What’s New in MicrosoftDynamics CRM Polaris Release           CRM Online December 2012 Service Update             overview...
About this presentation The December 2012 Service Update for CRM Online, also known as the Polaris release, was made avail...
Grouped sitemap                                                                Entities grouped into:                     ...
New social dashboards                                                                          Activity Feeds web         ...
Activity Feed filters (1)                                                                          The user can set the de...
Activity Feed filters (2)  The sysadmin controls which filters  are available to users by modifyingthe filter list on the ...
New process forms for 5 entities                                                                 Form editor  New process ...
New forms in Process Flow modeCommand  Bar                                                                                ...
Switching to ”Classic” mode form                                                              To access the traditional fu...
Using multiple forms                 No form selector exists on                  the new forms, only the                 o...
New forms in Classic mode                                                                                Header fields exi...
Auto-save forms               Creating a new record requires confirmation,            subsequent changes are saved to CRM ...
Activity views on process form                                                                                   You can o...
Expanding the form navigation                                                         As there is no ribbon available, you...
No Closed Activities menus                                                                Switching the view to Closed Dis...
Bing Maps integration                                Bing Maps control available on lead, account                         ...
Adding records on subgrids                                                                            Access to traditiona...
Editing connections in subgrid                                                    Specific subgrids                       ...
Adding custom subgrids                           The subgrids on the                          process form contain a      ...
New form controls Customer Details control pulls fieldsfrom parent recordonto the child case                              ...
Process Control customization                                                                       Process control stages...
Process Control limitations One process per entity, no conditional business logic Cannot be exported/imported with a solut...
New default fields for processes                                                                     Lead, opportunity and...
Phone support cases                                                                            Case form opens with       ...
Contact inline quick create form                                                                                 Adding a ...
Find existing case  When creating a new case, the user  can see existing   cases from the  same customer If the user selec...
Search similar cases                                                                             Posts, activities and    ...
Leads for existing customers  Built-in sales   process has   lookups forexisting contact &account already in    lead stage...
Match lead to existing contact &  account    Lead qualificationsuggest existing contact  and account records   based on du...
Skype integration                                                                                      Phone call quick   ...
New forms in OutlookNo support for side-by-side sections   of the updated default forms, reading pane layout works betterw...
New system settings  Enable/Disable Bing Maps,                                                                Enable/Disab...
Updated instructions                                                                              Access the “What’s      ...
Thanks for viewing!  Visit http://niiranen.eu/crm for the latest news, tips & thoughts on Dynamics CRM CodeBakers Oy      ...
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What's New in Microsoft Dynamics CRM Polaris release

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CRM Online December 2012 Service Update overview for system customizers and administrators

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What's New in Microsoft Dynamics CRM Polaris release

