What’s New in CRM 2013

Sanjaya Pradhan Dynamics 365 CRM December 13, 2015 | 0

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The countdown has already started for a brand new year 2016 and Microsoft has already released CRM 2016 version. So much fun ahead.

Many CRM developers are still working with CRM 2011 and now its time to upgrade the CRM knowledge with brand new features. Sample Code Link

Microsoft is always understands customer and users pain areas in Dynamics CRM and addresses all problem in new versions. The latest version of CRM includes excellent features.

This is how new version of CRM looks like. So beautiful….. I love it.. 🙂

My aim here is to get familiar with all UI screens and new features of CRM 2013/2015/2016 so that it will be easy to work with latest version of CRM without any hitches.

First let’s enjoy a compiled video which include 506 Best Videos Of 2015 for relaxation which gives a feel of mixed reaction with Fun,adventure, emotion, love, tears, smile, excitement, death, birth and a lot more… and then enjoy the post 🙂

OK Cool…. Even most of the people do adventures…instead of sitting in front of computer…Enjoy life first then anything else……

OK now Dynamics CRM. Lets show some passion towards CRM 🙂

This is my way of learning. I make myself comfortable first then anything else.

So let’s see how Microsoft organized all the options in latest CRM version. I have tried to combine all related information and links which will make us confident on this topic.

You can take a chance to work with Online CRM version to get yourself familiar with latest features and I insist to try this to get your hand dirty working with all brand new features Microsoft introduced. Let’s START.

Go for Test Drive in Dynamics CRM.

Happy with test drive ? now its time for Free online Trial Dynamics CRM

Grab the copies of Microsoft Whats new editions with valuable information and follow the important links below. Don’t miss the below links.

Whats new in customer service
Whats Changed in CRM 2013
Start Working in CRM
SLA & Entitlements
Download Training and Adoption KIT (CRM 2016)
Download Training & Adoption KIT (CRM 2015)
Download Training & Adoption KIT (CRM 2013)
Dynamics Videos in Youtube
Stay Connected with Microsoft Dynamics CRM Forum
Participate in Dynamics CRM Community
Seek help for Dynamics CRM
Marketing Help Center
Connect with Dynamics CRM Facebook Page

Follow this URL for great resource on Whats new in Dynamics CRM. you will feel like champ with new versions of Dynamics CRM.

Now available: Videos for the release of Microsoft Dynamics CRM 2015

A nice Get Started with new version CRM Microsoft Video by Microsoft

In Short

These are new features introduced in latest versions of Dynamics CRM

Command Bar
Streamlined Navigation
Flat User Interface
Auto Save Feature
Portable Business Rules
Business process Flow
Social Skype,Lync Integration Panel
Quick Create Form
Quick View Forms
Real-time workflows
Actions Introduced
Image data type introduced
Integrated Bing map
Free Mobile apps for CRM
Global Search box
New Field Type Introduced (Calculated & Roll up fields)
New Advance Find Operators introduced
Base & Extension Table Merging
Multi-browser support

and lot more … let go one-by-one.. I am afraid if I can collect all features but tried best to collect all possible features and related articles.

Visit the most valuable sites related dynamics crm to be a master in CRM.

Check the key differences between 3 mega CRM 2011/2013/2015 versions.

User Interface Enhancements

The left bar, which took about 20% of the screen is now placed on the top. This new bar is always visible and you can access all the different sections of the CRM system at any time.

The Navigation are is mainly divided into 3 sections.

Main Navigation
Records Bar
Recently Viewed Records

The navigation model is now streamlined. CRM 2011 sitemap is now moved to top command bar. This ensures more space for customer data.

No more Pop-ups
Smooth touch enabled
Streamlined flow for Information display

CRM 2011 Contextual top Ribbon bar is replaced by command bar.

Narrow command buttons introduced
More focus on Customer Data

Only 5 commands is visible and extended commands are combined by a ellipse button.
Command bar is customized by Sitemap XML
Commands can be customized by Ribbon XML

Customize Command bar using Ribbon Workbench

Take a look of Customization New Features Video

This video covers the new features in CRM Online Customizations in CRM Online 2015 Update 1 including the following topics:

User Interface Changes & Theming,
New DateTime Attribute Behaviors, Calculated & Rollup Field
Enhancements and Additional Query Operators.

Command Bar

The command bar is a Ribbon in disguise. Read full post here.
Disabled buttons will be hidden
No Contextual Sub-grid controls

Explore more on command bar here

Sitemap Navigation

The modules are categorized in a row below the main top bar.

Sales
Services
Marketing
Settings
Help Center

Recently viewed Option

A small clock icon appears at top which combines all recently viewed records like entities, views etc.

Quick Create

With this option we can create a record of different entity while working with other entities.

You can enable “Allow Quick Create”option to add an entity in Quick Create options.

Some entities such as Faxes and Service Activities cannot be enabled for Global Quick Create. Conversely, the standard Activity entities that are enabled for Global Quick Create by default cannot have this option disabled. The other entities such as Account, Case, Competitor, Contact, Lead and Opportunity that are enabled for Global Quick Create by default can have this option disabled.

Some nice articles on Quick Create is here. another one here.

Microsoft Dynamics CRM 2015 Features and Functionalities Part 1 of 2 – New and Enhanced Features

Microsoft Dynamics CRM 2015 Features and Functionalities Part 2 of 2 – Support, Upgrade, & Fields

Sales area Options

This is the most important pillar as Service and Marketing. If you understand the typical sales process in Dynamics CRM then you are a CRM champ.Want to get familiar with CRM Sales Process? Check this article.

Microsoft Dynamics CRM is designed to support the sales process from acquiring a new lead through the close of a sale. CRM has a place to store the contact information for new leads, a place to track the follow-up communications (such as Phone Calls, Emails, and Appointments), and the ability to qualify a Lead into an Account, Contact, and Opportunity.

Alerts option is introduced. This option provides a flexible way to alert users with Informational, Warnings & Critical alerts.

Check how to manage Alerts and Configure alerts in CRM.

You can also add alerts in Javascript dynamically check here.

Service Area Options

Service is the heart of CRM which includes Cases, Service Calendar, Queues etc. One of the more powerful but often overlooked features of Microsoft Dynamics CRM is the Customer Service module, which allows you to manage and track customer service activity in your organization.

Get more knowledge here. Social Profiles are introduced.

Marketing Area Options

Microsoft Dynamics CRM is a powerful tool for creating and distributing marketing communications to your customers and prospective customers. It functions as a closed loop marketing system, which allows you to collect and analyze the results of your marketing communications so you can further refine your messaging.

Campaign, Marketing List, Campaign Response are important options in Marketing area. This activity normally generates Lead by campaigns.