http://www.microsoft.com/downloads/details.aspx?displaylang=en&FamilyID=fb4bb16b-586f-4aae-aa4b-790023e95b61
Nearly every successful company to date has been built by the management team and employees inside of it. Staying current and choosing the right tools for employees can be a daunting task, especially with the numberof options available today. So how can companies keep their employees properly equipped with technology that will both boost their productivity and amplify their efforts in the workplace? Top organizationsaround the world are turning to Microsoft Dynamics CRM Online 2011 to create world-class customer experiences. If you or your management team is evaluating investing in a CRM Solution, there’s not just one reason to choose CRM Online 2011, there are10!
1. Value – Costs are known to add up quickly when deploying new solutions. Licensing, services, training, deployment, administration, and maintenance can quickly cut deep into a project’s budget. With CRM Online 2011, not only do customers get competitive pricing, Microsoft also provides several CRM Accelerators that are available to customers at no extra charge, extending the functionality and value.
2. Productivity – CRM Online 2011 helps increase employee productivity and creates a connected workplace that is equipped to handle all of the daily challenges that a company is sure to meet. The result is a rock solid and industry proven experience that elevatesa business above the competitors.
3. Innovation – Microsoft has been consistently recognized for leading the technology industry in CRM Solutions including in the Gartner Magic Quadrant for Sales Force Automation and The Forrester Wave in all 3 categoriesCRM Suites for Small Organizations, CRM Suites for Medium Organizations, CRM Suites for Large Organizations).
4. The Cloud – Microsoft has shown a lasting commitment to the Cloud by continuing to invest over $2 billion dollars in Cloud infrastructure every year. CRM Online 2011 is one of the most sensible ways for a business to take advantage of cloud services. Looking for more reasons tomove your CRM solution to the Cloud? Moving to the Cloud can help your business reduce system management and maintenance costs.
5. Partner Network – Becoming a CRM Online 2011 customer doesn’t just give a company access to a CRM solution; it gives that company access to the world-renowned Microsoft partner network. The partner network has one of the largest selections of readily available solutions, professional services, and third-party applications to complement CRM Online 2011.
6. Global Availability – Choose CRM Online 2011 and provide teams around the world with the tools they need to succeed, regardless of location. Additional languages and currenciesare included in CRM Online 2011, and just need to be enabled by an administrator for use.
7. Microsoft Office – CRM Online 2011 works seamlessly with Microsoft OfficeOutlookand other Microsoft Officeproductivity tools, including Excel and SharePoint. Why force an employee to work withmultiple interfaces or tools? You don’t have too. Empower employees to work with these familiar tools in a more connected and collaborative way using CRM Online 2011.
8. Business Insights – Want to view sales data through a different paradigm? CRM Online 2011 contains a multitude of advanced reporting and charting features. Instantly generate accurate up-to-date information including sales forecasts, targets, quotas, customer buying patterns, and promotions.
9. Extensibility – The default CRM Online 2011 environment is flexible, powerful, and reliable. Despite how easy this environment is to start using, the real magic tends to happen for businesses when they begin to take control of CRM Online 2011 and customize it to their needs. CRM Online 2011 can be customized to support any business scenario imaginable, either in-house or by an outside consultant.
10. Dynamics Workplace – Are you interested in a CRM Online 2011 customization, but not sure if development is the right path for your business? The Microsoft Dynamics Marketplace can help customers discover previously developed and packaged applications to extend the value of CRM Online 2011.
A brief summary for the Role Based Security and the Object based security is explained from the article:
To determine the extent to which users have access to the system and the resources it stores, Microsoft Dynamics CRM leverages two complementary security mechanisms:
- Role-based security in Microsoft Dynamics CRM focuses on grouping a set of privileges together that describe the tasks that are performed for a user in a specific job function. The basic concepts of role-based security include the following:
o Users are assigned one or more roles based on their job function or tasks
o Roles are associated with permissions (privileges and access levels) for the different business objects (entities)
o Users gain access to entities or groups of entities in the system via membership in a role that has been assigned the necessary privileges and access levels to perform the users’ jobs. - Object-based security in Microsoft Dynamics CRM focuses on how users gain access to individual instances of business objects (entities).
Role-based Security
Role-based security in Microsoft Dynamics CRM is based on the interaction of privileges and access levels, which work together through the use of security roles.
Privileges define what actions a user can perform on each entity in Microsoft Dynamics CRM. Privileges are pre-defined in Microsoft Dynamics CRM and cannot be changed; examples of privileges include Create, Read, Write, and Delete.
Access levels indicate which records associated with each entity the user can perform actions upon.The access level associated with a privilege determines (for a given entity type) the levels within the organizational hierarchy (User, team and Business Unit) at which a user belonging to a specific role can act on that type of entity.
Each security role provides a combination of privileges and access levels specific to a Microsoft Dynamics CRM job function.
Object-based Security
Object-based security applies to individual instances of entities and is provided by using access rights. An access right is granted to a user for a particular entity instance.
The relationship between an access right and a privilege is that access rights apply only after privileges have taken effect. For example, if users do not have the privilege to read accounts, they will be unable to read any account, regardless of the access rights another user might grant them to a specific account through sharing.
The article also provides greate examples for different combinations of privileges, access levels and access rights. Happy reading!!
Microsoft CRM Outlook Client
Also, use the CRM->Options->Synchronization tab to change the duration of synchronization between MS Outlook and the web client (which is 15 minutes by default).
Get the Update Rollup 7 for Outlook Client at:
http://www.microsoft.com/downloads/details.aspx?FamilyID=A4893988-7804-4E23-AB58-740441CC696E&displaylang=ja&displaylang=en
Read more about synchronization of records and activities between MS CRM and Outlook at:
http://rc.crm.dynamics.com/rc/regcont/en_us/OP/help/ug_ol_RecordsActivities.html
