Top 7 features in microsoft dynamics crm 2013
Top 7 features in Microsoft CRM 2013 Quick Create form Quick View forms Portable Business Logic / Business Rules Guided Processes Real time / Synchronous Workflows Auto Save Mobile Client Application- MoCA ** Quick Create form -Allows you to quickly enter a record. -Can customize these forms. -Helps if you’re on phone with a Lead and want to quickly capture their details in CRM without having to navigate to the lead entity. * Quick View forms -Allows you to bring in data from related entities. -This is a read only mode view for now. -Helps if you are working on a Case record and want to view Account information on the Case form. **Portal Business Logic / Business Rules -An intuitive way to write simple code -Can set up by anyone with no development / coding experience. -Set field values, show/hide fields, set required/recommended fields and validate field data. **Guided Processes -A visual process display which guides user through pre-defined processes. -Multiple processes can be added to each record type -A sales organization can make sure each required step in each pipeline phase is completed before moving to the next pipeline phase. **Real time / Synchronous Workflows -In CRM 2011, workflows runs in the background and when triggered. -CRM 2013 introduces processes that run immediately and update the form in real time. ** Auto Save -Automatically saves information on forms on every 30 seconds as well as when you leave the form. -Updates any changes made to the form without having to remember to hit the Save button. -Your can opt to use it or not. **Mobile Client Application - MoCA -Free mobile app that can be downloaded to your phone, tablet, or even desktop. -This app renders your existing CRM forms as mobile forms. -Mobile forms are limited and are restricted to 5 tabs or 75 fields and 10 lists, whichever one comes first. -Also, IFrames are not supported. -Global search is supported and can search across multiple entities. To learn more about Dynamics 365 and Power Apps visit www.dynamics365academy.com. Subscribe YouTube Channel: https://www.youtube.com/channel/UCMBU1f6rshoFVB90yGwRE0w| training@magnifez.com | +91 9739 222 782
Recomendados
Recomendados
Más contenido relacionado
Destacado
Destacado (16)
Último
Último (20)
Top 7 features in microsoft dynamics crm 2013
- 1. Top 7 Features in Microsoft Dynamics CRM 2013 www.crmwrench.blogspot.in
- 2. Top 7 features in Microsoft CRM 2013 Quick Create form Quick View forms Portable Business Logic / Business Rules Guided Processes Real time / Synchronous Workflows Auto Save Mobile Client Application- MoCA
- 3. Quick Create form • Allows you to quickly enter a record. • Can customize these forms. • Helps if you’re on phone with a Lead and want to quickly capture their details in CRM without having to navigate to the lead entity.
- 4. Quick View forms • allows you to bring in data from related entities. • This is a read only mode view for now. • Helps if you are working on a Case record and want to view Account information on the Case form.
- 5. Portable Business Logic / Business Rules • An intuitive way to write simple code • Can set up by anyone with no development / coding experience. • Set field values, show/hide fields, set required/recommended fields and validate field data.
- 6. Guided Processes • A visual process display which guides user through pre-defined processes. • Multiple processes can be added to each record type • A sales organization can make sure each required step in each pipeline phase is completed before moving to the next pipeline phase.
- 7. Real time / Synchronous Workflows • In CRM 2011, workflows runs in the background and when triggered. • CRM 2013 introduces processes that run immediately and update the form in real time.
- 8. Auto Save • Automatically saves information on forms on every 30 seconds as well as when you leave the form. • Updates any changes made to the form without having to remember to hit the Save button. • Your can opt to use it or not.
- 9. Mobile Client Application - MoCA • Free mobile app that can be downloaded to your phone, tablet, or even desktop. • This app renders your existing CRM forms as mobile forms. • Mforms are limited and are restricted to 5 tabs or 75 fields and 10 lists, whichever one comes first. • Also, IFrames are not supported. • Global search is supported and can search across multiple entities.