SharePoint

In addition to the Integration of preview records, can users now, for example, in parallel on multiple CRM organizations access, use conditional formatting for list views or add columns in list views or take away, hire without doing extra a CRM administrator to without having to open them. 5. interactive process dialogue: new process dialogs help to gather information through script-based steps and exploit. The simplest example is the support of customer interactions and internal processes. Here, you can increase the performance extremely because these dialogues are tailored precisely to the underlying workflows and processes. 6 re import from Excel: Excel-export so far always could boast a MS CRM, however, the desire to manipulate this data again in the CRM back to import them offline in Excel there is sometimes. This possibility is now in CRM 2011 and opportunities users new, externally or offline to use data and to customize. then back into the system back to import them.

7 team-owned records: CRM records, which should include any specific users of the CRMs can be associated as of now a team owner. 8 permissioning at field level: Microsoft Dynamics CRM 2011 access to individual fields can be limited so that some users can indeed see the data, but not edit. These limits are considered through the complete CRM across, so both views, forms, reports and dashboards. Also, it doesn’t matter whether it is accessed via the Web or Outlook client (online / offline). 9 business connections: new business contacts and stakeholders can be identified with the connections function and the social connector.

This can be otherwise than in previous version links each record with another and the corresponding relationship type set. 10 SharePoint document library integration: In contrast to earlier versions Microsoft Dynamics CRM 2011 provides native integration of SharePoint document libraries for document management on. The version 2010 is supported in addition to SharePoint 2007.