CRM 2011 V/S 2013 V/S 2015

• Contextual Ribbon Bar.
• CRM Functional groups like Sales, Services, Marketing, Workplace etc. are at bottom left of the home screen.
• Pop up windows are more.

• Ribbon Bar is replaced by top Command Bar
• CRM functional groups are now at the top of the CRM home screen.
• No pop up windows.

• Top Command Bar
• CRM functional groups are now at the top of the CRM home screen.
• No pop up windows
• More space for customer data

Only Custom javascipt.

Set visibility of a field to visible or invisible (visible = false),

lock and unlock Dynamics CRM fields / attributes, and

Show an error message on a form if certain conditions are met.

Business Processes also have Stage-Gating feature that prevents users progressing any process to the next stage if one or more steps haven’t been completed

• Javascript not supported
• Custom entity not supported

• Javascript supported
• Custom entity supported

• Javascript supported
• custom entity supported.

No Email Router

Users can participate in social conversations directly within Microsoft Dynamics, through the Yammer web and desktop applications as well as apps running on Microsoft (Windows Phone), Apple (iOS) and Google (Android) mobile devices.

Surfaces important Customer information and highlights key data (such as phone number, status, record owner) on related forms so users always have their customer data at their fingertips.

Developers can extend the functionality of the standard Microsoft Dynamics CRM system by creating custom messages, with associated request/response classes, known as actions. Actions are new type of processes to expand the vocabulary available for developers to express business processes. With core verbs like Create, Update, Delete, Retrieve, Associate and Assign provided by the system, an action uses those core verbs to create more expressive verbs like Escalate, Approve, Route, and Schedule. If the definition of the action needs to change due to changing business priorities, someone who is not a developer can edit the action using the application workflow designer. Since these actions are available through web service calls, they can be used from both inside the application using a command action or from external applications.

Integrated Bing Maps dynamically show the map for the primary record address.

Skype and Lync integration enabling direct dialling from any phone number field in Dynamics CRM.

Teams need to collaborate with a unique set of people within their organization for each record such as an Opportunity, order or important customer contact. CRM 2011 role-based security does not give users this level of flexibility. With a record-based access team, CRM users can be added to a specific record and give them access. The access team is a new type of team that doesn’t own records, but, has access to records. Unlike with owner teams, you can create one or more access teams to work on the same records and have team members with different levels of access rights to the record.

Setting a field value in a business rule allows the use of formulas to do calculations for applicable fields such as fields of type “Money”. Addition, subtraction, multiplication & division are the calculation operations available and can be done between fields or values. So for example: set “Total Box Value” field value to “Price per item” field multiplied by “24”. (assuming every box has 24 identical items for instance).

Products can be bundled and offered as packages, for discounts and offers

Products can be bundled and offered as packages, based on regional requirements and assessments

support product migrations in Dynamics CRM 2015

Conditional branching has brought about more specificity to business processes

You can now brand your CRM! Themes offer the option of changing the default colors and adding your logo to the top navigation as pictured below. This is just one more way to customize CRM to match the uniqueness of your organization.

Users can now easily capture meeting details using OneNote from within CRM Online. This functionality allows the information to be available to other CRM Online users in the Social Pane.

Learn more

Import excel opens online facility.