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Dynamics CRM 2013 AKA ORION RAMI MOUNLA DATACOM

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Outline About me High Level Architecture New UI Form Features Guided Process Mobile Licensing Resources The Future

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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

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My Desk

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CRM 2013 Official Launch 5 November at 6am

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High Level Architecture Addition of the Server Side Mail Client Server Side Email Synchronization VSS Writer Service

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New UI Reimaged UI principles Simple Usable Modern Fast Loved

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Navigation

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Recently Viewed

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Quick Create

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New UI Additions Responsive UI Seamless across devices

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Demo NEW UI

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

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Demo FORM FEATURES

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Guided Process Highlights the workflow position Input Gated Progress Across multiple entities

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Demo GUIDED PROCESS

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Licensing

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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.

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Licensing Upgrade

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Administration Portal

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Demo ADMINISTRATION PORTAL HTTPS://PORTAL.MICROSOFTONLINE.COM/ADMIN/DEFAULT.ASPX

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Mobile Architecture

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Mobile iPad (3 rd and 4 th gen) Windows 8 Tablets (Pro & RT) Q1 2014 Extended support

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

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Resources MSDN SDK http://www.microsoft.com/en-nz/download/details.aspx?id=40321 CRM 2013 http://www.microsoft.com/en-us/download/details.aspx?id=40341 Online Training https://training.partner.microsoft.com/learning

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Resources eBooks http://blogs.msdn.com/b/crm/archive/2013/10/11/announcing-the- crm-2013-customer-center-implementation-guide-and-sdk.aspx Licensing partner network https://mspartner.microsoft.com/en/us/pages/licensing/microsoft- dynamics-crm-pricing-and-licensing.aspx Blogs http://blog.dynamicscrm2013.com/ http://www.preact.co.uk/preact_blog

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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)

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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

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Questions

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Support Products ReleasedLifecycle Start DateMainstream Support EndExtended Support End Dynamics CRM Online 17/04/2011Not Applicable Dynamics CRM 201312/01/201408/01/201909/01/2024 Dynamics CRM 201118/05/201112/07/201613/07/2021 Dynamics CRM 4.029/02/200809/04/201310/04/2018 Dynamics CRM 3.001/12/200512/04/201112/04/2016

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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

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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 wont be supported for custom entities as well. However, to detect duplicates in bulk, you can use the BulkDetectDuplicatesRequest message and the RetrieveDuplicatesRequest message.BulkDetectDuplicatesRequestRetrieveDuplicatesRequest https://crm2103dupedetect.codeplex.com/ https://crm2103dupedetect.codeplex.com/

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Queues