Microsoft CRM 3.0 - WOW!

I'm surprised to be the first to comment on the outstanding application
we saw demoed at Microsoft's Worldwide Partner Conference this week.
In a word, "Wow"... To all of you who have been hanging in there with
what I'm sure MS would agree was a less than fully functional 1.x
product, you are about to be rewarded...

There are so many fantastic new features that I can't possibly cover
them all here. Suffice to say, I believe that at least 90% of the
shortcomings in the 1.2 product have been addressed, and some terrific
new functionality has been added as well. Some of the highlights
include:
- fully customizable home page (and activities). They demoed a CRM
Home page that looked like a portal, consisting of Share Point web
parts, including three graphs.
- Ability to add custom entities. You can rename all of the CRM tabs
(hurrah! can change Contacts to People, etc.) You can add new tables,
and specify M:M relationships between any CRM object, including custom
ones.
- Everything looks much more like Outlook, and the integration appears
to be much tighter.
- Great enhancements to Excel exporting, including the ability to
create a live link Pivot table (data updated in your PT as it changes
in CRM!).
- Advanced Find can now query across objects, with a highly intuitive
And/Or grouping of lines. And you can save queries, and they show up
right in the Views for that object! (You can share them too.)
- Quick Campaigns can be created on any advanced find result set, with
sophisticated, full-blown marketing functionality built in. (They even
had a "Email via Mail Merge option" on the menu - and the email GUID
appears to be history as well, and tracking email conversations looks
easier)
- They have added a very sophisticated Service Scheduling module.
- Greatly enhanced reporting capabilities via SRS
- Simplified deployment (all customization/publication done through IE
GUI)

Like I said, that's just a short list. Get ready folks, CRM 3.0 will
be the product everybody has been waiting for. Kudos to the CRM Dev
team for a great job!

Dave
-------------------------------------------------
David L. Carr, President
Visionary Software Consulting, Inc.
Main #: 971-327-6944

To download a fully functional trial version of VAST, the Visionary
Audit System Tools for Microsoft CRM, visit
http://www.vscrm.com/trial.htm
Partners, be sure to come by booth #806 at the WPC to see our new VAST
Insights historical data query tool in action!

Paras
Sun Jul 10 00:28:31 CDT 2005

Great to see 3.0 filled with all features...

But, when is this likely to be on General Availability?

---
Regards
Paras

MattNC
Sun Jul 10 21:57:01 CDT 2005

RTM is scheduled for this autumn, and 3.0 is supposed to available to current
customers with 1.0 or 1.2 in December. General availability is set for the
beginning of 2006.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Paras" wrote:

> Great to see 3.0 filled with all features...
>
> But, when is this likely to be on General Availability?
>
> ---
> Regards
> Paras
>
>

Voni
Tue Jul 12 11:21:02 CDT 2005

Where can I get an official list of features in 3.0?

"MattNC" wrote:

> RTM is scheduled for this autumn, and 3.0 is supposed to available to current
> customers with 1.0 or 1.2 in December. General availability is set for the
> beginning of 2006.
> --
> Matt Wittemann
> http://icu-mscrm.blogspot.com
>
>
> "Paras" wrote:
>
> > Great to see 3.0 filled with all features...
> >
> > But, when is this likely to be on General Availability?
> >
> > ---
> > Regards
> > Paras
> >
> >

Matt
Tue Jul 12 22:03:54 CDT 2005

I do not believe they have released an official list yet.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Tue, 12 Jul 2005 09:21:02 -0700, "Voni" <Voni@discussions.microsoft.com>
wrote:

Where can I get an official list of features in 3.0?

"MattNC" wrote:

> RTM is scheduled for this autumn, and 3.0 is supposed to available to current
> customers with 1.0 or 1.2 in December. General availability is set for the
> beginning of 2006.
> --
> Matt Wittemann
> http://icu-mscrm.blogspot.com
>
>
> "Paras" wrote:
>
> > Great to see 3.0 filled with all features...
> >
> > But, when is this likely to be on General Availability?
> >
> > ---
> > Regards
> > Paras
> >
> >

Bouffont
Wed Jul 13 08:20:14 CDT 2005

I was VERY impressed too with all the new features in CRM.

Having battled my way through 1.2 over the last few months, trying all
sorts to get it to do what I want 3.0 looks like it's solved pretty
much every gripe I had with 1.2

cant wait

alan
Wed Aug 10 09:50:21 CDT 2005

I have been battling with CRM 1.2 for 18 months and we have built some
exciting and extensive modules onto CRM. I am so happy to hear the list
of features that is coming out.

