1. Dynamics CRM2011 Q4 (R7) update
What’s new?
Tim Schaeps

2. Crm 2011
A huge evolution!
CRM 2011 R2 R3 R4 R5 R6 R7 R8
Online
Jan Feb Mar Apr May June Jul Aug Sept Okt Nov Dec
CRM 2011 Q4 Update
ON Prem + R1
2 Tim Schaeps for Belgian Dynamics Community

3. What is new?
Unified Office 365 Feature
Enterprise Cloud Social (Wave1)
Experience Enhancments
 Unified  Identity  New BI  Activity Feeds
Provisioning Federation Capabilities – Wall
– Per entity
 Unified Billing  In region disaster  Enhanced Dialogs
recovery  Windows Phone
 Unified  Enhanced Data 7: Data and
Administration  Industry Cleansing Activity feeds App
certifications
 SDK
3 Tim Schaeps for Belgian Dynamics Community

4. CRM 2011 R7/Q4 Update
Agenda
1. High level overview of changes
2. Feature Enhancements
 Dialogs and Processes
 Charts
 Auditing
3. Social (Wave 1)
 Activity Feeds
 Windows Phone
4. SDK
4 Tim Schaeps for Belgian Dynamics Community

5. Feature Enhancements
Dialogs and Processes
1. Lookups
2. Date /DateTime values
3. Dynamic hyperlinks
5 Tim Schaeps for Belgian Dynamics Community

6. Feature Enhancements
Charts
1. Multiple Series
2. Added Chart Types
 1 Stacked Bar
 2 Column
3. Role Tailored Dashboards
  still a nice to have 
6 Tim Schaeps for Belgian Dynamics Community

7. Feature Enhancements
User Auditing
Next to entity based auditing
 Logging of user access
 Audit setting changes
 Familiar Filters Available!
7 Tim Schaeps for Belgian Dynamics Community

8. CRM 2011 R7/Q4 Update
Agenda
1. High level overview of changes
2. Feature Enhancements
 Dialogs and Processes
 Charts
 Auditing
3. Social (Wave 1)
 Activity Feeds
 Windows Phone
4. SDK
8 Tim Schaeps for Belgian Dynamics Community

9. Activity feeds
Dynamics CRM 2011 goes Social!
1. Allows social interaction,
2. Automatic updates,
3. Easy following/updates
4. And works
 Per entity
 Wall
5. You can
 Subscribe to entities of interest
 Enable it for extra entities
9 Tim Schaeps for Belgian Dynamics Community

10. Activity Feeds
Extra Possibilities
1. Additional and Custom entities
 Possible
 Record wall and Follow
 Not possible
 Definition of automatic rules
10 Tim Schaeps for Belgian Dynamics Community

11. CRM Explorer
Windows Phone!
1. One app to control them all!
2. Supports all CRM entities, even custom ones (requires re-init)
3. Supports
 fields and N:1 relationships
 Record wall
4. Does NOT support
 N:N relationships
 Creation of instances
11 Tim Schaeps for Belgian Dynamics Community

12. CRM 2011 R7/Q4 Update
Agenda
1. High level overview of changes
2. Feature Enhancements
 Dialogs and Processes
 Charts
 Auditing
3. Social (Wave 1)
 Activity Feeds
 Windows Phone
4. SDK
12 Tim Schaeps for Belgian Dynamics Community

13. SDK
Added Content
1. Activity Feeds
 Demo
2. Audit User Access
 Demo
3. Data Import
 Demo
4. Duplicate Detection
 Demo
13 Tim Schaeps for Belgian Dynamics Community

14. Any questions?
Q&A
Questions & Answers
14 Tim Schaeps for Belgian Dynamics Community

15. Thank you!
Contact
Tim Schaeps
Microsoft Dynamics CRM Consultant
Capgemini
Phone: 0473 60 93 95
Email: tim.schaeps@capgemini.com
Twitter: @timschaeps
www.tripledot.be
15 Tim Schaeps for Belgian Dynamics Community

16. Thanks to
• Diamond Sponsors
• Gold Sponsors