Microsoft Dynamics CRM 2011 walkingthrough part 1

Microsoft Dynamics CRM 2011 WalkthroughJukka NiiranenPart 1: End-user tools and featureshttp://niiranen.eu/crm

Table of contentsEnd-user tools and UI enhancementsOutlook clientForm customization optionsAuditingConnectionsSharePoint integrationVisualizationsGoalsCustomization menusUI customization optionsSolution managementWeb resourcesProcesses (workflows)Custom activitiesQueue enhancementsMultiple forms per entitySecurity features7.10.20102Microsoft Dynamics CRM 2011 Walkthrough by Jukka NiiranenWalktrough Part 1Walktrough Part 2

End-usertools and UI enhancements7.10.20103Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Context-sensitiveribbonCreaterelatedrecordsShow listtools for subgrids7.10.20104Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Formsectionsinstead of tabsLinks to sectionanchorsCollapsablesectionsPersistentheader and footerfields7.10.20105Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Filters and defaultviews7.10.20106Microsoft Dynamics CRM 2011 Walkthrough by Jukka NiiranenFilter based on view column contentsSet personal default views

Recentlyvisitedrecords & views7.10.20107Microsoft Dynamics CRM 2011 Walkthrough by Jukka NiiranenPin items to recently visited records menu

Browserecords on detailform7.10.20108Microsoft Dynamics CRM 2011 Walkthrough by Jukka NiiranenScroll through records and views on any form

View optionsFull view selection controls in associated viewsEnhanced view controls in lookup dialogs7.10.20109Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

No moreformassistant paneSmartlookupfieldshavereplacedformassistant paneFormoptions for auto-resove and mostrecentlyuseditems7.10.201010Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Convertemails (1)Create a new lead, opportunityor case directlyfrom the emailactivityribbon7.10.201011Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Convert emails (2)Dialog window requests detailsActivity history is recorded under parent record7.10.201012Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Dynamic Marketing ListsListscanbe made static (traditional) ordynamicDynamiclist’smemberswillbeautomaticallyupdatedbased on a storedquerycriteriaHowever, listmembership is onlyshown for staticlistsunder the memberrecord’srelatedmarketinglistsview7.10.201013Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Data import wizardDownloadexampletemplates of entityfieldlists and formatsCreate new entitiesorfieldsdirectlythrough the import based on source data mappignTherewillbe no separate Data MigrationManager for CRM 2011SeeblogpostfromPowerObjects for moredetails: http://www.powerobjects.com/blog/2010/10/01/crm-2011-data-import-wizard/7.10.201014Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Excel data export & re-import (1)Refresh Excel records of staticworksheetswith CRM dataLinkexported data to CRM recordswithGUIDs7.10.201015Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Excel data export & re-import (2)Import data to updateexistingrecordsorcreate new ones7.10.201016Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Bulk deletion wizardDelete records in bulk based on AF criteriaSchedule deletion jobs to run every X days7.10.201017Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Recurring appointmentsNew activity type provided for recurring appointments7.10.201018Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Total counts in gridsTotal count of records in the view is displayed below the grid…but page count is not7.10.201019Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

SalesLiteratureemailing7.10.201020Microsoft Dynamics CRM 2011 Walkthrough by Jukka NiiranenAttach a package of files to email through Sales Literature

Windows Update supportClient updates to CRM 2011 will be distributed through Windows UpdateWSUS (Windows Server Update Service) to be also supported after RTM7.10.201021Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Outlook Client7.10.201022Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

HighlightsNew Outlook client built from ground up to work with Outlook MAPI (Microsoft’s Messaging API)Provides native Outlook controls to activities and also other CRM recordsContains additional view configuration and data browsing features not available through the CRM web clientCRM application menu structure integrated into Outlook UI more tightly (requires Office 2010)7.10.201023Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Outlook 2010 vs. 2007/2003Ribbonconverted to menus in 2007/2003Ribbons are converted to menus in 2007/2003Navigation panes and graphicfoldersonly in 2010Navigation panes and graphic folders only in 20107.10.201024Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Reading panesScrolling through records in grid allows ”inbox style” navigation through CRM dataReading pane displays detail data, form section contents can be personalized7.10.201025Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

