Dynamics CRM Online Fall '13, is the hosted version of Microsoft's customer relationship management (CRM) product.

1. Overview of MSCRM 2013 online fall
Presenter: Dibyasingh Tripathy, Mindfire Solutions
Date: 29/11/2013

2. About Myself
Dibyasingh Tripathy
Software Engineer,
Mindfire solutions
Tech. Skills: Microsoft CRM 2011,
Microsoft CRM 2013
Email:dibyasinght@mindfiresolutions.com
Skype:dibyasingh.tripathy
Linkedin:Dibyasingh Tripathy
Presenter: Dibyasingh Tripathy, Mindfire Solutions

3. Agenda Of The Seminar
-Business Rule
-Whats new in CRM processes
-Quick create form and quick view form
-Auto Save functionality
-Images in forms
-Inline editable subgrids
Presenter: Dibyasingh Tripathy, Mindfire Solutions

4. Business Rule
-Minimize use of scripts for handling simple
logic by a simple to use UI
-Makes the client-side work of a non-developer
easier
Presenter: Dibyasingh Tripathy, Mindfire Solutions

5. What a business rule can do?
-Set field values
-Set field requirement levels
-Show/Hide fields
-Enable/Disable fields
-Validate data and show error message
Presenter: Dibyasingh Tripathy, Mindfire Solutions

6. Limitations of Business Rules
-Business rules can only be applied on load of
the form or on change of the form
-Cannot be applied OnSave of the form
Presenter: Dibyasingh Tripathy, Mindfire Solutions

7. Changes in processes
-Introduction of Real-Time-Workflow
-Business Processes
-Actions
Presenter: Dibyasingh Tripathy, Mindfire Solutions

8. Real Time Workflow
-Nothing but a synchronous workflow.
-Effects can be seen in real time
-Can be configured to fire at Pre/Post operation
phase
-Real-time workflows cannot use wait
conditions.
-Can be converted to background workflow
Presenter: Dibyasingh Tripathy, Mindfire Solutions

9. Business Process Flow
-Enable the entity for business process flows
-Streamlined experience in data entry
-Can span multiple entities
-Reduce the need of training for the user.They
can let the process guide them.
-A set of stages and steps that are displayed in
a control at the top of the form.
Presenter: Dibyasingh Tripathy, Mindfire Solutions

10. Business Process Flow(Continued)
-Each stage contains a group of steps
-Each step represents a field where data can be
entered
-Advance to the next stage by using the Next
Stage button
-A step can be made required
-Can be associated with security roles
Presenter: Dibyasingh Tripathy, Mindfire Solutions

11. Advantages
-Focus on getting the work done instead of
focusing on the entity you are working with
-We can have multiple business processes in
one entity
Presenter: Dibyasingh Tripathy, Mindfire Solutions

12. Limitations
-Maximum 10 activated business processes per
entity
-Maximum of 30 stages per process
-Maximum of 5 entities per process
Presenter: Dibyasingh Tripathy, Mindfire Solutions

13. Actions
-Purely for developers
-Create your own messages apart from the
default create/update/delete/retrieve operation
-Unlike other processes actions doesn't need to
be associated with an entity
-Input and Output arguments
-Can be used in plugins,custom workflows and
services
Presenter: Dibyasingh Tripathy, Mindfire Solutions

14. Quick Create Form
-Create button in the navigation bar
-+ New when creating a new record from a
lookup or sub-grid.
-Allow Quick Create option in entity properties
-Cannnot add sections
-Always have one section with three columns
-Subgrids,web resources,iframes cannot be
added.
Presenter: Dibyasingh Tripathy, Mindfire Solutions

15. Quick View Form
-Can be added to other forms
-View information about a related entity record
-No need to navigate to an entity to see the
information
-The entity should have the lookup control of
the target entity to add the quick view form
Presenter: Dibyasingh Tripathy, Mindfire Solutions

16. Autosave
-By default for all entity autosave is enabled
-Autosave is enabled only after the first save of
the record
-Autosave occurs after each 30 seconds
-The field that is currently in the edit mode is
not included in the autosave
Presenter: Dibyasingh Tripathy, Mindfire Solutions

17. Precautions For Autosave
-Need to fire the plugins/workflows/scripts on
specific changes instead of depending upon the
save of any field
Presenter: Dibyasingh Tripathy, Mindfire Solutions

18. Images in forms
-Certain system entities and all custom entities
can have an image attribute.
-Image fields can be added to custom entities
but not to system entities
-One field per entity
-Have to set Primary Image as default Image in
the entity definition
Presenter: Dibyasingh Tripathy, Mindfire Solutions

19. Inline editable subgrids
-Product subgrid on Opportunity, Quote, Order
and Invoice are now inline editable.
-For now it is not customizable
-We cannot change the system view provided
-If we want to change the view of the subgrid it
overrides the inline editing capability
Presenter: Dibyasingh Tripathy, Mindfire Solutions

20. Some of the other features
-Sitemap
-Merge Forms
-Customizable tooltips
-Ribbon changed to command bar
Presenter: Dibyasingh Tripathy, Mindfire Solutions

21. Presenter: Dibyasingh Tripathy, Mindfire Solutions

22. Presenter: Dibyasingh Tripathy, Mindfire Solutions