MSCRM 2013 Online Fall
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MSCRM 2013 Online Fall

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Dynamics CRM Online Fall '13, is the hosted version of Microsoft's customer relationship management (CRM) product. ...

Dynamics CRM Online Fall '13, is the hosted version of Microsoft's customer relationship management (CRM) product.

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  • 1. Overview of MSCRM 2013 online fall Presenter: Dibyasingh Tripathy, Mindfire Solutions Date: 29/11/2013
  • 2. About Myself Dibyasingh Tripathy Software Engineer, Mindfire solutions Tech. Skills: Microsoft CRM 2011, Microsoft CRM 2013 Email:dibyasinght@mindfiresolutions.com Skype:dibyasingh.tripathy Linkedin:Dibyasingh Tripathy Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 3. Agenda Of The Seminar -Business Rule -Whats new in CRM processes -Quick create form and quick view form -Auto Save functionality -Images in forms -Inline editable subgrids Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 4. Business Rule -Minimize use of scripts for handling simple logic by a simple to use UI -Makes the client-side work of a non-developer easier Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 5. What a business rule can do? -Set field values -Set field requirement levels -Show/Hide fields -Enable/Disable fields -Validate data and show error message Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 6. Limitations of Business Rules -Business rules can only be applied on load of the form or on change of the form -Cannot be applied OnSave of the form Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 7. Changes in processes -Introduction of Real-Time-Workflow -Business Processes -Actions Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 8. Real Time Workflow -Nothing but a synchronous workflow. -Effects can be seen in real time -Can be configured to fire at Pre/Post operation phase -Real-time workflows cannot use wait conditions. -Can be converted to background workflow Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 9. Business Process Flow -Enable the entity for business process flows -Streamlined experience in data entry -Can span multiple entities -Reduce the need of training for the user.They can let the process guide them. -A set of stages and steps that are displayed in a control at the top of the form. Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 10. Business Process Flow(Continued) -Each stage contains a group of steps -Each step represents a field where data can be entered -Advance to the next stage by using the Next Stage button -A step can be made required -Can be associated with security roles Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 11. Advantages -Focus on getting the work done instead of focusing on the entity you are working with -We can have multiple business processes in one entity Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 12. Limitations -Maximum 10 activated business processes per entity -Maximum of 30 stages per process -Maximum of 5 entities per process Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 13. Actions -Purely for developers -Create your own messages apart from the default create/update/delete/retrieve operation -Unlike other processes actions doesn't need to be associated with an entity -Input and Output arguments -Can be used in plugins,custom workflows and services Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 14. Quick Create Form -Create button in the navigation bar -+ New when creating a new record from a lookup or sub-grid. -Allow Quick Create option in entity properties -Cannnot add sections -Always have one section with three columns -Subgrids,web resources,iframes cannot be added. Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 15. Quick View Form -Can be added to other forms -View information about a related entity record -No need to navigate to an entity to see the information -The entity should have the lookup control of the target entity to add the quick view form Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 16. Autosave -By default for all entity autosave is enabled -Autosave is enabled only after the first save of the record -Autosave occurs after each 30 seconds -The field that is currently in the edit mode is not included in the autosave Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 17. Precautions For Autosave -Need to fire the plugins/workflows/scripts on specific changes instead of depending upon the save of any field Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 18. Images in forms -Certain system entities and all custom entities can have an image attribute. -Image fields can be added to custom entities but not to system entities -One field per entity -Have to set Primary Image as default Image in the entity definition Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 19. Inline editable subgrids -Product subgrid on Opportunity, Quote, Order and Invoice are now inline editable. -For now it is not customizable -We cannot change the system view provided -If we want to change the view of the subgrid it overrides the inline editing capability Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 20. Some of the other features -Sitemap -Merge Forms -Customizable tooltips -Ribbon changed to command bar Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 21. Presenter: Dibyasingh Tripathy, Mindfire Solutions
  • 22. Presenter: Dibyasingh Tripathy, Mindfire Solutions