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Dynamics CRM 2013

Dynamics CRM 2013. AKA Orion Rami Mounla – Datacom. Outline. About me High Level Architecture New UI Form Features Guided Process Mobile Licensing Resources The Future. About Me. Technical Architect at Datacom Working with CRM since version 3.0 CRM 2011 certified

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Dynamics CRM 2013

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  1. Dynamics CRM 2013 AKA OrionRami Mounla – Datacom

  2. Outline • About me • High Level Architecture • New UI • Form Features • Guided Process • Mobile • Licensing • Resources • The Future

  3. About Me • Technical Architect at Datacom • Working with CRM since version 3.0 • CRM 2011 certified • MCPD certified .NET 4.0 • xRM specialist and enthusiast • Interest in quality assurance (TFS and CI) • Electronics and Minions

  4. My Desk

  5. CRM 2013 • Official Launch 5 November at 6am

  6. High Level Architecture • Addition of the Server Side Mail Client • Server Side Email Synchronization • VSS Writer Service

  7. New UI • Reimaged UI principles • Simple • Usable • Modern • Fast • Loved

  8. Navigation

  9. Recently Viewed

  10. Quick Create

  11. New UI – Additions • Responsive UI • Seamless across devices

  12. Demo New UI

  13. Form Features • Cleaner HTML • Inline Editing • Inline Messages • Form Notification • Bing Maps • Save and auto Save

  14. Demo Form Features

  15. Guided Process • Highlights the workflow position • Input • Gated Progress • Across multiple entities

  16. Demo Guided Process

  17. Licensing

  18. Licensing • Essential (USD 15 ~ 18 NZD) • To allow for building applications that do not use any of the features from the CRM verticals (Sales, Service, and Marketing). An Essential license includes access to the CRM system, SDK, Activities, and user-created entities (Web resources, custom entities, and custom plug-ins). • Basic (USD 30 ~ 36 NZD) • To allow access to "basic" functionality for Accounts, Contacts, Cases, and Leads. Basic functionality related to the use of business processes that affect only the entities specified here or that are included as part of the Essentials license. • Professional (USD 65 ~ NZD 79) • To provide full access to all of the functionality provided in Microsoft Dynamics CRM 2013 and the Microsoft Dynamics CRM Online.

  19. Licensing Upgrade

  20. Administration Portal

  21. Demo Administration Portal https://portal.microsoftonline.com/admin/default.aspx

  22. Mobile Architecture

  23. Mobile • iPad (3rd and 4th gen) • Windows 8 Tablets (Pro & RT) • Q1 2014 Extended support

  24. Mobile Client App (MoCA) • Global Search • Offline work • IFD For on premise • Limited OOB enabled entity • 5 tabs OR 75 fields

  25. Resources • MSDN • SDK http://www.microsoft.com/en-nz/download/details.aspx?id=40321 • CRM 2013 http://www.microsoft.com/en-us/download/details.aspx?id=40341 • Online Training https://training.partner.microsoft.com/learning

  26. Resources • eBooks http://blogs.msdn.com/b/crm/archive/2013/10/11/announcing-the-crm-2013-customer-center-implementation-guide-and-sdk.aspx • Licensing partner network https://mspartner.microsoft.com/en/us/pages/licensing/microsoft-dynamics-crm-pricing-and-licensing.aspx • Blogs http://blog.dynamicscrm2013.com/ http://www.preact.co.uk/preact_blog

  27. What is next on the roadmap? • MIRA • Q1 2014 • Marketing Pilot • NetBreeze • Lync and Skype enhacements • Extended Mobile support • Case management and SLA enhacements • Exams (Q1 2014)

  28. What is next for the User Group? • Overview Part II (February 2014) • Configuration • Customisation • JavaScript new client side API • Guided Process • Upgrade from 2011 to 2013 (March 2014) • Mira (April 2014) • Marketing Pilot • Netbreeze

  29. Questions

  30. Support

  31. Mainstream VS Extended

  32. Duplicate detection • Duplicate detection during create and update operations will not be supported for Microsoft Dynamics CRM updated user interface entities. • Duplicate detection of individual records won’t be supported for custom entities as well. • However, to detect duplicates in bulk, you can use the BulkDetectDuplicatesRequest message and the RetrieveDuplicatesRequestmessage. • https://crm2103dupedetect.codeplex.com/

  33. Queues

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