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60 reasons why you should upgrade to Dynamics CRM 4.0 (white paper download)

If you’re looking for an excuse to implement or upgrade the newest 4.0 version of Dynamics CRM, I now have 60 reasons ready for you. This should be a must read for those evaluating Microsoft Dynamics CRM 4.0 for their business.

Just to list a few:

• Reporting Wizard that allows you to create and run custom reports in minutes; in fact, no report development experience is required. This includes offline and scheduled reporting.
• Easier-than-ever Workflow Wizard to streamline your business processes without custom programming.
• New Data Import Wizard to easily map and drop your new leads, contacts and other records into CRM.
• Internet Facing Deployment for accessing your CRM data securely, without the need for a VPN connection.
• Design, upload and share Mail-Merge Templates across your organization.
• Integration with Microsoft Office Communication Server to see who is online and communicate with them.
• Tighter integration with Microsoft Office software like Word and Excel, where you can import data dynamically from CRM and refresh as needed.
• Advanced Entity Relationship Modeling that allows you to tailor CRM to work the way you do.

If any of these features sound exciting to you, then feel free to download the full white paper below or go directly to the Microsoft Partner download site.

Microsoft Dynamics CRM 4.0 – Top 60 New Features (PDF, 1.7 MB)

Review the table of contents after clicking the link below.

Microsoft Dynamics CRM 4.0: Top 60 New Features
Table of Contents

BUSINESS BENEFITS SUMMARY …………………………………………………………………………………. 3
ENHANCE PRODUCTIVITY
1. Internet-Facing Deployment ……………………………………………………………………………………….4
2. Smart Search …………………………………………………………………………………………………………………4
3. Load Status Bar ……………………………………………………………………………………………………………..4
4. Most Recently Used Entities List …………………………………………………………………………………4
5. Tracking Breadcrumb ……………………………………………………………………………………………………5
6. Web Mail Merge ……………………………………………………………………………………………………………5
7. Activity Synchronization ………………………………………………………………………………………………5
8. E-Mail Smart Matching ………………………………………………………………………………………………..5
9. E-Mail Promotion to Lead or Case …………………………………………………………………………….6
10. Presence Visibility …………………………………………………………………………………………………………6
11. Campaign Automation ………………………………………………………………………………………………..6
12. Resource Center ……………………………………………………………………………………………………………6
STREAMLINE BUSINESS PROCESSES
13. Windows Workflow Foundation …………………………………………………………………………………7
14. Workflow Wizard …………………………………………………………………………………………………………..7
15. Workflow Accessibility ………………………………………………………………………………………………….7
16. Expanded Workflow Actions ……………………………………………………………………………………….7
17. Dynamic Data Access for Workflow Design ……………………………………………………………..8
18. Multi-Stage Workflows ………………………………………………………………………………………………..8
19. Choice of Design Environments …………………………………………………………………………………8
20. Advanced Workflow Expressions and Triggers ………………………………………………………..8
REPORT WITH EASE
21. Scheduled Reporting ……………………………………………………………………………………………………9
22. Reporting Wizard ………………………………………………………………………………………………………….9
23. Offline Reporting ………………………………………………………………………………………………………….9
24. Integrated Reporting Access Model ………………………………………………………………………….9
25. Advanced Find ……………………………………………………………………………………………………………10
26. Dynamic Data Connections in Microsoft Office Excel …………………………………………. 10
27. Activity Reporting ………………………………………………………………………………………………………10
MANAGE DATA INTELLIGENTLY
28. Data Import Wizard …………………………………………………………………………………………………..11
29. Duplicate Detection …………………………………………………………………………………………………..11
30. Reusable Data Import Maps …………………………………………………………………………………….11
31. Data Import Validation ……………………………………………………………………………………………..11
ALIGN BUSINESS AND TECHNOLOGY
32. Advanced Entity Relationship Modeling ……………………………………………………………….. 12
33. Smart Navigation ……………………………………………………………………………………………………….12
34. Device Client Access License …………………………………………………………………………………….12
35. Read-Only Client Access License ……………………………………………………………………………..12
SUPPORT GLOBAL BUSINESS REQUIREMENTS
36. Multi-Tenancy ……………………………………………………………………………………………………………..13
37. Multi-Language ………………………………………………………………………………………………………….13
38. Multi-Currency ……………………………………………………………………………………………………………13
39. Multiple E-Mail Platform Support …………………………………………………………………………..13
EFFECTIVELY MANAGE CRM
40. System Job Monitor …………………………………………………………………………………………………..14
41. Monitoring and Diagnostics …………………………………………………………………………………….14
42. Office Client Diagnostic Tools and Reports …………………………………………………………… 14
43. Client Tracing and Troubleshooting File ………………………………………………………………… 14
IMPROVE MANAGEMENT EFFICIENCY
44. Migration of Customizations ……………………………………………………………………………………15
45. Organization Import Wizard …………………………………………………………………………………….15
46. Extended Portable Application Model …………………………………………………………………… 15
47. Bulk User Add ……………………………………………………………………………………………………………..15
DELIVER ON AVAILABILITY, PERFORMANCE, AND SCALABILITY REQUIREMENTS
48. Microsoft SQL Server Mirroring ……………………………………………………………………………….16
49. Enhanced Performance ……………………………………………………………………………………………..16
50. Clustering and Load Balancing ………………………………………………………………………………..16
51. Component Scalability ………………………………………………………………………………………………16
QUICKLY DEVELOP, INNOVATE, AND DEPLOY
52. Metadata Application Programming Interface …………………………………………………….. 17
53. Offline Customizations ………………………………………………………………………………………………17
54. Event Framework Plug-Ins ………………………………………………………………………………………..17
ADDITIONAL FEATURES
55. Citrix Support ……………………………………………………………………………………………………………..18
56. Automatic Client Updates …………………………………………………………………………………………18
57. Path-based URLs…………………………………………………………………………………………………………18
58. Pop-Up Blocker Detection ………………………………………………………………………………………..18
59. New Accessibility Features ………………………………………………………………………………………..18
60. Advanced Quote Printing …………………………………………………………………………………………18
PRODUCT INFORMATION ………………………………………………………………………………………….19
FEATURES AND BENEFITS SUMMARY ………………………………………………………………………20

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