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DYNAMICS CRM 2013 Overview Part II Presented by: Visha Narayan & Rami Mounla.

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Presentation on theme: "DYNAMICS CRM 2013 Overview Part II Presented by: Visha Narayan & Rami Mounla."— Presentation transcript:

1 DYNAMICS CRM 2013 Overview Part II Presented by: Visha Narayan & Rami Mounla

2 AGENDA About Us News JavaScript Business Riles Yammer Integration Tips and Tricks Bag

3 ABOUT US Visha Narayan CRM Specialist – Datacom Sales Consultant Rami Mounla Technical Architect – Datacom Dynamics CRM Guru Father to be

4 NEWS

5 JAVASCRIPT What is new

6 CHEAT SHEET

7 DEMO Form Notification Control Notification Lookup Custom Filters

8 RESOURCES http://mounla.blogspot.co.nz/2013/09/microsoft-dynamics-crm-2013-client-api.html http://mounla.blogspot.co.nz/2013/09/concurrency-control-crm-2013.html http://blog.sonomapartners.com/2013/09/crm-2013-new-client-api-methods.html

9 BUSINESS RULES Portable business logic Condition, Action and Scope Works on Web forms, mobile applications, quick forms Solution Aware Reduces client side coding Lets do it!

10 YAMMER INTEGRATION Microsoft Online customers can take full advantage of this Social selling Social listening

11 PRE REQS Yammer Enterprise System Administrator rights in 2013 and for your Organisation’s Yammer Account Ensure CRM 2013 us up to date with all URs etc. Be aware: Add your Yammer account URL to your trusted sites

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14 TIPS AND TRICKS BAG Navigation – scroll Pin a view or dashboard Recently viewed records Latency test? Use: /tools/diagnostics/diag.aspx

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