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DYNAMICS CRM 2013 Overview Part II Presented by: Visha Narayan & Rami Mounla
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AGENDA About Us News JavaScript Business Riles Yammer Integration Tips and Tricks Bag
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ABOUT US Visha Narayan CRM Specialist – Datacom Sales Consultant Rami Mounla Technical Architect – Datacom Dynamics CRM Guru Father to be
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NEWS
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JAVASCRIPT What is new
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CHEAT SHEET
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DEMO Form Notification Control Notification Lookup Custom Filters
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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
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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!
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YAMMER INTEGRATION Microsoft Online customers can take full advantage of this Social selling Social listening
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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
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TIPS AND TRICKS BAG Navigation – scroll Pin a view or dashboard Recently viewed records Latency test? Use: /tools/diagnostics/diag.aspx
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