The seminar presented by Dibyasingh Tripathy discusses the features of Microsoft CRM 2013, including business rules, real-time workflows, and quick forms. Key updates include the introduction of inline editable subgrids and the advantages and limitations of business process flows. The document outlines various enhancements in user experience and customization options available in the new version.

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