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Microsoft Dynamics CRM 4.0 Installing Guide
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What’s New in Workflow?
The new workflow features include the following options:
• In earlier versions of Microsoft Dynamics CRM, creating workflows was limited to users
who had been granted permission to access the server that was running Microsoft
Dynamics CRM. Workflow creation is now available to all users of the Microsoft
Dynamics CRM Web client. In addition, administrative users can now monitor individual
workflow jobs in the new System Jobs area of the Web client.
• System jobs are processes that run in the background, such as workflow jobs and bulk
import. When a system job is started, the person starting the job can select who should
be notified by e-mail when the job is finished.
• The new Web-based workflow system is fully integrated into the Microsoft Dynamics
CRM 4.0 Web client and replaces the server-based Workflow Manager tool. Based on
Windows Workflow Foundation, the new Microsoft Dynamics CRM 4.0 workflow system
also supports a broad range of activities created outside the Web client using
development tools such as Microsoft Visual Studio.
What’s New in Microsoft Dynamics CRM 4.0 E-mail
Router?
The Microsoft Dynamics CRM 4.0 E-mail Router includes the following new features:
• Support for multiple Microsoft Dynamics CRM Server computers.
• Separately maintained incoming and outgoing e-mail server configurations.
• Support for POP3 incoming e-mail servers.
• The E-mail Router can now be installed on a Windows Server computer that is not
running Microsoft Exchange.
What’s New in Microsoft Dynamics CRM for Outlook?
The Microsoft Dynamics CRM 4.0 for Outlook includes the following new features:
• The E-mail Router is no longer required to send and receive Microsoft Dynamics CRM
4.0 e-mail messages.
• Setup and configuration are now separate programs.
• There is an updated look using the 2007 Microsoft Office system user interface
components, such as the Ribbon, which replaces the traditional menu and toolbar.
• A Diagnostics Wizard can be used to troubleshoot issues with the Microsoft Dynamics
CRM 4.0 for Outlook.
• There are improved Mail Merge features in the Web application. The Mail Merge feature
has been added to the Web application. You can now specify the details of the Microsoft
Dynamics CRM activity created by Mail Merge.
• There are performance improvements. There have been several technical changes to
synchronization to reduce the time that is required to go offline.
• Activity tracking and synchronization improvements are included. Microsoft Office
Outlook tasks can now be mapped to Microsoft Dynamics CRM letters, faxes, tasks, and
phone calls.