Microsoft Dynamics CRM 2011 Update Rollup 5 Enhancements Dana
Martens Escalation Engineer Microsoft
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Agenda CRM Outlook Client Enhancements Dialog Enhancements
Chart Designer Enhancements Audit User Access Duplicate Detection
Enhancements Activity Feeds Q&A
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Update Rollup 5 Enhancements Release Date: 10\25\2011 KB:
http://support.microsoft.com/default.aspx?kbid=2567454
http://support.microsoft.com/default.aspx?kbid=2567454 Downloads:
http://www.microsoft.com/download/en/details.aspx?id=27820
http://www.microsoft.com/download/en/details.aspx?id=27820 Release
Preview Guide
http://az26122.vo.msecnd.net/docs/Release_Preview_Guide.pdf
Building Your Business Hub: Using the Power of Social for a More
Productive Enterprise
https://community.dynamics.com/product/crm/crmnontechnical/b/crmc
onnection/archive/2011/10/25/Building-Your-Business-Hub_3A00_-
Using-the-Power-of-Social-for-a-More-Productive-Enterprise.aspx
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Asynchronous promotion for tracked emails Creation of the
e-mail activity on the CRM server will be performed after the
e-mail has been sent Removes the delay that some users saw when
sending CRM e- mails via the CRM Outlook client on a slower
connection
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CRM Outlook Client Sub-Grids and Notes now available in Reading
Pane Records and links are clickable
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Clickable Links URLs, E-mail addresses, and Lookup value are
also clickable Clicking E-mail opens new e-mail with tracking and
regarding info set
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Lync Presence Integration Presence information is visible
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Dialogs - Lookup Data Type added Used in Prompt and Response as
a Response Type Used in Input Argument or Variable as Data
Type
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Dialogs - Date and Time Data Types Date and Time Date Only
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Record URL(Dynamic) Option Available for Send E-mail Action in
Dialogs or Workflow Rules Can provide text to display and URL
values
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Data Retention When Moving Back Within a Dialog Retain data
when changing value on a previous page Warn user if change impacted
later values
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Chart Designer Enhancements - Multiple Series Show a comparison
between multiple series on a chart Ability to have different chart
type per series Limit of 5 series
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Multiple Categories Show comparison between two category fields
on a chart Limited to 1 series Limit of 2 categories
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Area Charts Display differences over a period of time
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Stacked Charts Show relative proportions of closely related
items Stacked Area Charts Stacked Column Charts Stacked Bar
Charts
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User Access Auditing Enabled in Global Audit Settings
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User Access Auditing User Access Events User Access via Web
User Access via Web Services
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Duplicate Detection Enhancements - Ignore Blank Values Rule
conditions can now ignore blank (NULL) values Rules can now exclude
inactive records
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Activity Feeds What are Activity Feeds? Share information about
users, accounts, leads and other entity records Follow records you
care about Receive important updates regarding records you Follow
Available via a solution on Dynamics Marketplace
http://dynamics.pinpoint.microsoft.com/en-US/applications/microsoft-
dynamics-crm-activity-feeds-12884926310 Security Roles Default
roles updated with Activity Feeds privileges Activity Feeds role
included in solution
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Microsoft Dynamics CRM Mobile Requirements Windows Phone 7.5
On-Premise deployment requires Claims Based Authentication
Microsoft Dynamics CRM Mobile application is available from Windows
Phone Marketplace http://dynamics.pinpoint.microsoft.com/en-
US/applications/microsoft-dynamics-crm-mobile- 12884927739
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Using Microsoft Dynamics CRM Mobile Views Search
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Activity Feeds Additional Resources Following and Unfollowing
Records in CRM
http://blogs.msdn.com/b/crm/archive/2011/10/27/following-and-
unfollowing-records-in-crm.aspx How to do Mentions with Activity
Feeds http://blogs.msdn.com/b/crm/archive/2011/10/31/how-to-do-
mentions-with-activity-feeds.aspx Working with Activity Feed using
Microsoft CRM SDK
http://blogs.msdn.com/b/crm/archive/2011/10/31/working-with-
activity-feed-using-microsoft-crm-sdk1.aspx
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When is the next update with new features? Based on the
Microsoft Dynamics CRM Statement of Direction the feature updates
will be coming every 6 months. Cross Browser Support coming in H1
of CY2012 Safari (PC & Macintosh platforms) Firefox (PC &
Macintosh platforms) Chrome (PC & Macintosh platforms)
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Activity Feeds Additional Resources Following and Unfollowing
Records in CRM
http://blogs.msdn.com/b/crm/archive/2011/10/27/following-and-
unfollowing-records-in-crm.aspx How to do Mentions with Activity
Feeds http://blogs.msdn.com/b/crm/archive/2011/10/31/how-to-do-
mentions-with-activity-feeds.aspx Working with Activity Feed using
Microsoft CRM SDK
http://blogs.msdn.com/b/crm/archive/2011/10/31/working-with-
activity-feed-using-microsoft-crm-sdk1.aspx
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2010 Microsoft Corporation. All rights reserved. This
presentation is for informational purposes only. Microsoft makes no
warranties, express or implied, in this summary.
