Skip Ribbon Commands
Skip to main content
brite global home

crm 2013

​Microsoft recently introduced the upcoming release of Microsoft Dynamics CRM 2013, which was originally code-named Orion. The features and enhancements and the changes in the product were impressive.

The sections below detail some of the changes and enhancements that we thought were worth mentioning.

User Experience

Microsoft has revamped the User Experience by making it simple, usable, modern and fast.
​The major new shift in the crm 2013 User Experience is an in-page experience. The shift is moving away from pop-ups and navigating from one page to another all is a single form. The entity grids are an in-page experience as well, and the ribbon has been replaced with a command bar that only displays 5 items with an ellipsis to display more items.

The navigation has moved to the top, and items are displayed in clickable tile format instead of the current left docked navigation pane.
The Workplace has been removed, and Dashboards, Activities and Reports are available in every module.

Quick View and Quick Create Forms

 Two new types of forms have been added for customization of the CRM solution.

Quick View forms allow users to see associated data of related record right on the form, without the need of adding custom JavaScript code or extended development efforts. Quick View forms are read-only forms, customized using the form editor, and support only a single tab. They can be inserted to related entity's main form. Quick View Form

Quick Create forms allows users to quickly insert a record from another entity and provide the basic information, without the need of leaving the page. Quick create forms can also be customized via the customizations user interface, and can be implemented for any entity

Quick Create Form
Business Process Flows

Business process flows serve as a step-by-step roadmap giving instructions of what is needed to results in a measureable and verifiable outcome. CRM 2013 provides an extensible framework for customers to define their own process, which was introduced in the CRM Update Release 12, but with no extensibility support. Business process also works in Microsoft Dynamics CRM for tablets.
Business Process Flow
Business process flows are available for all Out-of-the-Box and custom entities. They support stage gating and Role-based business process and multiple business processes can be enabled per single entity or multi-entity processes.
Business Process Flow
Real Time Workflows

Real-time workflows are run at real-time and provider feedback to the end user. This empowers business analysts to enforce business processes without code.
Real-time workflows are transaction aware, so that all the steps run within a single transaction, and support both pre and post pipeline stages. They can run under the security context of the calling user or the workflow owner, and your existing workflows can be converted to real-time.
Real Time Workflows

Business Rules

Business rules in Dynamics CRM 2013 provide a simple interface for non-technical users, to implement and maintain commonly used business rules.

The Business rules that you create work on Web Forms, Tablet applications, Quick Create forms, and can be used on a single entity form or on all the entity forms. Business rules are designed using the Business Rule Editor, and support various actions including Setting a field value, Showing/Hiding a field, Setting a field as business required or Displaying an error message.
Business Rules

 Although Microsoft Dynamics CRM has had mobility for a few version, it has been vastly enhanced in CRM 2013, adding native clients for tablets and smart phones. 

Bing Maps

 Bing Maps have been integrated into the Contacts and Accounts entities

Team Access

 Team Ownership to records was introduced in CRM 2011. CRM 2013 adds to this the ability to give the organization teams access to records without the need to assign a different ownership to those records

Database Structure

 The entityBase and entityExtensionBase database tables have been merged in this release providing enhanced performance and fewer joins between tables.


Like us on Facebook, add us to your LinkedIn network, view our videos on YouTube or subscribe to our blog. Facebook Linked In You Tube Blog and RSS
Powered By SharePoint Online