Daily Digest 29/3/2011
CRM 2011: Configuring Claims Based Authentication [video]
CRM 2011 Online: Web Services SOAP Sample for European or Asian Datacenters
CRM 2011: Deactivating the system views
Daily Digest 28/3/2011
Two new documents have been released recently by Microsoft:
Microsoft Dynamics CRM 2011 Entity Relationship Diagrams
and
Microsoft Dynamics CRM 2011 ISV White Paper
CRM 4.0: Changing the Alphabet Quick Search Bar
CRM 2011: Silverlight based Metadata Browser (no need to deploy .aspx pages)
CRM 2011: The differences in designing Custom workflows vs 4.0
Daily Digest 25/3/2011
CRM 2011: Silverlight tool to design OData Queries
System Center Configuration Manager (SCCM) 2012 will manage Ipads, iPhones and Android devices
Daily Digest 23/3/2011
CRM 2011: Adding CRM Entities to Outlook Favorites
CRM 2001: Setting the record straight on Salesforce.com's "advantage"
The differences between Outlook 2003 and Outlook 2010 clients implementation for CRM 2011
Even if Outlook 2003 is supported with Dynamics CRM 2011, there's quite a few differences of capability between the clients.
Here's a list with the major aspects.
| CRM 2011 | Outlook | |
| Capability | 2003 | 2010 |
| Outlook Client | ||
| Full MAPI client | 1 | x |
| Outlook UE - modifiable views to include conditional formatting of CRM list views, drag and drop columns, preview pane, pinning of CRM views | x | |
| Ability to select multiple emails, calendar items and click Track in CRM and Set Regarding | x | |
| CRM pane - in all Outlook forms; Email, Meeting, Contacts, Tasks - a user may easily see the related CRM records | 2 | x |
| One button click to track an email in CRM | x | x |
| Ability to set regarding to another CRM object | x | x |
| Set regarding displays "recently used" items to the user | x | |
| Ability to one button click Convert an Email to Lead, Opportunity or Case in CRM | x | |
| From within Outlook, the ability to insert CRM templates, attach sales literature, insert KB articles into an Outlook email | x | |
| Ability to enter additional CRM email data/attributes, directly from the Outlook email - using CRM Fields button on the email ribbon | x | |
| Ability to create a CRM Connection directly from Outlook Email | x | |
| Calendar | ||
| One button click to track a meeting/calendar item in CRM | x | x |
| Ability to set regarding to another CRM object | x | x |
| Set regarding displays "recently used" items to the user | x | |
| Ability to one button click Convert a meeting to Opportunity or Case in CRM | x | |
| Ability to enter additional CRM data/attributes, directly from the Outlook meeting invite - using CRM Fields button on the meeting ribbon | x | |
| Ability to create a CRM Connection directly from Outlook Meeting | x | |
| Contacts | ||
| One button click to track a Contact in CRM | x | x |
| Ability to set regarding to another CRM object | x | x |
| Set regarding displays "recently used" items to the user | x | |
| Ability to create a CRM Connection directly from Outlook Contact | x | |
| Tasks | ||
| One button click to track a Contact in CRM | x | x |
| Ability to set regarding to another CRM object | x | x |
| Set regarding displays "recently used" items to the user | x | |
| Ability to create a CRM Connection directly from Outlook Task | x | |
| Ability to one button click Convert aTask to Opportunity or Case in CRM | x | |
| 1 Outlook 2003 client experience is the CRM web list view (not MAPI client) | ||
| 2 Outlook 2003 client displays the Set Regarding object, but does not provide for one click drill to the related CRM record | ||