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.
This website uses cookies to improve your experience. We'll assume you're ok with this, but you can opt-out if you wish. Cookie settingsACCEPT
Privacy & Cookies Policy
Privacy Overview
This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.
Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.
Analytical cookies are used to understand how visitors interact with the website. These cookies help provide information on metrics the number of visitors, bounce rate, traffic source, etc.
Performance cookies are used to understand and analyze the key performance indexes of the website which helps in delivering a better user experience for the visitors.
Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. These cookies track visitors across websites and collect information to provide customized ads.