Microsoft Dynamics® CRM Training
New User Interface
An error occurred while loading the video. Please try again.
New User Interface
Thank you for viewing “New User Interface.” 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.
Microsoft Dynamics CRM 2013 has an improved and streamlined interface, especially in the web browser. Practice navigating between different modules using the navigation bar and then viewing the available entities within each module. This should highlight that entities are able to reside in multiple modules. For example, Accounts and Contacts can be opened from the Sales, Service, and Marketing modules.
For guidance please refer to the instructions in this email and the “New User Interface” video. Microsoft Dynamics CRM 2013 allows users to select a default dashboard and choose a homepage. These are two different options, since the homepage does not need to be a dashboard.
This video is separated into 3 segments. The first segment highlights the UI changes from CRM 2011 to CRM 2013. The second segment demonstrates how to interact with these new interface enhancements. The last segment takes the viewer through a “How-To” tutorial of customizing the new forms.
The primary improvement made to the interface of CRM 2013, especially in the web browser, is the introduction of a flattened, fluid, and simplified UI. Any user familiar with CRM 2011, or most Microsoft Office applications for that matter, will immediately notice the removal of the ribbon and left navigation pane. This has freed up much screen real estate.
Possibly the second most notable interface enhancement is the new form layout. The default layout for most forms is a staggered, three-column approach that presents a great deal of data on a single page. It’s important to understand that while the navigation experience is different from the web browser to CRM for Outlook, the form experience is consistent across both platforms.
To modify the main form, the user must have administrator privileges. If so, he or she can modify a form by navigating to the entity in question. It does not matter if it’s a custom entity or an out-of-the-box one. Once the user has arrived at the entity, he or she can open an individual record. Once it opens, he or she can click the ellipsis in the command bar, and select Form. A new window opens in the form designer experience. From here, the user can drag and drop fields to their desired locations, create new fields, new business rules, insert new sub-grids, and much more.
Quick tip: If multiple forms are required for an entity, rather than create a new form from scratch, the user can save the currently open one under a new name by clicking the Save As button in the ribbon. Any changes made to these forms will NOT become active until the forms are saved and the modifications published.
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.