There was a presentation at teched that can be downlaoded (its about
5mb)

http://www.ddls.com.au/Extra/AllNewsletters/2005AUGENL/article3.htm?elq=E95D28602A344CBD91D13C6093D83CE1

Cheers

Alan
Bouffont wrote:
> I was VERY impressed too with all the new features in CRM.
>
> Having battled my way through 1.2 over the last few months, trying all
> sorts to get it to do what I want 3.0 looks like it's solved pretty
> much every gripe I had with 1.2
>
> cant wait

AAA
Wed Aug 24 15:12:04 CDT 2005

Does anyone know if the new 3.0 Product works over Terminal Services. This
was a huge problem with 1.2.

Thank you.

"alan@toogood.com.au" wrote:

> I have been battling with CRM 1.2 for 18 months and we have built some
> exciting and extensive modules onto CRM. I am so happy to hear the list
> of features that is coming out.
>
> There was a presentation at teched that can be downlaoded (its about
> 5mb)
>
> http://www.ddls.com.au/Extra/AllNewsletters/2005AUGENL/article3.htm?elq=E95D28602A344CBD91D13C6093D83CE1
>
> Cheers
>
> Alan
> Bouffont wrote:
> > I was VERY impressed too with all the new features in CRM.
> >
> > Having battled my way through 1.2 over the last few months, trying all
> > sorts to get it to do what I want 3.0 looks like it's solved pretty
> > much every gripe I had with 1.2
> >
> > cant wait
>
>

Matt
Thu Aug 25 11:13:05 CDT 2005

There is a version of the v3.0 Outlook client that only uspports online access
and supports mulitple user profils, so yes.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On Wed, 24 Aug 2005 13:12:04 -0700, AAA <AAA@discussions.microsoft.com> wrote:

Does anyone know if the new 3.0 Product works over Terminal Services. This
was a huge problem with 1.2.

Thank you.

"alan@toogood.com.au" wrote:

> I have been battling with CRM 1.2 for 18 months and we have built some
> exciting and extensive modules onto CRM. I am so happy to hear the list
> of features that is coming out.
>
> There was a presentation at teched that can be downlaoded (its about
> 5mb)
>
> http://www.ddls.com.au/Extra/AllNewsletters/2005AUGENL/article3.htm?elq=E95D28602A344CBD91D13C6093D83CE1
>
> Cheers
>
> Alan
> Bouffont wrote:
> > I was VERY impressed too with all the new features in CRM.
> >
> > Having battled my way through 1.2 over the last few months, trying all
> > sorts to get it to do what I want 3.0 looks like it's solved pretty
> > much every gripe I had with 1.2
> >
> > cant wait
>
>

Simone
Wed Aug 23 23:26:01 CDT 2006

Hi I'm trying to set up a test version of mscrm3.0, ive installed it an its
working fine via an outlook client on local machines and via the web client.
The problem is that the sample database is not accessable becuase the crm
automatially logs users in, and they are logged into thier machines with
thier real names.

I decided that the easiest thing to do would be to install terminal services
on the crm machine and set up a profie with outlook etc set up for each
sample user. When I log into terminal services and install the ts client
outlook gives me an error

â??An Error occurred loading Microsoft CRM functionality.
Try restarting outlook
Contact your system administrator if the problem persistsâ??

I found another post about an error in the install script (it refers to the
wrong build) I followed these instructions but it didnâ??t resolve the issue.

I am able to access the web based version with no issue but have found that
lots of the functionality is through outlook from within the terminal
services session, Iâ??m also able to use the outlook client if I add myself as
a user and install the desktop client locally on my machine. Iâ??m not able to
get the outlook client working in TS.

The integration with outlook is the main reason weâ??re looking to buy MSCRM
and I must admit that its not very easy to evaluate the product, and I'm not
looking forward to setting it up all over if we do buy it!!


"Matt Parks" wrote:

> There is a version of the v3.0 Outlook client that only uspports online access
> and supports mulitple user profils, so yes.
>
> Matt Parks
> MVP - Microsoft CRM
>
> ----------------------------------------
> ----------------------------------------
> On Wed, 24 Aug 2005 13:12:04 -0700, AAA <AAA@discussions.microsoft.com> wrote:
>
> Does anyone know if the new 3.0 Product works over Terminal Services. This
> was a huge problem with 1.2.
>
> Thank you.
>
> "alan@toogood.com.au" wrote:
>
> > I have been battling with CRM 1.2 for 18 months and we have built some
> > exciting and extensive modules onto CRM. I am so happy to hear the list
> > of features that is coming out.
> >
> > There was a presentation at teched that can be downlaoded (its about
> > 5mb)
> >
> > http://www.ddls.com.au/Extra/AllNewsletters/2005AUGENL/article3.htm?elq=E95D28602A344CBD91D13C6093D83CE1
> >
> > Cheers
> >
> > Alan
> > Bouffont wrote:
> > > I was VERY impressed too with all the new features in CRM.
> > >
> > > Having battled my way through 1.2 over the last few months, trying all
> > > sorts to get it to do what I want 3.0 looks like it's solved pretty
> > > much every gripe I had with 1.2
> > >
> > > cant wait
> >
> >
>
>