CRM Online Brochure.pdf
  
Microsoft Dynamics CRM 2011 - All Up Datasheet.pdf
  
Microsoft Dynamics CRM 2011 Customer Service Datasheet.pdf
  
Microsoft Dynamics CRM 2011 Extended CRM Datasheet.pdf
  
Microsoft Dynamics CRM 2011 Marketing Automation Datasheet.pdf
  
Microsoft Dynamics CRM 2011 Sales Force Automation Datasheet.pdf
  
Microsoft Dynamics CRM Sales and Marketing New Power Couple Whitepaper.pdf
  
User Subscription License Options - Microsoft Dynamics CRM Online 2013.pdf
  
Why Microsoft Dynamics CRM.pdf
  

Customisation 

There are numerous new customisation features in Dynamics CRM 2011:

Solution Record – customisers can package customisations into Solutions, which can be exported, imported, deleted or published (using Publishers – new concept in CRM 2011)

Solution Marketplace – direct access from within CRM 2011 to this online service for finding, evaluating and downloading industry specific developed applications offered by Microsoft Dynamics ISV partners.

Role based Customised Forms - the interface or information presented for a specific form (e.g. Account Entity) can appear different from user to user, depending on role within the organisation and security privileges

Greater Control and Visibility for customizers with regard to sections, fields and form properties, attribute properties (custom attributes can be created and properties altered directly from the customisation form)

View Level Customisations –customisers can edit filter criteria (system and public view), add up to 2 default sorting columns, find columns are controlled on the quick find view only, activate and deactivate public views
 
Chart Customisations – customisers can create publicly available charts for users to use in personal dashboards and view; these charts can also be imported and exported (as with any CRM customisation)
 
Custom Activities – in addition to the previous default activities (Tasks, Phone Calls, SMS messages, Email Messages, Letters, Faxes, Campaign Responses, Service Activities) a custom activity can now be created (e.g. Time Entry, Survey or Instant Message)
CRM 2011 One click to customise

Drag and Drop Functionality – ability to drag and move fields onto the form and between sections and tabs

 

 

 

Public Dashboards - not only can users create their own personal dashboards, but customisers can also create publically available dashboards – providing a graphical view of CRM data displayed in a list, a chart, or via a web resource or an IFrame
Web Resources – CRM functionality can be extended by adding custom web content (for example, HTML, Images, Silverlight, JavaScript) to CRM forms.
 
Connections – these replace relationship roles in CRM 2011 and can be created ad-hoc for most CRM entities 
 
Dialogs – unlike workflows (which are background automated/asynchronous processes) dialogs are interactive or synchronous processes in Dynamics CRM and require user inputs to start and run until completed; each dialog contains sets of wizard-like pages, with each page consisting of questions (prompts) and answers (responses). ​
CRM 2011 Drag and Drop
 

 

Customer centre

"M4 has provided us with an excellent service from day one. The successful completion of a second, very high profile project has only increased their credibility within the business..."
Natasha Towns
Business Applications Manager,
Logicalis UK

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