Microsoft Dynamics® CRM Training
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Thank you for viewing “Additional Features.” Below, you will find a short practicum designed to help you reinforce this lesson as well as a summary of the material covered in the video.
Practice makes perfect! Complete the short assignment below to reinforce the material that you learned in the video.
The auto-save feature is an important improvement in CRM 2013. However, you may find that you prefer manual save settings. Practice turning the auto-save feature off and see how it affects your interactions with an open record.
For guidance please refer to the instructions in this email and the “Additional Features” video.
This video is separated into six segments, each highlighting and demonstrating six new features in Microsoft Dynamics CRM 2013. The features covered are: auto-save, quick create, quick view forms, actions, real-time workflows, and the form experience in Microsoft Outlook.
The new user interface lends itself to free movement through the application. As such, it is easy to navigate to and from records with a single click, hence the need for an auto-save feature. Records are saved automatically whenever a user navigates away from the record. Periodic saving also occurs every 30 seconds to open records. A manual save can be trigged by the user by clicking the save icon in the bottom right-hand corner of the form.
This feature simplifies the record creation process by allowing users to quickly capture important information without having to navigate away from their current task. Users can quick create records from just about anywhere in the application by clicking the Create button in the navigation bar and then selecting the entity for the new record. When an entity is selected, an inline form appears with designated fields for that record.
Quick View Forms
Quick View forms are embedded within a main form in Dynamics CRM, much like a sub grid that displays related records. Quick View forms however display information regarding a related record. An example of this would be the primary contact information, showing that person’s name, email, and phone number, all embedded within an Account record. This allows users to see key, related information without having to navigate away from the selected record. Quick View forms are configurable, and more than one can be embedded on a main form.
Actions are a new feature in Dynamics CRM that are created using the native interface of the application, much like Workflows, but are triggered by programmers in custom code. Actions allow on-the-fly tweaking of certain processes that plugins or custom workflows need to perform without the use of code. They provide an interface between programmers and system customizers.
Real-time workflows can do anything that normal workflows can do, but the data they manipulate can be accessed right away. It is recommended to only use real-time workflows when the manipulated data is needed instantly. Limiting your real-time workflows improves system performance.
Form Experience in Outlook
One reason CRM for Outlook is popular is the familiar interface. Users fluent in Outlook tend to have a smaller learning curve when adopting the application. Microsoft Dynamics CRM 2013 however, ushered in a new and improved interface. While the navigational elements of the new web interface do not extend to Outlook, the new form experience did. All users, whether they are access CRM from a web browser or from Outlook, will consume the same form experience when accessing records. This prevents admins in CRM from having to create two separate form experiences for web and Outlook users.
Please refer to the “What is New in CRM 2013” video series for more information regarding the changes in Microsoft Dynamics CRM 2013. In this series, you’ll find the New User Interface, Mobility, Process Flow, Business Intelligence, Yammer & CRM, Portable Business Logic, and Additional “What’s New” Resources videos.