What’s New in CRM Spring Update 2015 - Part 2
•Download as PPTX, PDF•
0 likes•927 views
The 'Spring' update for Microsoft CRM Online was released last month. This update packs a lot of new features, from simple UI changes to new functionality, all designed to improve the user experience! From turbo forms that load faster to a brand new CRM for Phones App , the Spring Update further improves on an already awesome platform. Join us in a 2 part series on July 9th & 14th at 10am US ET/4pm EU CET, to learn about the new changes coming soon to your CRM Online platform.
Recommended
More Related Content
What's hot
What's hot (20)
Similar to What’s New in CRM Spring Update 2015 - Part 2
Similar to What’s New in CRM Spring Update 2015 - Part 2 (20)
More from CloudFronts Technologies LLP.
More from CloudFronts Technologies LLP. (20)
Recently uploaded
Recently uploaded (20)
What’s New in CRM Spring Update 2015 - Part 2
- 1. • Someswara Siripuram • Yadnyesh Kuvalekar Deep Dive 2 - CRM 2015 Spring Update Features
- 2. New Form Rendering engine Alternate Keys in CRM entities SDK Enhancements CRM for OWA CRM for Phones and Tablets Agenda 2015 CloudFronts Technologies LLP, All Rights Reserved. 2
- 3. 2015 CloudFronts Technologies LLP, All Rights Reserved. 3 New Form Rendering Engine
- 4. New Form renderer for Better Performance Full Support for client scripting No Fundamental changes in what the form does Can be enabled/ disabled across organization Why It is Good? 2015 CloudFronts Technologies LLP, All Rights Reserved. 4
- 5. 2015 CloudFronts Technologies LLP, All Rights Reserved. 5 src: https://community.dynamics.com
- 6. 2015 CloudFronts Technologies LLP, All Rights Reserved. 6 src: https://community.dynamics.com
- 7. 2015 CloudFronts Technologies LLP, All Rights Reserved. 7 Demo
- 8. Iframes are now kept throughout the user session Custom scripts are loaded in separate iframes No changes in supported scripts or form capabilities What has changed 2015 CloudFronts Technologies LLP, All Rights Reserved. 8
- 9. Any attempt to access DOM in the content iframe using JS, jQuery or other 3rd party libraries Attempting to use unsupported (non-XRM) APIs Accessing window.parent() from a web resource Examples of things that will break 2015 CloudFronts Technologies LLP, All Rights Reserved. 9
- 10. 2015 CloudFronts Technologies LLP, All Rights Reserved. 10 CRM For OWA
- 11. Preview Feature Users can track and set regarding emails from any device running OWA Preview Information about contacts and leads Create Contacts if the sender does not exist in CRM Change the regarding record from email CRM For OWA 2015 CloudFronts Technologies LLP, All Rights Reserved. 11
- 12. 2015 CloudFronts Technologies LLP, All Rights Reserved. 12
- 13. 2015 CloudFronts Technologies LLP, All Rights Reserved. 13 SDK Enhancements
- 14. Alternate Keys Change Tracking Update message for Specialized Operations Upsert Request Integrate Dynamics CRM data with external systems more easily 2015 CloudFronts Technologies LLP, All Rights Reserved. 14
- 15. Efficient and accurate way on integrating data into MS CRM Business-oriented way for defining Uniqueness of records One or more entity fields to define a key Can be accessed programmatically Alternate Keys for Entities 2015 CloudFronts Technologies LLP, All Rights Reserved. 15
- 16. Faster lookup of the records. More robust bulk data operations, especially in CRM Online. Simplified programming with data imported from external systems without CRM record IDs. Benefits of Alternate Keys 2015 CloudFronts Technologies LLP, All Rights Reserved. 16
- 17. 2015 CloudFronts Technologies LLP, All Rights Reserved. 17
- 18. Merge multiple requests in single update request. Improves performance as CRM calls are reduced Update Message for Specialized Operations 2015 CloudFronts Technologies LLP, All Rights Reserved. 18
- 19. Helps in keeping the data synchronized Need to be enabled on entity Need to provide Data version to retrieve changes Change Tracking 2015 CloudFronts Technologies LLP, All Rights Reserved. 19
- 20. Best to use, when we are not sure if record exists Improves performance Upsert Request 2015 CloudFronts Technologies LLP, All Rights Reserved. 20
- 21. Optimistic Concurrency Other Enhancements 2015 CloudFronts Technologies LLP, All Rights Reserved. 21
- 22. Execute Transaction – all or none Other Enhancements 2015 CloudFronts Technologies LLP, All Rights Reserved. 22
- 23. Allow to define custom messages for an entity Can be associated with a single entity or be global Can be used with Workflows Can be invoked from Plugins or JavaScript SDK Enhancements – Custom Actions 2015 CloudFronts Technologies LLP, All Rights Reserved. 23
- 24. 2015 CloudFronts Technologies LLP, All Rights Reserved. 24 CRM App for Phones and Tablets
- 25. Brand new App with improved UI for phones Tablet app is upgraded (already available) Offline capability No separate forms for phones and browser. Single form. Quick Create and Dashboards CRM for phones and tablets 2015 CloudFronts Technologies LLP, All Rights Reserved. 25
- 26. New App – “CRM for Phone” Redesigned – More functionality and UI enhancements Current phone app will be renamed to – “CRM For Phone - Express” Will work only with CRM 2015 Update 1 Users will be notified for the new, modern app CRM for phones 2015 CloudFronts Technologies LLP, All Rights Reserved. 26
- 27. Aligned with Tablet UI Single main form to render records Pin to start screen Business Rules/ JS supported Business process flows are supported Offline mode functionality Quick Create forms supported Opens phone’s default map app on click of Map CRM for phones - Features 2015 CloudFronts Technologies LLP, All Rights Reserved. 27
