What’s expected in CRM 2013…

CRM on tablets

Microsoft integrations

Enhanced navigation

New UI in CRM 2013

No longer supported items

Preparing for the update

The information in this presentation is solely based on Macaw’s interpretation of available resources and has neither been verified nor confirmed by Microsoft. Macaw will update the presentation towards official release. The information should be used to get a sense of direction and as a means to prepare future adoption.

License pricing On-Line

License pricing onpremises

New UI & navigation in CRM 2013Enhanced navigationstructure

Single page UI & Finger Proof(no more pop-up windows)Subgrid views capability in the forms

Enhanced one page navigation

Outlook CRM Client uses “pop-up” forms

Single page interface with bread crumb navigation

Each functional area has its own dashboard

CRM 2011 Ribbon actions are replaced

Enhanced one page - Quick formsQuick way to add new data without using a new window; anywhere you can see a plus sign you’re able to add data.

Configurable; It’s expected that not only the CRM standard forms will have this feature, this surface will act the same with custom built forms.

Bread crumb navigation

Easy navigation through multilevel structure

Bread crumb navigation

After the second level; access to default view of that entity

Bread crumb navigation

Easy navigation trough multilevel structure

After the second level, access to default view of that entity

After opening the record, the 4th level adds new related records (e.g. new activity, contacts)

Improved Process Flow UX

Completely configurable; connect different standard or custom entities with each other for seamless process flow.

Process Flow UX; a new user friendly form design with accomplished stages that follows your process (example: the sales process).

Improved Process Flow UX

User defined; For multiple processes a user can select which process to proceed with (instead of following one fixed process)

Improved Process Flow UX

Easy configuration; add required stages and define steps and required fields within a certain stage.

Create custom process flow

Every stage with it’s own focus and required fields

Mobility features

Native Windows 8 & iOS app

First version of the app is focused on Sales process

No offline capability and limited configuration options

New functionality

Yammer

Netbreeze

Skype

Marketing Pilot

Exchange Server Sync

MarketingPilot and Netbreeze will be fully integrated in CRM (Q1 2014)

Yammer

Yammer data will include CRM autopost

Integration CRM data in Yammer; Yammer users can contribute to CRM

Integration Yammer feed in CRM; now available also for onpremises

Skype – Lync

Call any number with Lync or Skype

Create and update a Phone Call activity with details

Marketing Pilot

Integration of Marketing Pilot; create automated and measurable multi-channel marketing campaigns

Netbreeze

Social data sentiment analysis

View and react on social posts

Trend of keyword mentions

Subscribe to alerts

No longer supported items

Duplicate Detection during update operations not supported

Removal of Workplace & Personalization Options (for new customers)

CRM 4 SDK no longer supported

For more info: http://msdn.microsoft.com/en-us/library/dn281891.aspx & http://technet.microsoft.com/en-us/library/dn265924.aspx

IE7 and Office 2003 no longer supported

No support email router Exchange 2003

License Pricing - Online

Essential ($15*) For light-weight users who need to access custom applications.

Professional ($65*) For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care.  We believe most users will find this license best fits their needs.Basic ($30*)  For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.

*prices per user per month

Add-Ons Applied organization-wide- Production Instances $549*- Non-Production Instances

$150*- Extra Storage $9,99 (gig)

*instance/month, no storage included

License Pricing - Onpremises

Professional ($984 per user/ $787 per device*) For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care. 

Basic ($342 per user/ $236 per device)  For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.

Server License ($3938 per instance) Microsoft Dynamics License Server 2013

Essential ($79 user or device) For light-weight users who need to access custom applications.

Preparing for the update

New UI creates new challenges and opportunities

Migration (upgade CRM 4 code)

JavaScript On Save auto trigger manually activated

Opt-in deadline for Online Customers

Review on-save Workflows

Existing CRM forms can be converted, but not without rework

Launch October 2013

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