Microsoft Dynamics CRM 2011 Walkthrough<br />Jukka Niiranen<br />Part 1: End-user tools and features<br />http://niiranen....
Table of contents<br />End-user tools and UI enhancements<br />Outlook client<br />Form customization options<br />Auditin...
End-usertools and UI enhancements<br />7.10.2010<br />3<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Context-sensitiveribbon<br />Createrelatedrecords<br />Show listtools for subgrids<br />7.10.2010<br />4<br />Microsoft Dy...
Formsectionsinstead of tabs<br />Links to sectionanchors<br />Collapsablesections<br />Persistentheader and footerfields<b...
Filters and defaultviews<br />7.10.2010<br />6<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Filter ...
Recentlyvisitedrecords & views<br />7.10.2010<br />7<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />P...
Browserecords on detailform<br />7.10.2010<br />8<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Scro...
View options<br />Full view selection controls in associated views<br />Enhanced view controls in lookup dialogs<br />7.10...
No moreformassistant pane<br />Smartlookupfieldshavereplacedformassistant pane<br />Formoptions for auto-resove and mostre...
Convertemails (1)<br />Create a new lead, opportunityor case directlyfrom the emailactivityribbon<br />7.10.2010<br />11<b...
Convert emails (2)<br />Dialog window requests details<br />Activity history is recorded under parent record<br />7.10.201...
Dynamic Marketing Lists<br />Listscanbe made static (traditional) ordynamic<br />Dynamiclist’smemberswillbeautomaticallyup...
Data import wizard<br />Downloadexampletemplates of entityfieldlists and formats<br />Create new entitiesorfieldsdirectlyt...
Excel data export & re-import (1)<br />Refresh Excel records of staticworksheetswith CRM data<br />Linkexported data to CR...
Excel data export & re-import (2)<br />Import data to updateexistingrecordsorcreate new ones<br />7.10.2010<br />16<br />M...
Bulk deletion wizard<br />Delete records in bulk based on AF criteria<br />Schedule deletion jobs to run every X days<br /...
Recurring appointments<br />New activity type provided for recurring appointments<br />7.10.2010<br />18<br />Microsoft Dy...
Total counts in grids<br />Total count of records in the view is displayed below the grid<br />…but page count is not<br /...
SalesLiteratureemailing<br />7.10.2010<br />20<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Attach ...
Windows Update support<br />Client updates to CRM 2011 will be distributed through Windows Update<br />WSUS (Windows Serve...
Outlook Client<br />7.10.2010<br />22<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Highlights<br />New Outlook client built from ground up to work with Outlook MAPI (Microsoft’s Messaging API)<br />Provide...
Outlook 2010 vs. 2007/2003<br />Ribbonconverted to menus in 2007/2003<br />Ribbons are converted to menus in 2007/2003<br ...
Reading panes<br />Scrolling through records in grid allows ”inbox style” navigation through CRM data<br />Reading pane di...
View tabs and filters<br />Multiple views can be opened on tabs for quick data comparison<br />Custom filters can easily b...
Full visualizations support<br />7.10.2010<br />27<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Activity grouping<br />Native Outlook grouping options for activities (by due date etc.)<br />7.10.2010<br />28<br />Micro...
Conditional formating<br />Create custom format rules based on field data conditions<br />7.10.2010<br />29<br />Microsoft...
Regarding records<br />Regarding pane displays links to related records<br />7.10.2010<br />30<br />Microsoft Dynamics CRM...
Auto createcontactsorleads<br />Outlook settingscanbeconfigured to create new records for sender of an emailtracked to CRM...
Multi-tenancy<br />Single Outlook client can be used for opening multiple CRM organizations<br />Organizations displayed a...
Outlook Social Connector<br />Social network profiles and streams can be integrated into the contact reading pane<br />7.1...
FormCustomizationOptions<br />7.10.2010<br />34<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Sub-grids<br />Add related child entity grids on parent entity view through form customization (no more iFrames)<br />Cont...
Adding a sub-grid on the form<br />7.10.2010<br />36<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Filteredlookups<br />Form customization options include ability to show records based on simple query criteria<br />Common...
Relatedrecordsfiltering<br />7.10.2010<br />38<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Option sets<br />Option sets = global picklists<br />Re-usable lists of values that can be shared across different entitie...
Auditing<br />7.10.2010<br />40<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Auditingfeatures<br />Available on common entities as well as customentities<br />Auditing data is recorded across a desig...
