Today, our team covered the "What's New" features in Microsoft Dynamics CRM 2011.

1. What’s New
In
Microsoft Dynamics CRM 2011

2. Jeff Spehn – InterDyn BMI CRM Solutions Consultant
Brian Campbell – InterDyn BMI CRM Sales Manager
Scott Anderson – CoreMotives Account Manager

3. Marketing Power for Dynamics CRM
www.coremotives.com

5. PC Browser Phone
Sales Customer Marketing Extended CRM
Productivity Care Effectiveness Applications
Relationships • Interactions • Process • Insights
xRM Framework

6. Next-Generation Outlook Experience
• Multi-app Client
• Richer Outlook experience
• Preview panes
• Enhanced performance &
synchronization

7. Office Fluent UI
• CRM Ribbon
• Visual page flow
• Adaptive by task
• One-click to customize

8. Inline Visualization
• Ad-hoc analysis
• Data drill-down
• End-user creation
• .NET 4 Chart Controls

9. Advanced Personalization
• Personal views
• Pin favorite records/views
• Most-Recently Used lists
• Navigation preferences

10. Productivity Enhancements
• Custom activity types
• Re-occurring
appointments
• Dynamic Marketing Lists
• Product catalog
enhancements

11. Connection Roles
• Business relationships
• Social connections
• Influence tracking
• Process integration

12. Contextual SharePoint
• Contextual documents
• Custom content types
• Check-in/check-out
• Process collaboration

13. Pervasive Auditing
• System-wide auditing
• Record or field level
• Pre-configured audit rules
• Comprehensive audit
history

14. Social – Wave I
 Activity Feeds:
• micro-blogging, follow, comment, like
• API and Workflow exposure
 Windows Phone 7 Client for Activity Feeds

15. Real-Time Dashboards
• Real-time presentation
• Personal dashboards
• Drag ‘n Drop creation
• Extensible through Web
Resources

16. Solutions
• Multi-app server
• Managed properties
• Advanced import/export
• Cloud install & deploy

17. Role Tailored Forms and Views
• Role-based forms
• Multiple Form per entity
• Web and Mobile
• Drag n’ Drop customization

18. Declarative Design
• One click to customize
• Drag-and-Drop UI
• Navigation Editor
• Entity header and footer

19. Field Level Security
• Full field level security
• Profiles and rules
• Read/write/create
• Interactive override

20. Goal Management
• Business goal tracking
• User and team goals
• Monetary and activity
analysis
• Hierarchical with roll-up

21. Enhanced Queues
• Queues against any entity
• Work state management
• User and team queues
• Native workflow support

22. Team Management
• Team ownership of records
• Team security roles
• Team roll-up reporting
• Internal/external teams

23. And Many More . . . Over 500
enhancements
Business Process Management Personalization Customization and Extensibility
• Business org. modeling • Multiple application use/switching • Forms designer
• Tree based designer • Intelligent choice controls • System views
• Hyperlink support in prompts • Dynamic forms • Visualization Designer
• Static & dynamic response types for prompts • Navigation shortcuts • Customizable dashboards
• Custom workflow activity • Flexible filtering and search • “Any to Any” relationships
• Import/export process definition • View selection persistence • Multi-factor authentication
• AppFabric integration • Personalized synch folders • Interactive override for Field Level Security
• Interactive workflow • Personalized reading pane • Global Jscript libraries
• HIPAA certifiable
Content Management Customer Care
• Track changes • Custom activities Management and Administration
• Version control • Customer care dashboard • Multi-nation setup
• Automatic folder creation • Case modeling • Claims based set-up configuration
• Secure file sharing • KB article customization • Server admin automation
• Quick preview • Workload management • Organization management automation
• Simultaneous editing • Flexible queues • Simple Internet-facing deployment
• Single sign-in • Business/contact center goals • MUI upgrades
• Text search with documents • System-wide auditing • Org. update/upgrade
• Tenant by tenant upgrade migration
User Experience Sales • Server farm updates
• Native Outlook search experience • Quota management • Deployment Web-Services
• Column filters • Team selling capabilities
• eMail template support • Connections Integration
• Outlook Social Connector • Custom currency • Azure Service Bus integration
• Record counts • Sales dashboard • Firewall tunneling
• Re-occurring meetings • Write-in products • Bulk data load
• Meetings bi-directional synch • Negative price support
• Context menus Solution Management
• Accessibility compliance Marketing • Solutions hosting
• Voice recognition tools support • Marketing dashboard • Solution lifecycle management
• Outlook follow-up/reminders • Dynamic Marketing Lists • Managed properties
• Outlook categories on CRM records • Bulk update • Community rankings
• Data cleansing enhancements • Rich CRM eMails • Listings details and management
• Data mapping • Improved Data Import Wizard • Search and navigation

25. Additional Feature Enhancements
 Additional BI Capabilities
• Extended Chart Designer allows for
multiple data series on charts
• New chart types including stacked bar
and stacked column charts
 Enhancements to Dialogs
• Additional data types supported
• Extensions to configurable URL’s in
dialog screens
 Extended De-duplication rule
processing
• Additional support for smart-matching
of potential duplicates

26. CRM where you want it

27. Rapid Release Cadence
Q4 Q2 Q4

28. Demonstration

29. Interested in upgrading to CRM 2011?
Contact Any One of the following:
1. Your Account Executive
2. CRM Upgrade Coordinator Michele Brennom – Michele.Brennom@InterDynBMI.com
3. CRM Project Manager Jim Boyne – Jim.Boyne@InterDynBMI.com
4. CRM Engagement Manager – Derrick Strom – Derrick.Strom@InterDynBMI.com
5. CRM Sales Manager Brian Campbell – Brian.Campbell@InterDynBMI.com