Global Search v 5.1 for Microsoft Dynamics CRM 2011 Update Rollup
Microsoft Dynamics CRM 2011 Update Rollup 5 Enhancements Dana Martens Escalation Engineer Microsoft.
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Transcript of Microsoft Dynamics CRM 2011 Update Rollup 5 Enhancements Dana Martens Escalation Engineer Microsoft.
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- Microsoft Dynamics CRM 2011 Update Rollup 5 Enhancements Dana Martens Escalation Engineer Microsoft
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- Agenda CRM Outlook Client Enhancements Dialog Enhancements Chart Designer Enhancements Audit User Access Duplicate Detection Enhancements Activity Feeds Q&A
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- Update Rollup 5 Enhancements Release Date: 10\25\2011 KB: http://support.microsoft.com/default.aspx?kbid=2567454 http://support.microsoft.com/default.aspx?kbid=2567454 Downloads: http://www.microsoft.com/download/en/details.aspx?id=27820 http://www.microsoft.com/download/en/details.aspx?id=27820 Release Preview Guide http://az26122.vo.msecnd.net/docs/Release_Preview_Guide.pdf Building Your Business Hub: Using the Power of Social for a More Productive Enterprise https://community.dynamics.com/product/crm/crmnontechnical/b/crmc onnection/archive/2011/10/25/Building-Your-Business-Hub_3A00_- Using-the-Power-of-Social-for-a-More-Productive-Enterprise.aspx
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- Asynchronous promotion for tracked emails Creation of the e-mail activity on the CRM server will be performed after the e-mail has been sent Removes the delay that some users saw when sending CRM e- mails via the CRM Outlook client on a slower connection
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- CRM Outlook Client Sub-Grids and Notes now available in Reading Pane Records and links are clickable
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- Clickable Links URLs, E-mail addresses, and Lookup value are also clickable Clicking E-mail opens new e-mail with tracking and regarding info set
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- Lync Presence Integration Presence information is visible
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- Dialogs - Lookup Data Type added Used in Prompt and Response as a Response Type Used in Input Argument or Variable as Data Type
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- Dialogs - Date and Time Data Types Date and Time Date Only
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- Record URL(Dynamic) Option Available for Send E-mail Action in Dialogs or Workflow Rules Can provide text to display and URL values
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- Data Retention When Moving Back Within a Dialog Retain data when changing value on a previous page Warn user if change impacted later values
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- Chart Designer Enhancements - Multiple Series Show a comparison between multiple series on a chart Ability to have different chart type per series Limit of 5 series
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- Multiple Categories Show comparison between two category fields on a chart Limited to 1 series Limit of 2 categories
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- Area Charts Display differences over a period of time
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- Stacked Charts Show relative proportions of closely related items Stacked Area Charts Stacked Column Charts Stacked Bar Charts
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- User Access Auditing Enabled in Global Audit Settings
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- User Access Auditing User Access Events User Access via Web User Access via Web Services
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- Duplicate Detection Enhancements - Ignore Blank Values Rule conditions can now ignore blank (NULL) values Rules can now exclude inactive records
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- Activity Feeds What are Activity Feeds? Share information about users, accounts, leads and other entity records Follow records you care about Receive important updates regarding records you Follow Available via a solution on Dynamics Marketplace http://dynamics.pinpoint.microsoft.com/en-US/applications/microsoft- dynamics-crm-activity-feeds-12884926310 Security Roles Default roles updated with Activity Feeds privileges Activity Feeds role included in solution
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- Microsoft Dynamics CRM Mobile Requirements Windows Phone 7.5 On-Premise deployment requires Claims Based Authentication Microsoft Dynamics CRM Mobile application is available from Windows Phone Marketplace http://dynamics.pinpoint.microsoft.com/en- US/applications/microsoft-dynamics-crm-mobile- 12884927739
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- Using Microsoft Dynamics CRM Mobile Views Search
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- Activity Feeds Additional Resources Following and Unfollowing Records in CRM http://blogs.msdn.com/b/crm/archive/2011/10/27/following-and- unfollowing-records-in-crm.aspx How to do Mentions with Activity Feeds http://blogs.msdn.com/b/crm/archive/2011/10/31/how-to-do- mentions-with-activity-feeds.aspx Working with Activity Feed using Microsoft CRM SDK http://blogs.msdn.com/b/crm/archive/2011/10/31/working-with- activity-feed-using-microsoft-crm-sdk1.aspx
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- When is the next update with new features? Based on the Microsoft Dynamics CRM Statement of Direction the feature updates will be coming every 6 months. Cross Browser Support coming in H1 of CY2012 Safari (PC & Macintosh platforms) Firefox (PC & Macintosh platforms) Chrome (PC & Macintosh platforms)
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- Activity Feeds Additional Resources Following and Unfollowing Records in CRM http://blogs.msdn.com/b/crm/archive/2011/10/27/following-and- unfollowing-records-in-crm.aspx How to do Mentions with Activity Feeds http://blogs.msdn.com/b/crm/archive/2011/10/31/how-to-do- mentions-with-activity-feeds.aspx Working with Activity Feed using Microsoft CRM SDK http://blogs.msdn.com/b/crm/archive/2011/10/31/working-with- activity-feed-using-microsoft-crm-sdk1.aspx
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- 2010 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.