1. Microsoft Dynamics CRM 2011 Update Rollup 5 Enhancements Dana Martens Escalation Engineer Microsoft

2. Agenda CRM Outlook Client Enhancements Dialog Enhancements Chart Designer Enhancements Audit User Access Duplicate Detection Enhancements Activity Feeds Q&A

3. Update Rollup 5 Enhancements Release Date: 10\25\2011 KB: http://support.microsoft.com/default.aspx?kbid=2567454 http://support.microsoft.com/default.aspx?kbid=2567454 Downloads: http://www.microsoft.com/download/en/details.aspx?id=27820 http://www.microsoft.com/download/en/details.aspx?id=27820 Release Preview Guide http://az26122.vo.msecnd.net/docs/Release_Preview_Guide.pdf Building Your Business Hub: Using the Power of Social for a More Productive Enterprise https://community.dynamics.com/product/crm/crmnontechnical/b/crmc onnection/archive/2011/10/25/Building-Your-Business-Hub_3A00_- Using-the-Power-of-Social-for-a-More-Productive-Enterprise.aspx

4. Asynchronous promotion for tracked emails Creation of the e-mail activity on the CRM server will be performed after the e-mail has been sent Removes the delay that some user’s saw when sending CRM e- mails via the CRM Outlook client on a slower connection

5. CRM Outlook Client Sub-Grids and Notes now available in Reading Pane Records and links are clickable

6. Clickable Links URL’s, E-mail addresses, and Lookup value are also clickable Clicking E-mail opens new e-mail with tracking and regarding info set

7. Lync Presence Integration Presence information is visible

8. Dialogs - Lookup Data Type added Used in Prompt and Response as a Response Type Used in Input Argument or Variable as Data Type

9. Dialogs - Date and Time Data Types Date and Time Date Only

10. Record URL(Dynamic) Option Available for Send E-mail Action in Dialogs or Workflow Rules Can provide text to display and URL values

11. Data Retention When Moving Back Within a Dialog Retain data when changing value on a previous page Warn user if change impacted later values

12. Chart Designer Enhancements - Multiple Series Show a comparison between multiple series on a chart Ability to have different chart type per series Limit of 5 series

13. Multiple Categories Show comparison between two category fields on a chart Limited to 1 series Limit of 2 categories

14. Area Charts Display differences over a period of time

15. Stacked Charts Show relative proportions of closely related items Stacked Area Charts Stacked Column Charts Stacked Bar Charts

16. User Access Auditing Enabled in Global Audit Settings

17. User Access Auditing User Access Events User Access via Web User Access via Web Services

18. Duplicate Detection Enhancements - Ignore Blank Values Rule conditions can now ignore blank (NULL) values Rules can now exclude inactive records

19. Activity Feeds What are Activity Feeds? Share information about users, accounts, leads and other entity records Follow records you care about Receive important updates regarding records you Follow Available via a solution on Dynamics Marketplace http://dynamics.pinpoint.microsoft.com/en-US/applications/microsoft- dynamics-crm-activity-feeds-12884926310 Security Roles Default roles updated with Activity Feeds privileges Activity Feeds role included in solution

20. Microsoft Dynamics CRM Mobile Requirements Windows Phone 7.5 On-Premise deployment requires Claims Based Authentication Microsoft Dynamics CRM Mobile application is available from Windows Phone Marketplace http://dynamics.pinpoint.microsoft.com/en- US/applications/microsoft-dynamics-crm-mobile- 12884927739

21. Using Microsoft Dynamics CRM Mobile Views Search

22. Activity Feeds Additional Resources Following and Unfollowing Records in CRM http://blogs.msdn.com/b/crm/archive/2011/10/27/following-and- unfollowing-records-in-crm.aspx How to do Mentions with Activity Feeds http://blogs.msdn.com/b/crm/archive/2011/10/31/how-to-do- mentions-with-activity-feeds.aspx Working with Activity Feed using Microsoft CRM SDK http://blogs.msdn.com/b/crm/archive/2011/10/31/working-with- activity-feed-using-microsoft-crm-sdk1.aspx

23. When is the next update with new features? Based on the Microsoft Dynamics CRM Statement of Direction the feature updates will be coming every 6 months. Cross Browser Support coming in H1 of CY2012 Safari (PC & Macintosh platforms) Firefox (PC & Macintosh platforms) Chrome (PC & Macintosh platforms)

24. Activity Feeds Additional Resources Following and Unfollowing Records in CRM http://blogs.msdn.com/b/crm/archive/2011/10/27/following-and- unfollowing-records-in-crm.aspx How to do Mentions with Activity Feeds http://blogs.msdn.com/b/crm/archive/2011/10/31/how-to-do- mentions-with-activity-feeds.aspx Working with Activity Feed using Microsoft CRM SDK http://blogs.msdn.com/b/crm/archive/2011/10/31/working-with- activity-feed-using-microsoft-crm-sdk1.aspx

25. © 2010 Microsoft Corporation. All rights reserved. This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.