what's new in microsoft dynamics crm polaris release

34
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 )

Upload: codebakers-oy

Post on 20-Aug-2015

18.251 views

Category:

Technology


0 download

TRANSCRIPT

Page 1: What's New in Microsoft Dynamics CRM Polaris release

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)

Page 2: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 218.04.2023

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

Page 3: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 318.04.2023

Grouped sitemap

Tools group only visible if added through

Options - Workplace

Entities grouped into:• Customers• [Process]• Collateral

Page 4: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 418.04.2023

New social dashboards

Activity Feeds web part now included in 3 new dashboards

Page 5: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 518.04.2023

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

Page 6: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 618.04.2023

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

Page 7: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 718.04.2023

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

Page 8: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 818.04.2023

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)

Page 9: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 918.04.2023

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

Page 10: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1018.04.2023

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.

Page 11: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1118.04.2023

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

Page 12: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1218.04.2023

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

Page 13: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1318.04.2023

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

Page 14: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1418.04.2023

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

Page 15: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1518.04.2023

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

Page 16: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1618.04.2023

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

Page 17: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1718.04.2023

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

Page 18: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1818.04.2023

Editing connections in subgrid

Specific subgrids present editable fields, such as

Stakeholder role

Custom subgrid data cannot be

edited inline

Page 19: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 1918.04.2023

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

Page 20: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2018.04.2023

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

Page 21: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2118.04.2023

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

Page 22: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2218.04.2023

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

Page 23: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2318.04.2023

New default fields for processes

Lead, opportunity and case entities have a set of new fields to accommodate the default sales and service

processes

Page 24: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2418.04.2023

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

Page 25: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2518.04.2023

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

Page 26: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2618.04.2023

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

Page 27: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2718.04.2023

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

Page 28: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2818.04.2023

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

Page 29: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 2918.04.2023

Match lead to existing contact & account

Lead qualification suggest existing contact

and account records based on duplicate

detection rules

Page 30: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 3018.04.2023

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

Page 31: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 3118.04.2023

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

Page 32: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 3218.04.2023

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

Page 33: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy What’s new in MS Dynamics CRM Polaris 3318.04.2023

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

Page 34: What's New in Microsoft Dynamics CRM Polaris release

CodeBakers Oy 3418.04.2023

Thanks for viewing!

Visit http://niiranen.eu/crm for the latest news, tips & thoughts on Dynamics CRM