14. October 2010 05:39
In this post I'll point out a few small changes that you'll love in CRM 2011:
Sorting can now be done on two columns
Maximum length ntext fields now 100,000 characters
Sorting on two columns
CRM 2011 can sort on two columns instead of only one. Still not much, but twice as good as in CRM 4.0... [More]
12. October 2010 18:42
A new feature in CRM 2011 is the possibility of creating connections. Connections are a free form of relationships between records that can be used to connect any type of record to any other type of record. In this sense, connections are a bit like the customer relations in CRM 4.0, except that cust... [More]
12. October 2010 03:20
When you create a new quote based on an Opportunity (or an Order based on a Quote, or an Invoice based on an Order) not only is there a mapping of fields of the Opportunity itself but also of the fields of the Opportunity Products.
If add fields to the opportunitydetail, quotedetail, salesorderdeta... [More]
11. October 2010 05:17
Picklists are a frequently used data type in Microsoft CRM, mostly to categorize data. A 'leaves to be desired' in CRM 4.0 was that these picklists had to be defined per field. This meant that when you had categories that were used in multiple data types, you had to manually make sure that all texts... [More]
8. October 2010 16:44
One of the lesser known features in CRM 4.0 was the ability to 'save' an 'advanced find', thus creating a 'personal view'. Every end-user I explained this to was very enthusiastic about this but I'm very sure very little end-users found this feature by themselves. In Microsoft CRM 2011 this function... [More]
8. October 2010 02:20
In Microsoft CRM 2011 a new UI based on the 'ribbon' is introduced. In this post I'll highlight a few usability improvements in this new UI.
Favorites folder on left navbar
A good timesaver is the little 'favorites' folder on the top of the left navigation bar on the main screen. This show you the... [More]
6. October 2010 21:59
Appointments in Microsoft CRM 2011 have been improved so that most Outlook functionality is now covered:
Recurring appointments are now possible (and of course synced correctly)
You have the possibility to set a 'show time as'
What they did 'under water' for the recurring appointments is crea... [More]
6. October 2010 21:16
A big improvement in Microsoft CRM 2011 is that the help button is now context aware (and actually contains useful information). Pressing Help on an account, for example:
Gives help about working with accounts. The help in CRM 4.0 (or earlier) just got you on a standard landing page and for 99% o... [More]
6. October 2010 19:57
In this post I will show some new (usability) features in customizing entities. I really like the way almost all tasks can be accomplished without closing the form editor. Because I need to customize an entity for this demonstration, I thought it would be nice to demonstrate the new possibility to c... [More]
6. October 2010 18:17
New in Microsoft Dynamics CRM 2011 is the possibility to create multiple forms for the same entity. This makes the following scenario's possible:
Show a different form depending on the user's role in the organization ('role tailored' forms), e.g.
The 'order' form for the account manager cont... [More]