Enablingauditing<br />System level<br />Per field<br />Per entity<br />7.10.2010<br />42<br />Microsoft Dynamics CRM 2011 ...
Viewaudithistory per record<br />7.10.2010<br />43<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Audit summaryview<br />7.10.2010<br />44<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Audit data security<br />Privileges are defined on system level, not per entity or field<br />Complete audit summary can b...
Limitations<br />Audit data is not available in Advanced Find queries, nor for reporting<br />FilteredAudit view does not ...
Connections<br />7.10.2010<br />47<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Connections vs. Relationships<br />Replaces the CustomerRelationships feature thatwaslimited to accounts, contacts and opp...
Quick-create a Connection<br />Shortcut on the ribbon: ”Connect to me”<br />Collapsed form with minimum fields<br />7.10.2...
Relationshiproles<br />Role data is stored on the solution, i.e. records are portable<br />Unlike Relationship roles, new ...
SharePoint Integration<br />7.10.2010<br />51<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Features<br />Integration to Document Library functionality only<br />Supports MOSS2007 and SP2010<br />iFrame & default c...
SharePoint ListComponent<br />See blog post by Mark Kovalcson on the component installation process:<br />http://crmscape....
Document management settings<br />Select entities to be enabled for Document Management<br />Define folder structure to be...
No securityintegration<br />CRM and SharePoint securitysettingsare no synchronized in anyway<br />Userrights to the CRM re...
CRM data in SharePoint<br />BDC was not included in WSS 3.0, whereas BCS (Business Connectivity Services) is included in t...
Visualizations<br />7.10.2010<br />57<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Charts and grids<br />CRM visualizations are attached to entities<br />Default visualizations = charts with GUI editor<br ...
Chart controls<br />Built on Microsoft Chart Controls for .NET Framework 3.5<br />Included types out-of-the-box: column, b...
Viewingcharts on grids<br />7.10.2010<br />60<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Editing ...
Drillingdown<br />7.10.2010<br />61<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Click on chart dat...
Creating new personalcharts<br />7.10.2010<br />62<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Def...
Creating new systemcharts<br />Defined in entity customizations, included as a solution file component<br />Note: view sel...
Custom charts<br />Chart definitions can be exported and imported<br />Query criteria can be modified using FetchXML to re...
Dashboards<br />Collections of visualization components that can be built and configured by the CRM end-user<br />Supporte...
Creating a new dashboard (1)<br />Select from predefined layout options<br />7.10.2010<br />66<br />Microsoft Dynamics CRM...
Creating a new dashboard (2)<br />Adjust component size on the form<br />Add components on the dashboard<br />Modify tab a...
Creating a new dashboard (3)<br />Configure data sources for charts<br />Configure options visible on the dashboard<br />C...
Goals<br />7.10.2010<br />69<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
Features<br />Goal management: set targets, measure results<br />Track actual, in-progress or custom data<br />Hierarchies...
Goal data structure<br />Goal: target figures<br />”X qualified web leads in period Y”<br />Goal Metric: target data type ...
Goals and goalmetricsrecords<br />7.10.2010<br />72<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
To be continued in part 2…<br />7.10.2010<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />73<br />
7.10.2010<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />74<br />Follow my #MSDYNCRM tweets on http:/...
