What’s new in data management?
New data management features are tools to load data into most entities in Microsoft Dynamics CRM 4.0, and ways to make sure of data quality by detecting and merging duplicate records. These features...
View ArticleWhat’s new in customization?
Several of the new customization features include the following features: Set Form Assistant options in form properties. You can set options for how the Form Assistant displays for each entity. Enable...
View ArticleWhat’s new in workflow?
The new workflow features include the following options: In earlier versions of Microsoft Dynamics CRM, creating workflows was limited to users who were granted permission to access the server that was...
View ArticleWhat’s new in Microsoft Dynamics CRM 4.0 E-mail Router?
The Microsoft Dynamics CRM 4.0 E-mail Router includes the following new features: Support for multiple Microsoft Dynamics CRM Server computers. Separately maintained incoming and outgoing e-mail server...
View ArticleWhat’s new in Microsoft Dynamics CRM for Outlook?
Microsoft Dynamics CRM for Microsoft Office Outlook includes the following new features: The E-mail Router is no longer required to send and receive Microsoft Dynamics CRM 4.0 e-mail messages. Setup...
View ArticleBusiness Management with Microsoft Dynamics CRM
This section describes the role of the business manager in the implementation process and the planning tools available for that process. Business managers play a key role during all the phases of a...
View ArticleTools, training, and documentation to help you plan in Microsoft Dynamics CRM...
Tools for customization planning The Microsoft Dynamics CRM 4.0 Form Reporter generates a Microsoft Word 2007 document detailing the tabs, sections and fields of all entity forms found in the exported...
View ArticlePlanning a Microsoft Dynamics CRM implementation
Planning tasks for business managers During planning, business managers should: Plan how your business structure maps to Microsoft Dynamics CRM. Take an organization chart for your area, and decide...
View ArticleManaging a Microsoft Dynamics CRM implementation project
As you plan your implementation, the first step is to determine the project scope. Because the tasks depend on the complexity of your implementation project, this section of the documentation divides...
View ArticleMicrosoft Dynamics CRM 4.0 Implementation overview
Planning Planning is the critical phase that starts with understanding how your organization plans to use Microsoft Dynamics CRM. This includes the following: Developing commitment from key managers....
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