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Microsoft Dynamics CRM 2013. Sanaullah Khan. 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. Concepts Introduced. - PowerPoint PPT Presentation
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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
@CRMUG
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
@CRMUG
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
@CRMUG
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
@CRMUG
• 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
@CRMUG
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
@CRMUG
Multichannel Support
Refreshed EntitiesSales Process: LeadsSales
Marketing
ServiceCommon / 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
@CRMUG
@CRMUG
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
@CRMUG
Site Flattening In-Page Experience– New Navigation Model– In-page experience rather than pop-up window
@CRMUG
Navigation Model Optimized Information display Quick Access to CRM data
@CRMUG
Navigation Model
@CRMUG
Navigation Model Navigation Levels– Module or Area Selector– Entity Name or Sub Area– Title of the entity record
@CRMUG
Navigation Bar Modules or Areas
@CRMUG
Navigation Bar Entity Names or Sub Areas
@CRMUG
Navigation Bar Entity Records
@CRMUG
Navigation Bar Related Records
@CRMUG
Command Bar Problem with CRM 2011 Ribbon Model– Provides a lot of information in a very dense
format.
@CRMUG
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
@CRMUG
Command Bar
@CRMUG
Command Bar Types Dashboard Command Bar Form Command Bar Grid Command Bar Associated Grid Command Bar
@CRMUG
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
@CRMUG
Form Controls Inline Lookup Control– Introduced in December 2012 Service Update– Supports in-page experience
@CRMUG
Form Controls Three Modes– Read Mode– Edit Hint Mode– Edit Mode
@CRMUG
Form Controls Edit Hint Mode
@CRMUG
Form Controls Edit Mode
@CRMUG
Form Controls Inline Sub-grid Control– Introduced in December 2012 Service Update– Supports in-page experience
@CRMUG
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
@CRMUG
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
@CRMUG
Inline editable Sub-grids
@CRMUG
Composite Controls Name and Address fields in CRM 2013 Bing Map Control
@CRMUG
@CRMUG
Bing Map Control Address composite control updates a Bing
Map Multiple Bing Map on a single form are NOT
supported
@CRMUG
Auto Save• Triggers every 30
seconds • Plug-ins on save
will run
@CRMUG
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
@CRMUG
Image Upload
@CRMUG
Image Upload
@CRMUG
Image Upload
@CRMUG
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)
@CRMUG
Access Teams Auto-Created Access Teams User Created Access Teams
Grants Access to– Record– Related child records
@CRMUG
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.
@CRMUG
Access Rights
@CRMUG
Access Teams
@CRMUG
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
@CRMUG
Business Process Flow
@CRMUG
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
@CRMUG
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”
@CRMUG
@CRMUG
Add New Stage
@CRMUG
Add New Step
@CRMUG
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
@CRMUG
Business Rules Capability– Validate and show errors– Set Values– Set Required/recommended fields– Enable/Disable fields– Hide/Show fields
@CRMUG
Business Rules Generates JavaScript Reuses WF Object Model …
@CRMUG
Questions Source of Information– Microsoft’s
• Website • MSDN Blogs• Documentation
– Product experience