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Microsoft Dynamics CRM 2013

Sanaullah Khan

@CRMUG

Application – New Features

Reimagined User Interface Site Flattening Navigation Bar and Command Bar Form Controls Composite Controls Auto Save People Pictures Access Teams Business Process Flow

@CRMUG

Concepts Introduced

December 2012 Service Update

– Reimagined User Interface• In-page Experience• Navigation Model

– Bing Maps– Auto Save– Business Process Flows

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Reimagined User Interface• Focus on the essential functions with a clear,

consistent purpose that matches user intentionSimple

• Measure usability, incorporate feedback into designsUsable

• Use appropriate web interpretation of Windows 8 UI to create delightful, engaging people and process centric experiencesModern

• Design and deliver great perceived performanceFast

• Design for Love. Create software that people not only want to use, but simply can’t live without.Loved

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Reimagined User Interface

December 2012 Service Update – 3 form modes– Classic– Read Optimized (inline controls to enable

editing)– Process Flow based UI for

• Contact• Opportunity• Lead• Account• Case

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Reimagined User Interface

December 2012 Service Update– Form Events/Client SDK was not supported in

• Read Optimized form• Process Flow UI form

– Fallback to Classic mode Dynamics CRM 2013– No Extensibility Gaps – No fallback to Classic mode

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• COLAC = Contact, Opportunity, Lead, Account and Case

• RO - Read Optimized

New UX/

classicClassic/RO Classic

New UX Classic/RO Classic

Dec 12Service Update

CRM 2013

• COLAC = Contact, Opportunity, Lead, Account and Case

• RO - Read Optimized

New UX

Classic Classic

Ribbonized entities Other

CRM 2011

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Reimagined User Interface

New Form Experience– Most of the end user facing system entities (30

entities)– All Custom entities

Classic Forms– Classic forms are restricted to System Settings

area

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Multichannel Support

Refreshed EntitiesSales Process: LeadsSales

Marketing

Service

Common / CRM Essentials

Config / Customize

List Mgt.Campaign Mgt

Simple Campaign Blasts

Phone Support

Queue Mgt.Knowledge Mgt.

Service Contracts

Service Scheduling / Mgt.

Customers (Accounts, Contacts)

Sales Process: Opportunities

User Provided Est. Revenue

Quotes & Proposals

Orders & Invoices

Products & Pricing

Sales Literature

Goals & territoriesPerformance Mgt.Competitors

Notes & Activities Reports Data Import

Email & Mail Merge Templates

Document Mgt.

Search / Advanced Find

Organization Settings

Security Roles & Profiles

Data Mgt. ( Cleansing, Auditing)

Organization & User Mgt. (Business Units, Teams, Users)

Customization & Extensibility

MUI & Multi-Currency

Dialog/ Workflow

Billing & Subscription Mgt.

Phone, Task, Email, Notes Social

Collaboration / Activity Feeds

Refreshed

Legend

Process config

Not refreshed

Business Rules, Command Bar

Dashboards

Goals, Performance Mgt.

Dupe detection

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Site Flattening

An attempt to eliminate– Continuous window contextual switches– Excessive window opening which is

• Difficult to manage and• Impacts performance

Site Flattening has been implemented to– Reduce the number of clicks– Optimize the use of pop-up windows

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Site Flattening

In-Page Experience– New Navigation Model– In-page experience rather than pop-up window

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Navigation Model

Optimized Information display Quick Access to CRM data

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Navigation Model

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Navigation Model

Navigation Levels– Module or Area Selector– Entity Name or Sub Area– Title of the entity record

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Navigation Bar

Modules or Areas

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Navigation Bar

Entity Names or Sub Areas

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Navigation Bar

Entity Records

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Navigation Bar

Related Records

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Command Bar

Problem with CRM 2011 Ribbon Model– Provides a lot of information in a very dense

format.

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Command Bar

Why Command Bar ?– Quick and easy access to small set of actions– Less commands with overflow menu– Supports Ribbon migration to new Command

bar

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Command Bar

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Command Bar Types

Dashboard Command Bar Form Command Bar Grid Command Bar Associated Grid Command Bar

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Command Bar

Customise using Ribbon XML Same schema as CRM 2011 Ribbon XML Architecture has been optimized to boost

performance of– Command Bar rendering experience

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Form Controls

Inline Lookup Control– Introduced in December 2012 Service Update– Supports in-page experience

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Form Controls

Three Modes– Read Mode– Edit Hint Mode– Edit Mode

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Form Controls

Edit Hint Mode

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Form Controls

Edit Mode

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Form Controls

Inline Sub-grid Control– Introduced in December 2012 Service Update– Supports in-page experience

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Sub-grid Types

Form Sub-grids– Unlike CRM 2011, sub-grids do not update

form’s contextual command bar/ribbon. Associated Grids– Based on relationships– Customizable Command Bar

Dashboard Grids Homepage Grid– Landing page of an entity– Customizable Command Bar

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Inline editable Sub-grids

Not available for all entities Products Sub-grid on – Opportunity– Quote– Order– Invoice

“Role” column of Stakeholder Sub-grid on– Opportunity

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Inline editable Sub-grids

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Composite Controls

Name and Address fields in CRM 2013 Bing Map Control

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Bing Map Control

Address composite control updates a Bing Map

Multiple Bing Map on a single form are NOT supported

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Auto Save• Triggers every 30

seconds • Plug-ins on save

will run

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People Pictures

CRM 2013 supports “Image” data type Only one image per entity is supported Display an image in the form header on any

entity Some out of the box entities will be image

enabled by default– Contact– Account– Lead– User

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Image Upload

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Image Upload

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Image Upload

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Access Teams

Collaboration Teams No Security Role Any entity can now be Access Team

enabled Only one Access Team per record (CRM

Online) More than one Access Teams can be

associated per record (On-Premise)

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Access Teams

Auto-Created Access Teams User Created Access Teams

Grants Access to– Record– Related child records

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Access Teams

• - Account Team

• Full team that works together on an account. May also include an executive sponsor, dedicated support representative and a project manager.

- Opportunity Team

Sales people that normally work together on sales opportunities. A typical opportunity team might include the account manager, the sales representative and a pre-sales consultant.

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Access Rights

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Access Teams

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Business Process Flow

Streamlined user experience to lead people through the processes

Step-by-Step guide to enter data Guided stage progression Available for all entities Process centric approach

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Business Process Flow

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Capabilities

Configuration– Multiple processes per entity– Multi-entity processes– Stage-gating– Role based processes

End User Business Process Flow UI– Process centric experience

Extensibility– Define process for any entity– Solution Awareness

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Components

Configure Business Process Flow– Define Stages– Define Steps

Each stage contains a group of steps Each step represents a field Stage-gating– Step can be marked as “Required”

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Add New Stage

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Add New Step

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Business Rules

Build client-side Business Logic without writing JavaScript

Not a complete replacement of– Client-side scripting– Plug-ins

UI for Business Rules designer

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Business Rules

Capability– Validate and show errors– Set Values– Set Required/recommended fields– Enable/Disable fields– Hide/Show fields

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Business Rules

Generates JavaScript Reuses WF Object Model …

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Questions

Source of Information– Microsoft’s

• Website • MSDN Blogs• Documentation

– Product experience