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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

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

javascript

JavaScript

What is new

slide7

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
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