Microsoft Dynamics CRM 2013 “Orion” - RSM USFeature Overview Multiple processes per Entity...

© 2012 McGladrey LLP. All Rights Reserved. © 2013 McGladrey LLP. All Rights Reserved. © 2012 McGladrey LLP. All Rights Reserved. © 2013 McGladrey LLP. All Rights Reserved.

New Features and Upgrade Considerations

Microsoft Dynamics CRM 2013 “Orion”

© 2012 McGladrey LLP. All Rights Reserved. © 2013 McGladrey LLP. All Rights Reserved.

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Welcome! Important Web Seminar Notes

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mailto:[email protected]


Today’s Presenter

Brad Funkhauser Senior Associate, Technology Solutions 317.805.6200 [email protected]

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Agenda

New Features - UI - Portable Business Logic - Processes - Configuration - Form Customization - Yammer and NetBreeze - Mobile Extensibility

Upgrade – Considerations - Administration Changes - McGladrey Upgrade Rapid Assessment Offering

Q & A

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User Interface


• Focus on the essential functions with a clear, consistent purpose that matches user intention

Simple • Measure usability, incorporate

feedback into designs Usable • Use appropriate web interpretation of

Windows 8 UI to create delightful, engaging people and process centric experiences

Modern • Design and deliver great perceived

performance Fast

• Design for Love. Create software that people not only want to use, but simply can’t live without.

Loved

User Experience Principles - Orion

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New navigation model

Streamlined flow to optimize for information today No pop-ups Touch enabled

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Quickly access your . . .

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Three Main CRM Application Views

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The Structure of the Form

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New command bar

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User Interface Demo


Portable Business Logic


PBL Goal

Goal Simple declarative interface, for non-technical users, to

implement and maintain fast changing, commonly used business rules.

Non-Goal Complete replacement for JS or Plugins used in CRM

today.

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PBL - Orion Capabilities

Set values Set Required/recommended Show/hide field Enable/disable fields Validate and show error message For everything else, use Java Script or Web

Resources.

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PBL - FAQs

Q: What happens to existing JS? What is the order of precedence?

• A: Existing JS continues to work. Custom JS gets precedence over PBL rules. PBL rules are ordered by last modified date.

Q: What are the privileges needed for a common user to define and maintain PBL rules?

• A: Needs the following 4 privileges are the right level: 1) Customizations 2) Process 3) Solution 4) Activate Business Rule

Q: Will PBL rules work on MOCA client?

• A: Yes

Q:Will PBL scripts work on OL client?

• A: Yes. They will.

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PBL Demo How can Business Analysts use this feature?


Processes


Business Processes

It’s a recipe. It tells you, step-by-step, what you need to do to

get a measurable/verifiable outcome.

It serves as a roadmap. It tells you, where you are in the opportunity.

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1 3 2


Business Process – Standardize on Best Practice

Step by step guidance on what you need to do to get a verifiable outcome Benefits for sales organizations: Increase sales wins Increase revenue and profit margins Shorten sales cycle Promote consistent, high-quality engagement Improve measurement of sales stage progression Increase forecast accuracy Create competitive differentiators Align sales people with company goals Shorten ramp up time for new hires

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According to CSO Insights, companies that adopt a

dynamic sales process show a 19% increase in quota

attainment over companies that do not.


Feature Overview

Multiple processes per Entity including Custom Entity

End users should be able to switch a sales process Assigning Sales Processes to Roles Stage categories that link stages across business

processes Making business process portable (solution aware) Business processes that span entities State Gating for Business processes Business Processes on Mobile Client Application

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New Real-time Workflows

Transaction Aware All steps run within a

single transaction Support both pre and post

pipeline stages Secure by design Secure context – calling

users or workflow owner New security privilege for

workflow activation Fits your existing solution Existing workflow can be

converted to real-time Use packaged custom

workflow activities

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Processes on Mobile Client App

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Processes Demo How can sales people and developers use this feature?


Form Customization


Migration

All forms will be rendered in the new UI - Inline editing - Command bar - Auto Save - Process capable

Layout will not be changed. “New main form ” will create using the new Orion forms

- New Layout - New Information architecture

All custom entities will get the new form layout - Use the “Bring in Form” button to add classic form to 2013

form and re-publish

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Quick Create

New form type Controlled by entity metadata Role based forms not supported. The first form is shown if there are

multiple forms.

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Solution aware Form editor

Single tab, 3 sections Only spacers and fields can be added.

Full client SDK available


Quick View Forms

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Auto Save

Calls the form Save Triggers every 30 seconds from the first change Batches field change changes Actively edited fields are not saved Navigate away triggers a save Plug-ins onSave will run

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Want auto Save but not plug ins to fire???

