CRM 5.0 WOW!

by Bill Owens 9. July 2010 02:38

A quick note on CRM 5.0. I’ve been playing with it for a while now and I must say WOW! I’m impressed. I will be honest with you, I’ve been using word processors since WordPerfect and the ribbon bar in Office 2007 is still very painful for me. In fact, I wish I could go back to the old way. However, in 5.0 (there are many other places on the web where this has leaded out) you will find the ribbon bar in place. As you can imagine, I groaned and sighed, and started to use it. After 30 minutes of usage I found myself rethinking my position. In fact, after 45 minutes I found myself wish it was in CRM 4.0 or there was some way we could add it in a rollup. This ROCKS!

I sat back and thought about this, why is it that I hate the ribbon bar in Word, but love it in CRM….. Then it came to me, it is the usage of the application. The Ribbon bar is wonderful for a web application. One of the issues I hear (and can never understand) is that some people tell me SalesForce.com is easier to navigate. Well for those people I give you CRM 5.0, this will nail that comparison into the ground.

Here is an example why I love this… For those of you that configure CRM answer this: How many clicks does it take to get to the center of a tootsie-pop, err I mean to customize the account screen or a view? Well in CRM 5.0, you open an account and if you can modify the forms you see that option at the top on a ribbon menu. You click the customize ribbon menu and click on the edit form or views or whatever you wish to edit. WOW.

So join me in the countdown until CRM 5.0 is launched and we can all join in on this fun new world!

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About the author

I work for a consulting firm in Dublin Ohio called Affiliated Resource Group. For the last five years I have been spearheading our Microsoft Dynamics CRM practice. I have a deep appreciation for the Microsoft CRM platform and I am very excited about it. You might even describe me as a Microsoft CRM Advocate. I have many battle scars from my experience with the product and I’m constantly being asked questions about CRM and how-to-do something in it. Hence, this BLOG is to help disseminate that knowledge and information to everyone. As of last year I was posting links to many other blogs to help spread the knowledge, but now with the community.dynamics.com doing that for me, I will be following that practice unless a really juicy article catches my eye. Many people have asked where my post are for the first half of 2010, my company had me posting to another blog and maintain two was near impossible. I am now down to just this blog. So good luck and I hope that this blog may help in some way. If you have suggestions or questions, please email me them.

Disclaimer
The opinions expressed herein are my own personal opinions and do not represent my employer's view in anyway.

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