View tabs and filtersMultiple views can be opened on tabs for quick data comparisonCustom filters can easily be applied to existing views7.10.201026Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Full visualizations support7.10.201027Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Activity groupingNative Outlook grouping options for activities (by due date etc.)7.10.201028Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Conditional formatingCreate custom format rules based on field data conditions7.10.201029Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Regarding recordsRegarding pane displays links to related records7.10.201030Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Auto createcontactsorleadsOutlook settingscanbeconfigured to create new records for sender of an emailtracked to CRM7.10.201031Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Multi-tenancySingle Outlook client can be used for opening multiple CRM organizationsOrganizations displayed as menus (Outlook 2010) or folders (Outlook 2003/2007)However, activity tracking is only possible with one organization per client7.10.201032Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Outlook Social ConnectorSocial network profiles and streams can be integrated into the contact reading pane7.10.201033Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

FormCustomizationOptions7.10.201034Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Sub-gridsAdd related child entity grids on parent entity view through form customization (no more iFrames)Control default views and UI features displayed7.10.201035Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Adding a sub-grid on the form7.10.201036Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

FilteredlookupsForm customization options include ability to show records based on simple query criteriaCommon scenario: show only accounts where the parent account is equal to current accountLookup controls are programmable, i.e. can be modified through SDK when GUI is not enough7.10.201037Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Relatedrecordsfiltering7.10.201038Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Option setsOption sets = global picklistsRe-usable lists of values that can be shared across different entitiesValues can be populated/maintained through SDK7.10.201039Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Auditing7.10.201040Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

AuditingfeaturesAvailable on common entities as well as customentitiesAuditing data is recorded across a designated period of time in partitions (audit logs), which can be deleted from the Settings menuFrom Microsoft Dynamics CRM 2011 Beta SDK7.10.201041Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

EnablingauditingSystem levelPer fieldPer entity7.10.201042Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Viewaudithistory per record7.10.201043Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Audit summaryview7.10.201044Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Audit data securityPrivileges are defined on system level, not per entity or fieldComplete audit summary can be hidden from normal system users7.10.201045Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

LimitationsAudit data is not available in Advanced Find queries, nor for reportingFilteredAudit view does not surface all relevant fields from the tablesAudit records and record details can be retrieved through SDKSome system fields do not allow changing auditing settings other than on per entity level7.10.201046Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Connections7.10.201047Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Connections vs. RelationshipsReplaces the CustomerRelationships feature thatwaslimited to accounts, contacts and opportunitiesConnectionscanbeformedbetweenanyentity (default and custom)However, the oldRelationshipremains in the schema for backwardcompatibilitypurposesDefaultsecurityroleswillnoteven show the Relationship data to normalusers, but of courseadminswillhavethem in the UIRelationshipswillbedeprecated in future CRM versions, data shouldbemigrated to Connections7.10.201048Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Quick-create a ConnectionShortcut on the ribbon: ”Connect to me”Collapsed form with minimum fields7.10.201049Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

RelationshiprolesRole data is stored on the solution, i.e. records are portableUnlike Relationship roles, new Connection roles can be created by a user7.10.201050Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

SharePoint Integration7.10.201051Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

FeaturesIntegration to Document Library functionality onlySupports MOSS2007 and SP2010iFrame & default chrome in MOSS2007Automatic folder creationFolder naming: Account, contact or custom entityRequired the list component, which is only available for SP2010Documents can be attached to multiple locationsHowever, automatic folders support only one locationEntities can be enabled for SharePoint integration in configuration7.10.201052Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

SharePoint ListComponentSee blog post by Mark Kovalcson on the component installation process:http://crmscape.blogspot.com/2010/09/ms-crm-2011-sharepoint-list-component.html7.10.201053Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Document management settingsSelect entities to be enabled for Document ManagementDefine folder structure to be used in path names7.10.201054Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

