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Heartland Business Systems LLC

Nine Nifty CRM 2013 New Features

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Microsoft Dynamics CRM 2013 (previously codenamed Orion) will be released for the on-premise and cloud editions of Dynamics starting October 2013.

Click here to find out more details on how the upgrade may affect you.

We wanted to highlight the nine nifty new features that will be included in CRM 2013.

1.     Forms

New user navigation is designed to free up space and limit popup windows. This user interface follows that of Windows 8 tile menu.

2013 10 08 Forms

The new form structure is the default with the upgrade, but users and organizations can revert back to the classic form layout.

2013 10 08 Forms 2

2.     Command Bar

2013 10 08 Command Bar

A new command bar is shown in the top left screen for accounts, contacts, leads, opportunities and cases to progress close and create new records.

As the lead example above shows, individual records can be qualified and disqualified from the bar. For cases and opportunities this area is used to resolve, complete, and close these records.

Users can also follow records using activity feed functions to receive updates about new posts on these items.

3.     Record Header

2013 10 08 Record Header

A header for each lead, case, contact, and opportunity record is shown prominently in the top right corner.

4.     Process Control

2013 10 08 Process Control

A process control bar displays suggested tasks and steps that users should complete to progress leads, opportunities, and cases making CRM more prescriptive than the classic form User Interface.

The current stage is highlighted in blue with information and below is checks that should be completed. For lead records, the later stages will be locked until each lead has been qualified.

 5.     People Pictures

Images can be uploaded to personalize forms, contacts, and leads.  These images can also be used for product images so users can quickly identify needed items.

2013 10 08 People Pictures

 

Click here to continue reading about the Nine Nifty CRM 2013 Features!
For more information on new features in CRM 2013 contact Avastone Technologies at (920) 687-4154, or dynamicsinfo@avastonetech.com

By, Valerie Lingen, Systems Developer, Avastone Technologies LLC, Microsoft Dynamics CRM Partner – Fox Cities and Milwaukee WI

One Response to “Nine Nifty CRM 2013 New Features”

  1. Jaques Els says:

    A process control bar displays suggested tasks and steps that users should complete to progress leads, opportunities, and cases making CRM more prescriptive than the classic form User Interface.

    Question: How do I display the Tooltips as defined in the Description field to the Users (Inside the Process Control Bar)

 

 
 
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