The Vision for Microsoft Dynamics CRM 2011

Microsoft Dynamics CRM 2011 is the latest incarnation of CRM software from Microsoft and part of their successful Dynamics range. We are already working on CRM 2011 projects and I can tell you that we are really excited about this version as it brings with it some fantastic new features aimed at delivering customers intelligent, familiar and connected business software that can help organisations increase revenue, maximise marketing efforts, improve customer service and help to build relationships across all aspects of the business.

I am one of the senior CRM consultants at Technology Management and over the next few weeks I and others in the CRM team will be writing a series of posts highlighting some of the new features available within the product such as real-time dashboards, native outlook interface, in-line charts, dialogs, role based forms and auditing. More importantly I will talk about how these can be used to implement excellent business solutions that can be deployed to deliver real benefits to the business.

If you like what you see and you’d like to find out more why not sign up for our Microsoft Dynamics CRM 2011 Launch Event where you will get to meet some of the team and see demonstrations of the product.

Today I will start by briefly outlining the vision Microsoft had for this version of CRM. Microsoft Dynamics CRM 2011 is all about the ‘Power Of Productivity’ delivered through the 3 core concepts I briefly mentioned earlier; Familiar, Intelligent and Connected.


familiarFamiliar – One of the biggest failings in many CRM projects is low user adoption rates, Microsoft have strived to build a system that feels both natural and personal. With the native next-gen Outlook interface and MS Office fluent UI experience users already know how to navigate around and use many aspects of CRM 2011. Users can personalise the system so that they can easily and quickly access data that they need in the format they want through personal views, dashboards and conditional formatting. We can build a system for you that includes role based forms ensuring that users only see the fields they need for their jobs, meaning that screens are cleaner and user adoption rates are higher!



Intelligent – This is one of the biggest areas of improvement since the last version and certainly leaps ahead of the competition. With real-time dashboards and contextual charts that that you can drill through to understand the data represented, companies have a quick and easy way to access data that is both insightful and actionable. The solid workflows of CRM 4 are still there with the addition of dialogs, a method of guided scripts that can reduce training, ramp-up time and provide end users with simple contextual screens to capture required data quickly, easily and structured for great reporting later on.



Connected – Microsoft Dynamics CRM 2011 delivers a collaborative and integrated experience. The ability to; easily capture business connections and social media data, contextual SharePoint  integration as a configuration option rather than development as in CRM 4, new customisation enhancements and the new dynamics marketplace with custom solutions and extensions lead to very exciting times. Microsoft are using the word xRM to define ‘anything relationship management’ and with the new features that a ‘connected’ CRM brings with it this time the opportunities really are endless…

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