Microsoft Dynamics CRM 2013 Preview: Platform Enhancements

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Dynamics CRM 2013 has already been released in some regions, and its American release is imminent. Microsoft recently published its 19 page Microsoft Dynamics CRM 2013 Release Preview Guide, organized around improvements in five areas:

  • Reimagined User Experience
  • Process Excellence and Agility
  • CRM on the Go
  • Enterprise Collaboration
  • Platform Enhancements

We covered each of the first four items in that list in our last four blog entries. Today we're going to look at the platform enhancements in Microsoft Dynamics CRM 2013.

Microsoft CRM is an agile business solution that can easily be tailored and configured to meet your unique business requirements. Its platform provides integrated persistence, security, API access, and a user experience based on a modern open architecture. The 2013 release delivers several new investments in CRM's platform capabilities.

One benefit to using cloud-based Dynamics CRM is immediate access to updates, so that your business application is always running on the latest technology. However, some organizations want flexibility on when they receive updates, so that they can prepare their systems and train their users on new features. Microsoft Dynamics CRM 2013 now offers that flexibility, enabling you to schedule when you receive updates.

"Business Rules" gives you a simple interface that enables you to implement and maintain business rules that will be applied to CRM forms (Main and Quick Create) for both the online application and for CRM for tablets. You can set field values, field requirement levels, show or hide fields, enable or disable fields , and validate data, all without the need of a developer.

Real-time workflows, or synchronous workflows, will now be supported in addition to asynchronous workflows. Real-time workflows are not queued, but execute immediately on-demand or in response to a message being processed by the execution pipeline. Real-time workflows are similar to plug-ins, but they can be created by a non-developer via the web application workflow designer.

The forms in the new release of Microsoft Dynamics CRM 2013 will now have auto save enabled by default. This release also introduces "access teams," a new approach to security that gives you a record-based "access team." You can add a user to a record to give the user access, enabling easier collaboration. The access team doesn't own records, but has access to records. You can create one or more access teams to work on the same records, and you can have team members with different levels of access to the records.

MIG & Co. is a professional consulting firm that specializes in the implementation of business management software solutions, including Microsoft Dynamics GP, SL, and CRM. We automate business processes to ensure that our customers work efficiently.

by Mig & Co.

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