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What's new in CRM 4.0 - Part 1

During last few weeks I spent some time with CRM 4.0 which is now in RTM phase. Here are some good blogs that you can use to find out more about CRM4:

A list of CRM 4.0 downloads can be found here.

I am getting ready for upcoming projects with CRM4 so I spent some time investigating what’s new in CRM4. A very good overview document can be found at PartnerSource (available only for partners). From the information provided in the overview document and other sources I composed a mindmap (powered by MindManager) that lists all the new features.

CRM4

Some of the greatest features are listed here:
-    Report wizard – create great looking reports from web interface
-    Activity report added to out-of-box reports
-    Live CRM – Microsoft hosted CRM4 (available in US/Canada only Sad)
-    CRM Workgroup edition license (great for teams of up to 5 users)
-    Enhanced Advanced find
-    Workflows (based on Microsoft Workflow foundation)
-    Data maps for importing data
-    Duplicate detection
-    Export/Import customizations
-    Multi-tenancy
-    Entity relationships enhanced

In part 2 of this post I will describe what I am missing in CRM4.

Updated: Mind Manager file can be downloaded here.

 

Published Jan 02 2008, 06:56 PM by toni
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Comments

 

Sharepoint Use Cases said:

Microsoft announced CRM4 (Titan) as a very cool product. CRM team has done great improvements, and some

January 2, 2008 12:25 PM
 

Links (1/2/2008) « Steve Pietrek’s SharePoint Stuff said:

Pingback from  Links (1/2/2008) « Steve Pietrek’s SharePoint Stuff

January 2, 2008 8:02 PM
 

Remco Ploeg said:

Where can I download the mindmanager file :)

great post.

January 6, 2008 2:24 PM
 

toni said:

@Remco: You can download Mind Manager file here: cid-5c4fa90c725e35fa.skydrive.live.com/.../CRM%204.0.mmap

January 12, 2008 10:27 AM

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About toni

My name is Toni Frankola and a work as Microsoft Team Leader at Perpetuum Mobile, Croatia. This blog delivers real life use case and my opinions about Microsoft products. Summary: IT consultant specialized in Customer Relationship Management (CRM) software – Microsoft Dynamics CRM, and IW solutions - Microsoft Office SharePoint. Specialties: - IT Project Management, Software requirements analysis and software architectures, IT Consulting, IT Sales and Marketing, Product positioning - MCSD, MCAD, MCTS, MBSS, MCT http://www.linkedin.com/in/tonifrankola

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Posts (c) their respective authors. Everything else (c) 2007 SharePoint Experts