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Microsoft Dynamics CRM 2011 walkingthrough part 1

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Microsoft Dynamics CRM 2011 walkingthrough part 1

  1. 1. Microsoft Dynamics CRM 2011 Walkthrough<br />Jukka Niiranen<br />Part 1: End-user tools and features<br />http://niiranen.eu/crm<br />
  2. 2. Table of contents<br />End-user tools and UI enhancements<br />Outlook client<br />Form customization options<br />Auditing<br />Connections<br />SharePoint integration<br />Visualizations<br />Goals<br />Customization menus<br />UI customization options<br />Solution management<br />Web resources<br />Processes (workflows)<br />Custom activities<br />Queue enhancements<br />Multiple forms per entity<br />Security features<br />7.10.2010<br />2<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Walktrough Part 1<br />Walktrough Part 2<br />
  3. 3. End-usertools and UI enhancements<br />7.10.2010<br />3<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  4. 4. Context-sensitiveribbon<br />Createrelatedrecords<br />Show listtools for subgrids<br />7.10.2010<br />4<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  5. 5. Formsectionsinstead of tabs<br />Links to sectionanchors<br />Collapsablesections<br />Persistentheader and footerfields<br />7.10.2010<br />5<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  6. 6. Filters and defaultviews<br />7.10.2010<br />6<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Filter based on view column contents<br />Set personal default views<br />
  7. 7. Recentlyvisitedrecords & views<br />7.10.2010<br />7<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Pin items to recently visited records menu<br />
  8. 8. Browserecords on detailform<br />7.10.2010<br />8<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Scroll through records and views on any form<br />
  9. 9. View options<br />Full view selection controls in associated views<br />Enhanced view controls in lookup dialogs<br />7.10.2010<br />9<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  10. 10. No moreformassistant pane<br />Smartlookupfieldshavereplacedformassistant pane<br />Formoptions for auto-resove and mostrecentlyuseditems<br />7.10.2010<br />10<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  11. 11. Convertemails (1)<br />Create a new lead, opportunityor case directlyfrom the emailactivityribbon<br />7.10.2010<br />11<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  12. 12. Convert emails (2)<br />Dialog window requests details<br />Activity history is recorded under parent record<br />7.10.2010<br />12<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  13. 13. Dynamic Marketing Lists<br />Listscanbe made static (traditional) ordynamic<br />Dynamiclist’smemberswillbeautomaticallyupdatedbased on a storedquerycriteria<br />However, listmembership is onlyshown for staticlistsunder the memberrecord’srelatedmarketinglistsview<br />7.10.2010<br />13<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  14. 14. Data import wizard<br />Downloadexampletemplates of entityfieldlists and formats<br />Create new entitiesorfieldsdirectlythrough the import based on source data mappign<br />Therewillbe no separate Data MigrationManager for CRM 2011<br />SeeblogpostfromPowerObjects for moredetails: http://www.powerobjects.com/blog/2010/10/01/crm-2011-data-import-wizard/<br />7.10.2010<br />14<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  15. 15. Excel data export & re-import (1)<br />Refresh Excel records of staticworksheetswith CRM data<br />Linkexported data to CRM recordswithGUIDs<br />7.10.2010<br />15<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  16. 16. Excel data export & re-import (2)<br />Import data to updateexistingrecordsorcreate new ones<br />7.10.2010<br />16<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  17. 17. Bulk deletion wizard<br />Delete records in bulk based on AF criteria<br />Schedule deletion jobs to run every X days<br />7.10.2010<br />17<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  18. 18. Recurring appointments<br />New activity type provided for recurring appointments<br />7.10.2010<br />18<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  19. 19. Total counts in grids<br />Total count of records in the view is displayed below the grid<br />…but page count is not<br />7.10.2010<br />19<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  20. 20. SalesLiteratureemailing<br />7.10.2010<br />20<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Attach a package of files to email through Sales Literature<br />
  21. 21. Windows Update support<br />Client updates to CRM 2011 will be distributed through Windows Update<br />WSUS (Windows Server Update Service) to be also supported after RTM<br />7.10.2010<br />21<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  22. 22. Outlook Client<br />7.10.2010<br />22<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  23. 23. Highlights<br />New Outlook client built from ground up to work with Outlook MAPI (Microsoft’s Messaging API)<br />Provides native Outlook controls to activities and also other CRM records<br />Contains additional view configuration and data browsing features not available through the CRM web client<br />CRM application menu structure integrated into Outlook UI more tightly (requires Office 2010)<br />7.10.2010<br />23<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  24. 24. Outlook 2010 vs. 2007/2003<br />Ribbonconverted to menus in 2007/2003<br />Ribbons are converted to menus in 2007/2003<br />Navigation panes and graphicfoldersonly in 2010<br />Navigation panes and graphic folders only in 2010<br />7.10.2010<br />24<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  25. 25. Reading panes<br />Scrolling through records in grid allows ”inbox style” navigation through CRM data<br />Reading pane displays detail data, form section contents can be personalized<br />7.10.2010<br />25<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  26. 