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)

- 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.