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 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

 Essential (USD 15 ~ 18 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 user- created entities (Web resources, custom entities, and custom plug-ins).  Basic (USD 30 ~ 36 NZD)  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

Mobile Architecture

Mobile  iPad (3 rd and 4 th gen)  Windows 8 Tablets (Pro & RT)  Q Extended support

Mobile Client App (MoCA)  Global Search  Offline work  IFD For on premise  Limited OOB enabled entity  5 tabs OR 75 fields

Resources  MSDN  SDK  CRM  Online Training

Resources  eBooks crm-2013-customer-center-implementation-guide-and-sdk.aspx  Licensing partner network dynamics-crm-pricing-and-licensing.aspx  Blogs

What is next on the roadmap?  MIRA  Q  Marketing Pilot  NetBreeze  Lync and Skype enhacements  Extended Mobile support  Case management and SLA enhacements  Exams (Q1 2014)

What is next for the User Group?  Overview Part II (February 2014)  Configuration  Customisation  JavaScript new client side API  Guided Process  Upgrade from 2011 to 2013 (March 2014)  Mira (April 2014)  Marketing Pilot  Netbreeze

Questions

Support Products ReleasedLifecycle Start DateMainstream Support EndExtended Support End Dynamics CRM Online 17/04/2011Not Applicable Dynamics CRM /01/201408/01/201909/01/2024 Dynamics CRM /05/201112/07/201613/07/2021 Dynamics CRM 4.029/02/200809/04/201310/04/2018 Dynamics CRM 3.001/12/200512/04/201112/04/2016

Mainstream VS Extended Support providedMainstream Support phaseExtended Support phase Paid support (per-incident, per hour, and others) XX Security update supportXX Non-security hotfix supportX Requires extended hotfix agreement, purchased within 90 days of mainstream support ending. No-charge incident supportX Warranty claimsX Design changes and feature requests X Product-specific information that is available by using the online Microsoft Knowledge Base XX Product-specific information that is available by using the Support site at Microsoft Help and Support to find answers to technical questions XX

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.BulkDetectDuplicatesRequestRetrieveDuplicatesRequest 

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