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Rimrock Corporation

Notable Improvements in Microsoft Dynamics CRM 2013

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Probably the most notable improvements in Microsoft Dynamics CRM 2013 are the new process forms that can be found in all the entities including the most popular account, contact, lead, opportunity and case entities. Process forms feature a "flat UI" which means users can interact with the form with dramatically fewer clicks or sub-forms support. The ribbons on forms and grids are now replaced by a new command bar that features contextual displays options based on the entity you are working in. Field validation is also improved on the forms. In previous versions of CRM, if there was a problem on a form, we would only notice that required fields had not been filled in if we attempted to save the form. We now have inline field validation so we can easily recognize if data in the subject field is missing.

Lookup fields have also been improved by displaying results without any popups. For example, If you wish to look up a different entity record than the one you are in, you can scroll to the bottom of the list and select look up records which will now display a lookup box to select a different record in the system, instead of the old way where the lookup box is displayed in a separate browser window. The command bar is now contextual, providing us with more options after a record is saved - a great way to prevent curious users from clicking on buttons when they shouldn’t be doing so.

Rimrock Corporation is a boutique consulting firm specializing in Microsoft Dynamics CRM and Microsoft Dynamics GP software solutions. For more information on how we can help you, please contact us or visit our website.

 

Rimrock Corporation – a Toronto Based Microsoft Gold Certified Partner.

 

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