No securityintegrationCRM and SharePoint securitysettingsare no synchronized in anywayUserrights to the CRM record and the SharePoint sitewheredocumentsarestoredwillhave to bemanagedindependentlyfromoneanotherEspeciallywith MOSS2007, the iFramewilallowusers to navigate to anysite/library, so UI cannotbeutilized as a ”soft” securitymeasure7.10.201055Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

CRM data in SharePointBDC was not included in WSS 3.0, whereas BCS (Business Connectivity Services) is included in the new SharePoint FoundationsWith the help of Search Server Express 2010 this will allow building ”Goolge style” global freetext search for CRM dataNote: SP2010 uses .NET 3.5, while CRM 2011 is built on .NET 47.10.201056Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Visualizations7.10.201057Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Charts and gridsCRM visualizations are attached to entitiesDefault visualizations = charts with GUI editorAlso Web Resources can be used as visualization components through SDKCharts are integrated with grids, displaying the same data that is defined in the view query criteriaDrilling down on a chart updates the grid, filtering the grid updates the chart 7.10.201058Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Chart controlsBuilt on Microsoft Chart Controls for .NET Framework 3.5Included types out-of-the-box: column, bar, line, pie, funnelCRM supports single-series and multi-series charts, but not multi-categorySee http://code.msdn.microsoft.com/mschart for sample downloads on MS Chart Controls for .NET 3.57.10.201059Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Viewingcharts on grids7.10.201060Microsoft Dynamics CRM 2011 Walkthrough by Jukka NiiranenEditing controls are under the View tabExisting charts can be pulled from right side of the grid

Drillingdown7.10.201061Microsoft Dynamics CRM 2011 Walkthrough by Jukka NiiranenClick on chart data to start drilling downDrill levels displayed in breadcrumb navigation

Creating new personalcharts7.10.201062Microsoft Dynamics CRM 2011 Walkthrough by Jukka NiiranenDefine chart typeSelect fields and values

Creating new systemchartsDefined in entity customizations, included as a solution file componentNote: view selection setting is for preview only, as charts consume data from the views the user selects7.10.201063Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Custom chartsChart definitions can be exported and importedQuery criteria can be modified using FetchXML to retrieve data not allowed by the simplified chart designerAlso presentation can be modified with parameters in the XML7.10.201064Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

DashboardsCollections of visualization components that can be built and configured by the CRM end-userSupported content types: charts, grids, iFrames, web resources (html, scripts, Silverlight…)7.10.201065Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Creating a new dashboard (1)Select from predefined layout options7.10.201066Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Creating a new dashboard (2)Adjust component size on the formAdd components on the dashboardModify tab and section titles7.10.201067Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Creating a new dashboard (3)Configure data sources for chartsConfigure options visible on the dashboardConfigure chart type7.10.201068Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Goals7.10.201069Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

FeaturesGoal management: set targets, measure resultsTrack actual, in-progress or custom dataHierarchies:Parent and child goalsRoll up goal totals to parentGoal manager has editing rights, Goal owner can only read and appendConnected to CRM fiscal period or custom period7.10.201070Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

Goal data structureGoal: target figures”X qualified web leads in period Y”Goal Metric: target data type (amount or count)”Lead records, by status, per creation date”Rollup Query: record set to calculate the metric from”All leads where source = web”7.10.2010Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen71

Goals and goalmetricsrecords7.10.201072Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen

To be continued in part 2…7.10.2010Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen73

7.10.2010Microsoft Dynamics CRM 2011 Walkthrough by Jukka Niiranen74Follow my #MSDYNCRM tweets on http://twitter.com/jukkanSubscribe to by blog:Surviving CRM http://niiranen.eu/crm

Microsoft Dynamics CRM 2011 walkingthrough part 1

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Microsoft Dynamics CRM 2011 walkingthrough part 1