SharePoint Use Cases

02 Jan, 2008

What’s new in CRM 4.0 – Part 1

Posted by: Toni Frankola In: crm  Bookmark and Share

During last few weeks I spent some time with CRM 4.0 which is now in RTM phase. Here are some good blogs that you can use to find out more about CRM4:

A list of CRM 4.0 downloads can be found here.

I am getting ready for upcoming projects with CRM4 so I spent some time investigating what’s new in CRM4. A very good overview document can be found at PartnerSource (available only for partners). From the information provided in the overview document and other sources I composed a mindmap (powered by MindManager) that lists all the new features.

CRM4

Some of the greatest features are listed here:
- Report wizard – create great looking reports from web interface
- Activity report added to out-of-box reports
- Live CRM – Microsoft hosted CRM4 (available in US/Canada only [:(])
- CRM Workgroup edition license (great for teams of up to 5 users)
- Enhanced Advanced find
- Workflows (based on Microsoft Workflow foundation)
- Data maps for importing data
- Duplicate detection
- Export/Import customizations
- Multi-tenancy
- Entity relationships enhanced

In part 2 of this post I will describe what I am missing in CRM4.

Updated: Mind Manager file can be downloaded here.

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Comments

1 | Remco Ploeg

January 6th, 2008 at 8:24 pm

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Where can I download the mindmanager file :)

great post.

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Real-life use case and opinions about collaboration, CRM and web technologies and stuff by Toni Frankola. More...

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All postings on this blog are provided "AS IS" with no warranties, and confer no rights. All entries in this blog are my opinion and don't necessarily reflect the opinion of my employer.

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