Microsoft Dynamics CRM 2013
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Transcript of Microsoft Dynamics CRM 2013
![Page 1: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/1.jpg)
Co
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Learn
S
hare
Microsoft Dynamics CRM 2013
Sanaullah Khan
![Page 2: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/2.jpg)
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Application – New Features
Reimagined User Interface Site Flattening Navigation Bar and Command Bar Form Controls Composite Controls Auto Save People Pictures Access Teams Business Process Flow
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Concepts Introduced
December 2012 Service Update
– Reimagined User Interface• In-page Experience• Navigation Model
– Bing Maps– Auto Save– Business Process Flows
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Reimagined User Interface• Focus on the essential functions with a clear,
consistent purpose that matches user intentionSimple
• Measure usability, incorporate feedback into designsUsable
• Use appropriate web interpretation of Windows 8 UI to create delightful, engaging people and process centric experiencesModern
• Design and deliver great perceived performanceFast
• Design for Love. Create software that people not only want to use, but simply can’t live without.Loved
![Page 5: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/5.jpg)
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Reimagined User Interface
December 2012 Service Update – 3 form modes– Classic– Read Optimized (inline controls to enable
editing)– Process Flow based UI for
• Contact• Opportunity• Lead• Account• Case
![Page 6: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/6.jpg)
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Reimagined User Interface
December 2012 Service Update– Form Events/Client SDK was not supported in
• Read Optimized form• Process Flow UI form
– Fallback to Classic mode Dynamics CRM 2013– No Extensibility Gaps – No fallback to Classic mode
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• COLAC = Contact, Opportunity, Lead, Account and Case
• RO - Read Optimized
New UX/
classicClassic/RO Classic
New UX Classic/RO Classic
Dec 12Service Update
CRM 2013
• COLAC = Contact, Opportunity, Lead, Account and Case
• RO - Read Optimized
New UX
Classic Classic
Ribbonized entities Other
CRM 2011
![Page 8: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/8.jpg)
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Reimagined User Interface
New Form Experience– Most of the end user facing system entities (30
entities)– All Custom entities
Classic Forms– Classic forms are restricted to System Settings
area
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Multichannel Support
Refreshed EntitiesSales Process: LeadsSales
Marketing
Service
Common / CRM Essentials
Config / Customize
List Mgt.Campaign Mgt
Simple Campaign Blasts
Phone Support
Queue Mgt.Knowledge Mgt.
Service Contracts
Service Scheduling / Mgt.
Customers (Accounts, Contacts)
Sales Process: Opportunities
User Provided Est. Revenue
Quotes & Proposals
Orders & Invoices
Products & Pricing
Sales Literature
Goals & territoriesPerformance Mgt.Competitors
Notes & Activities Reports Data Import
Email & Mail Merge Templates
Document Mgt.
Search / Advanced Find
Organization Settings
Security Roles & Profiles
Data Mgt. ( Cleansing, Auditing)
Organization & User Mgt. (Business Units, Teams, Users)
Customization & Extensibility
MUI & Multi-Currency
Dialog/ Workflow
Billing & Subscription Mgt.
Phone, Task, Email, Notes Social
Collaboration / Activity Feeds
Refreshed
Legend
Process config
Not refreshed
Business Rules, Command Bar
Dashboards
Goals, Performance Mgt.
Dupe detection
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![Page 11: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/11.jpg)
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Site Flattening
An attempt to eliminate– Continuous window contextual switches– Excessive window opening which is
• Difficult to manage and• Impacts performance
Site Flattening has been implemented to– Reduce the number of clicks– Optimize the use of pop-up windows
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Site Flattening
In-Page Experience– New Navigation Model– In-page experience rather than pop-up window
![Page 13: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/13.jpg)
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Navigation Model
Optimized Information display Quick Access to CRM data
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Navigation Model
![Page 15: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/15.jpg)
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Navigation Model
Navigation Levels– Module or Area Selector– Entity Name or Sub Area– Title of the entity record
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Navigation Bar
Modules or Areas
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Navigation Bar
Entity Names or Sub Areas
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Navigation Bar
Entity Records
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Navigation Bar
Related Records
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Command Bar
Problem with CRM 2011 Ribbon Model– Provides a lot of information in a very dense
format.
