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Enhancements in Microsoft Dynamics CRM 2013: Key Features and Updates

Join us for a comprehensive overview of the new features in Microsoft Dynamics CRM 2013 presented by Minal Dahiya. Learn about the innovative Process Flow User Interface, real-time workflows, and the latest updates from Microsoft, including announcements of a new CEO, project Mira progress, and upcoming training sessions. This meeting will also provide valuable insights into effective timekeeping and emergency procedures. Don't miss out on critical updates and future meeting information scheduled for March 11, 2014.

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Enhancements in Microsoft Dynamics CRM 2013: Key Features and Updates

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Presentation Transcript

  1. 11th February 2014

  2. Housekeeping • Facilities… • Emergency Procedures… • Mobile Phones… • Timekeeping – 7:30pm finish sharp!!

  3. Agenda • Welcome & Introductions • News & Announcements • Content • North52 • The new features of Microsoft Dynamics CRM 2013 Organisers: Daniel Davila Evren Ozan George Doubinski Guy Riddle Johan Sulaiman Leon Tribe Mark Smith Patrick Northcott Robert Lou Microsoft Representative: Mark Rettig

  4. News & Updates • Happy New Year! • Microsoft has a new CEO • SatyaNadella • CRM Online Upgrades to CRM 2013 • CRM 2011 Update Rollup 16 • CRM 2013 Update Rollup 1

  5. News & Updates (Continues) • Project Mira on target • CRM 2013 Certifications • New CRMUG Executive Committee Members

  6. Announcements

  7. Presentation North52 Business Process Activities

  8. Presentation The New Features of Microsoft Dynamics CRM 2013

  9. The New Features of Microsoft Dynamics CRM 2013 Presenter Minal Dahiya

  10. Agenda • Process based – Flow User Interface (UI) • Real Time workflow • Actions

  11. Process based – Flow User Interface (UI) • Entity can have multiple Process Flow UI • Useful as a training guideline • Marking field required in process does not mark them as required on entity. • Process UI can be changed based on condition using scripts • Deep Dive

  12. Real Time Workflow • When to use • Simple update / workflow actions • Action required without screen refresh • When not to use • When frequent import required • When long calculation required • Deep Dive

  13. Actions • When to use • Client not sure what to use for business logic • How to invoke • Using plugin • Using script • Deep Dive

  14. Open Mic

  15. Q & A

  16. Meeting Close THANK YOU!! Next Meeting • Tuesday, 11th March, 2014 Updates/Information/Registration: http://bit.ly/1iUmdaX

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