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CRM 2013 Quick Start - Jumpstart your CRM 2013 learning curve

I would like to introduce a new CRM book which you can access ebook version from that website www.crm2013quickstart.com

Discount: JulieYackCRMQuickStartEBook (20% off the ebook)

The CRM 2013 Quick Start is a first look at Microsoft Dynamics CRM 2013 and all the new features that have been included. 

In the CRM 2013 Quick Start you will find details that can help administrators, customizers (functional consultants) and developers; not to mention power business users wanting to know all the details the admin never tells them. If you run CRM in the cloud or sitting in a server room at your office the information is useful. 

This book is targeted to someone who has some CRM prior experience. By that we simply don’t spend any time explaining the basics of Microsoft Dynamics CRM from a beginner’s point of view. That said, the information in this book would still be useful on your journey to become proficient. 

Chapter 1 - Hello I’m CRM 2013

Microsoft Dynamics CRM 2013 is a major release building on the strong foundation of CRM 2011. From the user experience to platform capabilities CRM 2013 has changes that are targeted for everyone as users, customizers, IT Pros, and developers. In this chapter we give you a 50,000 foot tour of what’s new.

Chapter 2 – The User Experience

Before you can build solutions in CRM 2013 you should learn how the new user experience works. In this chapter we will dive into the new experience and break down all the key changes so you are ready to start thinking about customizing it.

Chapter 3 – Customizing CRM Forms

The 2013 user experience requires rethinking how we customize forms. From the new layout options, new controls and even new form types we have a lot to talk about. We also can’t forget you might have CRM 2011 forms and want to know how to move them forward into this release.

Chapter 4 – Security Model Changes

Today’s global business challenges the traditional organization structure as people form dynamic teams to work on individual opportunities or other data in CRM. CRM 2013 addresses that with Access Teams which challenge past thinking of how to handle these types of needs. In this chapter we will explore the new feature and discuss how and when to use the different CRM security concepts.

Chapter 5 – Building Business Processes

To consistently bake good cookies people often times use their favorite recipe. The Business Process feature of CRM 2013 brings that to CRM allowing you to bake in a business process into the life cycle of a CRM record. In fact you can even blur the lines of multiple CRM entities and have a business process cross the entity boundaries reflecting more real-world business processes. In this chapter we look at the features and how to leverage them to improve user productivity and consistency.

Chapter 6 – No Code Business Rules

Portable Business Rules, or PBL for short, offer a declarative way to define business rules. This new feature represents the start of a journey to a common need of having simple rules like “This field is required”. In this chapter we will explore the capability of PBL and when to use it versus other concepts in CRM that can enforce business rules.

Chapter 7 – Real Time Workflows

Workflows offer an easy way to compose flexible business processes that can optionally include custom code created by a developer. Prior to CRM 2013 these had to run asynchronously in the background and never could happen in real time. This caused a lot of plug-ins to be built to handle the requirement. New in CRM 2013 is real time workflows that can allow processing of events real time. In this chapter we discuss when and how to use the new feature.

Chapter 8 – Upgrading to CRM 2013

Next, Next, Next…Done… If it was only that easy it would be an automated upgrade. In this chapter we explore what you should consider before you upgrade and how to prepare.

Chapter 9 – Solutions going forward

As the pace of CRM releases increases, understanding how to package and deploy solutions becomes increasingly important. In this chapter we will discuss changes to the Solution Framework and how to prepare for the bold new world of frequent CRM releases.

Chapter 10 – Taking CRM on the Road

There is no question Microsoft was behind in mobile applications for CRM but came back strong with the introduction of the new tablet application for IPad and Windows. Learn how this fits in with the customizations you are doing to CRM and limitations you should be aware of in this first generation release. This chapter will also cover Outlook enhancements and Server Sync that in many scenarios will free the deployment from having an E-mail router.

Chapter 11 – Developers, Developers, and Developers

This release doesn’t have huge new API changes but it does have a lot of small useful changes across the different parts of the developer features. In this chapter we will explore from oAuth authentication support to Custom Actions and all the little changes between them.

Important information about supported configurations in the next release for CRM

As we ship the Microsoft Dynamics CRM 2013 Service Pack 1 and CRM Online Spring ‘14 releases, we’re looking ahead to our next release of CRM. As with other releases of CRM in the past, we find the need to add and remove items from our supported configurations list to keep current with technology, and allow us to provide you the best product possible.

Changes in supported platform software

For the next release, we’re removing the following operating systems from our Microsoft Dynamics CRM Server support matrix:

  • Windows Server 2008
  • Windows Server 2008 R2
  • Windows Small Business Server (All versions)

We’re removing the following SQL Server versions from our Microsoft Dynamics CRM Server support matrix:

  • Microsoft SQL Server 2008
  • Microsoft SQL Server 2008 R2

We’re removing Microsoft Dynamics CRM for Outlook support for:

  • Windows Vista
  • Windows Server 2008 Remote Desktop Services
  • Microsoft Office 2007

Our current plan for Microsoft Dynamics CRM Server is to target only Windows Server 2012, Windows Server 2012 R2, and SQL Server 2012 for the next release time frame.

Note that we’re exploring support for SQL Server 2014 with Microsoft Dynamics CRM Server, but we haven’t made a decision at this time.

Changes in items specific to the CRM application

Client API (JS)

We’re removing the following client SDK (JavaScript) APIs:

This means that if your customizations are using any of these API commands, your code will likely break after you upgrade CRM.

We’re modifying the possible return values from Xrm.Page.ui.getFormType to remove the Read Optimized and CRM 4.0 QuickForm Types. This means that we’re removing two values from the possible results of getFormType. However, it’s unlikely that your code will be affected by this because we removed the forms types in CRM 2013.

Please see Client-side Context Reference for CRM 2013 for alternative methods to use

Form system

We’re removing the following form items:

  • Read-optimized forms
  • CRM 2011 forms that were updated in CRM 2013

This means that you must upgrade your forms to use the new CRM 2013 form system before upgrading to the next release.

Entities

The Kit type of Product will be deprecated, which means that we’ll do base testing only and will be removing this feature in a future release. Please update your customizations to not use this entity.

Upgrade rules

We’re making database merge mandatory on upgrade. This means that you won’t be able to bypass this process during the upgrade from CRM 2013 to the next release of CRM.

Email Router

Support for Exchange 2007 connectivity to and from the CRM Email Router will be deprecated, which means that we’ll do base testing only and will be removing this capability from the CRM Email Router in a future release.

Browsers

We’re dropping support for Internet Explorer 8 and Internet Explorer 9.

Note that Internet Explorer 8 and 9 won’t route to Microsoft Dynamics CRM for phones by default, they will continue to route to the main application. However, they won’t provide an optimal experience and any issues reported will need to be validated on a supported browser.

2007 SDK SOAP Endpoint

We’ll be removing this endpoint, which was deprecated in CRM 2013. You shouldn’t use this endpoint for any new extensions.

Kaynak : http://blogs.msdn.com/b/crm/archive/2014/05/14/important-information-about-supported-configurations-in-the-next-major-release-for-crm.aspx

Disable the CRM 2013 Welcome Screen

Here are the steps to disable the CRM 2013 welcome screen pop-up:

1. Locate the MSCRM registry key: HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\MSCRM

2. Add a DWORD 32 bit value with a value of 1: DisableNavTour