I’m aware that I’ve deviated from Siebel recently. I’m really interested in technology and expanding my horizons, so I really want to finish up with Dynamics CRM before I get back to the Siebel upgrade. I’m hoping this is useful to readers as there really is now some serious competition to the Siebel CRM space!
I wanted to just quickly share my experience with configuring Dynamics CRM 2011. I mentioned before some of the common tasks associated with a Siebel config job:
- Field and database changes
And I had a brief look into how easy such changes are in Dynamics. The answer? Really easy! Puts Siebel Tools to shame!
Dynamics CRM 2011 has, for those with appropriate access, a ‘Customize’ ribbon button. From here, you can pretty much do anything:
Customize Entity is like checking out the BC, it’s corresponding Links, Applets and Views in Siebel Tools. From here, you can:
- Configure localisation, defining ‘display values’ for various aspects of the entity
- Add fields (backend database is handled for you – no need to define underlying columns) and define translations for the field names into any language or dialect of your choosing.
- Modify forms (Applets to you and I) with simple drag and drop
- Define relationships with other entities (think Link definitions)
The list goes on – there’s pretty much everything here that you’d find in Siebel Tools. Pretty impressive considering this is still looking at the Thin Client. Here are some screenshots of the various configuration pages:
Deploying changes is as simple as clicking the ‘Publish Entity’ or ‘Publish All’ buttons – this will make your changes instantly available to users. No mucking around with Repositories, SRFs and manual steps. It really is impressive.
As far as Workflow and automation is concerned, I’ve not delved deep enough to understand the possibilities and limitations. Perhaps later on in the year we can take a look.
From now, let’s get back to Siebel and the upgrade process. I hopefully have a 7.8 to 8.2 project coming up very soon so I’ll be keen to share my experiences with you then!