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.The Home button redirect to whatever has been designated as the home page in the User Settings.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.
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.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.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.
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.
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.
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
Form Command Bar
Grid Command Bars (Default, Selected Record)
Associated Command Bars (Default, Selected Record)
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.
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.