Monday, October 8, 2007

Philip Richardson - Preview and features of CRM 4.0

This guy is in the know so here is his post:

The time has finally come in the Titan project where we can talk more openly about the project. I joined the team shortly after the RTM of CRM 3.0 and I've incredibly proud of the work I've been privileged to participate in.

Titan is not just a solid CRM package it is also an extensible platform for customers and partners to build their own customer centric business systems.

Over the next few weeks I'll be publishing some screencasts of the cool new Titan features. Possible topics (in no particular order) might include:
Multi-tenant web services
Duplicate Detection
Windows Live ID Authentication with a SOAP web service
New relationship features
Workflow
Multi-Lingual User Interface (MUI)
Plugins/Assemblies in CRM 4.0
Windows Workflow Foundation Activities
The CRM Live 'experience'
The Internet Facing Deployment (IFD) 'experience'
Outlook Client enhancements
Task Management
Web Import
User Management
Multi-Currency
Metadata API
Lookup Auto Resolve
Translating the User Interface
The Resource Center
Mail Merge
Offline SDK

There are dozens more new features which also deserve consideration. Many older features are also worth re-examining as there are some interesting synergies with some of the new features (eg. Tasks + Workflow + Relationships all together make for some very cool process management).

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