What’s new in Microsoft Dynamics CRM 2011? Introduction to CRM Outlook client for Microsoft Dynamics CRM 2011 New features, changes, additons and improvements

This post and the following collection of posts will be discussing Microsoft dynamics CRM 2011 new features, changes, additions, add-ons and improvements. The post is based on a collection of quick notes that I have taken from a recent Microsoft Dynamics CRM partners event called Microsoft Dynamics CRM 2011 Global Readiness Tour event that happened just 2 days before Microsoft Dynamics Convergence event in London. I attended this GRT and took these notes which might I must warn that the may potentially be not fully accurate, wrong or contains incorrect information. Further checks are advised in regards to the content of this post, related posts and all posts on the blog (you know I have to say that!)

Introduction:

The speaker on the technical session was Reuben Kippner and with all honesty, I think it was a brilliant session(s), straight to the point and most event delegates I spoke with liked his presentation and the way he puts information across. So well done Reuben.

One more thing before we delve into the details: I always try not to put my opinion or views in my blog posts as I prefer to put facts and straight forward information, so I’ll try to do this in this post as well but apologies in advance if I end up putting my views in some cases.

What’s new in Microsoft Dynamics CRM 2011 Outlook client:

  • Now in CRM 2011, you can go and create a new email and then you will have the option of inserting resources from CRM records such as: Templates, Sales literature and Articles.
  • You can now have more than one organisation added to your Outlook. So you will have one organisation that you can set to synchronise with, and as many more as you want where you can view and access their CRM data in Outlook but do not synchronise with. Obviously you will only be able to synchronise with one of them only as you can sync with more than one and end up with data such as contacts and appointments from multiple organisations in your outlook.
  • CRM 2011 outlook client has been fully re-written and is not based on CRM 4 outlook client.
  • CRM 2011 outlook client is now native to Outlook which means you can do all your usual outlook configuration and settings to your CRM data in outlook.
  • For example you can now use outlook categories for your CRM records, etc.
  • Go to the View tab in outlook –> View settings –> Conditional formatting -> then all your Outlook formatting there can be applied to your CRM records in Outlook.
  • You also have reading pane for CRM 2011 data similar to how outlook emails are displayed. It is no longer a window to CRM data in outlook, it is actually displaying and using CRM data in Outlook based on Outlook native features and display settings.
  • You can now have multiple views in Outlook. So you can see all CRM views in your Outlook.
  • Please see below a screen shot of a CRM 2011 contact in outlook with the available views

The next post will be available soon, so watch this space.

Please comment below to let me know your views on the new additions in CRM Outlook client for CRM 2011 and all new features in Microsoft Dynamics CRM 2011 in general.

Please also comment with any corrections to this post or any features that I haven’t listed (which I’m sure they are many).

Hope you like it!

Thanks

//———————–Update on 21 October 2010—————-

The next post is now live. It discusses Microsoft Dynamics CRM 2011 & Online development and customisation enhancements and productivity functionlity in CRM 2011. Click here to go to the new Post

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No Warranty or Liability on this post:
As always, this post, like all other posts on this blog are presented as is without any guarantee or warranty and I’m not responsible for any inaccurate or incorrect information mentioned in this blog nor decisions made based on this post. Myself, Microsoft and my employer can not be held responsible for any of this post content or information.

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