Difference between 2011 and 2013 What’s New in CRM 2013

Difference between 2011 and 2013  What’s New in CRM 2013

New UI and Navigation 

The CRM user interface has been redesigned. The new menu bar replaces CRM 2011 Navigation 

pane and designed to ease user navigation, free up screen space and create a consistent look and 

feel across desktop and touch enabled mobile devices. The CRM 2011 ribbon has been replaced by a 

simpler single line action bar with a “more actions” drop down list freeing up screen space for more 

data, charts and information on forms. Commands are related to what you are working on and 

change based on data and record opened. 

Quick Create form 

This very basic form allows you to quickly enter a record. For example, if you’re on the phone with a 

Lead and want to quickly capture their name and phone number in CRM without having to navigate 

to the lead entity. You can customise these forms to include the type of information you would want 

to quickly enter. 

Quick View forms 

This feature allows you to bring in data from related entities. For example, if you are working on a 

Case record and want to view basic Account information on the Case form, you can use a Quick View 

form to do that. This is a read only mode view. 

Business Rules 

This provides an intuitive way to write simple code that was otherwise reserved for someone with 

development / coding experience. You can do things like set field values, show/hide fields, set 

required/recommended fields and validate field data. 

Business Process Flows 

A new visual process display can be made available that guides the user through pre-defined 

processes. Multiple processes can be added to each record type - think sales process for inside sales 

vs. outside sales. A sales organization can make sure each required step in each pipeline phase is 

completed before moving to the next pipeline phase. 

Real time / Synchronous Workflows 

Processes in CRM 2011 always ran in the background requiring a user to reload the form to see the 

end result of the workflow. CRM 2013 now introduces processes that run immediately and update 

the form in real time. 

Auto Save 

Once you’ve created a record, this new feature automatically saves information on your form 

triggering every 30 seconds as well as when you leave the form. This batch updates any changes 

made to the form without having to remember to hit the Save button. This is a system wide setting, 

so you either use Auto Save on all forms or you don’t. 

Auto Save 

Once you’ve created a record, this new feature automatically saves information on your form 

triggering every 30 seconds as well as when you leave the form. This batch updates any changes 

made to the form without having to remember to hit the Save button. This is a system wide setting, 

so you either use Auto Save on all forms or you don’t.

Role-Based Security Teams (owner Teams) and Access Teams 

With a record-based access team, CRM users can be added to a specific record and give them access. 

The access team is a new type of team that doesn’t own records, but, has access to records. Unlike 

with owner teams, you can create one or more access teams to work on the same records and have 

team members with different levels of access rights to the record. 

Native Mobile Apps 

MoCA otherwise known as “Mobile Client Application”. MoCA refers to the (free) mobile app that 

can be downloaded to your phone, tablet, or even desktop. 

This new mobile app renders your existing CRM forms as mobile forms. These mobile forms are 

limited and are restricted to 5 tabs or 75 fields and 10 lists, whichever one comes first. IFrames are 

not supported. 

Global search is supported in the mobile client so you can now search across multiple entities, 

whereas, in the full web client the ‘Quick Find’ only searches within a specific entity.

 

Introduction to ERP

 Introduction to ERP

So what is an ERP system? You always wanted to know but were afraid to ask! An ERP system 

is a vast information system that manages information about a company’s products, customers, 

suppliers, employees, production facilities, financial balances, etc. It is used by every department 

in an organization and by most employees. The sales department can check prices of products 

and their inventory levels, enter sales orders from customers, make deliveries, issue invoices to 

customers and receive payments. The production department uses it to check inventory balances 

of products, create production orders, manage production schedules, record the receipt of 

finished or in-progress orders. The marketing department can plan demand and make sales 

forecasts for the next sales period. The finance department uses it to manage accounts payables, 

accounts receivables, enter payments made by customers and payments made to suppliers, 

generate the balance sheet and profit and loss statements at the end of an accounting period. The 

human relations department tracks all employees in a company, their title, date of joining, 

department, and salary. Every new employee is added to the system as soon as they join the 

company. If they quit or are fired, this is also reflected in the system, but their information is still 

retained for historical records. Figure 1 shows you a list of resources used by various 

departments of a company. Try to distinguish whether the items in the lists refer to a physical or 

an information resource. You can also think of a resource as an asset of an organization. 

