Top New Features in Dynamics CRM 2013 Corey Hanson Grant Geiszler

Top New Features in Dynamics CRM 2013 Business Process Flows Quick Create Forms Quick View Forms Inline Lookup Controls Inline Editable Sub-grids Composite Controls People Pictures Activity Icons Bing Map Integration Skype Integration Business Rules Tablet and Phone Clients Real-Time Workflows Access Teams Auto Create of Quick Find Indexes ExtensionBase Table Merge Yammer

Business Process Flows Tells you, step-by-step, what you need to do to get to achieve a measurable/verifiable outcome Serves as a roadmap Ability to track the “progress” in a business process Ability to switch business processes Process-centric experience Ability to navigate to other entity records via process Ability to create other entity records via process

Quick Create Forms Global Create In-line quick create pane

Quick View Forms Single tab - Only read mode supported Can be inserted as a control to any related entity’s main form Solution Aware

Inline lookup controls Allow users to create new records from within the lookup control

Inline Editable Sub-grid controls Connection Subgrids Products Subgrids

Composite Controls Fly out with related fields displaying in edit mode Composite controls for fields associated to Name and Address

People Pictures CRM 2013 supports the image data type as a first class data type 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

Activity Icons Icons represent type of activity Outgoing or Incoming Phone Call Outgoing or Incoming with Attachment Etc..

Bing Maps Integration Leverages Bing Maps service to render maps for entities like leads and accounts mashed up with maps in CRM Can now also be used by On-Premise customers –they would need to set up a Bing Maps API key for their installation.

Skype and Lync Integration Click to Dial from Skype or Lync Auto creates phone call record

Business Rules Simple interface, for non-developers, to implement and maintain, commonly used business rules Not a complete replacement for javascript used in CRM today Capabilities Set values for fields Set Required/recommended fields Show/hide fields Enable/disable fields Validate and show error messages

Tablet and Phone Clients Available for Windows Devices, ipads, iphones and Android phones

Real-time Workflows Workflow runs in the main operation Can provide feedback to end user Allows business analyst to enforce business processes (required code before) Web based designer Can be converted to background workflows

Access Teams CRM System Creates a team per entity record Shares the record to the team Team gets access to related records Use Access Teams When the number of teams is dynamic and not known during design When there is not a guiding factor for definition of teams (Territory/Product) When the users that need access are unique across entity instances Note: More than one team is required if different access rights are desired for the team’s members

Auto Create of Quick Find Indexes Uses Index Maintenance Job to add indexes for Quick Find Views

Extensionbase Table Merge EntitynameBase and EntitynameExtensionBase tables merged into a single EntitynameBase table. Can improve overall performance of transactional operations Can defer the merge till after upgrade Before merge After merge

Yammer Available for both Online and OnPremise Separate Yammer subscription required See System and User posts in CRM and within the Yammer website Follow and Unfollow key records in the system

Thank You! Questions?

Follow-up Questions Can you control the changing of business process? Yes - stage-programmatically.aspxhttp://develop1.net/public/post/How-to-change-process-and- stage-programmatically.aspx Can you add custom entities to the tablet app and the global search? Yes you can add custom entities to the table app. This is done in the customization area where you can check to make available on the tablet or phones. However you can’t add this to the search options in the mobile clients.