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crm 2013 user experience
Site Plattening and In-page Experience

Site flattening is the attempt to eliminate continuous window contextual switches that a user experiences through the course of using the CRM 2011 web application. Excessive window opening is difficult to manage and performance issues sometime arise.

The focus in Microsoft Dynamics CRM 2013 was to reduce the number of clicks required to accomplish specific action and optimuze usage of pop-up dialogs and windows.

The new in-page navigation model helps redefine the web client user interface, which includes in-page experience to eliminate the majority of popup behaviors and eliminate taking up page width spave by using the site map and the navigation.

Although pop-up windows have been eliminated througout most of the system, users can still pop-out windows from their in-page experience using the pop-up link at the top right corner of the open record or right clicking on a record and selecting the Open in a New window option.

Microsoft Dynamics CRM 2013 in-page experience

Navigation Pane

In CRM 2013, Microsoft has moved away from the Site Map navigation and the ribbon and replaced them with a thin Navigation Pane that opens up when you click on the different areas of the Pane.

The Navigation Pane main area shows a drop down menu that slides down when you click on the Microsoft Dynamics CRM image, and gives you access to the different areas of the application: Sales, Service, Marketing and Settings. The Workplace area has been removed from the Navigation pane, but Reports and Activities now exist in all three modules.
Microsoft Dynamics CRM 2013 Navigation Pane

The Home button redirect to whatever has been designated as the home page in the User Settings.
Microsoft Dynamics CRM 2013 Navigation Pane

After a module has been selected, the working area will be displayed next to the Home button. Clicking on the selected area will slide down the different entities that are available for that module.
Microsoft Dynamics CRM 2013 Navigation Pane

In the image below, clicking on the SALES area, will show all the different entities that the user has permission to that are part of the Sales module.
Microsoft Dynamics CRM 2013 Navigation Pane

Clicking on a particular entity will open the default view of that particular entity, while clicking on the drop down next to the entity name, will slide down a MRU (Most Recently Used) pane displaying the MRUs for that entity.
Microsoft Dynamics CRM 2013 Navigation Pane

After an Entity has been selected, clicking on the drop down next to the Entity Type Name will also display the list of MRUs for that entity, as shown in the example with the Accounts entity.
Microsoft Dynamics CRM 2013 Navigation Pane

Once an entity record has opened, the record name will appear next to the entity name in the navigation pane. Clicking on the drop down icon next to the entity record name will slide down a list of related entities that the user can navigate to.
Microsoft Dynamics CRM 2013 Navigation Pane

Command Bar

The Command Bar in CRM 2013 will enable users to quickly find the specific set of command that they use on a daily basis, and easy to consume via the web client and CRM for tablets.
The Command Bar User Interface will show 5 commands and an extended menu (ellipsis more menu) which is customizable via the ribbon Xml.
Microsoft Dynamics CRM 2013 Command Bar More Commands
All of the new UX entities will have a command bar in Web for forms and Grids. The Outlook client has not been replaced and will render Grid commands as a ribbon, though Form commands will have a command bar.
Entities that have not been refreshed will continue to have a ribbon.
There are four types of Command Bars:

Dashboard Command Bar
Microsoft Dynamics CRM 2013 Dashboard Command Bar

Form Command Bar
Microsoft Dynamics CRM 2013 Form Command Bar

Grid Command Bars (Default, Selected Record)
Microsoft Dynamics CRM 2013 Grid Command Bar
Microsoft Dynamics CRM 2013 Grid Selected Item Command Bar

Associated Command Bars (Default, Selected Record)
Microsoft Dynamics CRM 2013 Associated Command Bar
Microsoft Dynamics CRM 2013 Associated Selected Item Command Bar

Quick Create Forms

Quick Create forms allow users the quickly create a record from anywhere in CRM. The Quick Create form will be displayed under the Navigation Bar when the user clicks on the Quick Create button on it. As part if the in-page flow experience, the Quick Create will be displayed on top of the same form, without leaving the current record.

Microsoft Dynamics CRM 2013 Quick Create Form

Quick Create forms can be created for custom entities, and more than one Quick Create form can be made available per entity and the display options set based on the security roles, just like with regular forms.
The form editor for the Quick Create form contains a single tab with 3 sections. All of the Business Rules that apply to regular forms, will also apply to Quick Create forms, as well as having full support of the Client SDK. Quick Create forms are also solution aware.
Quick View Forms

Quick Forms (or Quick View Forms) are created using the Form editor, and are limited to a single tab. Quick forms are available in read-only mode, and no client SDK is available for these forms.
CRM 2013 Quick Form
The Quick forms can be inserted as a control to any related entity's main form.
CRM 2013 Quick Form
Quick Add

Quick Add or Inline Lookup Controls were introduced to Microsoft Dynamics CRM in the December 2012 Service Update. In CRM 2013.
Inline Lookup Controls allow users to create new records from within the lookup control and allow users to customize the columns which are shown in the search results.

At the bottom of the Inline Lookup control, a New button is displayed, which opens up the Quick Create form, just like when clicking on the Global Quick Create form.

Microsoft Dynamics CRM 2013 Quick Add Inline Lookup Control

For Multi Entity Lookups, such as Customer and PartyList, the Contact Quick Create form opens. In the case of the Owner Lookup and the Regarding Lookup, a New button is not displayed.

If the Quick Create form for an entity does not exist, the New button will open up the default entity form, and the newly created record will get populated back to the Inline Lookup control.

Activity Wall

Among the many enhancement of this release of CRM 2013, one of the goal was to provide a seamless User Interface and reduce the number of clicks and eliminating pop up windows.

The Notes has been converted to use Quick Create forms. Files can not be attached inline with the Note and opened with a native application. Notes can be created with text and/or attachments. There is no pop-up experience for looking at Notes description which can be scrolled through.

Microsoft Dynamics CRM 2013 Notes      
In the December 2012 Update, only Phone Calls and Tasks were allowed. In the CRM 2013 release, other activity types and filtering options were included. Phone calls and tasks use OOB Quick Forms and are defined as Quick Forms. Activities have been converted to use Quick forms and Metadata Xml for both creating and editing. Custom activities will not be added to the flyout button to create activities in the list.
Microsoft Dynamics CRM 2013 Activities


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