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Microsoft has already introduced a documentation pack and videos for Microsoft Dynamics CRM 2011.

And then partners come up - since today Sonoma Partners will publish one new video each day for 2 weeks.

The video highlights will include:

• Dashboards
• Charts
• Ribbon UI
• Conditional Formatting in Outlook
• Form Enhancements part 1 (Embedded Grids, SharePoint Integration)
• Form Enhancements part 2 (Role-based forms, Form Navigation)
• Filters/Views
• Dialogs
• Auditing
• Connections

Well, as soon as I have gone on vacation, as Microsoft released a beta-version of the CRM 2011.

At the same time was launched a promo site with video presentations: http://crm2011beta.com/.

Download the Microsoft Dynamics CRM 2011 Beta

I have already written about the features of the next version of Microsoft Dynamics CRM and now you can learn more about it - Microsoft Worldwide Partner Conference 2010 Microsoft officially took the covers off of Microsoft Dynamics CRM 5. The keynotes were disclosed in Dynamics section.

"CRM5" is now officially Microsoft Dynamics CRM 2011.

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Comparison matrix of the most common ways to create reports in Microsoft Dynamics CRM considered earlier. Approaches are grouped for convenience. Move the cursor on results to view the description.

Important to say that in «ease of use» in the table above I mean using a particular approach for creating a report (ie, efforts to create a new report), but not using it result. Читать далее »

There are many ways to get data for analysis in Microsoft Dynamics CRM. For all occasions. But needs, as known, can vary. In this article I'll try to describe the most common approaches for creating reports in CRM, and then give a comparative description of them (most likely there will be a separate post).

For convenience, the main approaches are grouped as follows:

• Reports within Microsoft Dynamics CRM
• Microsoft SQL Server Reporting Services (SSRS) reports
• Reports by Microsoft Office
• Developing custom reports platform
• Microsoft SQL Server Analysis Services reports

I keep on describing the innovations that are expected in the next version of Microsoft Dynamics CRM.

Every company engaged in the Microsoft Dynamics CRM projects implementation, sooner or later faces the problem of different components and settings compatibility. There are many questions while migrating customization (system settings and components) from the test server to production environment.

Here are the most common issues: Читать далее »

In response to the post "Password field" describing the script that hides user's password in the CRM record.

The current version of Microsoft Dynamics CRM does not support the so-called field level security - access rights management at the field-level. Security roles configured access to the entire entity. There are often situations where you want to protect or hide some fields from certain groups of users in CRM. For such cases, the best way is to add separated entity (it will keep the secret values), link it to the main entity, and grant permissions for privileged users in security roles.

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Two years have passed since Microsoft Dynamics CRM 4.0 was released. This version replaced the previous 3.0, and has got wide prevalence and gained general acceptance. In 2010, Microsoft plans to release the next version of Dynamics CRM.

New releases of Microsoft products informally divided into the evolutionary and revolutionary. Evolutionary realeases fix functionality deficiencies, user interface, optimizes performance, while revolutionary releases include a significantly revised architecture of the product, changes in the API, and new features. Typically, evolutionary and revolutionary releases follow each other:

• CRM 3.0 – revolutionary release for the previous version 1.2 (significant changes both in functionality and architecture of the product);
• CRM 4.0 – evolutionary release (plug-ins model which have replaced the old callout approach does not count);
• «CRM 5» – revolutionary release?

Rumours are about possibilities of «CRM 5» (the next version of CRM) have spreaded since early October 2008. Here is a list referred to innovations: Читать далее »