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Dynamics CRM Practice Manager

Director, Solution Architects
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 Write Once

 Works Everywhere
Actions
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Conditions
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• Reuses the form XML layout
- No need to define a separate form
• Intentional Design Constraints
- Business Rules and JavaScript will render on tablets
- No IFrames or Web Resources except JavaScript
- Restricted to 75 fields and 10 related entities or 5 tabs within forms
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Get Ready for the Next Release
CRM 2013 Preview Release Guide
Microsoft Dynamics CRM Customer Center
How to Prepare for the Microsoft Dynamics CRM Online Fall ’13 Service Update
crm2013@infinityinfo.com
http://www.infinityinfo.com/microsoftdynamicscrm2013
Contact Us:

http://www.infinityinfo.com/
http://twitter.com/InfinityInfo
http://www.linkedin.com/company/infinity-info-systems
212.563.4400

800.354.4228

crm2013@infinityinfo.com

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Preparing for your MSCRM 2013 Upgrade

Editor's Notes

  1. Rollups – no more functionality, only bug fixes and/or security patches Major feature changes – e.g. 6.1
  2. OfficialRelease was ~Oct 10CDU = Customer Driven Update Infinity recommends Rollup 1 - ~ mid-January
  3. Web – Nav, Ribbon, Form Outlook – retains Nav + Ribbon, Form is same as Web
  4. Multi-browsers – started with 2011 Rollup 12 (Polaris)No longer supported – IE7, Outlook 2003, XP
  5. Upgrading maintains 2011 Forms Convert to 2013 Form - Merge Form option or Start over - Reformat 2013 Form – new layout - Possibly convert JS to Business Rules - Build and apply Business Processes
  6. Tab area and Related Links on left is gone
  7. Related Links on left is gone
  8. Upgrade Planning – IT / Business Process / CRM CustomizationAnalyze Impact – Code Compliance / Forms / Jscript / v4 – Plugins+Assemblies
  9. Upgrade Planning – IT / Business Process / CRM CustomizationAnalyze Impact – Code Compliance / Forms / Jscript / v4 – Plugins+AssembliesPlanning Based on Analysis – Infrastructure / Customizations / TrainingTest Upgrade – Analyze Results / Adapt for Production