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We encourage all of our Microsoft CRM customers to join us as you prepare for the CRM2013 release. For online users, this is a mandatory upgrade to be completed by mid-February 2014. For on-premise users, you will want to start your planning process soon! Please be sure to visit the Dynamics CRM Customer Care website, which has valuable information to keep you informed. System Administrators, IT personnel, and super users - we invite you to join this special session in which our MSCRM experts will: •Help guide you through the upgrade process and available materials •Outline the critical steps you should take to ensure your upgrade is successful •Arm you with tips to minimize risk •Outline the latest news on the release process and tools that can assist you •Inform you of services available from Infinity to assist you If you have any immediate questions, please contact your Infinity Account Manager or contact us here: http://www.infinityinfo.com/request-consultation
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Preparing for your Microsoft CRM 2013 UpgradeWednesday, October 30, 2013
Your Presenters for Today
Bob Peskin
Mike Hammons
Dynamics CRM Practice Manager
Director, Solution Architects
What’s New for CRM 2013
Reimagined user experience in CRM 2013
Image Control
Bing Maps Social
Conversations
Simple grids
Quick Create
Business Processes
Command bar
Auto Save
Optimized for analysis, search, and engagement
New navigation model
Streamlined flow Valuable space on screen
reserved for information display
Recently viewed records at your fingertips
Enter data “on-the-fly” with Quick Create
New command bar
Business Process
Business process-centric experience
Embedded in CRM, making it easy to identify: Where you are in process What you need to do
next
Business process can span multiple record types, guiding user through: Application navigation Field updates New record creation
Personalized sales process
Users can select the process that best fits the scenario
Business rules can be enforced through process
Stages can be categorized for better reporting
Support for closed-loop processes
Business Rules in Dynamics CRM 2013
Write Once Works Everywhere
Simple Yet Flexible Designer
Conditions
Actions
Mobile Sales Enablement
Microsoft Dynamics CRM for tablets
Designed to support key sales scenarios Modern, process-centric experience for Windows 8 and
iPad Dashboard is the information hub Configurable and extensible
17
Forms on Windows8 & iPad
• 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
A personalized experience
Quickly locate any record – search across entities Pin tiles to Windows 8 Start and dashboard Change grid column widths
Microsoft Dynamics CRM for phones (formerly
Mobile Express)
Anytime, anywhere access to key CRM data Touch-optimized experience across modern devices
including Windows Phone, iPhone and Android Create, update and delete records Customizable experience Offline access on Windows Phone
Social Selling
Team selling through social connections
• Social conversations in business context
• Find experts and collaborate on deals
• Generate referrals and introductions
Upgrade Planning
Release Schedules – CRM 2013 & Beyond
On Premise: Dynamics CRM 2013 Online: Microsoft Dynamics CRM Online Fall '13 Lead with Online First Release Cadence
Online – 1 Major, 1 Minor per Year On Premise – 1 Major per Year, Rollups Every 12 Weeks
Online vs. On Premise Upgrade
Online CDU – Oct 15, 2013 – Feb. 15, 2014
On Premise – When You’re Ready!
What is Impacted
User Interface Web Outlook
What is Impacted
Process-Oriented Forms New UX / Flow Forms / Processes Lead Conversion – No Pop-Up
Technical Impact Code Compatibility Auto-Save On Premise – Start with UR6 Or UR14+ Base & Extension Table Merge
What is Impacted (cont)
3rd-Party Applications ClickDimensions Scribe Other…
Server-side Synchronization / Email Connector Service Can Replace Outlook Sync Continue w/Email Router
What is Impacted (cont)
No Longer Supported XP - Outlook & Web IE7 Outlook/Office 2003
Supported Environments Windows 2008+ (recommend 2012) SQL 2008+ (highly recommend 2012) Office 2007+ (recommend 2010+) Windows 7+ Browsers – IE 8+ (highly recommend IE9+), Chrome, Firefox,
Safari
Form Upgrade
Do No Harm… 2011 vs. 2013 Forms Why 2103 Form
Deprecation Flow Functionality (Image/Maps/Activities) Browsers & Mobile
New Forms e.g. Quick Create
Microsoft Confidential 30
2011: 2013:
Microsoft Confidential 31
What is the Process
1. Infinity Philosophy Minimize risk Stability, i.e. that all functionality will work Minimize change during the upgrade
2. Understand What’s Changing 3. Upgrade Planning 4. Analyze Impact 5. Estimate Effort – Infinity or You
What is the Process (cont)
6. Post-Analysis Planning 7. Test Upgrade 8. Documentation Updates 9. Production Upgrade plus Training Admins & Users10.Transition Plan to New Forms
How to Prepare
Learn More – Microsoft Sites Involve Business Users and IT Engage With Infinity
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
http://www.infinityinfo.com/
http://twitter.com/InfinityInfo
http://www.linkedin.com/company/infinity-info-syste
ms800.354.4228212.563.4400 crm2013@infinityinfo.com
Thank You!
Contact Us:
http://www.infinityinfo.com/microsoftdynamicscrm2013
Contact your Infinity Account Manager or email us atcrm2013@infinityinfo.com
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