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
  • Attachment sync

Organization Hierarchy

  • Visualizations
    • Tree view
    • Tiles with key information and actionable items
    • New query ability using the “Under” operator

Mobile

  • Improved offline for CRM for Tablets
    • Create records and sync from offline
    • Enhancements to data security
    • Multiple dashboards
    • Hierarchy modeling
    • Live notifications (potentially)

Business Processes

  • Branching
  • Invoking Actions

Calculated Fields

  • 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.

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