26. View tabs and filters<br />Multiple views can be opened on tabs for quick data comparison<br />Custom filters can easily be applied to existing views<br />7.10.2010<br />26<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  27. 27. Full visualizations support<br />7.10.2010<br />27<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  28. 28. Activity grouping<br />Native Outlook grouping options for activities (by due date etc.)<br />7.10.2010<br />28<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  29. 29. Conditional formating<br />Create custom format rules based on field data conditions<br />7.10.2010<br />29<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  30. 30. Regarding records<br />Regarding pane displays links to related records<br />7.10.2010<br />30<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  31. 31. Auto createcontactsorleads<br />Outlook settingscanbeconfigured to create new records for sender of an emailtracked to CRM<br />7.10.2010<br />31<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  32. 32. Multi-tenancy<br />Single Outlook client can be used for opening multiple CRM organizations<br />Organizations displayed as menus (Outlook 2010) or folders (Outlook 2003/2007)<br />However, activity tracking is only possible with one organization per client<br />7.10.2010<br />32<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  33. 33. Outlook Social Connector<br />Social network profiles and streams can be integrated into the contact reading pane<br />7.10.2010<br />33<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  34. 34. FormCustomizationOptions<br />7.10.2010<br />34<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  35. 35. Sub-grids<br />Add related child entity grids on parent entity view through form customization (no more iFrames)<br />Control default views and UI features displayed<br />7.10.2010<br />35<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  36. 36. Adding a sub-grid on the form<br />7.10.2010<br />36<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  37. 37. Filteredlookups<br />Form customization options include ability to show records based on simple query criteria<br />Common scenario: show only accounts where the parent account is equal to current account<br />Lookup controls are programmable, i.e. can be modified through SDK when GUI is not enough<br />7.10.2010<br />37<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  38. 38. Relatedrecordsfiltering<br />7.10.2010<br />38<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  39. 39. Option sets<br />Option sets = global picklists<br />Re-usable lists of values that can be shared across different entities<br />Values can be populated/maintained through SDK<br />7.10.2010<br />39<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  40. 40. Auditing<br />7.10.2010<br />40<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  41. 41. Auditingfeatures<br />Available on common entities as well as customentities<br />Auditing data is recorded across a designated period of time in partitions (audit logs), which can be deleted from the Settings menu<br />From Microsoft Dynamics CRM 2011 Beta SDK<br />7.10.2010<br />41<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  42. 42. Enablingauditing<br />System level<br />Per field<br />Per entity<br />7.10.2010<br />42<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  43. 43. Viewaudithistory per record<br />7.10.2010<br />43<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  44. 44. Audit summaryview<br />7.10.2010<br />44<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  45. 45. Audit data security<br />Privileges are defined on system level, not per entity or field<br />Complete audit summary can be hidden from normal system users<br />7.10.2010<br />45<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  46. 46. Limitations<br />Audit data is not available in Advanced Find queries, nor for reporting<br />FilteredAudit view does not surface all relevant fields from the tables<br />Audit records and record details can be retrieved through SDK<br />Some system fields do not allow changing auditing settings other than on per entity level<br />7.10.2010<br />46<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  47. 47. Connections<br />7.10.2010<br />47<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  48. 48. Connections vs. Relationships<br />Replaces the CustomerRelationships feature thatwaslimited to accounts, contacts and opportunities<br />Connectionscanbeformedbetweenanyentity (default and custom)<br />However, the oldRelationshipremains in the schema for backwardcompatibilitypurposes<br />Defaultsecurityroleswillnoteven show the Relationship data to normalusers, but of courseadminswillhavethem in the UI<br />Relationshipswillbedeprecated in future CRM versions, data shouldbemigrated to Connections<br />7.10.2010<br />48<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  49. 49. Quick-create a Connection<br />Shortcut on the ribbon: ”Connect to me”<br />Collapsed form with minimum fields<br />7.10.2010<br />49<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  50. 50. Relationshiproles<br />Role data is stored on the solution, i.e. records are portable<br />Unlike Relationship roles, new Connection roles can be created by a user<br />7.10.2010<br />50<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  51. 51. SharePoint Integration<br />7.10.2010<br />51<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  52. 52. Features<br />Integration to Document Library functionality only<br />Supports MOSS2007 and SP2010<br />iFrame & default chrome in MOSS2007<br />Automatic folder creation<br />Folder naming: Account, contact or custom entity<br />Required the list component, which is only available for SP2010<br />Documents can be attached to multiple locations<br />However, automatic folders support only one location<br />Entities can be enabled for SharePoint integration in configuration<br />7.10.2010<br />52<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  53. 