Sunday, February 9, 2014

What's New in CRM 2013?


 I would start with saying CRM 2013 has come with many UI features to make it much more user friendly than the Previous versions.
To mention a few,
·         Bing Maps embedded control
·         The Flat User Interface
·         The Quick Create feature, which makes creation of Task, Phone call, Email, Account, Contact etc.  easy , While you are in the middle of editing a Case, If you need to create a Phone call Activity, You can quickly do that!






·         The Quick View Feature- Users can see the Parent entity details in the Child record

·         Inline Notifications -On the Form, the errors/warnings/information can be seen in line with the field

·         Simplified Navigation, improving the Form Body view
·         The Auto-Save feature, where-in, a Record is automatically saved by CRM every 30 Seconds(The form viewed by the User), also on exit  from the form
·         Business Process Flow, which can be a visual indicative of a Flow

·         Social Pane,Yammer and Lync Integration,  One can follow a User or a record in the same organization
There are other exciting features for the developers like:
·         Portable Business Logic\Business Rules Basic Validations/ other Jscript functionalities like Field Enabling Disabling, Hiding/Showing , Populating can be done without necessity to write any code, this makes it easy for CRM functional analysts to work on it without any Developer’s help
·         Real Time Workflows- These are Synchronous Workflows, Using this, developers configure a Workflow instead of writing Custom Code Plugin wherever System Out Of the Box feature suffices
·         Actions Using these, Custom Messages can be created, hence frequently used operations can be packed into actions and can be called from Plugins/Custom Workflows.
These can be defined for a Particular entity/ As Global