DYNAMICS CRM 2013 Overview Part IIPresented by:Visha Narayan & Rami Mounla
AGENDA About Us News JavaScript Business Riles Yammer Integration Tips and Tricks Bag
ABOUT US Visha Narayan
CRM Specialist – DatacomSales Consultant
Rami MounlaTechnical Architect – DatacomDynamics CRM GuruFather to be
NEWS
JAVASCRIPT What is new
CHEAT SHEET
DEMO Form NotificationControl NotificationLookup Custom Filters
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
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