Category Archives: Dynamics CRM

CRM 2011 is coming – and so far looks really cool

I found that Microsoft published the beta version of the next version of Dynamics CRM – CRM 2011.  I got it spun up in my lab and so far it looks very promising.  I am pretty excited about some of the new things that they added.

Here is a excerpt from the Implementation Guide:

Microsoft Dynamics CRM 2011 includes several new features that offer flexibility, scalability, and ease of use.

New application features

· Visualization. On demand graphical charts for many record types.

· Improved user interface that includes the Office Ribbon design and more streamlined forms.

· Connections. A new feature for establishing relationships between records.

· Recurring activities. Schedule activities, such as appointments, that repeat.

· Queue enhancements.

· Auditing. To enable record level auditing, go to System Settings under Settings, click the Auditing tab, and then click Enable.

· Field level security. Manage user and team permissions to read, create, or write information in secured fields.

· Solutions. Solutions are packages of software that you can install or remove from your Microsoft Dynamics CRM organization.

Sandbox Processing Service

The Sandbox Processing Service server role enables an isolated environment to allow for the execution of custom code, such as plug-ins. This isolation reduces the possibility of custom code affecting the operation of the organizations in the Microsoft Dynamics CRM deployment.

Claims-based authentication support

Using federation identity technology such as AD FS 2.0 (formerly known as “Geneva”), Microsoft Dynamics CRM supports claims-based authentication. This technology helps simplify access to applications and other systems by using an open and interoperable claims-based model that provides simplified user access and single sign-on to applications on-premises, cloud-based, and even across organizations. For more information about the claims-based authentication model, see Identity and Access Management (

Add or remove a server role

You can now install individual server roles by using the Microsoft Dynamics CRM Server Setup Wizard. Similarly, you can add a server role, or change or remove installed server roles from Programs and Features in Control Panel.

SharePoint documentation management

SharePoint documentation management lets you view Microsoft Dynamics CRM data in Microsoft SharePoint. This is an optional feature that you can configure in the Settings area of the Microsoft Dynamics CRM Web application.

Here is a sample of the new UI:


I am looking forward to exploring all of the new features over the coming weeks.  More to come!