Microsoft Dynamics CRM 2013
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Transcript of Microsoft Dynamics CRM 2013
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Microsoft Dynamics CRM 2013
Sanaullah Khan
@CRMUG
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
@CRMUG
Concepts Introduced
December 2012 Service Update
– Reimagined User Interface• In-page Experience• Navigation Model
– Bing Maps– Auto Save– Business Process Flows
@CRMUG
Reimagined User Interface• Focus on the essential functions with a clear,
consistent purpose that matches user intentionSimple
• Measure usability, incorporate feedback into designsUsable
• Use appropriate web interpretation of Windows 8 UI to create delightful, engaging people and process centric experiencesModern
• Design and deliver great perceived performanceFast
• Design for Love. Create software that people not only want to use, but simply can’t live without.Loved
@CRMUG
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
@CRMUG
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
@CRMUG
• COLAC = Contact, Opportunity, Lead, Account and Case
• RO - Read Optimized
New UX/
classicClassic/RO Classic
New UX Classic/RO Classic
Dec 12Service Update
CRM 2013
• COLAC = Contact, Opportunity, Lead, Account and Case
• RO - Read Optimized
New UX
Classic Classic
Ribbonized entities Other
CRM 2011
@CRMUG
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
@CRMUG
Multichannel Support
Refreshed EntitiesSales Process: LeadsSales
Marketing
Service
Common / CRM Essentials
Config / Customize
List Mgt.Campaign Mgt
Simple Campaign Blasts
Phone Support
Queue Mgt.Knowledge Mgt.
Service Contracts
Service Scheduling / Mgt.
Customers (Accounts, Contacts)
Sales Process: Opportunities
User Provided Est. Revenue
Quotes & Proposals
Orders & Invoices
Products & Pricing
Sales Literature
Goals & territoriesPerformance Mgt.Competitors
Notes & Activities Reports Data Import
Email & Mail Merge Templates
Document Mgt.
Search / Advanced Find
Organization Settings
Security Roles & Profiles
Data Mgt. ( Cleansing, Auditing)
Organization & User Mgt. (Business Units, Teams, Users)
Customization & Extensibility
MUI & Multi-Currency
Dialog/ Workflow
Billing & Subscription Mgt.
Phone, Task, Email, Notes Social
Collaboration / Activity Feeds
Refreshed
Legend
Process config
Not refreshed
Business Rules, Command Bar
Dashboards
Goals, Performance Mgt.
Dupe detection
@CRMUG
@CRMUG
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
@CRMUG
Site Flattening
In-Page Experience– New Navigation Model– In-page experience rather than pop-up window
@CRMUG
Navigation Model
Optimized Information display Quick Access to CRM data
@CRMUG
Navigation Model
@CRMUG
Navigation Model
Navigation Levels– Module or Area Selector– Entity Name or Sub Area– Title of the entity record
@CRMUG
Navigation Bar
Modules or Areas
@CRMUG
Navigation Bar
Entity Names or Sub Areas
@CRMUG
Navigation Bar
Entity Records
@CRMUG
Navigation Bar
Related Records
@CRMUG
Command Bar
Problem with CRM 2011 Ribbon Model– Provides a lot of information in a very dense
format.
@CRMUG
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
@CRMUG
Command Bar
@CRMUG
Command Bar Types
Dashboard Command Bar Form Command Bar Grid Command Bar Associated Grid Command Bar
@CRMUG
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
@CRMUG
Form Controls
Inline Lookup Control– Introduced in December 2012 Service Update– Supports in-page experience
@CRMUG
Form Controls
Three Modes– Read Mode– Edit Hint Mode– Edit Mode
@CRMUG
Form Controls
Edit Hint Mode
@CRMUG
Form Controls
Edit Mode
@CRMUG
Form Controls
Inline Sub-grid Control– Introduced in December 2012 Service Update– Supports in-page experience
@CRMUG
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
@CRMUG
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
@CRMUG
Inline editable Sub-grids
@CRMUG
Composite Controls
Name and Address fields in CRM 2013 Bing Map Control
@CRMUG
@CRMUG
Bing Map Control
Address composite control updates a Bing Map
Multiple Bing Map on a single form are NOT supported
@CRMUG
Auto Save• Triggers every 30
seconds • Plug-ins on save
will run
@CRMUG
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
@CRMUG
Image Upload
@CRMUG
Image Upload
@CRMUG
Image Upload
@CRMUG
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)
@CRMUG
Access Teams
Auto-Created Access Teams User Created Access Teams
Grants Access to– Record– Related child records
@CRMUG
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.
@CRMUG
Access Rights
@CRMUG
Access Teams
@CRMUG
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
@CRMUG
Business Process Flow
@CRMUG
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
@CRMUG
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”
@CRMUG
@CRMUG
Add New Stage
@CRMUG
Add New Step
@CRMUG
Business Rules
Build client-side Business Logic without writing JavaScript
Not a complete replacement of– Client-side scripting– Plug-ins
UI for Business Rules designer
@CRMUG
Business Rules
Capability– Validate and show errors– Set Values– Set Required/recommended fields– Enable/Disable fields– Hide/Show fields
@CRMUG
Business Rules
Generates JavaScript Reuses WF Object Model …
@CRMUG
Questions
Source of Information– Microsoft’s
• Website • MSDN Blogs• Documentation
– Product experience