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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

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

    Dynamics CRM Guru

    Father to be


News


JavaScript

What is new


Cheat sheet


Demo

Form Notification

Control Notification

Lookup Custom Filters


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

  • 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

  • Microsoft Online customers can take full advantage of this

  • Social selling

  • Social listening


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

  • Navigation – scroll

  • Pin a view or dashboard

  • Recently viewed records

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


  • Login