To the eXtreme, part 2: The future of the web caught up with IE and Dynamics CRM

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Posted on 12th February 2012 by Jukka Niiranen in News and events

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One great thing about Microsoft Dynamics CRM as a business application platform has been that it’s modern enough to have been born into the browser window from day one. With no legacy from the pre-web era, the product has been able to stay relevant with no major disruptions in the client side development and also supported the eventual move of the server side functionality to the data centers in the cloud.

A history of Internet ExplorerInternet Explorer market share peaked in 2003, when 95% of all Internet usage was on IE. Coincidentally, Microsoft CRM 1.0 was released in January 2003. At the time, providing support for any other browser than your in-house product would have certainly sounded like a requirement you could de-prioritize. Today Internet Explorer commands a market share of less than 40%. There are now more iPads sold than any brand of desktop PCs combined. If that doesn’t signal the move to a post-PC era, I don’t know what does. If you’d be a company manufacturing an IE only product for PCs in the year 2012, you could soon be out of business.

This is a fate Microsoft intends to avoid, which is why the cross-browser support for Microsoft Dynamics CRM was officially announced in the Q2 2012 Service Update release preview guide, released at the beginning of Extreme CRM 2012 conference in Berlin. We had already seen the promise of non-IE browser clients for Dynamics CRM presented in Microsoft’s May 2011 Statement of Direction and now we finally have details about what to expect in Dynamics CRM R8 release exactly one year later. As with my previous post on mobile CRM, I won’t rephrase all the content of the official announcement but I’ll rather try and reflect on the topic with some personal observations and thoughts.

There’s Supported and then there’s “supported”

If you’ve glanced at the table of supported browser and OS combinations, you’ll have noticed that Microsoft does not guarantee support on every browser out there on every operating system. This is not too surprising, as any web application developer surely knows what a nightmare the differences in interpretation of web standards between various browsers can be for application development and testing. In the words of Craig Dewar (Director of Product Management for MSDYNCRM), browser testing is a “gigantic effort” for Microsoft, which is why official support is not all encompassing.

Microsoft Dynamics CRM browser and OS support

Just because a browser or OS is not listed in Microsoft’s documentation as supported, doesn’t mean Dynamics CRM won’t work on it. So, even though there are no supported options for using Microsoft Dynamics CRM on Linux, you might not notice any problems if you access it with Firefox on Ubuntu. In fact, Craig mentioned in his keynote at Extreme CRM 2012 Berlin that even if you’re using a client that’s not officially supported, Microsoft will allow you to open support tickets on issues that are not specific to the browser/OS combination you’re running. I guess you’ll just want to have at least one Win/IE or Mac/Safari device around to make sure you can reproduce the issue when dealing with Microsoft Support representatives.

“Macbooks for everyone!”

In case you’ve been drooling over the cool Apple hardware that all the opinion leaders seem to carry with them these days, the future does indeed look brighter for people working on/with Dynamics CRM. Before you jump head first into the OSX & iOS world and format all your Windows partitions, it’s important to remember that what Microsoft is talking about here is just the browser client support for CRM end users.

Outlook 2011 for Mac: sorry, no Microsoft Dynamics CRM clientWhile you can get Microsoft Office for OSX and run Outlook on you Mac, what you can’t do is use the Microsoft Dynamics CRM for Outlook client. This means you can’t track emails to CRM, synchronize your calendar appointments between Outlook and CRM, get CRM task and call reminders from your Outlook, synchronize your contacts from CRM to Outlook to your iPhone, or have any offline support for CRM data and application functionality when your Macbook doesn’t have WiFi or 3G data connectivity. All in all, you lose quite a bit of that seamless productivity tools magic that Dynamics CRM promises to deliver for all Windows users. I haven’t seen any announcements about a CRM Outlook client for Mac, so it’s pretty safe to assume that we won’t see one released for the Outlook 2011 for Mac version currently available.

