Get to know Microsoft Dynamics CRM 2013 (plus Mobile app)


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Screenshots of Microsoft Dynamics CRM 2013 highlighting just a handful of new features. Screenshots of the new Microsoft Mobile App for Tablets also included.

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Get to know Microsoft Dynamics CRM 2013 (plus Mobile app)

  1. 1. Microsoft Dynamics CRM 2013 Highlights and Screenshots • Screenshots from an Online Trial to highlight a handful of new CRM features. • Screenshots from the new Microsoft Mobile Client for tablets also included.
  2. 2. New design. No left side navigation. All “Areas” such as Sales, Service, Settings are hidden at the top. Pop up windows are practically eliminated.
  3. 3. Click on the Microsoft Dynamics CRM to unhide the Areas. Each “Area” has its own default dashboard. (I added a new Area to the SiteMap called “UX Online”)
  4. 4. Quick Create is a new feature. You can assign which entities can have a quick create.
  5. 5. For example, click on Accounts under Quick Create and you can quickly enter in a new Account record.
  6. 6. Under each Area are the entities for that area.
  7. 7. Accounts View with the chart area expanded. Notice that there is no longer a large toolbar/ribbon. The ribbon shows the first 5 items - the rest are hidden under the …
  8. 8. Account record. Accounts and Contacts can have images, Bing map integration, and new “contact card” that pulls in the Primary Contact phone, email to the Account.
  9. 9. Contact record with image.
  10. 10. Click on Full Name to edit the Full name details (first, middle, last name). Same with Address. Click on address to edit the street, city, etc.
  11. 11. Contact’s associated records are also hidden at the top. These used to be on the left side navigation.
  12. 12. Contact’s Activities
  13. 13. Recently viewed records are also accessible at the top and seem easier to get to.
  14. 14. New Microsoft Mobile App for CRM for Windows 8 and iPad
  15. 15. Swipe left and right shows more information. Very smooth and easy to use. There is also the ability to “pin” records to your dashboard.
  16. 16. Mobile App is for the Sales Area and Custom Entities. The fly out side menu shows the available entities associated to the Sales Area.
  17. 17. Swipe up from the bottom to show common tasks.
  18. 18. Select System Views or My Views
  19. 19. Account record. Swipe right to show all the “tabs” of the record.
  20. 20. Attach photos directly from your mobile device to a CRM note.
  21. 21. Open photos from a CRM note on your device – then save to your device.
  22. 22. Other new features for power users and administrators
  23. 23. Updated Workflows now include new options for “Action” and Business Process Flow”
  24. 24. Here is an “Action”
  25. 25. Workflows can run real time or ”in the background”.
  26. 26. Business process flow
  27. 27. Form Editor has a new button called “Business Rules”. You can create your own business rules similar to creating JavaScript.
  28. 28. Add a Bing Map. Quick View Form.
  29. 29. Business Rule Editor. It creates JavaScript automagically.
  30. 30. In the following example, the condition is if Country equals US. If so, set the Price Level to “US Member”. The JavaScript is created by the system so you don’t have to.
  31. 31. Under Form Properties, you can allow a Form to store an associated image.
  32. 32. User Personal Options have been updated to include a role based default page when a user opens CRM or the user can select their own start page.
  33. 33. As you can see, System Settings have more features.
  34. 34. Lots more features for Email integration too.
  35. 35. The End (or is it?)