Microsoft Dynamics® CRM Training
Microsoft Office Fluent User Interface
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Microsoft Office Fluent User Interface
One of the most prominent enhancements made to Microsoft Dynamics CRM 2011, is the inclusion of the Microsoft Office Fluent user interface. By leveraging the same streamlined user interface principals of Microsoft Office 2010, users familiar with the Microsoft ecosystem can jump right into CRM 2011 and feel a sense of familiarity and continuity.
(Navigate to Workplace > Customers > Contacts and double click "Alana Greenspan (sample)" to open the record.)
Let's examine the sample contact, Alana Greenspan, President of Top-to-Bottom Ideas. One feature that stands out is the new, flat, user interface, which enables us to scroll down and see all of the various sections of the form in one window.
This flat interface provides us with a visual page flow, which allows us to optimize the presentation and organization of our forms. In this example, the arrow next to the General tab lets us optimize the visual page flow by expanding or contracting that particular section of the form. (Click the arrow next to General to toggle expanding or hiding the General section.) We can also use the left-hand navigation to jump to a specific section of the form. Notice how CRM Online automatically maximizes the section for us once we click on it. (Click Notes & Activities under Information in the navigation pane to expand and display that section in the right pane.)
Let's say I want to create a new Activity for this contact. As I click the Activities section of the form, watch the ribbon at the top of the page. (Click any part of the Activities list in the right panel.) One of the powerful features of this Office Fluent user interface is the context-sensitive Ribbon at the top of each window. In Microsoft Dynamics CRM 2011, the Ribbon intelligently organizes and presents the most relevant commands.
Now let's take a look at the new Connect functionality. Connections add a new layer to records organization in Microsoft Dynamics CRM 2011. This functionality allows us to connect records in an intuitive manner, and provides us with valuable insight into our company's records at a glance. I can choose to connect this contact to me, or to another contact in the CRM Online database. Let's choose "Connect To Another". (In the Contact tab of the ribbon, click Connect and then click To Another.)
Automatically, the CRM Ribbon presents us with commands relative to this particular task. Here I will locate another employee at Top-to-Bottom Ideas. (Under the Connect To section, click the magnifying glass next to the Name field to open the Look Up Record window, then click "Daniel Martin (sample)" and click OK.) Next, I will identify the relationship between these two contacts by selecting a role. (Under the Connect To section, click the magnifying glass next to the As this role field to open the the Look Up Record window, then click Colleague and click OK.) By identifying Daniel Martin as a colleague, notice that CRM 2011 automatically identifies Alana Greenspan as a fellow colleague as well.
The last area of the Office Fluent user interface that we want to highlight is the customization feature. By clicking the Customize tab, the Ribbon immediately presents us with multiple customization options. With just one click, we can customize forms and entities, publish entities, or manage solutions in Microsoft Dynamics CRM 2011.
(With the Alana Greenspan (sample) contact still open, click Form in the Customize tab.)
For instance, when we click Form, the Contact form comes up. We can leverage the drag-and-drop customization capabilities to customize this form easily. By putting the power of customization in our hands, CRM 2011 helps reduce our reliance on the IT department.
As we have seen in this demo, the Office Fluent user interface in Microsoft Dynamics CRM 2011 empowers users by offering them new ways to optimize their personal experience.
Thank you very much for your time.