Product Team provides Interactive Roadmap for Microsoft Dynamics CRM

The Microsoft Dynamics CRM Product Team has released an interactive roadmap to provide deeper insight to the future of the development of the product.  The roadmap is segmented into product areas for Dynamics Marketing, Microsoft Social Engagement, Dynamics CRM On-Premise and Online.  Each product area has sub categories to provide additional detail within its respective roadmap.  For example, in the screenshot below, Dynamics CRM Online is the product area, with sub categories of Sales, Service, Social, Mobile, Intelligence, and App Platform.

Items within each of these sub categories are segmented by Release Stage as follows:

  • What’s New
    • Items recently completed and released within the product, such as CRM App for Outlook for Dynamics CRM Online
  • In Preview
    • Items which are available within the product, but under a public preview term and not fully supported by Microsoft as a result, such as Cortana Integration for Dynamics CRM Online
  • In Development
    • Items currently underway which will either move next to “In Preview” or “What’s New”
  • Postponed
    • Items which were previously planned for development, but were postponed and possibly no longer to be developed by the product team.
  • Previously Released
    • Summary of items completed within the roadmap, such as Embedded OneNote for Dynamics CRM Online

roadmap

It is my hope that this will provide greater insight to customers and partners alike for the future of the Microsoft Dynamics CRM platform.  Download the Release Preview Guide to review all of the details of the most recent release.

SQL query provides CRM 2011 Security Role privilege options in Excel

Have you ever been in a situation where you need an Excel based method of presenting to a client what out of the box Security Roles and permissions are available within Dynamics CRM?  Luckily, this can be accomplished with a SQL query and some pivot table magic. Continue reading “SQL query provides CRM 2011 Security Role privilege options in Excel”

Extending CRM 2011: The Two Towers (actually there are quite a few more…) of Application Event Programming

In my previous post, I discussed the preparation for taking the Extending Microsoft Dynamics CRM 2011 certification exam.  More specifically, how I leveraged the Microsoft Official Curriculum (MOC) to prepare for the information covered in Chapter 5: Plug-ins.  In this post, I will review my preparation for Chapter 6: Application Event Programming.

Continue reading “Extending CRM 2011: The Two Towers (actually there are quite a few more…) of Application Event Programming”

CRMHobbit’s Dynamics CRM Blog — 2012 in review

The WordPress.com stats helper monkeys prepared a 2012 annual report for this blog. Thank you very much for visiting in 2012, and I have some great things in store for 2013!!

Here’s an excerpt:

600 people reached the top of Mt. Everest in 2012. This blog got about 4,700 views in 2012. If every person who reached the top of Mt. Everest viewed this blog, it would have taken 8 years to get that many views.

Click here to see the complete report.

Windows 8 & CRM 2011 – Great Resources From Across the CRM Community

In honor of the Windows 8 launch, I wanted to share some of my favorite resources to be found in regards to Dynamics CRM 2011 and Windows 8. These articles are written by some of the best and brightest in the CRM Community. I sincerely appreciate the time and effort which was taken to test, retest and understand the nuances of this new OS and its impact on Dynamics CRM 2011. Continue reading “Windows 8 & CRM 2011 – Great Resources From Across the CRM Community”

Planning and Executing an Effective CRM Solution Review

When a client facing review of the CRM solution is scheduled, there are a number of best practices which greatly improve the chances of giving the customer that “WOW” moment.  There are a number of practices that I have employed which resulted in great success in achieving client satisfaction during implementations. Continue reading “Planning and Executing an Effective CRM Solution Review”

eXtremeCRM Recap – Day 2 or What’s in the CRM Roadmap?

I had the opportunity to attend the eXtreme CRM conference this week in Las Vegas, NV.  This is the second of a series of blog posts, I will recap my activities and observations from Day 2 of the conference, focusing on the keynote presentation focusing on the Microsoft Dynamics CRM Roadmap.  You can also take a look at my quasi-live tweeting of my conference experience at http://twitter.com/crmhobbit. Continue reading “eXtremeCRM Recap – Day 2 or What’s in the CRM Roadmap?”