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Microsoft Dynamics CRM 2013

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

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  1. Microsoft Dynamics CRM 2013 Sanaullah Khan

  2. 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

  3. Concepts Introduced • December 2012 Service Update • Reimagined User Interface • In-page Experience • Navigation Model • Bing Maps • Auto Save • Business Process Flows

  4. Reimagined User Interface

  5. 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

  6. 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

  7. 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

  8. 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

  9. 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

  10. 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

  11. Site Flattening • In-Page Experience • New Navigation Model • In-page experience rather than pop-up window

  12. Navigation Model • Optimized Information display • Quick Access to CRM data

  13. Navigation Model

  14. Navigation Model • Navigation Levels • Module or Area Selector • Entity Name or Sub Area • Title of the entity record

  15. Navigation Bar • Modules or Areas

  16. Navigation Bar • Entity Names or Sub Areas

  17. Navigation Bar • Entity Records

  18. Navigation Bar • Related Records

  19. Command Bar • Problem with CRM 2011 Ribbon Model • Provides a lot of information in a very dense format.

  20. 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

  21. Command Bar

  22. Command Bar Types • Dashboard Command Bar • Form Command Bar • Grid Command Bar • Associated Grid Command Bar

  23. 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

  24. Form Controls • Inline Lookup Control • Introduced in December 2012 Service Update • Supports in-page experience

  25. Form Controls • Three Modes • Read Mode • Edit Hint Mode • Edit Mode

  26. Form Controls • Edit Hint Mode

  27. Form Controls • Edit Mode

  28. Form Controls • Inline Sub-grid Control • Introduced in December 2012 Service Update • Supports in-page experience

  29. 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

  30. 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

  31. Inline editable Sub-grids

  32. Composite Controls • Name and Address fields in CRM 2013 • Bing Map Control

  33. Bing Map Control • Address composite control updates a Bing Map • Multiple Bing Map on a single form are NOT supported

  34. Auto Save • Triggers every 30 seconds • Plug-ins on savewill run 36

  35. 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

  36. Image Upload

  37. Image Upload

  38. Image Upload

  39. 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)

  40. Access Teams • Auto-Created Access Teams • User Created Access Teams • Grants Access to • Record • Related child records

  41. 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.

  42. Access Rights

  43. Access Teams

  44. 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

  45. Business Process Flow

  46. 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

  47. 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”

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