With the newest release of Microsoft Dynamics CRM, there have been some interesting enhancements that I’m excited to show you today! This blog is the first in a series that will detail out the new features and functionality in Dynamics CRM 2013. I will describe in more detail the new 2013 functionality in later blog posts.
Dynamics CRM 2013 has been improved in the following areas:
The user interface (UI) in Dynamics CRM 2013 has been redesigned to provide a cleaner and more efficient experience for CRM users. Navigation has changed, along with “flattening” out the screens displayed (i.e. no popup dialogs). Auto-saving, integrated Bing maps, and inline editing of information on forms are just a few of the changes in this redesigned UI experience.
A brief overview video can be found here: http://www.youtube.com/watch?v=EScDpwxRuiI&feature=youtu.be
Guided business processes can now be created in Dynamics CRM 2013 that allows users to follow a clearly outlined set of process stages. These stages help define the tasks to be completed before moving to the next stage in the process. Processes are configurable, and are able to be designed for multiple types of processes, based on desired needs.
A brief overview video can be found here: http://www.youtube.com/watch?v=9cXoivs0ZMA
CRM 2013 for Tablets
The new mobile support created in Dynamics CRM 2013 is designed to be an immersive, touch-first experience for CRM users who need to stay connected to their customers, team members, and data. This mobile application is designed for use with a Windows 8 tablet device. The new mobile support allows CRM users to update data or work their business processes in CRM directly while in the field, when the information is still fresh in their minds.
A brief overview video can be found here: http://www.youtube.com/watch?v=1H23cYvQcys
Yammer is now integrated into Dynamics CRM 2013, allowing users the ability to collaborate socially in the context of the task they are working on. Opportunities, Cases, or Campaigns are examples of entities that you can have specific, contextual Yammer conversations with. This “social CRM” capability allows users to put their business strategies into action more quickly and effectively.
More information can be found here: http://www.microsoft.com/en-us/dynamics/crm-social.aspx
Functionality present in Dynamics CRM 2011 is intact (for the most part), so if you are familiar with that version of CRM, a lot of what is in CRM 2013 will already be familiar. Be on the lookout for future blog posts that dive deeper into the functionality areas listed above.