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NEW COURSE
Whats new in Microsoft Dynamics CRM 2013

Course code
F1061
RRP
£600
Audience
Dynamics CRM Consultants, Developers and Project Managers
Sure Step
Upgrade (also Analysis , Design , Development , Operation ) (about this)
Available as
Classroom course POA Enquire

Classroom course dates · 1 day prices exclude VAT

We currently don't have any dates scheduled for this course. If you are interested in attending this course, please enquire and we can add you to the course waiting list or get in touch to arrange a suitable date.

Most of our courses are available on a one-company basis and can usually be customised to your specific needs. Please contact us for more information.

Course overview

Print this overview
Microsoft Dynamics CRM 2013 was formally launched in November 2103. Customers of Microsoft CRM online are now being upgraded to this exciting new product. On premise customers can choose when to upgrade to make use of all of the new additional functionality. This course is an excellent opportunity to assess the CRM 2013 technology platform for consultants and end user sites alike.

Module 1: Application Upgrade

New Licensing Options for on premise and online
New storage model for On line implementations
Upgrade considerations
Which Features have Disappeared/are no longer supported
Changes to Duplicate Detection
Supported software considerations
End user training
Web browser support

Skills

Understand New Licensing Options for on premise and online and new storage model for On line implementations
Describe Upgrade considerations and Supported software considerations
Understand which Web browsers are supported


Module 2: Application Control

Inline grid editing
Inline lookup controls
CRM for tablets
Use the geospatial advantages of Bing Maps to dynamically show the primary record address.

Skills

Describe Inline grid editing and Inline lookup controls
Examine CRM for tablets
Describe the geospatial advantages of Bing Maps to dynamically show the primary record address.

Module 3: Application

Collaborate more closely with Yammer enterprise social media integration

Skills

Understand how CRM collaborates with Yammer enterprise social media

Module 4: User Interface

Easy navigation with the new horizontal menu bar.
Quickly create new CRM records - without changing screen, or opening a new window
Associate images with CRM records including contacts and users
Changes to the form layout
Skype & Lync integration enabling direct dialing from phone number fields in Dynamics CRM
Use Mobile forms

Skills

Understand the new horizontal menu bar and navigation.
Show how to create new CRM records
Understand how to associate images with CRM records
Explore Changes to the form layout
Understand Skype & Lync integration
Examine Mobile forms
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Module 5: Setup and Upgrade

Configure the new System settings
Be aware of new hardware and software requirements
Understand the authentication model
Use Tools to assist in preparation for upgrading

Skills

Understand the new System settings
Describe the new hardware and software requirements
Understand the authentication model
Show how to use Tools to assist in preparation for upgrading

Module 6: Customization 

Deactivate forms
Understanding and optimising Autosave
Enhance forms with tool tips
Configure Data encryption for email password / yammer token
Write script for form and field notifications
Create and Use Composite controls
Merge forms to combine layouts

Skills

Understand how to deactivate forms
Show how to enhance forms with tool tips
Understand the Data encryption configuration for email password / yammer token
Show how to write script for form and field notifications
Understand Creation and Use of Composite controls, and how to merge forms to combine layouts

Module 7: Processes 

Create and Apply Business Processes
Create and Apply Business Rules
Create and Apply Synchronous Workflows
Create and use Business Process Flows with Stages and Steps

Skills

Understand how to create and Apply Business Processes, Business Rules and Synchronous Workflows

Module 8: Synchronization and Microsoft Office Outlook

Server side Synchronization of email directly with the mail server

Module 9:

SDK Use the execute multiple message
Use FetchXML with Outer joins
Understand the new SQL Single table entity
Understand when to Use Actions

Skills

Show how to use the execute multiple message and FetchXML with Outer joins
Examine the new SQL Single table entity

Module 10: Client Side Code

Autosave
Notification

Skills

Use Autosave
Examine Notification

Module 11: SQL

Single table entity
Data encryption for email password / yammer token
Upgrade Path


Skills

Describe single table entity
Understand data encryption for email password / yammer token
Describe Upgrade Path