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Command Bar
Why Command Bar ?– Quick and easy access to small set of actions– Less commands with overflow menu– Supports Ribbon migration to new Command
bar
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Command Bar
![Page 23: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/23.jpg)
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Command Bar Types
Dashboard Command Bar Form Command Bar Grid Command Bar Associated Grid Command Bar
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Command Bar
Customise using Ribbon XML Same schema as CRM 2011 Ribbon XML Architecture has been optimized to boost
performance of– Command Bar rendering experience
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Form Controls
Inline Lookup Control– Introduced in December 2012 Service Update– Supports in-page experience
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Form Controls
Three Modes– Read Mode– Edit Hint Mode– Edit Mode
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Form Controls
Edit Hint Mode
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Form Controls
Edit Mode
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Form Controls
Inline Sub-grid Control– Introduced in December 2012 Service Update– Supports in-page experience
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Sub-grid Types
Form Sub-grids– Unlike CRM 2011, sub-grids do not update
form’s contextual command bar/ribbon. Associated Grids– Based on relationships– Customizable Command Bar
Dashboard Grids Homepage Grid– Landing page of an entity– Customizable Command Bar
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Inline editable Sub-grids
Not available for all entities Products Sub-grid on – Opportunity– Quote– Order– Invoice
“Role” column of Stakeholder Sub-grid on– Opportunity
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Inline editable Sub-grids
![Page 33: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/33.jpg)
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Composite Controls
Name and Address fields in CRM 2013 Bing Map Control
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![Page 35: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/35.jpg)
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Bing Map Control
Address composite control updates a Bing Map
Multiple Bing Map on a single form are NOT supported
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Auto Save• Triggers every 30
seconds • Plug-ins on save
will run
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People Pictures
CRM 2013 supports “Image” data type Only one image per entity is supported Display an image in the form header on any
entity Some out of the box entities will be image
enabled by default– Contact– Account– Lead– User
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Image Upload
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Image Upload
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Image Upload
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Access Teams
Collaboration Teams No Security Role Any entity can now be Access Team
enabled Only one Access Team per record (CRM
Online) More than one Access Teams can be
associated per record (On-Premise)
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Access Teams
Auto-Created Access Teams User Created Access Teams
Grants Access to– Record– Related child records
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Access Teams
• - Account Team
• Full team that works together on an account. May also include an executive sponsor, dedicated support representative and a project manager.
- Opportunity Team
Sales people that normally work together on sales opportunities. A typical opportunity team might include the account manager, the sales representative and a pre-sales consultant.
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Access Rights
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Access Teams
![Page 46: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/46.jpg)
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Business Process Flow
Streamlined user experience to lead people through the processes
Step-by-Step guide to enter data Guided stage progression Available for all entities Process centric approach
![Page 47: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/47.jpg)
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Business Process Flow
![Page 48: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/48.jpg)
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Capabilities
Configuration– Multiple processes per entity– Multi-entity processes– Stage-gating– Role based processes
End User Business Process Flow UI– Process centric experience
Extensibility– Define process for any entity– Solution Awareness
![Page 49: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/49.jpg)
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Components
Configure Business Process Flow– Define Stages– Define Steps
Each stage contains a group of steps Each step represents a field Stage-gating– Step can be marked as “Required”
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![Page 51: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/51.jpg)
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Add New Stage
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Add New Step
![Page 53: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/53.jpg)
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Business Rules
Build client-side Business Logic without writing JavaScript
Not a complete replacement of– Client-side scripting– Plug-ins
UI for Business Rules designer
![Page 54: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/54.jpg)
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Business Rules
Capability– Validate and show errors– Set Values– Set Required/recommended fields– Enable/Disable fields– Hide/Show fields
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Business Rules
Generates JavaScript Reuses WF Object Model …
![Page 56: Microsoft Dynamics CRM 2013](https://reader035.fdocuments.in/reader035/viewer/2022062304/56812bd1550346895d90310b/html5/thumbnails/56.jpg)
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Questions
Source of Information– Microsoft’s
• Website • MSDN Blogs• Documentation
– Product experience