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Microsoft Dynamics CRM 2011 Walkthrough

Microsoft Dynamics CRM 2011 Walkthrough. Part 1: End-user tools and features. Jukka Niiranen. http://niiranen.eu/crm. Table of contents. Walktrough Part 1. Walktrough Part 2. End-user tools and UI enhancements Outlook client Form customization options Auditing Connections

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Microsoft Dynamics CRM 2011 Walkthrough

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  1. Microsoft Dynamics CRM 2011 Walkthrough Part 1: End-user tools and features Jukka Niiranen http://niiranen.eu/crm

  2. Table of contents Walktrough Part 1 Walktrough Part 2 • End-user tools and UI enhancements • Outlook client • Form customization options • Auditing • Connections • SharePoint integration • Visualizations • Goals • Customization menus • UI customization options • Solution management • Web resources • Processes (workflows) • Custom activities • Queue enhancements • Multiple forms per entity • Security features Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  3. End-usertools and UI enhancements Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  4. Context-sensitiveribbon Createrelatedrecords Show listtools for subgrids Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  5. Formsectionsinstead of tabs Links to sectionanchors Collapsablesections Persistentheader and footerfields Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  6. Filters and defaultviews Filter based on view column contents Set personal default views Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  7. Recentlyvisitedrecords & views Pin items to recently visited records menu Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  8. Browserecords on detailform Scroll through records and views on any form Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  9. View options Full view selection controls in associated views Enhanced view controls in lookup dialogs Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  10. No moreformassistant pane Smartlookupfieldshavereplacedformassistant pane Formoptions for auto-resove and mostrecentlyuseditems Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  11. Convertemails (1) • Create a new lead, opportunityor case directlyfrom the emailactivityribbon Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  12. Convert emails (2) Dialog window requests details Activity history is recorded under parent record Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  13. Dynamic Marketing Lists • Listscanbe made static (traditional) ordynamic • Dynamiclist’smemberswillbeautomaticallyupdatedbased on a storedquerycriteria • However, listmembership is onlyshown for staticlistsunder the memberrecord’srelatedmarketinglistsview Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  14. Data import wizard • Downloadexampletemplates of entityfieldlists and formats • Create new entities or fields directly through the import based on source data mapping • Therewillbe no separate Data MigrationManager for CRM 2011 • SeeblogpostfromPowerObjects for moredetails: http://www.powerobjects.com/blog/2010/10/01/crm-2011-data-import-wizard/ Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  15. Excel data export & re-import (1) Refresh Excel records of staticworksheetswith CRM data Linkexported data to CRM recordswithGUIDs Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  16. Excel data export & re-import (2) Import data to updateexistingrecordsorcreate new ones Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  17. Bulk deletion wizard • Delete records in bulk based on AF criteria • Schedule deletion jobs to run every X days Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  18. Recurring appointments New activity type provided for recurring appointments Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  19. Total counts in grids Total count of records in the view is displayed below the grid …but page count is not Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  20. SalesLiteratureemailing Attach a package of files to email through Sales Literature Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  21. Windows Update support • Client updates to CRM 2011 will be distributed through Windows Update • WSUS (Windows Server Update Service) to be also supported after RTM Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  22. Outlook Client Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  23. Highlights • New Outlook client built from ground up to work with Outlook MAPI (Microsoft’s Messaging API) • Provides native Outlook controls to activities and also other CRM records • Contains additional view configuration and data browsing features not available through the CRM web client • CRM application menu structure integrated into Outlook UI more tightly (requires Office 2010) Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  24. Outlook 2010 vs. 2007/2003 Ribbonconverted to menus in 2007/2003 Ribbons are converted to menus in 2007/2003 Navigation panes and graphicfoldersonly in 2010 Navigation panes and graphic folders only in 2010 Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  25. Reading panes Scrolling through records in grid allows ”inbox style” navigation through CRM data Reading pane displays detail data, form section contents can be personalized Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  26. View tabs and filters Multiple views can be opened on tabs for quick data comparison Custom filters can easily be applied to existing views Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  27. Full visualizations support Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  28. Activity grouping Native Outlook grouping options for activities (by due date etc.) Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  29. Conditional formating Create custom format rules based on field data conditions Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  30. Regarding records Regarding pane displays links to related records Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  31. Auto createcontactsorleads • Outlook settingscanbeconfigured to create new records for sender of an emailtracked to CRM Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  32. Multi-tenancy • Single Outlook client can be used for opening multiple CRM organizations • Organizations displayed as menus (Outlook 2010) or folders (Outlook 2003/2007) • However, activity tracking is only possible with one organization per client Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  33. Outlook Social Connector Social network profiles and streams can be integrated into the contact reading pane Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  34. FormCustomizationOptions Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  35. Sub-grids • Add related child entity grids on parent entity view through form customization (no more iFrames) • Control default views and UI features displayed Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  36. Adding a sub-grid on the form Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  37. Filteredlookups • Form customization options include ability to show records based on simple query criteria • Common scenario: show only accounts where the parent account is equal to current account • Lookup controls are programmable, i.e. can be modified through SDK when GUI is not enough Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  38. Relatedrecordsfiltering Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  39. Option sets • Option sets = global picklists • Re-usable lists of values that can be shared across different entities • Values can be populated/maintained through SDK Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  40. Auditing Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  41. Auditingfeatures • Available on common entities as well as customentities • Auditing data is recorded across a designated period of time in partitions (audit logs), which can be deleted from the Settings menu From Microsoft Dynamics CRM 2011 Beta SDK Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  42. Enablingauditing System level Per field Per entity Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  43. Viewaudithistory per record Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  44. Audit summaryview Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  45. Audit data security • Privileges are defined on system level, not per entity or field • Complete audit summary can be hidden from normal system users Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  46. Limitations • Audit data is not available in Advanced Find queries, nor for reporting • FilteredAudit view does not surface all relevant fields from the tables • Audit records and record details can be retrieved through SDK • Some system fields do not allow changing auditing settings other than on per entity level Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  47. Connections Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  48. Connections vs. Relationships • Replaces the CustomerRelationships feature thatwaslimited to accounts, contacts and opportunities • Connectionscanbeformedbetweenanyentity (default and custom) • However, the oldRelationshipremains in the schema for backwardcompatibilitypurposes • Defaultsecurityroleswillnoteven show the Relationship data to normalusers, but of courseadminswillhavethem in the UI • Relationshipswillbedeprecated in future CRM versions, data shouldbemigrated to Connections Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  49. Quick-create a Connection Shortcut on the ribbon: ”Connect to me” Collapsed form with minimum fields Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

  50. Relationshiproles Role data is stored on the solution, i.e. records are portable Unlike Relationship roles, new Connection roles can be created by a user Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

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