Microsoft Dynamics CRM 2013 (previously codenamed Orion) will be released for the on-premise and cloud editions of Dynamics starting October 2013.
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.
The new form structure is the default with the upgrade, but users and organizations can revert back to the classic form layout.
2. 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
A header for each lead, case, contact, and opportunity record is shown prominently in the top right corner.
4. 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.
For more information on new features in CRM 2013 at (920) 687-4154, or [email protected]
By, Valerie Lingen, Systems Developer, Avastone Technologies LLC,
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)