Additional Features of Microsoft Dynamics CRM 4.0

Apart from the main features in Microsoft CRM, here is a more complete list of the expected new features in version 4.0:

  • Multi-currency: the ability to mix currency choice within one specific company
  • Multi-language: Helps many companies with multiple global offices
  • Support for roaming profiles when using terminal service environments
  • Significant development around increased WAN performance
  • Multi-layers of advanced duplicate detection
  • Support for SQL Monitoring and SQL Clusters
  • Support for alternative deployments
  • "Self-updating" installation
  • Diagnosis and process monitoring
  • Embedded auto-complete on numerous fields
  • More Bulk Changes and Data Cleansing features
  • Web-based Mail Merge
  • A new Report Wizard to empower customers to extract all the data they want to extract in the way they want to extract it
  • Integration with Office Communicator
  • Presence control
  • 360-degree View of the Customer
  • Cross entity advanced find enhancements
  • Role based report foundation
  • New Deployment Wizards, which include bulk importing of users from Active Directory
  • OneNote Integration
  • A new level of Bi-Directional integration to Excel (export to Excel, make changes, re-import into Dynamics CRM)
  • New workflow Wizards, Templates and Libraries
  • Many to Many Relationships (see sample screen shot below)

Microsoft CRM v4.0 Relationships

  • Web based/Client Workflow configuration
  • Breakdown any workflow into stages
  • Multi-criteria email tracking. Email tracking token can be turned off
  • More flexible licensing options such as device versus user CALs
  • Role-based Report Foundation: reporting can be dependent on the user's rights, security and roles
  • New Microsoft Dynamics CRM Resource Center
  • Reconfiguration/Redesign of the Outlook Client for CRM to allow for the wide variety of outlook footprints and variables in the field
  • Diagnostic Tools in the Outlook for CRM client
  • The Windows Workflow Foundation (WWF) with more integration to MOSS (SharePoint)
  • System to System Relationships
  • Pop3 Support/Exchange 2007 Support (64 bit)
  • Direct External Interface into Dynamics CRM without a required VPN
  • Asynchronous processing
  • Offline and On-line use is consistent no change of features when offline
  • New Data Mapping features
  • Multiple ways to Authenticate
  • Various components from within Dynamics CRM can be split out onto different application servers including API Calls, WorkFlow, UI Calls, etc.
  • Greater Organization Visibility
  • New Client Migration Toolkit
  • Multi-Tenant platform for enterprise hosting
  • Email Topology changed to support more multiple choices of email routing
  • Email routing can be done without Exchange
  • Reporting stored within the database for easy disaster recovery planning

If you would like to attend a Microsoft CRM  4.0 seminar please call us or go to our events page . For more information on Microsoft CRM 4.0, call us on 0845 850 1550, or email us at info@pythagoras.co.uk.

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