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Microsoft Dynamics CRM 2013. Sanaullah Khan. 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. Concepts Introduced.

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application new features
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
concepts introduced
Concepts Introduced
  • December 2012 Service Update
    • Reimagined User Interface
      • In-page Experience
      • Navigation Model
    • Bing Maps
    • Auto Save
    • Business Process Flows
reimagined user interface1
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
reimagined user interface2
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
slide7

Other

Ribbonized entities

New UX

Classic

Classic

CRM 2011

  • COLAC = Contact, Opportunity, Lead, Account and Case
  • RO - Read Optimized

Dec 12

Service Update

New UX/ classic

Classic/RO

Classic

  • COLAC = Contact, Opportunity, Lead, Account and Case
  • RO - Read Optimized

Classic

New UX

Classic/RO

CRM 2013

reimagined user interface3
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
refreshed entities
Refreshed Entities

Sales Process: Leads

User Provided Est. Revenue

Sales

Sales Process: Opportunities

Products & Pricing

Quotes & Proposals

Orders & Invoices

Competitors

Sales Literature

Goals & territories

Performance Mgt.

Marketing

Campaign Mgt

Simple Campaign Blasts

List Mgt.

Legend

Refreshed

Not refreshed

Goals, Performance Mgt.

Service

Multichannel Support

Queue Mgt.

Knowledge Mgt.

Service Contracts

Service Scheduling / Mgt.

Phone Support

Phone, Task, Email, Notes

Social Collaboration / Activity Feeds

Common / CRM Essentials

Notes & Activities

Document Mgt.

Reports

Data Import

Search / Advanced Find

Email & Mail Merge Templates

Customers (Accounts, Contacts)

Dashboards

Business Rules, Command Bar

Config / Customize

Organization Settings

Organization & User Mgt. (Business Units, Teams, Users)

Security Roles & Profiles

Data Mgt. ( Cleansing, Auditing)

Dialog/ Workflow

Customization & Extensibility

MUI & Multi-Currency

Billing & Subscription Mgt.

Process config

Dupe detection

site flattening
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
site flattening1
Site Flattening
  • In-Page Experience
    • New Navigation Model
    • In-page experience rather than pop-up window
navigation model
Navigation Model
  • Optimized Information display
  • Quick Access to CRM data
navigation model2
Navigation Model
  • Navigation Levels
    • Module or Area Selector
    • Entity Name or Sub Area
    • Title of the entity record
navigation bar
Navigation Bar
  • Modules or Areas
navigation bar1
Navigation Bar
  • Entity Names or Sub Areas
navigation bar2
Navigation Bar
  • Entity Records
navigation bar3
Navigation Bar
  • Related Records
command bar
Command Bar
  • Problem with CRM 2011 Ribbon Model
    • Provides a lot of information in a very dense format.
command bar1
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
command bar types
Command Bar Types
  • Dashboard Command Bar
  • Form Command Bar
  • Grid Command Bar
  • Associated Grid Command Bar
command bar3
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
form controls
Form Controls
  • Inline Lookup Control
    • Introduced in December 2012 Service Update
    • Supports in-page experience
form controls1
Form Controls
  • Three Modes
    • Read Mode
    • Edit Hint Mode
    • Edit Mode
form controls2
Form Controls
  • Edit Hint Mode
form controls3
Form Controls
  • Edit Mode
form controls4
Form Controls
  • Inline Sub-grid Control
    • Introduced in December 2012 Service Update
    • Supports in-page experience
sub grid types
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
inline editable sub grids
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
composite controls
Composite Controls
  • Name and Address fields in CRM 2013
  • Bing Map Control
bing map control
Bing Map Control
  • Address composite control updates a Bing Map
  • Multiple Bing Map on a single form are NOT supported
auto save
Auto Save
  • Triggers every 30 seconds
  • Plug-ins on savewill run

36

people pictures
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
access teams
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)
access teams1
Access Teams
  • Auto-Created Access Teams
  • User Created Access Teams
  • Grants Access to
    • Record
    • Related child records
access teams2
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.
business process flow
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
capabilities
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
components
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”
business rules
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
business rules1
Business Rules
  • Capability
    • Validate and show errors
    • Set Values
    • Set Required/recommended fields
    • Enable/Disable fields
    • Hide/Show fields
business rules2
Business Rules
  • Generates JavaScript
  • Reuses

WF Object Model …

questions
Questions
  • Source of Information
    • Microsoft’s
      • Website
      • MSDN Blogs
      • Documentation
    • Product experience
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