dynamics crm 2013 overview part ii presented by: visha narayan & rami mounla
TRANSCRIPT
DYNAMICS CRM 2013Overview Part IIPresented by:Visha Narayan & Rami Mounla
AGENDA
About Us
News
JavaScript
Business Riles
Yammer Integration
Tips and Tricks Bag
ABOUT US
Visha NarayanCRM Specialist – DatacomSales Consultant
Rami Mounla
Technical Architect – Datacom
Dynamics CRM Guru
Father to be
NEWS
JAVASCRIPT What is new
CHEAT SHEET
DEMOForm NotificationControl NotificationLookup Custom Filters
RESOURCES
http://mounla.blogspot.co.nz/2013/09/microsoft-dynamics-crm-2013-client-api.html
http://mounla.blogspot.co.nz/2013/09/concurrency-control-crm-2013.html
http://blog.sonomapartners.com/2013/09/crm-2013-new-client-api-methods.html
BUSINESS RULES
Portable business logic
Condition, Action and Scope
Works on Web forms, mobile applications, quick forms
Solution Aware
Reduces client side coding
Lets do it!
YAMMER INTEGRATION
Microsoft Online customers can take full advantage of this
Social selling
Social listening
PRE REQS
Yammer Enterprise
System Administrator rights in 2013 and for your Organisation’s Yammer Account
Ensure CRM 2013 us up to date with all URs etc.
Be aware:
Add your Yammer account URL to your trusted sites
TIPS AND TRICKS BAG
Navigation – scroll
Pin a view or dashboard
Recently viewed records
Latency test? Use: /tools/diagnostics/diag.aspx