MSCRM - What’s new in Microsoft Dynamics CRM 2013: New Features & Comparison of MS Dynamics CRM 2011 vs 2013
This post, What’s new in Microsoft Dynamics CRM 2013, lists the main new features in Dynamics CRM 2013 and compares them to Microsoft Dynamics CRM 2011 where applicable (Crm 2013 Vs. CRM 2011). At the bottom of the comparison table, you will find links for the most important Dynamics CRM 2013 resources which are the customer center, developer center and Tech IT Pro Center. You will also find some informational files about Dynamics CRM 2013 and which are published by Microsoft.
Area
| Original CRM 2011 Feature | CRM 2013 New Feature |
CRM 2013 New Feature/Benefit Description
|
| Interface | Left Navigation Pane | New Top Horizontal Navigation menu bar | New menu bar replaces CRM 2011 Navigation pane and designed to ease user navigation, free up screen space and create a consistent look and feel across desktop and touch enabled mobile devices. |
| Interface | Top Ribbon Commands bar | 5 buttons Action bar & a More actions | CRM 2011 ribbon has been replaced by a simpler single line action bar with a “more actions” drop down list freeing up screen space for more data, charts and information on forms. Commands are related to what you are working on and change based on data and record opened. |
| Interface | Get started pane | Removed in CRM 2013 | Removed to provide further screen space for information. |
| Interface | Workplace Area & Dashboards | No Workplace area. Dashboards specific for each area | The Workplace Area has been removed and Dashboards and Reports are now part of every Work Area: Sales, Marketing and Service giving more room for data specific to each CRM Work Area. |
| Interface | Popups | No Popups. Edit Data Inline. | Inline Editing: In CRM 2013, you can now click or tap a field to update info for a record right inline. No flipping to another screen. There are no more pop ups in CRM 2013. |
| Interface | Quick Create Form | Create new records using the Quick Create Forms on the go.In the top Nav bar, click or tap Create, and then select the type of record you want. Enter data for a few fields, or more if you have it. You can come back and fill in the gaps later when you have more time. | |
| Interface | Prominent Records Headers & Quick View Forms | Surfaces important Customer information and highlights key data (such as phone number, status, record owner) on related forms so users always have their customer data at their fingertips. . | |
| Interface & Devices | Seamless Interface Experience Across all devices | CRM 2013 is delivering a CRM experience that is consistent across web, client and devices. Native device capabilities provide familiar tools and actions to get things done.Always know where you are within your sales process, easily complete key tasks and advance the process to reveal what’s next. Embedded Skype calling allows you to stay connected with your Customers. | |
| Devices | Dynamics CRM Apps for Windows 8 PC & Tablets, iOS (iPhones & iPads) and Android phones. | The Microsoft Dynamics CRM phone applications will complete the mobility story by providing a touch-enabled mobile phone application experience for Windows 8, Android and iPhones. Phone applications will be launched following the General Availability of CRM 2013. | |
| Devices | Tablet Optimised Web Browser Experience | Users that access CRM from the web browser on their mobile device will be presented with a web browsing experience optimized for the device. The “liquid layout” optimises the viewing experience, adjusting for various screen shapes and resolutions (landscape, portrait, 1, 2, 3 column). This browsing experience adds flexibility in how the mobile employees access their CRM data and includes offline caching for offline viewing so users can still access key data if connectivity is lost. | |
| Deployment | Write once, Deploy Everywhere. | Configuration changes to the interface will persist in the tablet application. CRM optimises your web forms for the tablet layout. Even client-side logic is supported on the mobile device to deliver rich experiences. | |
| Social Enterprise Collaboration | Yammer Integration including users without CRM licenses. | Users can participate in social conversations directly within Microsoft Dynamics, through the Yammer web and desktop applications as well as apps running on Microsoft (Windows Phone), Apple (iOS) and Google (Android) mobile devices. | |
| Process Excellence & Agility | Business Process Flow | Dynamics CRM 2013 gives users visual guidance to navigate processes that makes workflows more prescriptive and easier to follow.New process bar prompts users to follow next action steps in line with your mapped workflows to progress leads, opportunities, service cases and other tasks.
