We're happy to say that dashboards have been included into CRM 2011. These dashboards will allow your group to construct multiple sets of charts and grids that make the most sense for your business--several dashboards are shipped out of the box.
You'll find the ability to view charts all through the application. These charts can be created and customized with the appropriate security roles.
Organizations need to track changes made to records for many purposes; these include maintaining security, examining the history of a particular record, documenting modifications for future analysis, and record keeping necessary for regulation compliance. Auditing allows customers to effectively track creates, deletes, and updates.
Allows administrators to set permissions on each field to allow a user to Update, Create and/or Read that specific field. (limited to custom attributes in CRM 2011)
Microsoft Dynamics CRM 2011 introduces the capability to define more than one main form for each entity: use multiple forms to create forms that are customized to specific roles or tasks in the organization; use security roles to control which groups will be able to use the forms you create.
Teams in CRM 2011 can own records. It's also possible to assign security roles to teams which will allow customers to manage overall security at a team level, rather than a user level.
In CRM 2011, it is possible to create both FetchXML reports and standard SQL RS reports. Fetch-based reports use the Microsoft Dynamics CRM proprietary FetchXML queries to retrieve data for reports. Because these reports use FetchXML queries instead of SQL queries, they do not need to use the filtered views in the Microsoft Dynamics CRM SQL database to retrieve data for reports. Since FetchXML reports no longer have to use filtered views in order to honor CRM security, the time that it takes to execute these FetchXML queries should decrease quite a bit.
The Import Wizard facilitates a smooth data import process by providing an easy way to migrate your legacy data into the Microsoft Dynamics CRM System. Several new features in CRM 2011 are:
Get Started Pane
Attachments & Bulk Emails
Enhanced Decimal Precision
Sales Goal Management
Dynamic Marketing Lists
Solutions are the new functionality in CRM 2011 that will allow you to move your customizations in and out of your CRM organizations. Solutions are used to author, package, and maintain a single unit of software that extends Microsoft Dynamics CRM 2011. You can distribute your customization work as Solutions so that organizations may use Microsoft Dynamics CRM 2011 to install and uninstall the business functionality as defined by the Solution. Solutions can be unmanaged (you can add, remove, update, test, and export or import any of the components of the Solution), or managed (cannot be modified or exported once it is imported and deleting a managed solution will uninstall all of the solution components....including any data that has been entered in the system from entities created by that solution). Using managed solutions is a great way to control the customizations that will move between your environments.
Once plug-ins are brought into an organization through the plug-in registration tool, they can be added to a solution. After that, the plug-in will be contained within the solution. Therefore, it will not be necessary to bring the plug-in over to the new organization in a separate manner.
Allows users that hold the correct security role to bulk remove data from the CRM system via an advanced find-type tool.
You'll notice that we now have Processes in CRM 2011. Processes are either workflows, or dialogs. For the most part, workflows have the similar look and feel to CRM 4.0. A dialog, when presented to an end-user can be a conversation and a guide, which helps achieve a set of tasks in a standardized and repeatable fashion. Dialogs enable any user (sales, marketing, support) to interact with the customer in a standardized manner using a script as a guide to enable an effective customer engagement. Since work typically involves complex interconnected tasks, a script detailing the tasks will be used as a guide to complete the tasks.
Since the release of CRM 4.0, a number of developments have happened in the Industry around standards based Authentication. A number of Authentic protocols have matured since CRM 4.0, WS-Trust , WS-Federation, and SAML 2.0(protocol) . Microsoft Windows Server released Claims based access platform where it added support for these protocols. Microsoft Dynamics CRM 2011 discontinues the 4.0 IFD design and snaps into the new Claims based options. After Claims is properly enabled in your environment, it will still be necessary to go through the CRM IFD setup steps to make your CRM application accessible outside of your network.
Global Option Sets
Specify Server Roles (via setup wizard). It's now possible to specify specific server roles for CRM server install when using the install wizard.
CRM 2011 will make Update Rollups available through Windows Update. If using Windows Update or WSUS to push out updates, this functionality will be very beneficial.
The Microsoft Dynamics Marketplace will help customers discover applications and professional services that extend the value of Microsoft Dynamics. The Microsoft Dynamics Marketplace will be accessible directly from within Microsoft Dynamics CRM 2011, making it even easier to find solutions.
Showing and Hiding UI Elements
Test and Debug JScript Libraries
WCF in Microsoft Dynamics CRM 2011
Editor’s Note: if you want to check out more great Dynamics CRM content written by Microsoft Premier Field Engineers, make sure you visit Dynamics CRM in the Field.