Dynamics CRM 2013AKA ORIONRAMI 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

DemoNEW UI

Form Features

Cleaner HTML Inline Editing Inline Messages Form Notification Bing Maps Save and auto Save

DemoFORM FEATURES

Guided Process

Highlights the workflow position Input Gated Progress Across multiple entities

DemoGUIDED PROCESS

Licensing

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

DemoADMINISTRATION PORTALHTTPS://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 5 tabs OR 75 fields

Resources

MSDN SDKhttp://www.microsoft.com/en-nz/download/details.aspx?id=40321

CRM 2013http://www.microsoft.com/en-us/download/details.aspx?id=40341

Online Traininghttps://training.partner.microsoft.com/learning

Resources

eBookshttp://blogs.msdn.com/b/crm/archive/2013/10/11/announcing-the-crm-2013-customer-center-implementation-guide-and-sdk.aspx

Licensing partner networkhttps://mspartner.microsoft.com/en/us/pages/licensing/microsoft-dynamics-crm-pricing-and-licensing.aspx

Blogshttp://blog.dynamicscrm2013.com/http://www.preact.co.uk/preact_blog

What is next on the roadmap?

MIRA Q1 2014

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

SupportProducts Released Lifecycle Start Date Mainstream Support

EndExtended Support End

Dynamics CRM Online 17/04/2011 Not Applicable Not ApplicableDynamics CRM 2013 12/01/2014 08/01/2019 09/01/2024Dynamics CRM 2011 18/05/2011 12/07/2016 13/07/2021Dynamics CRM 4.0 29/02/2008 09/04/2013 10/04/2018Dynamics CRM 3.0 01/12/2005 12/04/2011 12/04/2016

Mainstream VS ExtendedSupport 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 XRequires extended hotfix agreement, purchased

within 90 days of mainstream support ending.

No-charge incident support XWarranty 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