Comments on: Dynamics CRM 5 Wish-List http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/ Building business value on Dynamics CRM Fri, 27 Jan 2012 13:09:05 -0800 http://wordpress.org/?v=2.8.6 hourly 1 By: Richard Knudson http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-4081 Richard Knudson Tue, 12 Jul 2011 12:34:37 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-4081 Hi Eric, Hmmm...it's funny, now that you mention it: for as many of my wishlist items that did NOT make the cut, I still think it's a great upgrade! :-) Here's a quick summary: - Views. This is a mixed bag. Nothing was done on the first item on my list (grouping and sub-totalling by groups, like you've been able to do for YEARS in SharePoint list views). On the other hand, the inline charting and filtering implementation is so good it almost makes up for not having grouping directly on the data grid. (Almost.) - Internet Marketing. Nothing new here. On the other hand, the third-party add-ons (e.g., CoreMotives) are so good, it's hard to imagine being able to rely on 100% out of the box functionality any time soon. - Scheduled and Batch Workflows. Nothing here. - "KPI entity" = Goal Management. I got the terminology wrong, but the functionality is great. - SharePoint Integration. The List Component is simple, but effective. It's pretty close to what I was hoping for...and as soon as they get it supported for the Office 365 version of SharePoint I'll be a happy CRM/SharePoint integration camper. - Dashboards and charts. They hit the nail on the head on this one. - Workflows for more record types. Mixed. Still can't create line items, but you can create plenty of other new stuff. Definitely improved. - Dialog processes were not on my wish list, but they should have been. They are very good, and will feature prominently in my upcoming book on "Building Busienss Processes in Dynamics CRM 2011". Cheers -- Richard Hi Eric,

Hmmm…it’s funny, now that you mention it: for as many of my wishlist items that did NOT make the cut, I still think it’s a great upgrade! :-) Here’s a quick summary:

- Views. This is a mixed bag. Nothing was done on the first item on my list (grouping and sub-totalling by groups, like you’ve been able to do for YEARS in SharePoint list views). On the other hand, the inline charting and filtering implementation is so good it almost makes up for not having grouping directly on the data grid. (Almost.)
- Internet Marketing. Nothing new here. On the other hand, the third-party add-ons (e.g., CoreMotives) are so good, it’s hard to imagine being able to rely on 100% out of the box functionality any time soon.
- Scheduled and Batch Workflows. Nothing here.
- “KPI entity” = Goal Management. I got the terminology wrong, but the functionality is great.
- SharePoint Integration. The List Component is simple, but effective. It’s pretty close to what I was hoping for…and as soon as they get it supported for the Office 365 version of SharePoint I’ll be a happy CRM/SharePoint integration camper.
- Dashboards and charts. They hit the nail on the head on this one.
- Workflows for more record types. Mixed. Still can’t create line items, but you can create plenty of other new stuff. Definitely improved.
- Dialog processes were not on my wish list, but they should have been. They are very good, and will feature prominently in my upcoming book on “Building Busienss Processes in Dynamics CRM 2011″.

Cheers — Richard

]]> By: Eric Morin http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-4018 Eric Morin Fri, 08 Jul 2011 14:48:52 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-4018 Richard, so now that you've been working with 2011 for a while... which of your wishlist items are actually implemented or compensated in some way? I thought your list was a very good one but I've not yet had the exposure to 2011 to review what is solved beyond the marketing lit. Cheers Richard, so now that you’ve been working with 2011 for a while… which of your wishlist items are actually implemented or compensated in some way?

I thought your list was a very good one but I’ve not yet had the exposure to 2011 to review what is solved beyond the marketing lit.

Cheers

]]> By: Useful Form Scripts #4 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-2008 Useful Form Scripts #4 Tue, 15 Jun 2010 13:05:48 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-2008 [...] A combination of fixes for those two limitations would be excellent additions for the 5.0 release…but that topic’s covered in a different article. [...] [...] A combination of fixes for those two limitations would be excellent additions for the 5.0 release…but that topic’s covered in a different article. [...]

]]> By: David http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-625 David Sat, 03 Oct 2009 02:16:49 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-625 Ability to merge custom entities Edit records via a grid view Ability to merge custom entities
Edit records via a grid view

]]> By: RM http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-589 RM Tue, 22 Sep 2009 08:06:56 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-589 In-line linked entity (child) records editing - similar to telerik grid. In-line linked entity (child) records editing – similar to telerik grid.

