
CRM 2011 combines the real-time export to Excel capabilities. It also offers to CRM users to add, edit and import information from Excel spreadsheets into Microsoft Dynamics CRM.
Streamlined user interface
Streamline User interface of CRM 2011 reduces the number of pop-up windows, keystrokes, mouse-clicks and the number of open forms required to manage work within Microsoft Dynamics CRM.
Custom Activity Types
CRM 2011 provides a feature for organizations to define custom activity types to manage and track specific work units within Microsoft Dynamics CRM relevant to a particular business function or group. CRM 2011 Activity Types includes a Chat activity type for real-time instant message interactions, a Credit Check activity type within Financial Services organizations, and a Status Update activity type for integrating into Social Networking and micro-blogging sites.
Re-occurring appointments
Microsoft Dynamics CRM 2011 enables businesses to establish reoccurring events and meetings within Microsoft Dynamics CRM to track ongoing sales, service or marketing engagement.
Dynamic Marketing Lists
CRM 2011 prepares organizations with the ability to target, segment and query groups of customers within Microsoft Dynamics CRM based on data attributes and system events.
2)Intelligent Experiences:
Real-time Analytics Dashboards
Microsoft Dynamics CRM 2011 provides real-time consumption of business intelligence presentation within Microsoft Dynamics CRM. Dashboards can be personalized, shared and extended through an improved point and click designer provided for business professionals.
Guided Business Processes
CRM 2011 delivers new Dialog interfaces for managing business processes within Microsoft Dynamics CRM. Dialogs interface can be utilized to standardize process steps, streamline data input and page flow across entities and invoke custom business logic to connect Microsoft Dynamics CRM across external applications. Process Dialogs can be called and consumed from external applications or solutions within your environment. Thus, Process Dialogs are called as URL-addressable.
Inline Data Visualizations
CRM 2011 prepares business professionals with continuous access to business intelligence from system views for at-a-glance understanding on key business performance indicators. Data visualizations in CRM 2011 provide real-time filtering to get to the source of key business drivers and analytic drill-downs. Data visualizations can be added to any data list view and form within Microsoft Dynamics CRM through a new point-and-click interface designed for everyday system users.
Flexible Goal Management
Microsoft Dynamics CRM provides the capability to analyze and measure achievement of organizational goals. Goals can be defined for any period of time and can focus on count-based targets or revenue for team, individual, business unit or an organization.
Conditional Data Formatting
Conditional Data Formatting is the key feature of CRM 2011. Microsoft Dynamics CRM for Outlook is the ability to define conditional formatting rules for data presentation within Microsoft Office Outlook. Users can define custom conditions for data formatting through the native Microsoft Outlook experience like changing the font and font size of high-value sales opportunities, highlighting escalated Cases with red text. Business users now have the ability to specify record formatting conditions in order to provide visual differentiation within a list of information.
Enhanced Queue Management
CRM 2011 provides the ability to assign any business entity to a CRM queue. Enhanced queue management across the full range of Service and Marketing entities, Sales and activities. Furthermore, Enhanced Queue Management now provides work-in-progress management by allowing businesses users to manage workloads more effectively from within the queue.
Business Data AuditingMicrosoft Dynamics CRM 2011 allows businesses to define entity-level data auditing or system-wide rules to track changes of key data elements within a CRM system entity. Organizations can create auditing rules and notifications to ensure that all team members are informed and aware of key data changes made to business information.
3)Connected Experiences:
Business Connections
CRM 2011 enlarges upon the existing business relationships capabilities to distribute enhanced business, social and influence connections across the Microsoft Dynamics CRM system. Organizations can define connection roles and create connections across a more comprehensive set of CRM entities and activities with the help of this new feature.
Contextual Microsoft SharePoint documents
CRM 2011 offers the ability to link contextual SharePoint document libraries with Microsoft Dynamics CRM entities. This feature is enabling business users to manage content in a single user experience and manage customer information.
Team Management
The main basic principle of any Microsoft Dynamics CRM solution should be to help teams collaborate and work together more effectively. CRM 2011 expands on previous investments in team management by enabling team record assignment, provides the ability to create team-based security profiles, and simplifies team roll-up and reporting for enhanced business intelligence.
Declarative Design
Microsoft Dynamics CRM 2011 now offers new declarative application creation capabilities with form headers and footers for highlighting key information, drag-and-drop form customization, a new Field Explorer with simplified custom field creation and a new Navigation Editor for tailoring the user interface for custom business requirements. CRM 2011 building on the strong configuration and customization capabilities of previous Microsoft Dynamics CRM releases. Each enhancement further simplifies and enhanced development time of custom applications without the need to write complex code.
Solution Management
CRM 2011 is offering a framework for application packages called as Solutions to run on Microsoft Dynamics CRM. Solutions allow components to be layered on to the base system but also on top of other solutions. Solutions in CRM 2011 provide organization to run multiple applications on a single Microsoft Dynamics CRM deployment. Solutions also provide protection and versioning capabilities to ensure that un-planned changes are not made to an application.
Cloud and On-Premises Solution Development
CRM 2011 delivers enhanced capabilities around profiling, tracing and isolation levels to ensure that custom solution applications and plug-ins run securely and efficiently. CRM solution developers are able to integrate plug-ins within Microsoft Dynamics CRM Online environments and leverage the platform components with this new platform capability.
WCF and .NET4 runtime
Microsoft Dynamics CRM 2011 allows developers to use latest generation of Microsoft .NET platform components. CRM 2011 offering solution developers with enhanced performance, scalability and development patterns to leverage when extending the Microsoft Dynamics CRM application.
Web Resources
CRM 2011 offers solution developers with the ability to define visualizations and custom user interface controls for Microsoft Dynamics CRM. Developers can now insert custom user interface controls based on Microsoft Silverlight, HTML, JScript, XML, and image files directly into the Microsoft Dynamics CRM interface.
.NET Data Types
Microsoft Dynamics CRM 2011 facilitates the solution developers to use standard .NET data types to work with Microsoft Dynamics CRM information.
Open Data Protocol
Microsoft Dynamics CRM 2011 allows business organizations to leverage open data protocol interfaces such as ATOM, JSON to interact with the Microsoft Dynamics CRM platform.
Not only the above features but also Microsoft Dynamics CRM 5.0 also provided more features than CRM 4.0. The main features provided by the Microsoft Dynamics CRM 5.0 are as follows:
The new marketplace for add-ins and solutions.
Guided process dialogs
Multiple forms per entity
Dashboards designer
Role-tailored design
User personalization
Cloud development
LINQ programming API in the SDK
WCF services
Some pre-built real-time dashboards.
Inline data visualizations
Performance and goal management
Out-of-the-box integration with SharePoint.
Field level security.
A tailored form experience.
Real-time dashboards
Next-generation native Microsoft Outlook client
Microsoft Office contextual CRM Ribbon
Windows Azure integration
Contextual Microsoft SharePoint document repositories
Teamwork and collaboration,
Microsoft Office Ribbon interface replaces menus
Data endpoint
The Microsoft Dynamics Marketplace
Native integration with WSS 3.0
Ability to create a query behind a lookup
Placing of a grid with child records on the parent record
Auto filter sorting capability like in Microsoft Office Excel
Customization can be packaged as solutions
CRM Online supports plugins in sandboxed mode
The ability to highlight and flag CRM records just like you can in Microsoft Outlook.
The new ribbon.
A reading pane to give you instant access to a record, just like in Microsoft Outlook.
The ability to create guidance and step-by-step instructions for your users thru a business process.
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