Transcript Dynamics CRM 2013 Overview Part I

Dynamics
CRM 2013
AKA ORION
RAMI MOUNLA – DATACOM
Outline

About me

High Level Architecture

New UI

Form Features

Guided Process

Mobile

Licensing

Resources

The Future
About Me

Technical Architect at Datacom

Working with CRM since version 3.0

CRM 2011 certified

MCPD certified .NET 4.0

xRM specialist and enthusiast

Interest in quality assurance (TFS and CI)

Electronics and Minions
My Desk
CRM 2013

Official Launch
5 November at 6am
High Level Architecture

Addition of the Server Side Mail Client

Server Side Email Synchronization

VSS Writer Service
New UI

Reimaged UI principles

Simple

Usable

Modern

Fast

Loved
Navigation
Recently Viewed
Quick Create
New UI – Additions

Responsive UI

Seamless across devices
Demo
NEW UI
Form Features

Cleaner HTML

Inline Editing

Inline Messages

Form Notification

Bing Maps

Save and auto Save
Demo
FORM FEATURES
Guided Process

Highlights the workflow position

Input

Gated Progress

Across multiple entities
Demo
GUIDED PROCESS
Licensing
Licensing

Essential (USD 15 ~ 18 NZD)


Basic (USD 30 ~ 36 NZD)


To allow for building applications that do not use any of the features
from the CRM verticals (Sales, Service, and Marketing). An Essential
license includes access to the CRM system, SDK, Activities, and usercreated entities (Web resources, custom entities, and custom plug-ins).
To allow access to "basic" functionality for Accounts, Contacts, Cases,
and Leads. Basic functionality related to the use of business processes
that affect only the entities specified here or that are included as part of
the Essentials license.
Professional (USD 65 ~ NZD 79)

To provide full access to all of the functionality provided in Microsoft
Dynamics CRM 2013 and the Microsoft Dynamics CRM Online.
Licensing Upgrade
Administration Portal
Demo
ADMINISTRATION PORTAL
HTTPS://PORTAL.MICROSOFTONLINE.COM/ADMIN/DEFAULT.ASPX
Mobile Architecture
Mobile

iPad (3rd and 4th gen)

Windows 8 Tablets (Pro & RT)

Q1 2014 Extended support
Mobile Client App (MoCA)

Global Search

Offline work

IFD For on premise

Limited OOB enabled entity
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5 tabs OR 75 fields
Resources
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MSDN
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SDK
http://www.microsoft.com/en-nz/download/details.aspx?id=40321

CRM 2013
http://www.microsoft.com/en-us/download/details.aspx?id=40341

Online Training
https://training.partner.microsoft.com/learning
Resources

eBooks
http://blogs.msdn.com/b/crm/archive/2013/10/11/announcing-thecrm-2013-customer-center-implementation-guide-and-sdk.aspx

Licensing partner network
https://mspartner.microsoft.com/en/us/pages/licensing/microsoftdynamics-crm-pricing-and-licensing.aspx

Blogs
http://blog.dynamicscrm2013.com/
http://www.preact.co.uk/preact_blog
What is next on the roadmap?

MIRA
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Q1 2014
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Marketing Pilot
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NetBreeze

Lync and Skype enhacements

Extended Mobile support
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Case management and
SLA enhacements
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Exams (Q1 2014)
What is next for the User Group?

Overview Part II (February 2014)
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Configuration
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Customisation
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JavaScript new client side API
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Guided Process
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Upgrade from 2011 to 2013 (March 2014)
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Mira (April 2014)
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Marketing Pilot

Netbreeze
Questions
Support
Products Released
Lifecycle Start Date
Mainstream Support End
Extended Support End
Dynamics CRM
Online
17/04/2011
Not Applicable
Not Applicable
Dynamics CRM 2013 12/01/2014
08/01/2019
09/01/2024
Dynamics CRM 2011 18/05/2011
12/07/2016
13/07/2021
Dynamics CRM 4.0
29/02/2008
09/04/2013
10/04/2018
Dynamics CRM 3.0
01/12/2005
12/04/2011
12/04/2016
Mainstream VS Extended
Support provided
Mainstream Support phase
Extended Support phase
Paid support (per-incident, per
hour, and others)
X
X
Security update support
X
X
Non-security hotfix support
X
Requires extended hotfix
agreement, purchased within 90
days of mainstream support
ending.
No-charge incident support
X
Warranty claims
X
Design changes and feature
requests
X
Product-specific information
that is available by using the
online Microsoft Knowledge
Base
X
X
Product-specific information
that is available by using the
Support site at Microsoft Help
and Support to find answers to
technical questions
X
X
Duplicate detection

Duplicate detection during create and update operations will not
be supported for Microsoft Dynamics CRM updated user interface
entities.

Duplicate detection of individual records won’t be supported for
custom entities as well.

However, to detect duplicates in bulk, you can use
the BulkDetectDuplicatesRequest message and
the RetrieveDuplicatesRequest message.

https://crm2103dupedetect.codeplex.com/
Queues