MSCRM 2013 Online Fall

Overview of MSCRM 2013 online fall

Presenter: Dibyasingh Tripathy, Mindfire SolutionsDate: 29/11/2013

Presenter: Dibyasingh Tripathy, Mindfire Solutions

About Myself

Dibyasingh TripathySoftware Engineer,Mindfire solutionsTech. Skills: Microsoft CRM 2011,Microsoft CRM 2013Email:[email protected]:dibyasingh.tripathyLinkedin:Dibyasingh Tripathy

mailto:[email protected]

http://www.linkedin.com/profile/view?id=144368069


Agenda Of The Seminar

-Business Rule-Whats new in CRM processes-Quick create form and quick view form-Auto Save functionality-Images in forms-Inline editable subgrids


Business Rule

-Minimize use of scripts for handling simple logic by a simple to use UI

-Makes the client-side work of a non-developer easier


What a business rule can do?

-Set field values-Set field requirement levels-Show/Hide fields-Enable/Disable fields-Validate data and show error message


Limitations of Business Rules

-Business rules can only be applied on load of the form or on change of the form-Cannot be applied OnSave of the form


Changes in processes

-Introduction of Real-Time-Workflow-Business Processes-Actions


Real Time Workflow

-Nothing but a synchronous workflow.-Effects can be seen in real time-Can be configured to fire at Pre/Post operation phase-Real-time workflows cannot use wait conditions.-Can be converted to background workflow


Business Process Flow

-Enable the entity for business process flows-Streamlined experience in data entry-Can span multiple entities-Reduce the need of training for the user.They can let the process guide them. -A set of stages and steps that are displayed in a control at the top of the form.


Business Process Flow(Continued)

-Each stage contains a group of steps-Each step represents a field where data can be entered-Advance to the next stage by using the Next Stage button-A step can be made required-Can be associated with security roles


Advantages

-Focus on getting the work done instead of focusing on the entity you are working with -We can have multiple business processes in one entity


Limitations

-Maximum 10 activated business processes per entity -Maximum of 30 stages per process-Maximum of 5 entities per process


Actions-Purely for developers-Create your own messages apart from the default create/update/delete/retrieve operation-Unlike other processes actions doesn't need to be associated with an entity-Input and Output arguments-Can be used in plugins,custom workflows and services


Quick Create Form-Create button in the navigation bar-+ New when creating a new record from a lookup or sub-grid.-Allow Quick Create option in entity properties-Cannnot add sections-Always have one section with three columns-Subgrids,web resources,iframes cannot be added.


Quick View Form-Can be added to other forms-View information about a related entity record-No need to navigate to an entity to see the information-The entity should have the lookup control of the target entity to add the quick view form


Autosave

-By default for all entity autosave is enabled-Autosave is enabled only after the first save of the record-Autosave occurs after each 30 seconds-The field that is currently in the edit mode is not included in the autosave


Precautions For Autosave

-Need to fire the plugins/workflows/scripts on specific changes instead of depending upon the save of any field


Images in forms -Certain system entities and all custom entities can have an image attribute.-Image fields can be added to custom entities but not to system entities-One field per entity-Have to set Primary Image as default Image in the entity definition


Inline editable subgrids

-Product subgrid on Opportunity, Quote, Order and Invoice are now inline editable.-For now it is not customizable-We cannot change the system view provided-If we want to change the view of the subgrid it overrides the inline editing capability


Some of the other features

-Sitemap-Merge Forms-Customizable tooltips-Ribbon changed to command bar

MSCRM 2013 Online Fall

Technology

Transcript of MSCRM 2013 Online Fall