]]> By: Nicola http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-576 Nicola Wed, 16 Sep 2009 01:42:20 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-576 As well as all the other great suggestions above, it would be great if the system by default set the attributes of a field that was placed on a Form to be searchable = Yes, and if the field was not placed on a form, searchable = No. With the obvious exception of a few fields that would be default searchable = Yes whether they are on a Form or not, such as created on, created by. It is frustrating having to change the searchable to No for all fields that users do not want to see when doing an Advanced Find query. Most if not all users only search on fields they can see on a Form. Thanks, Nicola As well as all the other great suggestions above, it would be great if the system by default set the attributes of a field that was placed on a Form to be searchable = Yes, and if the field was not placed on a form, searchable = No. With the obvious exception of a few fields that would be default searchable = Yes whether they are on a Form or not, such as created on, created by.

It is frustrating having to change the searchable to No for all fields that users do not want to see when doing an Advanced Find query. Most if not all users only search on fields they can see on a Form.
Thanks, Nicola

]]> By: Richard Knudson http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-567 Richard Knudson Mon, 14 Sep 2009 18:18:29 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-567 Hi Anne -- nice to hear from you! You make a good point: it's a little late for substantive input on the CRM 5.0 feature set, since it's probably locked down by now. But since CRM Online is on about a 6-month cycle for Service Updates (which do include significant new features), we get mini-previews all the time of the next big on-premise release. I think the next CRM Online Service Update is scheduled for early November, so at least we'll be able to take stock and see which of this stuff's already been included. Richard Hi Anne — nice to hear from you! You make a good point: it’s a little late for substantive input on the CRM 5.0 feature set, since it’s probably locked down by now. But since CRM Online is on about a 6-month cycle for Service Updates (which do include significant new features), we get mini-previews all the time of the next big on-premise release. I think the next CRM Online Service Update is scheduled for early November, so at least we’ll be able to take stock and see which of this stuff’s already been included.

Richard

]]> By: Richard Knudson http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-566 Richard Knudson Mon, 14 Sep 2009 18:13:56 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-566 Hi Andrew -- thanks for the comments! The partylist suggestion is a good one. Also, the ability to go down to the "N" side in a workflow with a 1:N relationship. Along the same lines perhaps, it would be nice to be able to do that in an Advanced Find as well as a workflow. Richard Hi Andrew — thanks for the comments! The partylist suggestion is a good one. Also, the ability to go down to the “N” side in a workflow with a 1:N relationship. Along the same lines perhaps, it would be nice to be able to do that in an Advanced Find as well as a workflow.

Richard

]]> By: Richard Knudson http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-565 Richard Knudson Mon, 14 Sep 2009 18:11:20 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-565 Good catch -- that should have been in my list. I've spent way too many frustrating hours trying to format emails in various html authoring tools (SP Designer, Word, Visual Studio...), then copying and pasting into a CRM email template, and then when I finally send the email out ... they look lousy anyway, and have no consistency across different email clients. Definitely could use html support in email templates. Good catch — that should have been in my list. I’ve spent way too many frustrating hours trying to format emails in various html authoring tools (SP Designer, Word, Visual Studio…), then copying and pasting into a CRM email template, and then when I finally send the email out … they look lousy anyway, and have no consistency across different email clients. Definitely could use html support in email templates.

]]> By: Richard Knudson http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/comment-page-1/#comment-564 Richard Knudson Mon, 14 Sep 2009 18:07:45 +0000 http://www.dynamicscrmtrickbag.com/2009/09/13/dynamics-crm-5-wish-list/#comment-564 Hi Adam -- thanks for your detailed comments! I especially liked your suggestions on the workflow UI: having OR functionality would definitely allow cleaner less kludgy workflows, and being able to promote or demote conditions, copy and paste within a workflow & etc. would save a lot of time in authoring. Thanks again! -- Richard Hi Adam — thanks for your detailed comments! I especially liked your suggestions on the workflow UI: having OR functionality would definitely allow cleaner less kludgy workflows, and being able to promote or demote conditions, copy and paste within a workflow & etc. would save a lot of time in authoring.

Thanks again! — Richard

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