SlideShare ist ein Scribd-Unternehmen logo
1 von 35
Dynamics CRM Practice Manager

Director, Solution Architects













 Write Once

 Works Everywhere
Actions


Conditions




• Reuses the form XML layout
- No need to define a separate form
• Intentional Design Constraints
- Business Rules and JavaScript will render on tablets
- No IFrames or Web Resources except JavaScript
- Restricted to 75 fields and 10 related entities or 5 tabs within forms








•

•
•
















































1.




2.
3.
4.
5.
6.
7.
8.
9.
10.








Get Ready for the Next Release
CRM 2013 Preview Release Guide
Microsoft Dynamics CRM Customer Center
How to Prepare for the Microsoft Dynamics CRM Online Fall ’13 Service Update
crm2013@infinityinfo.com
http://www.infinityinfo.com/microsoftdynamicscrm2013
Contact Us:

http://www.infinityinfo.com/
http://twitter.com/InfinityInfo
http://www.linkedin.com/company/infinity-info-systems
212.563.4400

800.354.4228

crm2013@infinityinfo.com

Weitere ähnliche Inhalte

Mehr von Infinity Info Systems

SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
SalesLogix Portals: Take Advantage of the Latest SalesLogix TechnologySalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
SalesLogix Portals: Take Advantage of the Latest SalesLogix TechnologyInfinity Info Systems
 
SalesLogix: Migrating from LAN to Web
SalesLogix: Migrating from LAN to WebSalesLogix: Migrating from LAN to Web
SalesLogix: Migrating from LAN to WebInfinity Info Systems
 
Microsoft Dynamics CRM: Reporting and Dashboards
Microsoft Dynamics CRM: Reporting and DashboardsMicrosoft Dynamics CRM: Reporting and Dashboards
Microsoft Dynamics CRM: Reporting and DashboardsInfinity Info Systems
 
Infinity's coffee break series pharma biotech dashboards
Infinity's coffee break series pharma biotech dashboardsInfinity's coffee break series pharma biotech dashboards
Infinity's coffee break series pharma biotech dashboardsInfinity Info Systems
 
Infinity's coffee break series medical device activity management
Infinity's coffee break series medical device activity managementInfinity's coffee break series medical device activity management
Infinity's coffee break series medical device activity managementInfinity Info Systems
 

Mehr von Infinity Info Systems (9)

SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
SalesLogix Portals: Take Advantage of the Latest SalesLogix TechnologySalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
SalesLogix Portals: Take Advantage of the Latest SalesLogix Technology
 
SalesLogix: Migrating from LAN to Web
SalesLogix: Migrating from LAN to WebSalesLogix: Migrating from LAN to Web
SalesLogix: Migrating from LAN to Web
 
Microsoft Dynamics CRM: Reporting and Dashboards
Microsoft Dynamics CRM: Reporting and DashboardsMicrosoft Dynamics CRM: Reporting and Dashboards
Microsoft Dynamics CRM: Reporting and Dashboards
 
CRM for Life Sciences
CRM for Life SciencesCRM for Life Sciences
CRM for Life Sciences
 
Infinity's coffee break series pharma biotech dashboards
Infinity's coffee break series pharma biotech dashboardsInfinity's coffee break series pharma biotech dashboards
Infinity's coffee break series pharma biotech dashboards
 
Infinity's coffee break series medical device activity management
Infinity's coffee break series medical device activity managementInfinity's coffee break series medical device activity management
Infinity's coffee break series medical device activity management
 
Infinity coffee break 82311 copy
Infinity coffee break 82311   copyInfinity coffee break 82311   copy
Infinity coffee break 82311 copy
 
Infinity coffee break 07 19 11
Infinity coffee break 07 19 11Infinity coffee break 07 19 11
Infinity coffee break 07 19 11
 
CRM While Driving
CRM While DrivingCRM While Driving
CRM While Driving
 

Kürzlich hochgeladen

The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdfThe Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdfEnterprise Knowledge
 
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | DelhiFULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhisoniya singh
 
WhatsApp 9892124323 ✓Call Girls In Kalyan ( Mumbai ) secure service
WhatsApp 9892124323 ✓Call Girls In Kalyan ( Mumbai ) secure serviceWhatsApp 9892124323 ✓Call Girls In Kalyan ( Mumbai ) secure service
WhatsApp 9892124323 ✓Call Girls In Kalyan ( Mumbai ) secure servicePooja Nehwal
 
Salesforce Community Group Quito, Salesforce 101
Salesforce Community Group Quito, Salesforce 101Salesforce Community Group Quito, Salesforce 101
Salesforce Community Group Quito, Salesforce 101Paola De la Torre
 
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024BookNet Canada
 
[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdf[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdfhans926745
 
Presentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreterPresentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreternaman860154
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerThousandEyes
 
CNv6 Instructor Chapter 6 Quality of Service
CNv6 Instructor Chapter 6 Quality of ServiceCNv6 Instructor Chapter 6 Quality of Service
CNv6 Instructor Chapter 6 Quality of Servicegiselly40
 
Enhancing Worker Digital Experience: A Hands-on Workshop for Partners
Enhancing Worker Digital Experience: A Hands-on Workshop for PartnersEnhancing Worker Digital Experience: A Hands-on Workshop for Partners
Enhancing Worker Digital Experience: A Hands-on Workshop for PartnersThousandEyes
 
A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)Gabriella Davis
 
Slack Application Development 101 Slides
Slack Application Development 101 SlidesSlack Application Development 101 Slides
Slack Application Development 101 Slidespraypatel2
 
Handwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed textsHandwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed textsMaria Levchenko
 
