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Dynamics CRM 2013

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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  1. Dynamics CRM 2013 Overview Part II Presented by: Visha Narayan & Rami Mounla

  2. Agenda • About Us • News • JavaScript • Business Riles • Yammer Integration • Tips and Tricks Bag

  3. About Us • Visha Narayan CRM Specialist – Datacom Sales Consultant Rami Mounla Technical Architect – Datacom Dynamics CRM Guru Father to be

  4. News

  5. JavaScript What is new

  6. Cheat sheet

  7. Demo Form Notification Control Notification Lookup Custom Filters

  8. 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

  9. 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!

  10. Yammer integration • Microsoft Online customers can take full advantage of this • Social selling • Social listening

  11. 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

  12. 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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