Categorized | CRM

Microsoft Dynamics CRM 2010, the upcoming release

Posted on 05 July 2009 by Alex Katsoulas

The upcoming version of MS dynamics CRM just completed Milestone 1 in development cycle. There are some discussions/rumors
about the feature list and we are presenting a summary of them followed by some personal comments.

Functionality for end-user
Ribbon UI: The new Office like bar will be placed on the top of the page and it will be fully customizable. A gift for both users and developers.

Single page form: Tabs are replaced with navigation shortcuts in left navigation (outlook style) bar and all data is displayed in one page. I am afraid that users will scroll up and down more. On the other hand, common fields may be placed as header or footer to be visible in any time.

Data filtering: Excel like filtering in data grids supported by Save Filter As functionality.

Numeric Data visualization: Drilled down enabled charts based on Dundas charting solution. A feature that was missing from current version.

Additional ownership model:  The functionality that all Business Analysts were expecting. The Team ownership model is introduced supporting the creation of more complex security roles.

WSS integration: Document management including site & document library provisioning, meta-data and item security support, enriched with check-in/check-out functionality. Finally, Microsoft works on its competitive advantage and enters in a world that all MS products will be integrated (something like 360 application integration). This is a killer feature that competition cannot overcome easily.

Ad-hoc Relationships between any two entities: In case that new version support customization on relationship will give an enormous boost to establish MS Dynamics CRM as Enterprise Development platform.
Functionality for administrators
Flexible form layout: Form controls would be placed side-by side, on top, left or right to others and grids could be displayed inside a form without iframe and javascript. In case, that next version supports multiple role based forms, MS Dynamics CRM will be ready as an Enterprise Development platform.

Filtered lookups: Our requests will come true. A filter lookup property could be placed on all lookup controls. Till this moment, it will not support role based filtered lookups, hope that they will change their mind.

Solution Management: A set of entity customizations, workflows, e-mail templates, security roles, plug-ins etc. will apart a solution and it will be managed as a single unit.

Global Picklists: These global lists will be defined at the solution level, and will be available across multiple entities.

Drag & Drop Form Editor: New version will support drag and drop on all elements of a form, facilitating the design process.

Audit: There are some rumors that new version will provide auditing on attribute level. This feature is a “MUST HAVE” for all enterprise wide installations.


Functionality for Developers

Custom Code Sandbox: There will be available a new server role for running custom plug-in code and custom workflow activities without requiring full trust.

Plug-In Transaction Support: New version will provide transaction support between a CRM operation and a plug-in. The plug-in registration tool will be modified to support this.

Automatic Plug-In Profiling: New version will keep track of how a plug-in is executing, what resources it consumes, if it is causing unexpected exceptions and whether or not it is violating security constraints. If a particular plug-in fails a number of times it is automatically disabled from executing, helping to maintain system integrity.

In case that you want to suggest features to Microsoft Dynamics CRM team you may use Microsoft Connect Directory

MS Dynamics CRM Connect Program

at url:

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