OK, so how about the support of Apple’s mobile devices then? It says Dynamics CRM will run on iPad 2 with iOS 5.x, so that should at least deliver the full flavor of the browser experience on a tablet, right? Well, the problem is you might get more than you bargained for in that deal, since (as far as I’m aware of) the browser client will look and work exactly the same on all supported platforms and devices. If you’ve ever tried running the Dynamics CRM web client on a Windows 7 tablet, you’ll know that simply replacing the mouse cursor with your index finger will not magically “touchify” the user experience. What works nicely on a 24″ screen with mouse & keyboard input may not scale/transform into the tablet environment of 10″ screens and touch UI. If you’ve used a remote desktop app on your iPad, then I’d imagine this is pretty much what you can expect from a browser client on an iPad. Unless you go for the $30 per month subscription of Microsoft Dynamics CRM Mobile app or purchase a perpetual license from CWR Mobility, TenDigits or other ISV’s that develop mobile clients optimized specifically for the touch UI. The same goes for Android tablets, only with the exception that the browser client falls into the “not officially supported” territory.

Finally, if you’re not only using Dynamics CRM but also administering or customizing it, I’ve read that you’ll still need Internet Explorer in order to access these areas in the web client.

‘Reimagining’ Windows, should we also reimagine Dynamics CRM?

WinRT architectureIt’s important to note that the web client coming out in Q2 2012 is not a HTML5 product, rather it’s a trimmed version of the previous IE only client with removed dependencies on Microsoft’s proprietary extensions that only IE supports (.htc files etc.). The future is not here yet, but there is little doubt on the direction Microsoft is heading towards, with the upcoming WinRT framework and the big push for HTML, Javascript and CSS as the foundation for future Windows apps.

Which brings us to Silverlight. It’s been widely speculated that Silverlight 5 released at the end of 2011 will be the last of it’s kind, the end of the road. Porting existing Silverlight apps to run on Win RT is said to be easy, which should naturally be in the interest of Microsoft to ensure. As I’m not a developer, I’m looking at the discussion more from the point of view of someone who needs to examine all the available technologies out there, evaluate how they fit together and build a working business solution out of them. From this perspective, there are some concerns regarding Silverlight that very much affect Dynamics CRM users as well.

While Dynamics CRM might work on a browser/OS combination that is not officially supported, the game is different if you’re using Silverlight web parts in your CRM. If a Silverlight plugin is not available for the client, it will not work, period. This includes combinations such as Chrome/OSX, any machine running Linux and most notably the iPad. Ok, so what about making the same UI with a different technology, like HTML, Javascript and CSS? In theory everything should work on every platform in this case. You’re free to draw your conclusions on which approach is better for starting your next Dynamics CRM add-on project.

Looking further ahead to Windows 8, we’ve already received the announcement that there will actually be a completely different edition of the operating system, called Windows On ARM (WOA), that will the basis for building always on, always connected, low power consumption devices to rival the iPad. The Internet Explorer 10 browser on WOA will not allow any plug-ins whatsoever, be it Flash or Silverlight. Furthermore, the Office 15 package that is available for WOA tablets will include only Word, Excel, PowerPoint and OneNote, but not Outlook. By now you should have figured out that the Microsoft Dynamics CRM experience on WOA will need to be quite different from what we have on Windows 7 today.

If there will not be Outlook on the “real” Windows tablets, what does the future hold for the CRM Outlook client? I previously wrote about the legacy of Outlook and how it will be increasingly more difficult to carry all that legacy when moving to the Post-PC era of iPad-esque devices for every knowledge worker. By the looks of things, Outlook could possibly get split into Metro Mail, Contacts and Calendar apps. If this happens, then it’s easy to envision a separate Dynamics CRM Metro app sitting alongside them, integrating into all the other installed apps through a simple share contract. After all, isn’t that the way it should really be? Link contacts/friends/followers from any social network app to CRM contacts, track any type of status update/post/tweet from the same app as a custom activity type into your CRM database. There’s no reason why customer relationship management tasks should be any more complex or inflexible than that.

It’s great to have Dynamics CRM available soon on (almost) any browser. Still, if Microsoft truly is reimagining Windows the way they claim to be and if their business customers buy into their new story, perhaps running Dynamics CRM on Safari won’t seem all that exciting anymore this time next year.

To the eXtreme: thoughts on Dynamics CRM Mobile

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Posted on 9th February 2012 by Jukka Niiranen in News and events

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This is my first post on news and gossip that the eXtreme CRM 2012 Berlin conference brought to us. As there’s so many posts out there already that review the contents of the Q2 2012 Service Update (aka Dynamics CRM R8), I’m going to try and reflect on the topics based on my own observations and questions that these latest announcements have brought up. The first stop is mobile CRM.