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Drew Madelung
 
08448380779 Call Girls In Greater Kailash - I Women Seeking Men
08448380779 Call Girls In Greater Kailash - I Women Seeking Men08448380779 Call Girls In Greater Kailash - I Women Seeking Men
08448380779 Call Girls In Greater Kailash - I Women Seeking MenDelhi Call girls
 
Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...
Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...
Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...HostedbyConfluent
 
How to convert PDF to text with Nanonets
How to convert PDF to text with NanonetsHow to convert PDF to text with Nanonets
How to convert PDF to text with Nanonetsnaman860154
 
Scaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organizationScaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organizationRadu Cotescu
 
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptxHampshireHUG
 
Maximizing Board Effectiveness 2024 Webinar.pptx
Maximizing Board Effectiveness 2024 Webinar.pptxMaximizing Board Effectiveness 2024 Webinar.pptx
Maximizing Board Effectiveness 2024 Webinar.pptxOnBoard
 

Kürzlich hochgeladen (20)

The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdfThe Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
The Role of Taxonomy and Ontology in Semantic Layers - Heather Hedden.pdf
 
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | DelhiFULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
FULL ENJOY 🔝 8264348440 🔝 Call Girls in Diplomatic Enclave | Delhi
 
WhatsApp 9892124323 ✓Call Girls In Kalyan ( Mumbai ) secure service
WhatsApp 9892124323 ✓Call Girls In Kalyan ( Mumbai ) secure serviceWhatsApp 9892124323 ✓Call Girls In Kalyan ( Mumbai ) secure service
WhatsApp 9892124323 ✓Call Girls In Kalyan ( Mumbai ) secure service
 
Salesforce Community Group Quito, Salesforce 101
Salesforce Community Group Quito, Salesforce 101Salesforce Community Group Quito, Salesforce 101
Salesforce Community Group Quito, Salesforce 101
 
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
#StandardsGoals for 2024: What’s new for BISAC - Tech Forum 2024
 
[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdf[2024]Digital Global Overview Report 2024 Meltwater.pdf
[2024]Digital Global Overview Report 2024 Meltwater.pdf
 
Presentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreterPresentation on how to chat with PDF using ChatGPT code interpreter
Presentation on how to chat with PDF using ChatGPT code interpreter
 
How to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected WorkerHow to Troubleshoot Apps for the Modern Connected Worker
How to Troubleshoot Apps for the Modern Connected Worker
 
CNv6 Instructor Chapter 6 Quality of Service
CNv6 Instructor Chapter 6 Quality of ServiceCNv6 Instructor Chapter 6 Quality of Service
CNv6 Instructor Chapter 6 Quality of Service
 
Enhancing Worker Digital Experience: A Hands-on Workshop for Partners
Enhancing Worker Digital Experience: A Hands-on Workshop for PartnersEnhancing Worker Digital Experience: A Hands-on Workshop for Partners
Enhancing Worker Digital Experience: A Hands-on Workshop for Partners
 
A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)A Domino Admins Adventures (Engage 2024)
A Domino Admins Adventures (Engage 2024)
 
Slack Application Development 101 Slides
Slack Application Development 101 SlidesSlack Application Development 101 Slides
Slack Application Development 101 Slides
 
Handwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed textsHandwritten Text Recognition for manuscripts and early printed texts
Handwritten Text Recognition for manuscripts and early printed texts
 
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
Strategies for Unlocking Knowledge Management in Microsoft 365 in the Copilot...
 
08448380779 Call Girls In Greater Kailash - I Women Seeking Men
08448380779 Call Girls In Greater Kailash - I Women Seeking Men08448380779 Call Girls In Greater Kailash - I Women Seeking Men
08448380779 Call Girls In Greater Kailash - I Women Seeking Men
 
Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...
Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...
Transforming Data Streams with Kafka Connect: An Introduction to Single Messa...
 
How to convert PDF to text with Nanonets
How to convert PDF to text with NanonetsHow to convert PDF to text with Nanonets
How to convert PDF to text with Nanonets
 
Scaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organizationScaling API-first – The story of a global engineering organization
Scaling API-first – The story of a global engineering organization
 
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
04-2024-HHUG-Sales-and-Marketing-Alignment.pptx
 
Maximizing Board Effectiveness 2024 Webinar.pptx
Maximizing Board Effectiveness 2024 Webinar.pptxMaximizing Board Effectiveness 2024 Webinar.pptx
Maximizing Board Effectiveness 2024 Webinar.pptx
 

Preparing for your MSCRM 2013 Upgrade

Hinweis der Redaktion

  1. Rollups – no more functionality, only bug fixes and/or security patches Major feature changes – e.g. 6.1
  2. OfficialRelease was ~Oct 10CDU = Customer Driven Update Infinity recommends Rollup 1 - ~ mid-January
  3. Web – Nav, Ribbon, Form Outlook – retains Nav + Ribbon, Form is same as Web
  4. Multi-browsers – started with 2011 Rollup 12 (Polaris)No longer supported – IE7, Outlook 2003, XP
  5. Upgrading maintains 2011 Forms Convert to 2013 Form - Merge Form option or Start over - Reformat 2013 Form – new layout - Possibly convert JS to Business Rules - Build and apply Business Processes
  6. Tab area and Related Links on left is gone
  7. Related Links on left is gone
  8. Upgrade Planning – IT / Business Process / CRM CustomizationAnalyze Impact – Code Compliance / Forms / Jscript / v4 – Plugins+Assemblies
  9. Upgrade Planning – IT / Business Process / CRM CustomizationAnalyze Impact – Code Compliance / Forms / Jscript / v4 – Plugins+AssembliesPlanning Based on Analysis – Infrastructure / Customizations / TrainingTest Upgrade – Analyze Results / Adapt for Production