Make your plug in fire for specific field

updates not general updates

Use GetSaveMode() to detect

autosave Call preventDefault() to write to the

server

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Migration

All the CRM 2011 scripts will continue to work CRM 4 client API will throw script errors DOM manipulations will throw script errors

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Dropdown Alternate: Flyout anchor MRU split button Alternate: Split button

Unsupported buttons

Textbox Insert Table Gallery & Gallery Button Combo box Color Picker

No workaround Alternate button

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Yammer, Netbreeze


Yammer

Engage, Collaborate, Communicate View Yammer conversations, system posts, share news,

questions and answers. Yammer Activity Ticker – realtime changes/up-dates Yammer Universal Search Integration Create Private. Auto System posts Follow – You can follow a user and records to receive

instant updates. Mentions – You can mention people in a post by typing in

@ followed by their user name, similar to Twitter.

Interactions are embedded in the customer record

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Netbreeze

Tool for social listening, monitoring, and analysis. Monitors a wide array of social channels including

Facebook, YouTube, and Twitter, as well as 6,000 online news websites, 18 million blogs, and 500,000 message boards.

Combines modern methods from Natural Language Processing (NLP), data mining, and semantic text analysis to support 28 different writing systems including German, English, French, Spanish, Russian, Arabic, Japanese, Traditional Chinese, or Mandarin.

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MOBILE EXTENSIBILITY MoCA


Introduction

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Delightful user experience for the mobile salesperson

Fast, fluid and immersive

Optimize critical sales and productivity scenarios on Windows8 and iPad

Design once and deploy across clients

Hybrid architecture to address new devices and form factors


What’s New in CRM 2013?

Microsoft Dynamics CRM on devices that sales people want to use: - Windows 8 tablets and

iPad - Windows Phone, iPhone

and Android phone Included in each CRM

license at no additional license fee

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Adopt Microsoft Dynamics CRM on touch device to: • Quickly mobilize your sales force • Create competitive differentiator • Attract and retain sales talent


CRM Forms on Windows 8 & iPad

Reuses the form XML layout - No need to define a separate form

Intentional Design Constraints - Business Rules and JavaScript will render on tables - No IFrames or Web Resources except JavaScript - Restricted to 75 fields and 10 related entities or 5 tabs within

forms

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Search

Multi-entity Search MoCA is the only Dynamics CRM client with multi-entity search Configured on the server (Settings -> System Settings -> Multi

Entity Search) Searches across 10 entities (max). Uses the Quick Find View definitions for determining the fields to

search, as well as the fields to display and the sort order. Any entity can be added to the Multi-entity Search – but only the

MoCA-enabled entities will be searched when the search originates from MoCA.

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Create

MoCA will use the Quick create forms from web-client For entities which do not have quick create forms enabled,

the main form will render.

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CRM 2011 to CRM 2013 Upgrade and Considerations


Getting to CRM 2013 from 2011

What you need to know: Upgrade is ONE WAY, you cannot uninstall CRM

2013. Any direct access to the database tables that does

not use CRM views will need to be reworked (we know it’s not supported and we know done anyway)

New Checks on importing Organizations to try to head off problems on upgrade.

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On Premise Supported Software

Dynamics CRM 2013 - Windows Server -2008 SP2, 2008 R2 &

2012 - Windows Client – Vista, Windows 7 &

Windows 8 - ADFS - 2.0, 2.1, 2.2 - SQL Server – 2008, 2008 R2 & 2012 - Exchange Server – 2007, 2010 & 2013 - Outlook - 2007, 2010 & 2013 - CRM – CRM 2011 UR6 or CRM UR 14+

for Upgrade Support Discontinued for

- Windows Server 2003 - Windows XP - IE 7

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Orion Client Support Matrix

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Operating system

Windows 8 (Pro and RT)

Windows 7 Windows Vista

Apple OS X 10.8 (Mountain Lion)

iOS 6.0 and above (iPad)

Android 4.2.2 (Nexus 10)

Browsers • IE10 desktop • IE10 modern • Latest

version of FireFox

• Latest version of Chrome

• IE 8 • IE 9 • IE10

desktop • Latest

version of FireFox


• IE8 • IE9 • Latest

version of FireFox


• Latest version of Safari

• Latest version of Safari

• Chrome

Latest versions as of today are Firefox 21, Chrome 27, Safari 6


Tablets

Windows RT & Pro Support IE 10 modern and desktop mode Load up the entire application

iPad & Android Only refreshed entities No settings No goals No service calendar Some commands not supported – dashboard editor,

reports, etc.

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Unsupported Legacy Features

The following legacy features will no longer be supported in Microsoft Dynamics CRM 2013

Legacy Feature Check tool is available for to detect legacy feature usage.

