DYNAMICS CRM 2013Overview Part IIPresented by:Visha Narayan & Rami Mounla

AGENDA

About Us

News

JavaScript

Business Riles

Yammer Integration

Tips and Tricks Bag

ABOUT US

Visha NarayanCRM Specialist – DatacomSales Consultant

Rami Mounla

Technical Architect – Datacom

Dynamics CRM Guru

Father to be

NEWS

JAVASCRIPT What is new

CHEAT SHEET

DEMOForm NotificationControl NotificationLookup 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