Microsoft CRM 4.0 What's New

The newest edition of Microsoft Dynamics CRM is version 4.0. This version 4.0 adds a number of new features, including support for multi-currency, duplicate data detection and other enhancements. Perhaps most importantly, version 4.0 provides true multi-tenancy, which will allow for multiple customer accounts on a single server. This feature will enable Dynamics CRM to compete with other hosted solutions.

The main improvements in version 4.0 of Microsoft CRM are:

  • Multi-tenancy
  • Multi-currency
  • Multi-language
  • Server Roles
  • Duplicate Detection
  • Windows Workflow foundation
  • Workflow Plug-Ins
  • Microsoft Dynamics CRM Connector for Microsoft SQL ReportingServices
  • Resource Center
  • Bulk import enhancements
  • Better Licensing Model
  • Improved look and feel

Microsoft Dynamics CRM 4.0 Workflows 

If you would like to see Microsoft Dynamics CRM 4.0, please feel free to register at one of our seminars being held every month at Microsoft HQ in Reading.

We have provided a number of screen shots for different improvements below for Microsoft CRM 4.0.  A more complete list of features can be found by looking at Microsoft CRM 4.0 featues.

Microsoft Dynamics CRM 4.0 new feature: Multi-Language Support
Languages allow you to install MUI packs to enable multiple languages on your server. Any user can set his preferred language in his/her user settings:

Microsoft Dynamics CRM 4.0 Language screen shot 

The Resource Center
The Resource Center is brand new for Microsoft CRM 4.0 and contains online news and tips and tricks from the community.

Microsoft Dynamics CRM 4.0 Resource Centre screen shot 

Microsoft Dynamic CRM 4.0 Feature: Multi-Currency
Microsoft Dynamic CRM 4.0 allows you to work with more than one currency. You can set a currency as a base currency (say £ sterling) and add others as foreign currencies. i.e US Dollar.

Microsoft Dynamics CRM 4.0 Multi-currency scrreen shot 

You can add any currency you like by selecting the New button and picking the desired currency from a list.

This is what Multicurrency looks like in Opportunities.

Microsoft Dynamics CRM 4.0 multi-currency screen shot 2 

Many-to-Many Relationships, System-System relationships, Multiple relationships to the same entity

You can now:

  • create new relationships between system entities
  • create a relationship to the subject entity to add a subject lookup on your form
  • create multiple relationships to the same entity – for instance, add four user lookups to your form
  • create true many-to-many relationships between two entities
  • create self-referencing relationships, e.g. add a lookup to the opportunity form referencing another opportunity

Microsoft Dynamics CRM 4.0 Relationship screen shot 

Workflows
A workflow is now a CRM entity, and you can create them directly in the CRM web client. No need to start a CRM Workflow manager anymore.

Microsoft Dynamics CRM 4.0 Workflows screen shot 

There are two ways to create workflows:

  • Using the web UI as shown above
  • Using Visual Studio 2005

Duplicate Detection

Another major addition: you can define duplicate detection rules for each entity.

Microsoft Dynamics CRM 4.0 Duplicate Detection Rule 

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