Microsoft Dynamics CRM 2015: Top 11 new features

Hello Every one...


Here is the link to know the top 11 new features of MS CRM 2015......

http://redspire.co.uk/crm-blog/microsoft-dynamics-crm-2015-top-11-new-features/

Auto save Feature In Microsoft Dynamics CRM 2013

The autosave feature was first introduced as part of the Polaris or UR 12 release, along with the new process forms. In CRM 2013, autosave is a dominant feature. Let’s explore what autosave does and some key points to keep in mind.

Saving a record

When you create a new record, you will have to save the record for the first time manually before autosave kicks in. Once the record has been saved once, autosave will save any changes made to the record every 30 second after a field has been modified.

To see this in action, create a new account record. Enter the account information and press the Save button.

Now that the record is saved, you’ll noticed that the Save button is no longer available. Instead there is a autosave icon at the lower right hand corner.

Autosave States

The autosave button not only allows you to manually save your work, but also provides useful information about the state of the record. Below are some screenshots of what you might see in the autosave area and what each means.

The record is saved. Click the save icon to save manually.

There are unsaved changes. In 30 seconds, autosave will save the record and it will revert back to the save icon.

This type of message will appear if a required field is missing.

You’ll see this message if the record is inactive/read-only.

Autosave Impact

Since autosave actually saves the record to the server, it is regarded as a record saved. Plugins will fire on autosave, as will workflows. The audit log will also be updated.

Enabling / Disabling Autosave

Autosave can be enabled/disabled by navigating to Settings > Administration > System Settings > General Tab.

New Features Of MS CRM 2013

Microsoft Dynamics CRM 2013 (previously codenamed Orion) will be released for the on-premise and cloud editions of Dynamics starting October 2013. Because this is a major platform update, CRM Online customers will be able to choose a suitable time when this will be applied to their live database within a 90 day upgrade window. Microsoft began sending upgrade invitations in late July and CRM Online administrators will be able to pre-schedule date and timeslots within the 90 day window. 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 Dynamics 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. Auto Save The auto save feature is automatically applied to existing records. Saving occurs automatically which saves users time.  Note:  Any customizations or workflows that launch upon the save of a record will need to be updated. 6. Skype & Lync Integration When a phone number is clicked in the new form interface, CRM will launch the default Skype or Lync application to connect the call if these applications are already installed. This process also opens a new CRM phone call activity automatically in the same screen that can be used to track information about the conversation. 7. Bing Maps Lead, Account and Contacts offer the use of Bing Maps. 8. 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. 9. Yammer Integration Yammer integration with CRM allows users to collaborate on customer and opportunity records within the User Interface of both platforms. Yammer users are alerted to deal updates and changes to customer statuses regardless of their access to Microsoft Dynamics CRM. Users of CRM are able to post relevant customer information to Yammer from inside CRM records.

Types of Processes in Dynamics CRM 2013

Processes are a group of features that you can use to define and enforce consistent processes for your organization. These consistent processes help make sure people using the system can focus on their work and not on remembering to perform a set of manual steps. Processes can be simple or complex and can change over time. Microsoft Dynamics CRM provides several options to define your processes. You need to understand how you can use each type to get the results you need.

Processes are designed to be used by people who aren’t developers. The rules that are defined in processes contain similar logic that a developer may apply using code, but you don’t need to call in a developer each time you want to change the rules. However, you do need to have a clear understanding of the logic in the rules and understand the capabilities of each type of process. You still need to apply processes carefully and test the results to make sure you get what you want.

The following table provides an overview of when to use each category of process in Dynamics CRM 2013.

Process Category	Description
Workflow	Use workflows to automate business processes behind the scenes. Workflows are typically initiated by system events so the user doesn’t need to be aware that they are running, but they can also be configured for people to manually initiate them.Workflows can operate in the background (asynchronously) or in real-time (synchronously). These are referred to separately as background workflows or real-time workflows.
Dialogs	Use dialogs to create a user interface that will guide people through a script for customer interaction or a wizard to perform complex actions consistently.
Actions (Plugins)	Use actions to expand the vocabulary available for developers to express business processes. With core verbs like Create, Update, Delete, and Assign provided by the system, a Action uses those core verbs to create more expressive verbs like Approve, Escalate, Route, or Schedule. If the definition of a business process changes, someone who isn’t a developer can edit the Action so the code doesn’t need to be changed.
Business Process Flows	Use business process flows to define the steps in which people should enter data to achieve an outcome. Business process flows add a control to the top of a form that show people what data they need to enter to move forward to the next stage and ultimately to completion of a business process. A business process flow can span multiple entities.

Note: Business process flows are different from other types of processes. All processes use the same underlying technology and information about them is stored in the Process entity. Business process flows have a different configuration experience and behavior compared to other types of processes.

How to create a new Process:

1. Click on Dynamics CRM-> Settings tile
2. Click on Settings-> Processes tile
3. Click on ‘New’ button to create a process and select the category, check out in the below screenshot.

What’s Changing in the Next Release OF MS CRM 2011 ?

Hi All,

The next release of Microsoft Dynamics CRM will bring many great new features for your organization—whether you use Microsoft Dynamics CRM Online or are running Microsoft Dynamics CRM on-premises. You can use the information in these two pages to help you plan for the next release.

Go through these links to know about up coming  MS CRM releases....

http://technet.microsoft.com/en-us/library/dn265924.aspx

Major changes .....

http://msdn.microsoft.com/en-us/library/dn281891.aspx 

North52 Formula Manager - MS Dynamics CRM

Hi,

This is the new tool to create different formulae.
Allows for the creation & execution of dynamic custom formulae within Dynamics CRM.


One of the biggest costs on most Dynamics CRM project is custom coding. This is where consultants or developers are involved in writing 100's if not thousand's of lines of code in JavaScript, C#, etc. What Formula Manager aims to achieve is to transform this custom coding into simple formulae. This is significantly faster (up to 10 times) than writing custom code & you get the added bonus of if a business rule changes in the future its much cheaper to change it using a Formula rather than custom code.

You can Download this tool from here : http://www.north52.com/formulamanager.html

Code to retrieve the schedule of the system user in CRM 2011

  Retrieve the schedule of the system user. MS CRM 2011

Add the required .dll  references from  crm sdk2011.

Include the following namespaces....

using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Client;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Xrm.Sdk.Discovery;
using Microsoft.Xrm.Sdk.Messages;
using Microsoft.Crm.Sdk.Messages;

The code starts...
 

using (OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(serverConfig.OrganizationUri,
                                                    serverConfig.HomeRealmUri,
                                                    serverConfig.Credentials,
                                                    serverConfig.DeviceCredentials))
{
    _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

    // Get the current user's information.
    WhoAmIRequest userRequest = new WhoAmIRequest();
    WhoAmIResponse userResponse = (WhoAmIResponse)_serviceProxy.Execute(userRequest);

    // Retrieve the schedule of the current user.
    QueryScheduleRequest scheduleRequest = new QueryScheduleRequest
    {
        ResourceId = userResponse.UserId,
        Start = DateTime.Now,
        End = DateTime.Today.AddDays(7),
        TimeCodes = new TimeCode[] { TimeCode.Available }
    };
    QueryScheduleResponse scheduleResponse = (QueryScheduleResponse)_serviceProxy.Execute(scheduleRequest);
}