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.

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MSCRM 2013 Online Fall

  1. 1. Overview of MSCRM 2013 online fall Presenter: Dibyasingh Tripathy, Mindfire Solutions Date: 29/11/2013
  2. 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. 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. 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. 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. 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. 7. Changes in processes -Introduction of Real-Time-Workflow -Business Processes -Actions Presenter: Dibyasingh Tripathy, Mindfire Solutions
  8. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 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. 20. Some of the other features -Sitemap -Merge Forms -Customizable tooltips -Ribbon changed to command bar Presenter: Dibyasingh Tripathy, Mindfire Solutions
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