what’s new in crm spring update 2015 - part 2

• Someswara Siripuram• Yadnyesh Kuvalekar

Deep Dive 2 - CRM 2015 Spring Update Features

2015 CloudFronts Technologies LLP, All Rights Reserved.

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New Form Rendering engine

Alternate Keys in CRM entities

SDK Enhancements

CRM for OWA

CRM for Phones and Tablets

Agenda


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New Form Rendering Engine


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New Form renderer for Better Performance

Full Support for client scripting

No Fundamental changes in what the form does

Can be enabled/ disabled across organization

Why It is Good?


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src: https://community.dynamics.com


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src: https://community.dynamics.com


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Demo


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Iframes are now kept throughout the user session

Custom scripts are loaded in separate iframes

No changes in supported scripts or form capabilities

What has changed


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Any attempt to access DOM in the content iframe using JS, jQuery or other 3rd party libraries

Attempting to use unsupported (non-XRM) APIs

Accessing window.parent() from a web resource

Examples of things that will break


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CRM For OWA


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Preview Feature

Users can track and set regarding emails from any device running OWA

Preview Information about contacts and leads

Create Contacts if the sender does not exist in CRM

Change the regarding record from email

CRM For OWA


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SDK Enhancements


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Alternate Keys

Change Tracking

Update message for Specialized Operations

Upsert Request

Integrate Dynamics CRM data with external systems more easily


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Efficient and accurate way on integrating data into MS CRM

Business-oriented way for defining Uniqueness of records

One or more entity fields to define a key

Can be accessed programmatically

Alternate Keys for Entities


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Faster lookup of the records.

More robust bulk data operations, especially in CRM Online.

Simplified programming with data imported from external systems without CRM record IDs.

Benefits of Alternate Keys


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Merge multiple requests in single update request.

Improves performance as CRM calls are reduced

Update Message for Specialized Operations


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Helps in keeping the data synchronized

Need to be enabled on entity

Need to provide Data version to retrieve changes

Change Tracking


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Best to use, when we are not sure if record exists

Improves performance

Upsert Request


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Optimistic Concurrency

Other Enhancements


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Execute Transaction – all or none

Other Enhancements


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Allow to define custom messages for an entity

Can be associated with a single entity or be global

Can be used with Workflows

Can be invoked from Plugins or JavaScript

SDK Enhancements – Custom Actions


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CRM App for Phones and Tablets


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Brand new App with improved UI for phones

Tablet app is upgraded (already available)

Offline capability

No separate forms for phones and browser. Single form.

Quick Create and Dashboards

CRM for phones and tablets


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New App – “CRM for Phone”

Redesigned – More functionality and UI enhancements

Current phone app will be renamed to – “CRM For Phone - Express”

Will work only with CRM 2015 Update 1

Users will be notified for the new, modern app

CRM for phones


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Aligned with Tablet UI Single main form to render records Pin to start screen Business Rules/ JS supported Business process flows are supported Offline mode functionality Quick Create forms supported Opens phone’s default map app on click of Map

CRM for phones - Features


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Summary


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Form Rendering engine

CRM for OWA

SDK enhancements for performance improvement

CRM for phones and tablets

Key Take Away


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Contact Details:

Visit us at www.cloudfronts.com

1. Anil Shah – [email protected]

2. Yadnyesh Kuvalekar – [email protected]

3. Someswara Siripuram – [email protected]

http://www.cloudfronts.com/

mailto:[email protected]




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what’s new in crm spring update 2015 - part 2

Software

cloudfronts technologies

owa crm

crm calls

email crm

dynamics crm data

crm record ids

data version

ms crm businessoriented