I’m willing to bet that Simon Hutson wins the most popular Microsoft CRM blogger contest today.  He posted a summary of the latest and greatest regarding the next installment of Microsoft CRM, and it looks pretty!

Dynamics CRM 5.0's gonna purrrrr...

Microsoft CRM 5.0 screenshots look modern and Office 2007-ish, with the Ribbon interface.  I’ve posted some of Simon’s screenshots (below), but be sure to check out his article here for the full scoop.

Highlights of what’s new in Microsoft Dynamics CRM 5.0 (due sometime in 2010):

  • Presentation
    • Enhanced user experience with the Ribbon interface.
    • Single page forms – no more tabs!  Pages are links on the left nav bar.
    • In-line Reports – allows charts to be embedded where the Form Assistant in v4 typically pops out.
  • Functionality
    • Data Filtering available on the List View of records.
    • Team Ownership security model.
    • Native SharePoint integration.
    • Unstructured Relationships – allows definition of ad-hoc relationships.
  • Administration
    • More customizable form layout options.
    • More options with filtered lookups in form customization.
    • Customize Headers and Footers to display record information.
    • Solution Management – enhanced ability to manage customizations to your CRM build.
    • Multiple Option Sets, also known as global picklists across multiple entities.
    • Drag-and-Drop Form Editor
    • Data Audit capability
  • Developers
    • Custom Code Sandbox
    • Plug-in Transaction Support
    • Automatic Plug-in Profiling
CRM 5.0 Account record - Ribbon interface

CRM 5.0 Account record - Ribbon interface

CRM 5.0 Opportunity record - Inline charts

CRM 5.0 Opportunity record - Inline charts

CRM 5.0 Campaign - Event management

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Reader's Comments

  1. CRM 4.0 SharePoint List Web Part *finally* released! | Dynamo with Dynamics CRM | January 5th, 2009 at 11:27 am

    [...] This news is a bit stale by now, but this web part is too important of a tool to go unmentioned.  The CRM 4.0 SharePoint List Web Part was finally released at the end of December!  Unquestionably, the future of Dynamics CRM is hinged on combining its strengths with SharePoint, and this integration will be prominently featured in the next version (v5.0). [...]

  2. Shawn Antonelli | February 4th, 2010 at 7:45 pm

    Fantastic! Microsoft take the most despised part of office (Ribbon interface) and add it to CRM!

    When you have stuffed up a good thing stick to it and lose sales because of lost productivity fears by prospects.

  3. Billy | August 16th, 2010 at 1:30 pm

    Why “Fluent UI” (aka the Ribbon) as Office 2007 and not Office 2010?!

  4. Christian | August 16th, 2010 at 1:34 pm

    This was posted waaay before Office 2010 was even in beta. Sorry I haven’t kept it current, Bill. ;-)

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