Dynamics crm 2013
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Dynamics CRM 2013. Overview Part II Presented by: Visha Narayan & Rami Mounla. Agenda. About Us News JavaScript Business Riles Yammer Integration Tips and Tricks Bag. About Us. Visha Narayan CRM Specialist – Datacom Sales Consultant Rami Mounla Technical Architect – Datacom

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Dynamics CRM 2013

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Dynamics crm 2013

Dynamics CRM 2013

Overview Part II

Presented by:

Visha Narayan & Rami Mounla


Agenda

Agenda

  • About Us

  • News

  • JavaScript

  • Business Riles

  • Yammer Integration

  • Tips and Tricks Bag


About us

About Us

  • Visha Narayan

    CRM Specialist – Datacom

    Sales Consultant

    Rami Mounla

    Technical Architect – Datacom

    Dynamics CRM Guru

    Father to be


Dynamics crm 2013

News


Javascript

JavaScript

What is new


Dynamics crm 2013

Cheat sheet


Dynamics crm 2013

Demo

Form Notification

Control Notification

Lookup Custom Filters


Resources

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


Business rules

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!


Yammer integration

Yammer integration

  • Microsoft Online customers can take full advantage of this

  • Social selling

  • Social listening


Pre reqs

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


Tips and tricks bag

Tips and Tricks Bag

  • Navigation – scroll

  • Pin a view or dashboard

  • Recently viewed records

  • Latency test? Use: /tools/diagnostics/diag.aspx


  • Login