In Outlook2010 the ability to construct a series of CRM entity favourites was removed and only by making a change to the registry could you enable this feature. In Outlook2013, there is a new navigation item called 'Shortcuts'.
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Our consultants are frequently asked by clients for advice on how to drive user adoption so we decided to build a solution to enable game principles to be applied to Microsoft Dynamics CRM2011 and release to the community as a free solution available on codeplex.
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Rollup 7 for Microsoft Dynamics CRM2011 contains a new feature to help improve the form load speed, especially useful for those users who are more inclined to open and read records as opposed to edit.
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In Microsoft Dynamics V4 it was possible to fire a workflow from an event or isv button and with the arrival of dialogues, I thought it would be neat to be able to trigger dialogues from an event (either onload, onsave or onchange of a tab or field).
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The security model in Microsoft Dynamics CRM 2011 is extremely flexible and with the inclusion of field level security, is almost ultimately configurable. However, there is a small deficiency in the security model whereby the ability to activate and de-activate records is not independently configurable. Several of our customers have expressed a desire to allow their users to write to a record but not allow the activation or de-activation.
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The ‘Sample Data’ feature in CRM2011 is a very handy tool for quickly populating an organisation in anticipation of a sales demonstration.
However, it is always nicer for the potential customer to see more meaningful data, especially for fields that can be localised such as telephone numbers and address information.
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