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Specialists in Microsoft Dynamics CRM and integrated Marketing Automation solutions, dxrms provides implementation and maintenance services that maximize your strategic investments.
CRM 2013 presents a cleaner and more intuitive user interface (UX) - more data can be seen on the same screen than before
Yammer integration is for internal collaboration and a Yammer enterprise account needs to be licensed separately.
Global CRM search is available but only on the iPad for now - there are plans to implement this on all CRM clients
Mobile offerings do not have offline capability - it is coming soon
General customization changes will allow you to customize more for less dollars
Synchronous workflows may replace the need to develop some plug-ins but without a looping structure, plug-ins will remain a central technology used in customization efforts
CRM form changes are 'auto saved' every 30 seconds saving clicks and improving data quality; although, the current method of saving will need to be retained until customizations and plug-ins are designed to accommodate this feature
Business process automation changes makes it easier to customize business processes
Internet Explorer 11 is not yet supported
The method of navigation has changed and customization is limited at this time.
CRM Outlook client will likely be more stable and the morning start of Outlook faster for users due to architectural changes in how it shares memory
CRM Views can search for an absence of records- for example, Show Accounts without any Opportunities - and will remove the obligation to create custom reports
CRM 2013 now offers the native ability to store and display an image on a form allowing users to, for example, upload pictures of clients or key assets
Server based synchronization of emails, tasks, and appointments are done directly with a Microsoft Exchange server so now, for example, user holidays won't get in the way of capturing client critical inbound emails
With 2013, there is a change from 2 to 3 levels of CRM:
1. Professional (full)
2. Basic (limited CRM)
3. Essential (Custom applications)
If you are using a typical CRM customer you will need Professional
mobility is free
trial version can be upgraded to a commercial product key
No license required for external users
If with CRM Online, Microsoft will perform your technical upgrade to CRM 2013 according to Microsoft's assigned 'Go Live' time
If the size, complexity, and organization structure dictates, strike a CRM Committee to oversee or manage the CRM upgrade project
Prepare a project plan including estimated time, schedule, and resources required to upgrade -
If with CRM Online, reschedule Microsoft's assigned 'Go Live' time as needed and within Microsoft' time limitations
If budget permits, review business requirements and incorporate recent change requests
Ensure to include a review of system requirements; if with CRM Online, ensure to review CRM Outlook client requirements
Perform a gap-analysis between established requirements and CRM 2013 functionality
Consider mobility and CRM email management changes in respect to requirements
Due to the significant user interface change, end-user CRM upgrade training or at least prepare self-help materials will be required
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