DYNAMICS CRM 2013 Overview Part II Presented by: Visha Narayan & Rami Mounla.

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Presentation transcript:

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

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

ABOUT US Visha Narayan CRM Specialist – Datacom Sales Consultant Rami Mounla Technical Architect – Datacom Dynamics CRM Guru Father to be

NEWS

JAVASCRIPT What is new

CHEAT SHEET

DEMO Form Notification Control Notification Lookup Custom Filters

RESOURCES

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