This month, we took a look at our favorite features of Microsoft Dynamics 2013 in our 12 Days of CRMas feature. Below are some quick links to the series.
Navigation basics, changing colors in the nav bar, record navigation changes, Outlook navigation changes
Yammer and activity feeds, quick create activity records, inline notes.
. Getting a developer license for on-premises installation, extended functionality.
Enable access teams, difference between business units, ownership teams and access teams.
. Enable and disable Auto Save, using and creating quick view forms.
. Understanding, setting-up a multi-entity process flow.
Image data types, ootb images and enabling other entities.
Configuring the new UI using commonly available tools.
Microsoft created phone apps for Windows Phone, Andriod and Iphone, accessing without the app via mobile browser.
Creating business rules, setting conditions, hiding fields, what this tool can’t do (yet)
Great go-to resources for CRM professionals, including links to Dynamics Labs, Codeplex, MVP’s, Product Team and other CRM Blogs.
Downloading, installing and configuring the Dynamics 2013 Tablet Apps. When do you need something more custom?
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