Use Dynamics CRM 2011 Custom Code Validation Tool to check for unsupported client-side code in your deployments

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• Dynamics CRM 4.0 plug-ins • Dynamics CRM 4.0 client-side

scripting • Dynamics CRM 4.0 custom

workflow activities

• 2007 web service endpoint • ISV folder support for custom

web applications • Solution Down Level tool


Base and Extension Table Merge

Prior Database Structure - Default and custom fields currently stored in separate

tables for each entity - Example: AccountBase (default fields) and

AccountExtensionBase (custom fields)

Merge - All extension tables merged by default during upgrade

process - Provides higher efficiency in queries and less locks

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Administration Changes


Solution Import & Upgrade

CRM 2011 Solutions will import to CRM 2013 - Solution Files will be converted to new format on Import - Solution Content will be upgraded into CRM 2013 Forms

and Data engine updates. - Both Managed and Unmanaged solutions will be

supported.

Importing Solutions - Enhanced import performance - Activity Feed entities are now filtered - Version specific imports instead of any version imports

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Upgrading forms from 2011 Premise

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Key principles: 1. Do no Harm – after upgrade, customer’s systems will continue to work as-is. 2. Put the Customer in control – To get the new Orion forms, customers can choose when to upgrade themselves at any time. They may

choose to continue using the CRM2011 forms should they choose to.

Upgrade CRM2011 -> Orion, forms stay as-is with all the existing customizations and continue to work

Post-upgrade, customers will be able to manually select to upgrade/switch to Orion forms, basic tooling to help the migration process built into product


McGladrey CRM Upgrade Rapid Assessment Offering


McGladrey CRM 2013 Upgrade Rapid Assessment Offering Types

Technical Upgrade: Minimum changes or customization have taken place and the implementation is a close match to an out-of-the-box installation. Minimal impact is expected when executing the Microsoft Dynamics CRM upgrade process. This is typically a CRM On-Line implementation and does not incorporate 3rd party ISV Solutions.

Major Upgrade: A significant number of changes or customizations have been made to the standard Microsoft Dynamics CRM installation. Additional thought, planning, testing and rework of an implementation is expected to take place as part of an upgrade resulting in a more complex upgrade process

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McGladrey CRM 2013 Upgrade Rapid Assessment Offering

Over 40 Upgrade Check list items 5 Comprehensive Deliverables Technical Upgrade Assessment – Approx. 1-2 Days

- 1 CRM Upgrade Specialist

Major Upgrade Assessment – Approx. 3-5 days - 1-2 CRM Upgrade Specialists

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McGladrey CRM 2013 Upgrade Rapid Deliverables

Standard Functionality Feature Report Report: Comparison of Custom Developed Features to OOB CRM 2013

Features Upgrade Considerations Report - User Interface

Report: User Interface Elements of CRM 2011 that have been deprecated or may not upgrade as expected as configured and changes to CRM 2013 features that may work differently than in CRM 2011.

Configuration and Customization Assessment Report: In depth analysis of custom code, plugins, Web Services, ISV

Config, for Deprecated methods that will not upgrade to CRM 2013 On-Premise Server and Infrastructure Requirements

Report: Detailed Accounting of Server Hardware requirements, Supported OS Versions (Windows, SQL, Exchange, etc). Planning for Network requirements such as ADFS for IFD requirements in CRM 2013. Advisory for Language Support, Server Side Exchange Sync vs. eMail Router, Database Sizing, and

Best Practice Analysis

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Q & A

• Submit questions via the Q&A feature. Simply select the Q&A window, type your question into the dialog box, and click the “Send Question” button

• The slides and recording of this call will be sent to attendees for today’s program

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The presentation slides and a link to the call recording will be sent to all participants within a few days of the webinar

Thank you for attending

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Brad Funkhauser [email protected]



Other resources

McGladrey CRM blog -http://www.dynamicscrmpros.com/ - Deep dive into specific features - Tips and tricks - Customer success stories

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http://www.dynamicscrmpros.com/


This document contains general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or services. This document does not constitute assurance, tax, consulting, business, financial, investment, legal or other professional advice, and you should consult a qualified professional advisor before taking any action based on the information herein. McGladrey LLP, its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person. McGladrey LLP is an Iowa limited liability partnership and the U.S. member firm of RSM International, a global network of independent accounting, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. McGladrey®, the McGladrey logo, the McGladrey Classic logo, The power of being understood®, Power comes from being understood®, and Experience the power of being understood® are registered trademarks of McGladrey LLP. © 2013 McGladrey LLP. All Rights Reserved.

Microsoft Dynamics CRM 2013 “Orion” - RSM USFeature Overview Multiple processes per Entity...

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