In addition to covering the product releases coming in the Spring Wave for Dynamics CRM, Convergence 2014 attendees also got a taste of things to come in the fall release code named “Vega”. At the moment these items are subject to change as fall is quite a long time away in terms of software but these points give us a good feel for the areas Microsoft is investing its time in.
Improvements to Server Side Sync
Sync multiple addresses and phone numbers
Mark Outlook data private to prevent sync back to CRM
Mark data read-only so a sync from Outlook doesn’t overwrite
Task & Appointment Assignments
Tiles with key information and actionable items
New query ability using the “Under” operator
Improved offline for CRM for Tablets
Create records and sync from offline
Enhancements to data security
Live notifications (potentially)
Defined via the UI
Available on forms, views, charts & reports
Native roll ups from child to parent
Once again lots of great functionality to look forward to, many of which appear to be the result of feedback submitted to the Microsoft Connect site by partners and users. That just goes to show the importance of taking the time to get involved and make your opinion known.