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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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Microsoft dynamics crm 2013

Microsoft Dynamics CRM 2013

Sanaullah Khan


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 interface
Reimagined User Interface


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


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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