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The Dynamic Duo: Outlook 2010 beta & CRM for Outlook Client

The Dynamic Duo: Outlook 2010 beta & CRM for Outlook Client

  • Comments 9

Guest blogger and CRM MVP Donna Edwards talks about her experience using Microsoft Dynamics CRM with the Microsoft Office 2010 Beta.

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I recently downloaded Office 2010 Beta and installed it on my CRM Test server. My CRM test environment includes the following:

    • Windows 2003
      • Wish it were Windows 2008 but it is on my rather long ‘To Do’ list
    • SQL 2008
    • CRM for Outlook Client
      • Update Rollup 9
      • Desktop Version
    • Office 2010 Beta

I don’t have the CRM E-mail Router installed because I don’t want to unintentionally send e-mail from CRM but I do have the SRSS Data Connector up and running.

For those of you who haven’t had an opportunity to see the Office 2010 product running with Dynamics CRM then I think there is a good chance you’ll be pleased. Although I haven’t had much time to work with the software, I already have a few favorite features:

  • Ribbon replaces the toolbars
    • I like the Ribbon feature in all the Office products

    • I continually discover new features available from the Ribbon that allow me get work done with fewer clicks

  • CRM Menu moved to the Add-In section
  • Very Nice drop down menu from the CRM button
    • Let’s you check for updates and perform several other tasks

  • Highly Configurable to Support Individual Needs & Preferences
    • Customize the Ribbon; Change Color Scheme; Customize Quick Access Toolbar; etc.

Here are a few screen shots. I chose Silver as my Color Scheme. Other options include Blue and Black.

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I think the look is much cleaner, more concise, smooth transitions from one area of the application to another, easier on the eye and best of all, It Works!!

Ok, and although this is not a CRM specific item, I love the Send a Smiley, Send a Frown feature of Office 2010 beta. If you discovered a feature you really like, have a suggestion, or run into an issue you can simply click the icon from the task bar, the program automatically takes a snapshot of your screen, you can add a problem description, the program automatically grabs some environment information and off it goes to Microsoft. How cool is that! I realize this might be included for Beta only, but I still like it!

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Hope you have a chance to check out Microsoft Office 2010 Beta for yourself soon!

Cheers,

Donna Edwards



  • I would like to see CRM get it's own tab instead of being hosted inside the Add-In-tabs. This would allow for a cleaner look.

    Otherwise, I agree with your findings. Good work!

  • I agree Dennis, good point. Thank you for taking the time to post the comment.

    I would like to see CRM get it's own tab or place on the ribbon.  My hope is that will change when it moves from beta to final release.

    My post was not as clear as I would like.  I was trying to point out that I liked the available options from the CRM drop down menu and not necessarily that I had to select CRM from the add-ins menu.  

  • Hello,

    Did you test the export to excel pivot table functionality?

  • Hi,

    I haven't tested the features extensively as unfortunately I've not had time.  Was there something specific you experienced an issue with?  If so, you can use the Send a Frown option and report the issue so that Microsoft receives the feedback.  

    If there is something specific you would like me to test in relationship to the Export from the CRM Outlook Client, I would be happy to do that for you and let you know my result.

    Regards,

    Donna

  • One feature that would raise the ease of use for the CRM is to provide fuctionality from CRM into the new feature in Outlook 2010 "Quick Steps". Like tracking and creating new recordes in CRM, this to provide a seamless workflow for taking care of emails and apointments. An example might be that when you receive an email you want to track it and the place the email into a folder, delete the email or archive the email. And this with just one click to launch the workflow and the same workflow each time.

  • Any luck with Windows 7?

  • I haven't tried on Windows 7 yet.  You could check out the Outlook 2010 Beta forum and ask there.  Here's the link http://social.technet.microsoft.com/Forums/en/office2010/threads

  • Hi Donna,

    Thanks for this preview. I still didn't have a chance to test it but I have been asked if Office 2010 was officially supported with CRM 4.0. The Implementation Guide says: "Office 2003 or later" but since it is a beta version I assume it is not yet supported...

    Am I right?

    Thanks again.

  • I believe you are correct.  I don't think it is 'officially' supported yet but I know there are several early adopters who are using it.  If you choose to use it just be aware that you could run into issue.

    Cheers

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