Every consultant knows that Microsoft’s initial offering, the Dynamics CRM Mobile Express client, wasn’t really something you wanted to draw the customers’ attention to. It was just barely good enough to tick the feature box of “yes, we have mobile CRM”. On a non-touch smartphone like the popular business products from Nokia or RIM the user experience might have matched the native apps and device capabilities, but in the age of the iPhone this wasn’t at all what the users had come to expect from their mobile apps.

When Microsoft released the new Windows Phone 7 client application in CRM R7 release (2011 Q4 Service Update), we saw a glimpse of a brighter mobile future, but there was still hardly reason for true celebration. Ok, so we had a mobile optimized client now available, but it had it’s issues:

  • Only available for one niche (yet growing) smartphone platform
  • No ability to create or update any CRM records (except Activity Feed posts)
  • No offline support

The path towards a credible mobile offering would have been quite long for Microsoft to walk all on its own. Therefore it wasn’t really a surprise that they chose to team up with an existing partner and rebrand their mobile applications and services to the new “CRM Anywhere” solution (which is still officially called Microsoft Dynamics CRM Mobile). Out of all the possible mobile CRM ISV’s out there, their partner of choice turned out to be CWR Mobility.

This could of course be seen as a big blow to the other Dynamics CRM mobile ISV’s, who now have to compete against Microsoft’s own offering. However, in the long term this may actually be a positive turn of events for the whole ecosystem. The fact that there will be an official mobile app available from Microsoft to all the major smartphone platforms will surely drive up customer awareness as well as interest towards the possible use cases for “CRM on the road”.

Considering how much talk there’s been around the mobile use of CRM applications in the past few years, in my opinion we haven’t yet seen it really bloom the way many of us would have expected it to. I think one of the reasons is that mobile CRM has often been considered mainly as “CRM lite” that offers a subset of the features the full application delivers, for those awkward moments when your “CRM full” is not available to you. If mobile CRM is an optional feature that does not tie into the processes you absolutely need to execute, how likely is it that companies will choose to invest in such an additional cost factor? Ben Mitchell from TenDigits said it really well in his presentation:

“You’ve got a perfectly working address book on your phone already. If that’s all you’re trying to replace with mobile CRM, it’s always going to be too expensive. Always attach the price of a mobile CRM solution to the business value the customer is trying to achieve by deploying the solution. Mobile functionality pricing must be delivered in the context of business objectives, not just as a last minute addition to the quotation.”

Mobile CRM is like Social CRM in this sense: companies know why they need to embrace it sooner or later, but they’re still having difficulties in articulating exactly how they plan to go about it. As the limitations of available software are quickly fading away, the focus on real life use cases must rise on top. No, mobile CRM isn’t just about replicating the desktop experience on a smaller device. It must support the mode of working in infrequent bursts and dealing with specific scenarios, such as order entry or survey answer recording while the user is at the customer’s site. The UI needs to be optimized for the process in question, not just equipped with big icons to be poked with your fingers. Whether it’s going to be packaged apps like the Microsoft Dynamics CRM Mobile growing beyond their current feature sets in customizability, platforms like the Resco Mobile CRM Studio gaining popularity as the basis for mobile app development, or even a future release of a HTML5 compliant version of the core Dynamics CRM browser app stealing the show with responsive web design, the playing field for a true CRM Anywhere solution that takes the “mobile first” thinking into everyday practice still looks wide open to me.

One interesting thing to keep an eye on is what’s going to happen to the Microsoft developed Windows Phone 7 CRM client. The R8 release preview guide states that there will not yet be offline functionality available for Windows Phone devices when the new service launches. This means that Microsoft Dynamics CRM will initially work better on pretty much any other mobile platforms compared to Microsoft Windows Phone 7 (doh!). I’m assuming that the current client version will receive some minor feature updates (new Activity Feeds filters etc.) but a full integration into the CWR Mobile platform will take more time. I’ve noticed in some occasions the WP7 client has actually been referred to as the “Activity Feeds Mobile App”, but I’m not sure if Microsoft could get away with renaming product X to product Y, then launching a new product X and charging extra money for it.

