DYNAMICS CRM 2013 Overview Part IIPresented by:Visha Narayan & Rami Mounla

AGENDA About Us News JavaScript Business Riles Yammer Integration Tips and Tricks Bag

ABOUT US Visha Narayan

CRM Specialist – DatacomSales Consultant

Rami MounlaTechnical Architect – DatacomDynamics CRM GuruFather to be

NEWS

JAVASCRIPT What is new

CHEAT SHEET

DEMO Form NotificationControl NotificationLookup Custom Filters

RESOURCES http://mounla.blogspot.co.nz/2013/09/microsoft-dynamics-crm-2013-client-api.html

http://mounla.blogspot.co.nz/2013/09/concurrency-control-crm-2013.html

http://blog.sonomapartners.com/2013/09/crm-2013-new-client-api-methods.html

BUSINESS RULES Portable business logic Condition, Action and Scope Works on Web forms, mobile applications, quick forms Solution Aware Reduces client side coding

Lets do it!

YAMMER INTEGRATION Microsoft Online customers can take full advantage of this Social selling Social listening

PRE REQS Yammer Enterprise System Administrator rights in 2013 and for your Organisation’s Yammer Account

Ensure CRM 2013 us up to date with all URs etc.

Be aware: Add your Yammer account URL to your trusted sites

TIPS AND TRICKS BAG Navigation – scroll Pin a view or dashboard Recently viewed records Latency test? Use: /tools/diagnostics/diag.aspx