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Differences between CRM 3.0 and 4.0 RRS feed

  • Question

  • Hello!  I work in IT for a small company that uses and hosts CRM 3.0.  We are considering upgrading to CRM 4.0.  I've read some of the TechNet articles and the new features all seem to be related to the back-end of the application, such as Bulk Delete, and enhancements to the SDK.  What I would like to know is what the front-end enhancements, if any, are for CRM 4.0. 

    Things that I'm looking for are:

    • Changes to notifications/E-mails from CRM
    • Enhancements to searching - especially searching inside the text of cases
    • Any changes to the web portion - this is what we currently use with CRM 3.0
    • Any other changes with the user experience of CRM

    If there is some documentation that lists out these and other changes in CRM 4.0 please let me know.  Any help is very appreciated.

    Thanks!

    Tuesday, June 29, 2010 5:12 PM

Answers

  • The planning guide gives a nice summary (http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=1ceb5e01-de9f-48c0-8ce2-51633ebf4714)

    Here are some of the highlights:

    • Multi-lingual support (different users of the same system can work in different languages)
    • Multi-currency (each opportunity, for example, can be of a different currency)
    • Resource Center (one of the most under-utilized resources of Dynamics CRM. A search engine for CRM help articles and videos)
    • You can import practically any entity through the import wizard and it will even work out the mapping for you
    • Automatic duplicate detection
    • Without exaggeration, workflow is at least a billion times more powerful
    • Users can now sync all CRM activity types down to Outlook (the others come down as special tasks)

    Although back-end, one of the key imrovements, in my opinion, is the ability to do N:N relationships and 1:N between system and custom entities. This was very restricted before in Dynamics CRM.

    From a hosting perspective, at least from a licensing perspective, things also get a lot easier.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog

    http://leontribe.blogspot.com/ 
    or hear me tweet @leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    Tuesday, June 29, 2010 7:40 PM