Business Processes also have Stage-Gating feature that prevents users progressing any process to the next stage if one or more steps haven’t been completed
| |
| Business Rules | Custom JavaScript | Business Rules. | Business rules in CRM 2013 now allows for native controls to be applied on forms instead of writing custom JavaScript as it was the case in previous version. These are client side enforced controls based on business conditions and allows for 5 actions:
|
| Search | Multiple Entity Search innew mobile client application. | New mobile client application (MoCA) for Dynamics CRM 2013 will have multiple entity query (eg; a simple cross-entity search). The multiple entity search is configurable for up to ten entities and provides the capability in MoCA for mobile users to find the CRM data they need when working on their tablet | |
| Customisation & Configuration | Records Auto Save | Users no longer need to click or tap Save when editing a record. By default, the system automatically saves any edited records every 30 seconds, or when users navigate to another record. | |
| Customisation & Configuration | Image Data Type | Images are now First Class data type. Users can now associate images with CRM records including contacts and users | |
| Customisation & Configuration | Actions | Developers can extend the functionality of the standard Microsoft Dynamics CRM system by creating custom messages, with associated request/response classes, known as actions. Actions are new type of processes to expand the vocabulary available for developers to express business processes. With core verbs like Create, Update, Delete, Retrieve, Associate and Assign provided by the system, an action uses those core verbs to create more expressive verbs like Escalate, Approve, Route, and Schedule. If the definition of the action needs to change due to changing business priorities, someone who is not a developer can edit the action using the application workflow designer. Since these actions are available through web service calls, they can be used from both inside the application using a command action or from external applications. | |
| Customisation & Configuration | Integrated Maps | Integrated Bing Maps dynamically show the map for the primary record address. | |
| Customisation & Configuration | Skype & Lync Integration | Skype & Lync integration enabling direct dialling from any phone number field in Dynamics CRM | |
| Customisation & Configuration | Workflows are Asynchronous. | Real-time Synchronous Workflow | The existing workflow execution model that supports asynchronous workflows has been extended to support real-time (synchronous) workflows. Real-time workflows are not queued, as was the case with asynchronous workflows, but execute immediately on-demand or in response to a message being processed by the execution pipeline. Real-time workflows participate in the database transaction and perform similar functionality to plug-ins, yet can be created by a non-developer through the web application workflow designer. Developers can still create real-time workflow through code. |
| Customisation & Configuration | Role-Based Security (owner) Teams Only | Role-Based Security Teams (owner Teams) and Access Teams | Teams need to collaborate with a unique set of people within their organization for each record such as an Opportunity, order or important customer contact. CRM 2011 role-based security does not give users this level of flexibility. With a record-based access team, CRM users can be added to a specific record and give them access. The access team is a new type of team that doesn’t own records, but, has access to records. Unlike with owner teams, you can create one or more access teams to work on the same records and have team members with different levels of access rights to the record. |
| Customisation & Configuration | Calculations and formulas via Business Rules | Setting a field value in a business rule allows the use of formulas to do calculations for applicable fields such as fields of type “Money”. Addition, subtraction, multiplication & division are the calculation operations available and can be done between fields or values. So for example: set “Total Box Value” field value to “Price per item” field multiplied by “24″. (assuming every box has 24 identical items for instance). | |
| Office 2013 | Support for Office 2013 | CRM 2013 for Outlook will be supported in Microsoft Outlook 2013 providing contextual capabilities directly within the Outlook experience. Word merge for documents and emails will be supported in Microsoft Word 2013, and the ability to export data to Microsoft Excel for analysis and reporting will be supported in Microsoft Excel 2013. | |
| Web Services & Endpoints | Support for Oauth protocol & enhancements to OData web service Endpoint. | CRM 2013 includes several enhancements to provide flexibility to deliver powerful mobile applications. Added support for OAuth protocol that is RESTFUL and easier to support for Mobile/Tablet applications. These applications, once they are authenticated through OAuth, can then use either the SOAP endpoint or the REST OData endpoint. The OData web service endpoint has been enhanced with the addition of authentication support for external mobile and rich client applications. Previously, the OData web service endpoint supported only pre-authenticated client (script) code provided in web resources. | |
| Web Services & Endpoints | Support for CRM 4.0 2007 Endpoint & Legacy features | CRM 4.0 Service Endpoints & Features removed in CRM 2013 | CRM 4.0 2007 service endpoints, CRM 4.0 plugins, CRM 4.0 client-side scripting and CRM 4.0 custom workflow activities no longer supported & will not work in CRM 2013. |
| Duplicate Detection | Duplicate Detection during Record Create and Update | Removed in CRM 2013 | |
| Server Side Synch | Server-Side Sync will be used to integrate emails, activities and tasks with CRM 2013.Server-Side Sync will be doing the same work as the Email Router and more. Currently, Server-Side Sync will only work in the following scenarios:
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Important Dynamics CRM 2013 resources can be found here:
CRM Customer Center: http://www.crmcustomercenter.com
CRM Developer Center: http://www.crmdevelopercenter.com
CRM IT Pro Technical Center: http://www.crmtechcenter.com
CRM Customer Center: http://www.crmcustomercenter.com
CRM Developer Center: http://www.crmdevelopercenter.com
CRM IT Pro Technical Center: http://www.crmtechcenter.com
You can find more information in below CRM PDF guides / informational files published by Microsoft:
What's changed in Microsoft Dynamics CRM 2013 (Interface)
Whats_changed_in_CRM_2013_Interface.pdf
Whats_changed_in_CRM_2013_Interface.pdf
Microsoft Dynamics CRM 2013 Release Preview Guide (September 2013)
Release_Preview_Guide_September_2013.pdf
Release_Preview_Guide_September_2013.pdf
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