- 28. 2015 CloudFronts Technologies LLP, All Rights Reserved. 28
- 29. 2015 CloudFronts Technologies LLP, All Rights Reserved. 29
- 30. 2015 CloudFronts Technologies LLP, All Rights Reserved. 30
- 31. 2015 CloudFronts Technologies LLP, All Rights Reserved. 31 Summary
- 32. Form Rendering engine CRM for OWA SDK enhancements for performance improvement CRM for phones and tablets Key Take Away 2015 CloudFronts Technologies LLP, All Rights Reserved. 32
- 33. 2015 CloudFronts Technologies LLP, All Rights Reserved. 33 Contact Details: Visit us at www.cloudfronts.com 1. Anil Shah – ashah@cloudfronts.com 2. Yadnyesh Kuvalekar – ykuvalekar@cloudfronts.com 3. Someswara Siripuram – ssiripuram@cloudfronts.com
- 34. 2015 CloudFronts Technologies LLP, All Rights Reserved. 34
Editor's Notes
- Hello Everyone, Welcome to the 2nd part of Webinar series on CRM 2015 Update 1 features I am Someswara Siripuram, senior consultant and I will walk you through the exciting new features in this release. Throughout the meeting everyone will be muted. So in case of any questions you can put it in chat window and I will answer all of them at the end of the session.
- So this is the agenda for the session.
- One of the more exciting features in this CRM release is the New Form rendering engine
- With CRM 2015 Update 1, the form rendering engine is redesigned for better performance of CRM entity forms So why is it Good. It now has a new renderer in which has improved the performance significantly It is now more strict on the customizations that have been implemented on the forms, but still it supports client scripting fully. Unsupported customizations will not work with the new forms However, there is no change in terms of how the form behaves today. For end user, it will be exactly same how it was, only with much improved performance.
- You can see in this graph, the performance improvement with the New Form rendering engine wrt to the legacy form rendering engine
- What changed? All the changes have been focused on how the form load process can be optimized. There are 2 main changes that have been made: loading process of the form, and handling of cache. In terms of loading process, many operations are parallelized to eliminate time wasted because the browser is idle. Cached content is also increased, and also rendering processes is partially moved to server-side. Form load used to be a very linear process. Since the new form renderer is more parallelized, the rendering engine now constructs the form and XRM model first and binds the data whenever the server responds. This diagram is a rough approximation to illustrate the differences between the 2 rendering engines
- Lets see a Demo
- Forms also used to waste a lot of resources. Since they were hosted in iframes, the iframe would be discarded and reloaded on each form load. The new form renderer does not discard iframes and instead keeps the iframe around. All common scripts are already parsed and never need to be loaded again. This introduced the design to load custom scripts and ISV scripts in a separate iframe which is the one that’s discarded when the form closes. Previously, these scripts would be loaded in the same iframe as the form.
- As an admin or developer there are some things to be aware of. Because the new form rendering engine makes changes to how iframes are organized, any attempt to access unsupported APIs or use direct DOM manipulations may fail and need to be fixed. In order to help identify potential issues, the CRM 2015 custom code validator can be used. It’s primary purpose is to identify usage of deprecated APIs but it will also attempt to flag usage of unsupported APIs. The tool can be found here:https://www.microsoft.com/en-us/download/details.aspx?id=45535. Developers should also review their scripts to ensure only supported APIs are being used. Fallback options In case there is difficulty identifying the issue or a backup plan is needed post-upgrade, we have introduced an organizational-level fallback to temporarily allow usage of the legacy rendering engine. This will ensure compatibility at the cost of performance. Do not rely on this solution long term as the plan is to remove this option in the following release.
- -
- This is a preview feature for Outlook Web App, which allows integration of OWA with CRM. Administrators have to enable this feature to be used by other users. You can use the app to track incoming email in Microsoft Dynamics CRM. When you track an email message, a copy of that message is stored as an email activity record in Microsoft Dynamics CRM. With Dynamics CRM App for Outlook, you can: Track incoming email wherever you are, as long as you have access to a browser. Track an incoming email message and (optionally) link it to an existing record in CRM. For example, you might want to link an email message to a specific account or opportunity. If a record doesn’t exist, you can create it right from within the app! Find out whether an email message is already tracked, and change the regarding record (the CRM record that the message is linked to). Create CRM contact or lead records for people on the From list that aren’t already included in the CRM database. You can also create new CRM records for any entity (record type), as long as the entity has been enabled for mobile and for multi-entity search. Preview information about contacts and leads stored in CRM. For example, you can find a number or company name for a contact or lead, or preview the last and next activities for a contact or lead. Open CRM records directly to find or enter more detailed information.