This leads us to the pricing model. Whereas the Windows Phone 7 client is a free download from the Marketplace, the CWR clients are based on a subscription fee. A company who buys licenses for Dynamics CRM, be it on-premises or CRM Online, will not receive any mobile client functionality as a part of the core product. Microsoft Dynamics CRM Mobile will therefore remain as an add-on that customers must purchase licenses for separately. Considering the price is $30 per user per month, compared to the base product price of CRM Online of $44, this means in many cases not all CRM users will be given mobile client licenses. Or perhaps they’ll just be given a midprice Windows Phone device, such as the Nokia Lumia 710, and access to the free WP7 version of Dynamics CRM Mobile. With a number of Dynamics CRM apps already out there in iOS and Android marketplaces that any user can purchase for themselves and point it to a CRM Online or IFD organization, I’m not even sure companies can effectively standardize on a single official mobile app anymore, thanks to the BYOD culture and shadow IT.

The official Microsoft Dynamics CRM Mobile service won’t be able to match the 40 markets / 41 languages level of the core CRM product, as it will initially be available only in 24 markets and 10 languages. The explanation offered by Microsoft was that there are such regulatory limitations for mobile services in many markets that they simply can’t roll out their mobile CRM offering as quickly as a cloud app like CRM Online. We’ll see how fast they can catch up and bring the service to markets like Finland. It will also be interesting to see whether the initial unavailability will simply mean the lack of local languages or if MS will actually not offer the mobile app for download at all in these tier 2 regions’ marketplaces. I sure hope it won’t be the latter option, even if it would mean I’d have to temporarily return from WP7 to Android for doing proper presales demos of the new mobile service with offline capability. The sacrifices one needs to make for the love of CRM… ;)

Storified: Microsoft Dynamics CRM R8 and beyond

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Posted on 9th February 2012 by Jukka Niiranen in News and events

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Enterprise gone social – how will CRM fit in?

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Posted on 5th September 2011 by Jukka Niiranen in News and events

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Call it a revolution, call it a bubble, call it what you want. One thing is for sure: social networks are not going away. Even though it still remains important to be able to manage and measure your sales funnel with the help of some tried & tested SFA tools, segment your customer database to build more effective target groups for campaigns, or share information on customer support enquiries across your helpdesk staff, this functionality will not be considered as important as it was during the last decade. In this new age of connected customers and empowered information workers, companies will be searching for applications and processes that go beyond what CRM has traditionally stood for.

Let’s take a look at some of the recent news surrounding the world of CRM, to gather evidence of where we might be heading towards.

Takeways from #SFDC #DF11

On the last week of July, Salesforce.com held their annual Dreamforce conference in San Francisco. As a person working with Dynamics CRM for a living, it’s a good idea to keep an eye on where the other CRM solution providers are focusing their development efforts on, and SFDC certainly is one of, if not the main competitor that Microsoft has their eyes on. In his opening keynote, Marc Benioff made it very clear where his team’s focus is on, and that is the concept of a social enterprise. I’ll spare you from the marketing flare and instead present a few screenshots captured from the presentation, highlighting the new feature announcements.

 

So, what’s in the pipeline for Salesforce.com during the winter 2011/2012 then?

  • Contact profiles will be “social enabled” by default, showing public feeds from networks were your customers are present
  • Data.com, previously known as Jigsaw, will power the social data discovery and data import, in combination with D&B’s database
  • Chatter Now extends the functionality from microblogging to instant messaging with presence information
  • You can invite your key customer contacts to specific Chatter networks, or even publish Chatter on the web as a customer service channel
  • Radian6′s technology will monitor those customer complaints that are not targeted at your helpdesk, enabling you to jump in on the conversation
  • All of this follows you everywhere you go, as touch.salesforce.com promises to deliver a HTML5 client that’ll make your iPad or smartphone a full-fledged social CRM control panel

Even if you leave away some of the over-the-top scenarios presented, like friending the Coke machine or having network routers tweet you on social networks, it’s still clear that with all the promised functionality at your fingertips (once it’s available and working in a reliable manner), the possibilities for you to design and implement new business processes will be dramatically expanded. Whether companies are able to make use of and, more importantly, make money out of these new possibilities is a different question, but it surely does push the boundaries of CRM as we know it.

Social CRM is where it’s at

“Social” certainly is an attractive attribute to include in your product description these days. Gartner, for example, has predicted that the market for Social CRM would reach a total value of one billion dollars by the end of next year. Predicting the future with concrete figures is always a challenge, but it’s even more difficult when people don’t even agree on the definition of the market to be predicted. Several analysts have commented on Gartner’s reports, starting from reminders that an SCRM market may not really exist yet, or they have questioned Gartner’s choice of products included in their SCRM Magic Quadrants as including applications aimed at other functions than what CRM systems traditionally are about – managing customer information, that is.

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