53. SharePoint ListComponent<br />See blog post by Mark Kovalcson on the component installation process:<br />http://crmscape.blogspot.com/2010/09/ms-crm-2011-sharepoint-list-component.html<br />7.10.2010<br />53<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  54. 54. Document management settings<br />Select entities to be enabled for Document Management<br />Define folder structure to be used in path names<br />7.10.2010<br />54<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  55. 55. No securityintegration<br />CRM and SharePoint securitysettingsare no synchronized in anyway<br />Userrights to the CRM record and the SharePoint sitewheredocumentsarestoredwillhave to bemanagedindependentlyfromoneanother<br />Especiallywith MOSS2007, the iFramewilallowusers to navigate to anysite/library, so UI cannotbeutilized as a ”soft” securitymeasure<br />7.10.2010<br />55<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  56. 56. CRM data in SharePoint<br />BDC was not included in WSS 3.0, whereas BCS (Business Connectivity Services) is included in the new SharePoint Foundations<br />With the help of Search Server Express 2010 this will allow building ”Goolge style” global freetext search for CRM data<br />Note: SP2010 uses .NET 3.5, while CRM 2011 is built on .NET 4<br />7.10.2010<br />56<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  57. 57. Visualizations<br />7.10.2010<br />57<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  58. 58. Charts and grids<br />CRM visualizations are attached to entities<br />Default visualizations = charts with GUI editor<br />Also Web Resources can be used as visualization components through SDK<br />Charts are integrated with grids, displaying the same data that is defined in the view query criteria<br />Drilling down on a chart updates the grid, filtering the grid updates the chart <br />7.10.2010<br />58<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  59. 59. Chart controls<br />Built on Microsoft Chart Controls for .NET Framework 3.5<br />Included types out-of-the-box: column, bar, line, pie, funnel<br />CRM supports single-series and multi-series charts, but not multi-category<br />See http://code.msdn.microsoft.com/mschart for sample downloads on MS Chart Controls for .NET 3.5<br />7.10.2010<br />59<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  60. 60. Viewingcharts on grids<br />7.10.2010<br />60<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Editing controls are under the View tab<br />Existing charts can be pulled from right side of the grid<br />
  61. 61. Drillingdown<br />7.10.2010<br />61<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Click on chart data to start drilling down<br />Drill levels displayed in breadcrumb navigation<br />
  62. 62. Creating new personalcharts<br />7.10.2010<br />62<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />Define chart type<br />Select fields and values<br />
  63. 63. Creating new systemcharts<br />Defined in entity customizations, included as a solution file component<br />Note: view selection setting is for preview only, as charts consume data from the views the user selects<br />7.10.2010<br />63<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  64. 64. Custom charts<br />Chart definitions can be exported and imported<br />Query criteria can be modified using FetchXML to retrieve data not allowed by the simplified chart designer<br />Also presentation can be modified with parameters in the XML<br />7.10.2010<br />64<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  65. 65. Dashboards<br />Collections of visualization components that can be built and configured by the CRM end-user<br />Supported content types: charts, grids, iFrames, web resources (html, scripts, Silverlight…)<br />7.10.2010<br />65<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  66. 66. Creating a new dashboard (1)<br />Select from predefined layout options<br />7.10.2010<br />66<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  67. 67. Creating a new dashboard (2)<br />Adjust component size on the form<br />Add components on the dashboard<br />Modify tab and section titles<br />7.10.2010<br />67<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  68. 68. Creating a new dashboard (3)<br />Configure data sources for charts<br />Configure options visible on the dashboard<br />Configure chart type<br />7.10.2010<br />68<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  69. 69. Goals<br />7.10.2010<br />69<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  70. 70. Features<br />Goal management: set targets, measure results<br />Track actual, in-progress or custom data<br />Hierarchies:<br />Parent and child goals<br />Roll up goal totals to parent<br />Goal manager has editing rights, Goal owner can only read and append<br />Connected to CRM fiscal period or custom period<br />7.10.2010<br />70<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  71. 71. Goal data structure<br />Goal: target figures<br />”X qualified web leads in period Y”<br />Goal Metric: target data type (amount or count)<br />”Lead records, by status, per creation date”<br />Rollup Query: record set to calculate the metric from<br />”All leads where source = web”<br />7.10.2010<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />71<br />
  72. 72. Goals and goalmetricsrecords<br />7.10.2010<br />72<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />
  73. 73. To be continued in part 2…<br />7.10.2010<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />73<br />
  74. 74. 7.10.2010<br />Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen<br />74<br />Follow my #MSDYNCRM tweets on http://twitter.com/jukkan<br />Subscribe to by blog:<br />Surviving CRM http://niiranen.eu/crm<br />

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