- This release includes several new features that make it easier to integrate and synchronize CRM data with data stored in other systems. These sets of features, listed here, also can be used in other situations to simplify and streamline the code.
- With alternate keys, you can assure an efficient and accurate way of integrating data into Microsoft Dynamics CRM from external systems. It’s especially important in cases when an external system doesn’t store the CRM record IDs (GUIDs) that uniquely identify records. The alternate keys are not GUIDs and you can use them to uniquely identify the CRM records. You must give an alternate key a unique name. You can use one or more entity fields to define the key. For example, to identify an account record with an alternate key, you can use the account name and the account number. You can define alternate keys in the CRM web application without writing code, or you can define them programmatically. Note that while you can define the alternate keys in the user interface (UI), they can only be used programmatically, in code.
- Now this is more on technical upgrades to Dynamics CRM Online. The Update request now takes care of other messages. This means Previously, if we wanted to update a field and also change owner of the record, we had to make 2 separate requests to achieve this. With new SDK enhancements, the requests are merged. We can use the Update request to also change/ assign the owner of the record.
- The change tracking feature in Microsoft Dynamics CRM provides a way to keep the data synchronized in a performant way by detecting what data has changed since the data was initially extracted or last synchronized. Previously, without this new feature, it was difficult to build a reliable and efficient mechanism to determine what records had changed in CRM. To retrieve the changes for an entity, we need to enable the Change Tracking functionality for that entity. For first time, it returns all records that can be used to synchronize with external systems If you want to get the changed data(created/updated/deleted) of Account since last execution of request then RetrieveEntityChangesRequest message is used to retrieve the data. After executing this request it will return the BusinessEntityChangesCollection of new/updated item can be retrieved from RemovedOrDeletedItem. If data version is not provided, all data is retrieved
- The new UpsertRequest message reduces the complexity involved with data integration scenarios by doing an update if the record already exists or a create if the record doesn’t exist. Earlier, we needed 2 calls to achieve this. We first read the data if the records exists and then create if it does not. Now both these actions are merged in a single request, thus improving performance Once Upsert request is executed, we can check if the Record was created or not in the response If you are sure the record doesn’t exist, use CreateRequest for better performance
- On a multi-threaded and multi-user system like Microsoft Dynamics CRM, operations and data changes often happen in parallel. A problem arises when two or more update or delete operations on the same piece of data happen at the same time. This situation could potentially result in data loss. Provided in this SDK release is the ability for your applications to detect whether an entity record has changed on the server in the time between when your application retrieved the record and when it tries to update or delete that record. When retrieving the record, read the RowVersion property. Use this row version while updating the record, the record will update only if the row version matches. Else, the operation fails.
- It is a common requirement in business applications to coordinate changes of multiple records in the system so that either all the data changes succeed, or none of them do. In database terms, this is known as executing multiple operations in a single transaction with the ability to roll back all data changes should any one operation fail. You can execute two or more organization service requests in a single database transaction using the ExecuteTransactionRequest message request. Should any one of the requests fail and the transaction is rolled back, any data changes completed during the transaction are undone. In addition, a ExecuteTransactionFault is returned identifying the index into the request collection of the request message that caused the fault.
- You can extend the functionality of Microsoft Dynamics CRM by creating custom messages known as actions. Typically for an entity we have messages like Create, Update, Delete which perform actions on the Entity. With Custom actions, we can define our own messages for entity. We can define an action for a particular entity or as global which will work for all the entities. Actions support Input and output parameters. What makes it truly powerful is that we can invoke actions from Code or other processes like Workflows or Dialogs
- CRM for Phone was redesigned to provide more functionality and a more similar experience to the other UI endpoints (e.g.: Web; CRM for Tablets, etc.). In a nutshell, CRM for Phone has now the same functionality as CRM for Tablet. As per Microsoft’s remarks: “the implementation is the same but the experience is optimised for the Phone”. This new app., and will only work for 2015 Update 1
- CRM for Phone was redesigned to provide more functionality and a more similar experience to the other UI endpoints (e.g.: Web; CRM for Tablets, etc.). In a nutshell, CRM for Phone has now the same functionality as CRM for Tablet. As per Microsoft’s remarks: “the implementation is the same but the experience is optimised for the Phone”. This new app., and will only work for 2015 Update 1
- The new form rendering engine has improved performance of Entity forms CRM for OWA, helps in tracking emails from browser and also to preview information from OWA The new SDK enhancements like Alternate Keys, Change tracking, Upsert Request will help in integrating data efficiently with external systems It will also help in improving the performance of CRM operations overall New CRM for phones and tablets helps in using CRM much better from phone and tablet devices.
- See you in the next session.