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Affiliated, Mike Moran

Upgrade to Dynamics CRM 2013 – New Features and Resources

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If you’re an existing user of Microsoft Dynamics CRM, you are probably aware by now that the next release of CRM (Dynamics CRM 2013) will be available soon. We are very excited about the new features and wanted to highlight some of them here as well as some resources to help you in your planning for the next release.

Dynamics CRM 2013 highlights include:

  • Redesigned User Experience: Cleaner, faster, more intuitive interfaces with no pop ups or flipping from one application to the next.
  • Process Agility: Agile process guidance so you can respond to rapidly changing business needs.
  • CRM on the Go: New Windows 8 and iPad mobile applications that make your sales team smarter no matter where they are by delivering a seamless experience across the web and devices.
  • Social in Context: Work across boundaries to create the right customer experiences with the enterprise power of Yammer.
  • Base and Extension Tables - If you have been working with CRM in the past you are probably aware of the table splitting for each entity within CRM. With CRM 2013, the extension tables will be merged during the upgrade.
  • Server-side Synchronization - This new feature within CRM 2013 will allow administrators to easily manage the sync of email, appointments, tasks and contacts between versions of CRM and Exchange.
  • Access Teams - With the new feature of record-based Access Teams, you can add a user to the record and give them access.

Dynamics CRM 2013 Resources:

Looking for a quick overview of what’s new? Check out the Dynamics CRM overview webpage. Or contact the Dynamics CRM Experts at Affiliated. We specialize in helping organizations upgrade and/or convert to Dynamics CRM 2013.

By Mike Moran, Affiliated, Microsoft Dynamics CRM Partner and CRM Integrator, Columbus and Cincinnati, Ohio

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