I have been playing around with CRM 2011 Beta and I like it so far. Today I was really excited about the recurrence feature in the new CRM which is something that was missing in CRM 4.0. I was looking at recurrence in terms of a module that would allow for scheduling of different entities. Although this is what recurrence is but it is limited to appointments. So in case you were getting super excited please settle down as you will still have to write some custom code for jobs such as “sending greeting mails to customers based on an event”.
The new recurrence feature allows for scheduling activities. So once an appointment is set for recurrence thenafter the spcified interval a new activity will be created. This is kind of nice as this allows for the management of details in each activity as recurring activities are actually separate activities. This is what made me wonder that this recurrence is more of a scheduler that schedules entities but unfortunately it is limited to activities in this release. Nevertheless I feel it’s a very nice new addition in the new CRM. In the next blog I will show how to create recurring appointment.