what's new in microsoft dynamics crm polaris release
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CodeBakers Oy 1
What’s New in Microsoft Dynamics CRM Polaris Release
CRM Online December 2012 Service Update overview for system customizers and administrators
Jukka Niiranen (@jukkan)
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About this presentationThe December 2012 Service Update for CRM Online, also known as the Polaris release, was made available to new and existing CRM Online customers during January 2013
This presentation explores the new and changed functionality from the perspective of a person in charge of customizing and administering a Microsoft Dynamics CRM organization
For an general overview of the update, please see crm.dynamics.com/polaris
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Grouped sitemap
Tools group only visible if added through
Options - Workplace
Entities grouped into:• Customers• [Process]• Collateral
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New social dashboards
Activity Feeds web part now included in 3 new dashboards
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Activity Feed filters (1)
You can now view posts regarding any record, not
just the ones you are following, by using the
new Activity Feed filtersThe user can only show/hide
filters, but he/she cannot create new filters
The user can set the default filter from the pushpin icon
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Activity Feed filters (2)
The sysadmin controls which filters are available to users by modifying
the filter list on the Post Configuration record of the entity
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New process forms for 5 entitiesNew process
forms added for Account,
Contact, Lead, Opportunity,
Case. Visible to all users by
default. Existing “Information” forms content
and layout is not automatically copied to new
forms
Creating new custom forms uses the new
process forms as template by
default, including the new
components
Form editor experience is
similar regardless of form type
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New forms in Process Flow mode
Editable form header fields
Command Bar
Simplified subgrids
Process control
Collapsed navigation
Bing maps
Tab control (posts, activities,
notes)
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Switching to ”Classic” mode form
To access the traditional functionality available in the ribbon, the form must be changed to Classic mode through
the “Switch to Classic” menu
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Using multiple forms
No form selector exists on the new forms, only the
option to view the current form in the Classic mode
There is no method to switch back to the process form, it will load automatically the next time the user opens a record window. However, if a user switches to a non-
process form before closing the current window, the Classic mode will be presented also next time, since CRM
remembers the last form accessed by the user.
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New forms in Classic mode
Activity Feeds or Bing Maps is
unavailable when using the Classic mode, other form content is present
Header fields exist twice on the form, both in traditional
read-only fields and as editable Header
section
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Auto-save formsCreating a new record requires confirmation,
subsequent changes are saved to CRM database automatically every 30 seconds or on form close
During editing the save indicator notifies if there are unsaved changes on the form
Required field indicator appears on the opposite corner from the Create button
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Activity views on process formYou can only add
completed phone calls or open/closed tasks from the process form
Activities can be expanded, including
email body text
Both completed (gray) and open
(white) activities are displayed in the
same view
View is sorted by modification date, no sort options, open activities may get buried underneath new emails
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Expanding the form navigation
You can access related records by expanding
the left side form navigation bar that’s collapsed by default
(can be set expanded by default in form editor)
As there is no ribbon available, you can’t add new related records from
the parent record form. Also you can’t perform any actions on
existing records without opening them to another window first
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No Closed Activities menusDistinction between
Activities and Closed Activities form
navigation menus has been removed, now everything is under
Activities only
Switching the view to Closed Activities does not change date filter, only future dates available.
Non-configurable default filter “Next 30 days” is also applied on the Closed Activities views
where available
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Bing Maps integrationBing Maps control available on lead, account
and contact forms in Process Flow mode. Cannot be customized nor added to other
forms. Always displays Address 1 location on the map. No separate API license required.
Clicking on the map pin opens
the full Bing Maps website
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Adding records on subgrids
Typing in on lookup field
brings real time suggestions on
matching records
Access to traditional lookup view
presented after search results, not
before starting to type
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Editing connections in subgrid
Specific subgrids present editable fields, such as
Stakeholder role
Custom subgrid data cannot be
edited inline
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Adding custom subgridsThe subgrids on the
process form contain a “+” button for adding new related records
Subgrid features like view selector, charts or
index are not available in the process forms mode
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New form controls
Controls cannot be edited nor removed, but section visibility and location can be adjusted
Customer Details control pulls fields from parent record onto the child case
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Process Control customization
Process control stages and steps can be edited directly from the lead, opportunity or
case record forms
By default Sales Manager and several other end user roles
have the editing rights for Process Configuration
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Process Control limitations
One process per entity, no conditional business logic
Cannot be exported/imported with a solution file, must be configured manually in each organization
Stage content cannot be set as required, user can manually switch stages
Maximum 9 stages, unlimited steps
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New default fields for processes
Lead, opportunity and case entities have a set of new fields to accommodate the default sales and service
processes
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Phone support cases
New button “Phone support”
available on CRM main
window case view ribbon
Case form opens with the phone call quick
create form expanded
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Contact inline quick create form
If no matching contact is found, a new record can be added inline
on the case form
Adding a new parent account for the contact
is not supported
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Find existing case
When creating a new case, the user
can see existing cases from the same customer
If the user selects an existing case, the case create form switches to the existing case record without a screen refresh
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Search similar cases
New dialog screen opens from the Case process control fields. Enables searching for
cases by subject and free text search
Posts, activities and notes/attachments from the
selected case can be viewed inline
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Leads for existing customers
Built-in sales process has lookups for
existing contact & account already in
lead stage
Default lead form doesn’t contain the lookups, also
related leads are not visible on parent account
or contact forms
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Match lead to existing contact & account
Lead qualification suggest existing contact
and account records based on duplicate
detection rules
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Skype integration
Default telephone fields become
clickable if Skype is installed
Phone call quick create form is
opened when a new Skype call is initiated
from the link
Note: custom fields with the new telephone data type cannot be created
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New forms in Outlook
No support for side-by-side sections of the updated default forms,
reading pane layout works better when set to right instead of bottom
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New system settings
http://msdn.microsoft.com/en-us/library/hh771584.aspx#BKMK_WriteJavaScriptForMutlipleBrowsers
Enable/Disable support for CRM 4.0 scripts, IE Compatibility View
Enable/Disable Bing Maps, country/region code prefixing for
Skype/Lync
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Updated instructions
http://rc.crm.dynamics.com/rc/2011/en-us/Default.aspx?ver=5.1
Access the “What’s New” section on the updated Resource
Center for more instructions on the
Polaris updateResource Center has been
removed from Wunderbar navigation
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