What’s New in CRM Spring Update 2015 - Part 2

• Someswara Siripuram• Yadnyesh Kuvalekar

Deep Dive 2 - CRM 2015 Spring Update Features

New Form Rendering engine

Alternate Keys in CRM entities

SDK Enhancements

CRM for OWA

CRM for Phones and Tablets

Agenda

New Form Rendering Engine

New Form renderer for Better Performance

Full Support for client scripting

No Fundamental changes in what the form does

Can be enabled/ disabled across organization

Why It is Good?

src: https://community.dynamics.com

Iframes are now kept throughout the user session

Custom scripts are loaded in separate iframes

No changes in supported scripts or form capabilities

What has changed

Any attempt to access DOM in the content iframe using JS, jQuery or other 3rd party libraries

Attempting to use unsupported (non-XRM) APIs

Accessing window.parent() from a web resource

Examples of things that will break

CRM For OWA

Preview Feature

Users can track and set regarding emails from any device running OWA

Preview Information about contacts and leads

Create Contacts if the sender does not exist in CRM

Change the regarding record from email

CRM For OWA

SDK Enhancements

Alternate Keys

Change Tracking

Update message for Specialized Operations

Upsert Request

Integrate Dynamics CRM data with external systems more easily

Efficient and accurate way on integrating data into MS CRM

Business-oriented way for defining Uniqueness of records

One or more entity fields to define a key

Can be accessed programmatically

Alternate Keys for Entities

Faster lookup of the records.

More robust bulk data operations, especially in CRM Online.

Simplified programming with data imported from external systems without CRM record IDs.

Benefits of Alternate Keys

Merge multiple requests in single update request.

Improves performance as CRM calls are reduced

Update Message for Specialized Operations

Helps in keeping the data synchronized

Need to be enabled on entity

Need to provide Data version to retrieve changes

Change Tracking

Best to use, when we are not sure if record exists

Improves performance

Upsert Request

Optimistic Concurrency

Other Enhancements

Execute Transaction – all or none

Other Enhancements

Allow to define custom messages for an entity

Can be associated with a single entity or be global

Can be used with Workflows

Can be invoked from Plugins or JavaScript

SDK Enhancements – Custom Actions

CRM App for Phones and Tablets

Brand new App with improved UI for phones

Tablet app is upgraded (already available)

Offline capability

No separate forms for phones and browser. Single form.

Quick Create and Dashboards

CRM for phones and tablets

New App – “CRM for Phone”

Redesigned – More functionality and UI enhancements

Current phone app will be renamed to – “CRM For Phone - Express”

Will work only with CRM 2015 Update 1

Users will be notified for the new, modern app

CRM for phones

Aligned with Tablet UI Single main form to render records Pin to start screen Business Rules/ JS supported Business process flows are supported Offline mode functionality Quick Create forms supported Opens phone’s default map app on click of Map

CRM for phones - Features

Summary

Form Rendering engine

CRM for OWA

SDK enhancements for performance improvement

CRM for phones and tablets

Key Take Away

Contact Details:

Visit us at www.cloudfronts.com

1. Anil Shah – ashah@cloudfronts.com

2. Yadnyesh Kuvalekar – ykuvalekar@cloudfronts.com

3. Someswara Siripuram – ssiripuram@cloudfronts.com

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