An ERP system in effect manages all the resources of an organization or enterprise. Hence it is 

also called an enterprise system. It knows how many manufacturing facilities belong to a 

company, what are the machines at each facility and their capacities. It is almost like a big 

brother watching all the activities and transactions in a company. How is this possible? Well, the 

trick is that every transaction that takes places in a company gets recorded in the ERP system in 

real-time. So, what do we mean by real-time

Competitors for Dynamics

Why we have to choosing Dynamics :

The top reasons businesses choose MS Dynamics CRM :

-Value

-Productivity

-Familiarity

-Business Insights

-Extended CRM

-Innovation

Different Products of Dynamics :

Microsoft Dynamics ERP:

  -Microsoft Dynamics AX 

  -Microsoft Dynamics GP 

  -Microsoft Dynamics NAV

  -Microsoft Dynamics SL

  -Microsoft Dynamics C5

Microsoft Dynamics CRM

Different Modules in Dynamics

Sales 

The sales functionality within Dynamics CRM covers the generation of leads for prospecting and 

qualifying, managing opportunities and keeping track of stages of deal closure, managing and 

tracking communications between salespeople and the customers, and maintaining a database of 

product information 

 Leads 

 Opportunities 

 Communication tracking 

 Products and Pricing 

 Sales processes 

Sales Process 

The sales process starts with the generation of a lead; that then follows a qualification process to 

convert it to an opportunity. A quote can be generated for the customer, which then can become an 

order and, from this order, invoices can be generated. This entire sales process is modelled within 

Dynamics CRM. 

Marketing 

The marketing functionality within Dynamics CRM allows you to do campaign planning, campaign 

budgeting and creating target marketing lists of contacts, accounts and leads that you want to 

market your services to. You can generate campaigns in order to provide you the ability to send out 

email blasts or mail to a particular marketing lists, and then tracking and reporting the efficacy of 

those campaigns through reports and charts. 

 Market lists 

 Campaigns 

 Tracking responses 

 Reporting 

Service 

The service functionality within Dynamics CRM allows you to record cases for issues or ticket 

tracking for customers, managing services that you provide or contracts that you have with a 

customer. 

You can manage the services and resources that you have at hand through appointment scheduling 

allowing you to take your available resources, schedule them out optimally, and find when they are 

available to be deployed to render the services that you provide your customers. Introduction to Microsoft Dynamics CRM 2013 

 

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A knowledge base of existing information and intelligence that you can use to help you more 

effectively solve cases and issues that may arise with a customer. 

 Case recording and resolution 

 Contract Management 

 Service and Resource Management 

 Service Scheduling 

 Knowledge Base 

Deployment 

Deployment Options 

There are various ways in which you can deploy Dynamics CRM 2013; on-premise, online, or a 

partner-hosted model. 

The functionality is almost identical between the deployment options. 

Clients 

Microsoft Dynamics CRM is essentially a web-based application. There are various different 

supported browsers; Internet Explorer, Firefox, Chrome and Safari. You can just open your browser 

and type in the URL of the CRM server. 

Another way to access it is through Outlook. The CRM Client for Outlook uses the standard Outlook 

interface, and enables you to access all of your records and CRM data through Outlook. It also 

provides you additional ability to track and sync your emails, appointments and tasks between 

Outlook and CRM. 

New in 2013 are the Native Mobile Clients; these are available for tablets and various phones 

through app stores. You are able to access your CRM data through a native application on your 

phone or tablet.