For those of you who had a chance at looking into MSCRM 3.0, did you notice
any major UI changes? We have customized our CRM (including the UI) to a
large extent and we need to study the impact of changes in the upcoming
version of CRM. Any info would help.

Thanks
Vimal

You can take a look at my blog. The latest post has some links to webcasts of
demos of v3. The UI is quite extensively changed. It resembles Outlook Web
Access - very easy to navigate, but much different than current version. As
the previous poster said, if your changes were of the "supported" variety you
shouldn't have much difficulty. But, though you may have a lot of time and
money invested in your current customizations, I think you will find it very
much worthwhile to upgrade to v3 when you can. Good luck.
--
Matt Wittemann
http://icu-mscrm.blogspot.com


"Vimal Kumar" wrote:

We did not change the ASPX pages as such. We wrote an HTTPModule that hooked
into web responses from CRM. The module would inject additional javascripts
into CRM pages. We use this function primarly to have role based
enabling/disabling of fields in CRM. We also customized the Find dialogs for
Accounts and Contacts to have additional search criteria. We have not changed
the CRM database. All our external data are stored in seperate databases.

"LeVar Bery" wrote:

Did u change the .aspx pages directly?

DId u change the db in anyway?

If so.. then u've got problems!

if u did the suggest way....
create extended pages and link those into the current UI
and.. make a separate database for anything u wanted to change the structure on... then you'll be ok to some degree.

Rumors have it.. that 3.0 is a re-do.. and its going to be as functional as ACT! is today.


--
LeVar Berry
CEO
eDriven Enterprises Inc
513.403.1210

"Vimal Kumar" <VimalKumar@discussions.microsoft.com> wrote in message news:E2FD5FEC-A336-489D-9478-F7792876D582@microsoft.com...
For those of you who had a chance at looking into MSCRM 3.0, did you notice
any major UI changes? We have customized our CRM (including the UI) to a
large extent and we need to study the impact of changes in the upcoming
version of CRM. Any info would help.

Thanks
Vimal

Hi Vimal,



It sounds like you don't need to do any rework on your customisations. Most
of it sounds like the features being supported by default functions in
Microsoft CRM 3.0.

1. As far as I've seen and understood, there will support of implementing be
role based locking and hiding of fields through the customisation tools.

2. The search features are enhanced a lot - the find field will search on
all fields on the entity, instead of only the one, as it is today. In
addition to that there will be support of saving and re-using advanced
search profiles (across entities!)

3. In addition to the existing onChange event on picklists, there will be
introduced an onChange event on text-fields, which will open up for much
more advances content-control at data input time.



Just some news - and I hope that I've referred what I've seen correctly. I
haven't had the pleasure to try the next version out my self yet.



Kind regards,

Henning B. Jespersen

(WM-data A/S, Denmark)





"Vimal Kumar" <VimalKumar@discussions.microsoft.com> wrote in message
news:90319084-3AD0-4875-9BCD-68B90DD89703@microsoft.com...

Thanks everyone!

Matt's blog was extremely useful. As Henning pointed out, most of our work
would involve removing our customization and using CRM's inbuild tools
instead. Another cool thing is that v3.0 no longer relies on MS replication.
That was a major cause for support calls.


"Vimal Kumar" wrote:

Will we be able to add lookup fields in v3.0? Well, we have
accomplished this in v2.0, but it is a painful process.

Thanks,
Roof

You should be able to acheive this using client side scripting. I haven't
tried this with 3.0 but this was not a big deal to achieve in v1.2 using
JavaScript. I am not sure if there is an in-built feature for this one. If
you are using CRM custom entities to store your lookup values, the new UI has
cool search features to lookup the related record.

"Roof" wrote:

You dont understand. I am not talking about reusing lookups in custom
apps, adding lookup fields from Deployment manager. I dont think it was
a very easy job? If there is an easy alternative, i would love to know
it.
-Roof

V3.0 will support adding references between the tables and as such will support
adding lookup fields to the forms.

Matt Parks
MVP - Microsoft CRM

----------------------------------------
----------------------------------------
On 16 Jul 2005 00:33:05 -0700, "Roof" <maruf.dolani@gmail.com> wrote:

You dont understand. I am not talking about reusing lookups in custom
apps, adding lookup fields from Deployment manager. I dont think it was
a very easy job? If there is an easy alternative, i would love to know
it.
-Roof

Thanks Matt.

well it is not completely right because you won't be able to alter or add
system references. You will only be able for instance to add a Account
lookup field on your custom entity by adding a relation between Account and
your custom entity. Typically if you would like to add multiple Account
lookup fields on a form if you need to distinguish customers (billed,
delivered, etc...) in a quote or a order it won't be possible.

--
Olivier Schmitt
Microsoft Business Solutions Support
NG FAQ :
http://www.microsoft.com/BusinessSol...aqLanding.aspx

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"Matt Parks" <mattp65@Yax_RemoveDashAndX_xhoo.com> wrote in message
news:qo5md1ha2ifbitm6o6bklvisim6thmjh05@4ax.com...

Olivier,
This is one of the biggest turn-offs of CRM. What version will support
adding any number of lookup fields?
Well, if we have figured out an unsupported way to add as many lookups
as we want, i think Microsoft could have easily provided us with a
supported option.
This is a big disappointment.

- Roof