  1. 1. What’s New in MicrosoftDynamics CRM Polaris Release CRM Online December 2012 Service Update overview for system customizers and administrators Jukka Niiranen (@jukkan)CodeBakers Oy 1
  2. 2. About this presentation The December 2012 Service Update for CRM Online, also known as the Polaris release, was made available to new and existing CRM Online customers during January 2013 This presentation explores the new and changed functionality from the perspective of a person in charge of customizing and administering a Microsoft Dynamics CRM organization For an general overview of the update, please see crm.dynamics.com/polaris CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 2
  3. 3. Grouped sitemap Entities grouped into: • Customers • [Process] • Collateral Tools group only visible if added through Options - Workplace CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 3
  4. 4. New social dashboards Activity Feeds web part now included in 3 new dashboards CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 4
  5. 5. Activity Feed filters (1) The user can set the default filter from the pushpin icon You can now view postsregarding any record, not just the ones you are following, by using the The user can only show/hide new Activity Feed filters filters, but he/she cannot create new filters CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 5
  6. 6. Activity Feed filters (2) The sysadmin controls which filters are available to users by modifyingthe filter list on the Post Configuration record of the entity CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 6
  7. 7. New process forms for 5 entities Form editor New process experience isforms added for similar regardless Account, of form type Contact, Lead, Opportunity,Case. Visible to all users bydefault. Existing Creating new “Information” custom forms forms content uses the newand layout is not process forms as automatically template by copied to new default, including forms the new components CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 7
  8. 8. New forms in Process Flow modeCommand Bar Editable form header fields Process controlCollapsednavigation Tab control Simplified (posts, activities, subgrids Bing notes) maps CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 8
  9. 9. Switching to ”Classic” mode form To access the traditional functionality available in the ribbon, the form must be changed to Classic mode through the “Switch to Classic” menu CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 9
  10. 10. Using multiple forms No form selector exists on the new forms, only the option to view the current form in the Classic mode There is no method to switch back to the process form, it will load automatically the next time the user opens a record window. However, if a user switches to a non- process form before closing the current window, the Classic mode will be presented also next time, since CRM remembers the last form accessed by the user. CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 10
  11. 11. New forms in Classic mode Header fields exist twice on the form, both in traditional read-only fields and as editable Header section Activity Feeds or Bing Maps isunavailable whenusing the Classicmode, other formcontent is present CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 11
  12. 12. Auto-save forms Creating a new record requires confirmation, subsequent changes are saved to CRM database automatically every 30 seconds or on form closeRequired field indicator appears on the During editing the save indicator notifies ifopposite corner from the Create button there are unsaved changes on the form CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 12
  13. 13. Activity views on process form You can only add completed phone calls or open/closed tasks from the process form Both completed (gray) and open(white) activities are displayed in the same view Activities can beexpanded, including email body text View is sorted by modification date, no sort options, open activities may get buried underneath new emails CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 13
  14. 14. Expanding the form navigation As there is no ribbon available, you You can access related can’t add new related records from records by expanding the parent record form. Also you the left side form can’t perform any actions on navigation bar that’s existing records without opening collapsed by default them to another window first (can be set expanded by default in form editor) CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 14
  15. 15. No Closed Activities menus Switching the view to Closed Distinction between Activities does not change dateActivities and Closed filter, only future dates available. Activities form Non-configurable default filternavigation menus has “Next 30 days” is also applied been removed, now on the Closed Activities views everything is under where available Activities only CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 15
  16. 16. Bing Maps integration Bing Maps control available on lead, account and contact forms in Process Flow mode. Cannot be customized nor added to other forms. Always displays Address 1 location on the map. No separate API license required. Clicking on the map pin opens the full Bing Maps website CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 16
  17. 17. Adding records on subgrids Access to traditional lookup view presented after search results, not Typing in on before starting to type lookup fieldbrings real timesuggestions on matching records CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 17
  18. 18. Editing connections in subgrid Specific subgrids present editable fields, such as Stakeholder roleCustom subgriddata cannot be edited inline CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 18
  19. 19. Adding custom subgrids The subgrids on the process form contain a “+” button for adding new related records Subgrid features like view selector, charts or index are not available in the process forms mode CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 19
  20. 20. New form controls Customer Details control pulls fieldsfrom parent recordonto the child case Controls cannot be edited nor removed, but section visibility and location can be adjusted CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 20
  21. 21. Process Control customization Process control stages and steps can be edited directly from the lead, opportunity or case record forms By default Sales Manager and several other end user roles have the editing rights for Process Configuration CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 21
  22. 22. Process Control limitations One process per entity, no conditional business logic Cannot be exported/imported with a solution file, must be configured manually in each organization Stage content cannot be set as required, user can manually switch stages Maximum 9 stages, unlimited steps CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 22
  23. 23. New default fields for processes Lead, opportunity and case entities have a set of new fields to accommodate the default sales and service processes CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 23
  24. 24. Phone support cases Case form opens with the phone call quick New button create form expanded“Phone support” available on CRM main window case view ribbon CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 24
  25. 25. Contact inline quick create form Adding a new parent account for the contact is not supported If no matchingcontact is found,a new record can be added inlineon the case form CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 25
  26. 26. Find existing case When creating a new case, the user can see existing cases from the same customer If the user selects an existing case, the case create form switches to the existing case record without a screen refresh CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 26
  27. 27. Search similar cases Posts, activities and notes/attachments from the New dialog screen opens from the Case selected case can be viewedprocess control fields. Enables searching for inline cases by subject and free text search CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 27
  28. 28. Leads for existing customers Built-in sales process has lookups forexisting contact &account already in lead stage Default lead form doesn’t contain the lookups, also related leads are not visible on parent account or contact forms CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 28
  29. 29. Match lead to existing contact & account Lead qualificationsuggest existing contact and account records based on duplicate detection rules CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 29
  30. 30. Skype integration Phone call quick create form is opened when a new Skype call is initiated from the link Default telephone fields becomeclickable if Skype is installed Note: custom fields with the new telephone data type cannot be created CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 30
  31. 31. New forms in OutlookNo support for side-by-side sections of the updated default forms, reading pane layout works betterwhen set to right instead of bottom CodeBakers Oy What’s new in MS Dynamics CRM Polaris 21.1.2013 31
  32. 32. New system settings Enable/Disable Bing Maps, Enable/Disable support for CRM 4.0country/region code prefixing for scripts, IE Compatibility View Skype/Lync http://msdn.microsoft.com/en- us/library/hh771584.aspx#BKMK_Write JavaScriptForMutlipleBrowsers CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 32
  33. 33. Updated instructions Access the “What’s New” section on the updated Resource Center for more instructions on theResource Center Polaris update has been removed from Wunderbar navigation http://rc.crm.dynamics.com/rc/2011/en-us/Default.aspx?ver=5.1 CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1/21/2013 33
  34. 34. Thanks for viewing! Visit http://niiranen.eu/crm for the latest news, tips & thoughts on Dynamics CRM CodeBakers Oy 21.1.2013 34
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