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Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online include several new features that offer flexibility, scalability, and ease of use.
Some new features included with the recent updates to Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online include the following:
New Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online application features at original release
Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online includes several new application features:
Advanced user personalization. Microsoft Dynamics CRM 2011 lets you configure a workspace that is personalized to meet your unique role and information needs. Personalizing a workspace means that you can set the default pane and tab that display when you open Microsoft Dynamics CRM. You also have control over what links appear in the workplace view, how many records appear in lists, how numbers and dates display, and the language for your user interface. Combine this personalization with the new dashboard feature to create a personalized dashboard for your default view.
Improved Microsoft Office interface. Microsoft Dynamics CRM 2011 introduces a new Office 2010 contextual ribbon for the Microsoft Dynamics CRM Online and Microsoft Dynamics CRM 2011 browser clients and for Microsoft Dynamics CRM for Microsoft Office Outlook. The new ribbon delivers a consistent, familiar navigation and user experience that helps you better integrate Microsoft Dynamics CRM with your Office 2010 environment.
Better Office Outlook experience. Microsoft Dynamics CRM 2011 improves the integration of Microsoft Dynamics CRM into Office 2010 with the Microsoft Dynamics CRM for Microsoft Office Outlook. It takes full advantage of native Microsoft Outlook functionality, such as previews and conditional formatting, and presents Microsoft Dynamics CRM areas as sub-folders in Microsoft Outlook mail folders. With a few exceptions, these Microsoft Dynamics CRM areas in Microsoft Outlook include all of the same functionality as the browser clients.
Dashboards. Dashboards are a powerful feature in Microsoft Dynamics CRM 2011. Use a dashboard to see at a glance all the important information you need to make key business decisions. Assemble and present information from several places in Microsoft Dynamics CRM in a quickly-read format. This means that you do not have to search multiple areas for the information you want. Dashboards are easy to create, and are easy to revise as your changing business needs require.
Goal management. Microsoft Dynamics CRM 2011 gives you the ability to define key performance and business health indicators. This way you can track and measure results against your organization’s goals or metrics. Easily and quickly define goals for a campaign or fiscal period. Combine smaller goals, such as for specific teams or territories, into the overall goals for your organization. Create a rollup of all the goals into the actuals that show how you are tracking.
Interactive process dialogs. Microsoft Dynamics CRM 2011 expands its workflow capability by adding interactive dialogs. Dialogs present a consistent message to your customers. Also, dialogs collect and process information by using step-by-step scripts to direct users through every process. At one level, you can use dialogs to guide customer interactions and internal processes. At another level, you can increase dialog performance and versatility by incorporating workflow logic. This logic invokes automated tasks by using the responses a customer or user makes during the dialog script.
Role-based forms and views. Microsoft Dynamics CRM 2011 displays forms based on user roles. This role-tailored design ensures that the business professionals in your organization have fast access to the relevant information they need. Role-based forms also prevent users from viewing data that they are not authorized to view.
Solution management. Solutions in Microsoft Dynamics CRM 2011 are a new way to save customizations and share them with other users. You can create a solution or import a solution created by a developer outside your organization. It is easy to share a solution with other users. A managed solution can be edited only by specific users. An unmanaged solution can be edited by any user with an appropriate user role. A solution can have version numbering, relationships with entities and other components, and security features based on user roles.
Cloud development. Microsoft Dynamics CRM 2011 is at the leading edge of cloud computing. Developers can take advantage of the Windows Azure platform to develop and deploy custom code for Microsoft Dynamics CRM Online by using powerful tools, such as Microsoft Visual Studio. Using the Microsoft .NET Framework 4, developers can also incorporate Microsoft Silverlight, Windows Communication Foundation (WCF), and .NET Language-Integrated Query (LINQ) into their cloud solutions. Cloud development for Microsoft Dynamics CRM 2011 is a powerful tool for customizing your Microsoft Dynamics CRM solution for optimal performance and business results.
Microsoft Dynamics Marketplace . Microsoft Dynamics Marketplace is your online solutions catalog. These solutions help you accelerate and extend your Microsoft Dynamics CRM implementation.
Quickly discover and apply industry-specific applications and extensions from Microsoft and its partners. Then, Microsoft Dynamics Marketplace distributes your solution directly to you.
Microsoft Dynamics Marketplace is fully integrated with Microsoft Dynamics CRM 2011. Find your solution directly from Microsoft Dynamics CRM.
New Microsoft Dynamics CRM for Outlook features at original release
Microsoft Dynamics CRM 2011 for Outlook includes the following new features:
New Microsoft Dynamics CRM 2011 E-mail Router features at original release
The Microsoft Dynamics CRM 2011 E-mail Router includes the following new features:
New Microsoft Dynamics CRM 2011 on premises deployment features at original release
Claims-based authentication support
Using federation identity technology such as Active Directory Federation Services 2.0, Microsoft Dynamics CRM supports claims-based authentication. This technology helps simplify access to applications and other systems by using an open and interoperable claims-based model that provides simplified user access and single sign-on to applications on-premises, cloud-based, and even across organizations. For more information about Active Directory Federation Services 2.0, see Active Directory Federation Services 2.0
Add or remove a server role
You can now install individual server roles by using the Microsoft Dynamics CRM Server Setup Wizard. Similarly, you can add a server role, or change or remove installed server roles from Programs and Features in Control Panel.
Sandbox Processing Service
The Sandbox Processing Service server role enables an isolated environment to allow for the execution of custom code, such as plug-ins.
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