With CRM 5.0 around the corner I wanted to talk briefly about some of the upcoming features that we know about so far. These are definitely things to get excited about, both for the end user experience, as well as for administrators. Lets jump right in:
Enhanced Navigation for End Users
Ribbon UI and new form display
CRM 5 will, like all
Much like Excel, the grid views will now have the ability to filter data with a single click. This is one of those features I almost can’t believe took so long to get into the product as it will save so much time on sorting/filtering data
Additional form customization
New enhancements on the form layout will allow new ideas for positioning fields on the form or even in line sub grids for child records. This will allow a user to select a record, and then additional information specific to the selected record to populate on the screen beside it. Thumbs up on this one!
Drag and Drop Form Editor
Although the form designer has improved through the iterations, CRM 5 will go one step further by allowing users to drag and drop the elements of the form; that should speed up things considerably.
Additional Security Model
Rather than having ownership be linked to just a single user or an organization, CRM 5 will add team ownership to allow additional flexibility
Out of the box, CRM will integration with
These are just a glimpse of some of the things to be seen with the new CRM 5 release. As we get closer to the launch date, expect additional details on
Article written by Stephen Schilling, Technical Consultant – ERT Group