Dynamics CRM 2011 in all its (beta) glory

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Posted on 11th September 2010 by Jukka Niiranen in Features |News and events

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The truth is now out there, as Microsoft Dynamics CRM 2011 beta was released for the public on Thursday, September 9th. As a result, the NDA for the Early Adopter Program is no longer stopping me from sharing some of my thoughts and experiences on the latest and greatest version of CRM. Instead of trying to cover each and every new feature in a bullet list, I’ll focus on the topics which have caught my attention the most.

The Ribbon

Some love it, some hate it, but here it is anyway! In an application like CRM where the actions one can perform on a record tend to keep on growing over time as more and more customizations and integrations are applied to the system, the context sensitive ribbon with it’s graphical icons is much more important than in traditional Office apps. While not everyone is happy that CRM 2011 has lost form its tabs after the entity form was changed into one long page with sections, the tabs have infact found a new home on the ribbon. With this UI shift in mind, it’s easy to see why having two alternative levels of tabs was not really an option from usability perspective. In this new fluid ‘n flat world of CRM 2011 the custom tabs on the ribbon will offer a great customization point to insert shortcuts and custom actions that will help the user navigate inside the application.

There are already many nice shortcuts included in the default UI to reduce the number of clicks, which has previously been a common complaint from Dynamics CRM users. One convenient new feature is the Recently Visited button on the CRM main window, which shows a list of previously opened items and lets you pin down the favourite links that are most frequently accessed.

The ease of customization

Usability is a big factor not just for the system end users but also administrators, developers and any type of consultant that needs to spend a significant share of his working day interacting with the application. Back in the previous versions of CRM the number of clicking you were required to do in modifying customizations and various system settings was infuriating at times. I’m very glad to see that the UI enhancements in CRM 2011 have also been extended to the “engine room”. (more…)

Dynamics CRM 2011 and the world of (cloud) apps

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Posted on 12th July 2010 by Jukka Niiranen in News and events

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On July 12th it was announced in the Microsoft Worldwide Partner Conference (WPC 2010) that there will be no CRM 5.0, instead we will have a product called Microsoft Dynamics CRM 2011. Not a huge surprise, considering the other Dynamics products like AX and NAV had already moved to this naming convetion followed by the Office family for quite some time now (actually 15 years, if we exclude the odd Office XP release in the middle).

So much for the branding. Underneath it all we will have the “CRM5″ engine evolving from CRM 4.0, with quite a few important improvements on how the application can be utilized as a platform for developing your own custom applications, a.k.a. the XRM mantra that Microsoft has been heavily promoting and showcasing between the product version releases. While this side of the coin will surely play an important part in gradually turning Dynamics CRM into part of the core enterprise infrastructure like SharePoint has become, the first thing most new users will see from the application will still be the Outlook client and traditional customer data management functionality. Which is why there have been some big investments from the Redmond boys on developing that side of the CRM product, as you can see from the picture below.

Instead of merely wrapping the web client page into an Outlook frame, the new rich client interface introduces whole new components that attempt to follow the faimilar Outlook UI experience. Tabs will help in keeping the number of pop-up windows under control while the preview pane we’ve learned to take for granted in processing our email inboxes is now also available in the scope of CRM entity forms. Since Dynamics CRM 2011 now comes with the ribbon interface like most other MS products, the CRM functionality now blends into the Outlook toolbar and gets presented in all its context sensitive glory. (more…)

Looking ahead at Microsoft Dynamics CRM 5: screenshots from PDC

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Posted on 22nd November 2009 by Jukka Niiranen in News and events

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Back from a long time of inactivity, I decided to resurrect this blog with some content taken from the recent PDC09 sessions. Just like last year, presenting the feature set of the upcoming CRM version wasn’t really the main point in PDC (that’s what Convergence is for), but when someone gives a developer demo using the new platform, there’s always going to be interesting snippets of information also for us non-developers. So, last night I watched the three CRM/xRM related session recordings and took some notes and screenshots from them (which explains the low image quality, sorry about that).

On the technical side, CRM 5 will be running natively on .NET Framework 4.0, which means it will be riding on the wave of the latest .NET version released, unlike CRM 3.0 or 4.0. In the presentations there were talks about WCF (Windows Communication Foundation), .NET RIA Services, system types and all kinds of developer lingo that goes way above my head. There’s a great summary article here by Marco Amoedo.

Now, let’s move on to the CRM application itself.

Basic UI

CRM5_GetStartedWithAccounts_small

We’ve all seen the upcoming ribbon UI in CRM5 already, so that wasn’t big news. Looking at the start page ribbon content, there’s a button called “Add connection”, which hopefully is about the creation of ad-hoc relationships between any entities, but none of that was shown in the session. Another interesting thing was the “Get started with accounts” instructions pane. That might be just a feature of CRM Online, which was used for the demo, but I sure would welcome a better way to provide customized instruction links to users right within the CRM UI.

CRM5_Cases_small

More of the same here under the Service menu. The out-of-the-box views don’t seem to have evolved, but it would be interesting to see what’s behind that Views tab on the top. The order of the Quick Find box and the views dropdown menu was somehow messed in this early version of CRM5.

(more…)

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