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Recording posted for What's New in CRM 4.0 for Administrators webinar

Yesterday we conducted our webinar "What's New in Microsoft Dynamics CRM 4.0 for Administrators" webinar and it went very well. There's about 50 minutes of software demo (and some PowerPoint) but it's mostly demo. The last 15 minutes of the recording is the Q&A session which was quite lively with lots of great questions (see below for the list). If you interested in viewing the recording, you can access it here:

What's New in Microsoft Dynamics CRM 4.0 for Administrators
Original Event Date: Thursday February 28, 2008
Duration: 70 minutes
View recording now

A lot of the questions we received were actually covered in the January webinar titled "What's New in Microsoft Dynamics CRM 4.0 for Users". There is almost no overlap of the material we covered in the two webinars so I would also encourage you to view that webinar as well if time allows!

What's New in Microsoft Dynamics CRM 4.0 for Users
Original Event Date: Thursday January 31, 2008
Duration: 50 minutes
View recording now

If you're curious, here's a list of the questions asked during yesterday's event. Tune in to the recording for our answers!

Asked: How does the forms based authentication work with Outlook over the internet (not LAN or VPN connected)?


Asked: Is the rules deployment process history?


Asked: 1. Can the multicurrency function be set to pull current exchange rates from any of the many online exchange rate feeds so it's all up to date? 2. Can the auto populate function of the form fields be set to be contextually sensative based on other data in the form (i.e. look only for contacts associated to the account in the open account form)? 3. Does duplicate detection do the detection of similar first names (i.e. Bill vs. William)? 4. What's the name of the On Demand webcast in which new Outlook functions are highlighted in greater detail?


Asked: Can you use the Import function to import data into Custom attributes? Can you schedule a report to go directly to a printer on a certain schedule?


Asked: does duplicate detection also fix corresponding duplicates in GP?


Asked: Will import wizard work with custom entities?


Asked: Will the service module work similarly with many concurrent users?


Asked: can you import into the knowledge base


Asked: What enhancements, if any, have been made to the advanced find functionality? Can we join multiple entities?


Asked: If we decide to have a license per machine, not per user how many unique users may log in to the same machine


Asked: We have noticed that you can not configure (out of the box) a M:M relationship between all entities (Activity/Contact). Is this possible to work around?


Asked: If the account owner changes the screen (add a field) for the record, is that viewable to others that others that have access to that record?


Asked: Does all of the functionality remain the same for Notes vs Outlook?


Asked: Can you create lists through queries? Are there any wildcard capabilities in the list view? For example, find all rrecords with "gh" in it?


Asked: I'm running 3.0 SBS now with 14 users. When I upgrade to 4.0, do I have to go to Professional? Will it work on a SBS?


Asked: What about the enhanced Advanced Find features. Cant you create more sophisticated reports through Advanced Find now?


Asked: Do I understand that going offline is no longer necessary if there is any internet connection available when an IFD is configured?


Asked: Field Security - do they have it in this version?


Asked: Does all of the functionality remain the same for Notes vs Outlook?


Asked: Will you have a session to review security roles set up?


Asked: is there a built-in way to automatically synchronize entities with entities from external systems


Asked: Has anything been done to show more attributes in an entity hyperlink (case: incident #: title)


Asked: is there a built-in way to automatically synchronize CRM entities with entities from external systems?


Asked: Does all of the functionality remain the same for Notes vs Outlook? Would you also expand on security to records, would an individual be able to be added as a 'team member' in bulk to a group of records?


Asked: Can you use the Import function to import data into Custom attributes? Can you schedule a report to go directly to a printer on a certain schedule? I am sure you went over this in the User presentation, but can you do an advance find can you select "All" the records instead of just the 250 per page?


Asked: Will sys admin be able to see user-created workflows?


Asked: Can non-admins do duplicate detection (ie run and set-up the duplicate detection rules)?


Asked: Can you create join Queries in Advanced find now where the results returned join entities


Asked: Are we able to share custom/individual Advanced Views? (without having to designate as a system view)


Asked: Has anything been done to show more attributes in an entity hyperlink (case: incident #: title) from 'regarding' (from a view)


Asked: Can you publish articles with images in Knowledge Base


Asked: Can you change the default Organization for a user when you are using CRM enterprise or will it always default to the same one?


Asked: 1. Do I understand that going offline is no longer necessary if there is any internet connection available when an IFD is configured? 2. Can the Notes associated with a specific record be added as a column to the views in which that record is visible?


Asked: is there a built-in way to automatically synchronize CRM entities with entities from external systems?


Asked: How does the Access Mode on the User record selection affect license usage?


Asked: can views show columns from entities more than one relationship away from the primary entity?


Asked: Prev question related to Regarding field on view.. it only shows Title. need to see other info (Account, city\state; Case \Incident #). This related primarily to Activitry views., etc.1


Asked: can views show columns from entities more than one relationship away from the primary entity? (so that views can be used like SQL server views)


Asked: Haven't looked closely at server spec yet. Does CRM4 require a 64-bit server, or can it run on 32-bit?


Asked: Mail Merge. Does it include custom fields and entities now? Can I send a letter with the invoice #?


Asked: can custom entities have e-mail and address fields that work like those in the Contact and Account?


Asked: What is upgrade path 3.0 to v4


Asked: can custom entities have e-mail and address fields that work like those in the Contact and Account? What I mean is, the e-mail field in the Contact entity can be used as a To address in an e-mail. Is this functionality available for fields created in custom entities?

Reminder: Webinar tomorrow on What's New in CRM 4.0 for Administrators

Attend this online event and learn about many of the great new features in Microsoft CRM 4.0. I promise it will be light on PowerPoint and heavy on demos of the software in use!

What's New in Microsoft Dynamics CRM 4.0 - For Administrators
Event Date: February 28, 2008
Time: 1:30pm Central
Register Now!