welcome to XRM blog

Keep in touch with latest CRM/ERP articles

To remain competitive your organisation must be efficient across the business process spectrum. To do so you need to take sound decisions based on a balance between the cost and risk. To do so you will be heavily dependent on your content management in itself needs...

image
Blog

New interesting facts and feature of Microsoft Dynamics CRM 2013

By Himanshu on 3/10/2014

Microsoft Dynamics CRM 2013 is launched with lots of new advancements and enhancements that will definitely advances the CRM user experience and will enhances their business procedures. CRM 2013 also improved in different browsers and devices like tablets, mobiles usability.

Horizontal navigation:  In previous versions the navigation used to be in left nav panel now in CRM 2013 it is placed in top of the page with horizontal layout. This is more user friendly and touch friendly for tablets. Each entity has a drop down horizontal sub menu to show further option related to it when we hover the mouse pointer on it.

C:\Users\ebiz2\Desktop\blog\Untitled1.png

Easy Navigation:   we can also pin to set as default to the opened CRM form and more commands made handy to the user for further commands.  Earlier these used to be in ribbon. 

C:\Users\ebiz2\Desktop\blog\Untitled3.png

 

In filter view the icons displays to the top right corner of the CRM page.

User Interface without pop ups: In CRM 2013 we will not find any popup windows on clicking to open any new form it will open in current open view. By pressing (Alt + back arrow key) together we can navigate to previous page or by browsers back button.  We can navigate to any CRM form by using horizontal navigation highlighted section and need not to close our current opened window.

C:\Users\ebiz2\Desktop\blog\Untitled4.png

Auto Save feature in CRM 2013:

Microsoft Dynamics CRM 2013 now capable to auto-save records as soon as you edit them. After editing some record while closing the record it is auto saved. This feature dramatically reduces the clicks all over the CRM.  The CRM user can also turn on /off this auto save feature.

With auto save ON-

 C:\Users\ebiz2\Desktop\blog\Untitled5.png

With auto save OFF-

 C:\Users\ebiz2\Desktop\blog\Untitled6.png

Business flow:  For example from leads which turns to opportunity and opportunity turns to order.

 C:\Users\ebiz2\Desktop\blog\Untitled7.png

Social wall:  This section allows you to post social messages right on the record. It allows user to have a complete vision what is going on related with the record, messages generated automatically when any event occurred like record is created or some activity is done related to any record.

C:\Users\ebiz2\Desktop\blog\Untitled8.png

More convenient to create new records:  User can create any type, record or entity.

C:\Users\ebiz2\Desktop\blog\Untitled9.png

New contact form opens there only-

 C:\Users\ebiz2\Desktop\blog\Untitled9.png

These were some new feature which I found interesting while using MS CRM 2013.


MS CRM 2013
MS CRM 2013
New Features in CRM 2013
Author
Blog Calendar
Blog Calendar List
2024 Nov  4  1
2024 Aug  4  1
2024 Apr  45  4
2024 Mar  121  4
2024 Feb  201  3
2024 Jan  28  7
2023 Dec  24  6
2023 Nov  323  5
2023 Oct  440  12
2023 Sep  1153  9
2023 Aug  301  6
2023 Jul  45  6
2023 Jun  25  4
2023 May  44  5
2023 Apr  63  5
2023 Mar  177  6
2023 Feb  157  5
2023 Jan  64  4
2022 Dec  95  7
2022 Nov  281  2
2022 Sep  13  1
2022 Aug  32  2
2022 Jun  11  2
2022 May  6  2
2022 Apr  12  2
2022 Mar  2  1
2022 Feb  2  1
2022 Jan  1  1
2021 Dec  4  1
2021 Nov  2  1
2021 Oct  2  1
2021 Sep  14  1
2021 Aug  49  5
2021 Jul  50  4
2021 Jun  1632  5
2021 May  39  3
2021 Apr  2192  3
2021 Mar  208  5
2021 Feb  2516  7
2021 Jan  3716  9
2020 Dec  517  7
2020 Sep  80  3
2020 Aug  763  3
2020 Jul  134  1
2020 Jun  93  3
2020 Apr  88  3
2020 Mar  19  2
2020 Feb  34  5
2020 Jan  47  7
2019 Dec  17  4
2019 Nov  37  1
2019 Jan  23  2
2018 Dec  108  4
2018 Nov  68  3
2018 Oct  18  3
2018 Sep  1214  11
2018 Aug  7  2
2018 Jun  18  1
2018 Jan  70  2
2017 Sep  588  5
2017 Aug  17  1
2017 Jul  17  2
2017 Jun  64  2
2017 May  21  1
2017 Apr  38  2
2017 Mar  138  4
2017 Feb  829  4
2016 Dec  207  3
2016 Nov  904  8
2016 Oct  317  10
2016 Sep  770  6
2016 Aug  39  1
2016 Jun  1883  6
2016 May  112  3
2016 Jan  72  2
2015 Dec  621  6
2015 Nov  4  1
2015 Oct  13  1
2015 Sep  1470  6
2015 Aug  14  1
2015 Jul  129  2
2015 Jun  11  1
2015 May  20  1
2015 Apr  30  3
2015 Mar  80  3
2015 Jan  5343  4
2014 Dec  17  1
2014 Nov  2260  4
2014 Oct  69  1
2014 Sep  107  2
2014 Aug  5319  1
2014 Jul  49  2
2014 Apr  2591  12
2014 Mar  303  17
2014 Feb  222  6
2014 Jan  1510  16
2013 Dec  21  2
2013 Nov  693  2
2013 Oct  256  3
2013 Sep  11  1
2013 Aug  40  3
2013 Jul  214  1
2013 Apr  61  6
2013 Mar  2352  10
2013 Feb  131  3
2013 Jan  350  2
2012 Nov  61  2
2012 Oct  518  10
Tag Cloud
Interested in our services? Still not sure about project details? get a quote