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Microsoft Dynamics CRM 2013 brings customers closer to business

Microsoft announced the plans to make the next version of Microsoft Dynamics CRM available in the autumn of 2013. Designed to redefine how businesses engage with their customers, the new version represents the approach Microsoft Dynamics is taking to developing and delivering business solutions that put people at the center.

Entirely new user experience

Available both online as Microsoft Dynamics CRM Online Fall 2013 and on-premises as Microsoft Dynamics CRM 2013, this major release will deliver more personal experiences to sales, marketing and customer care professionals.

The new release gives people the ability to access their information on a variety of devices, introduces a new user experience that is fast and fluid, enabling people to access information that is relevant to their jobs and delivers richer contextual information that helps people have deeper insights into customers and their needs. Microsoft Dynamics CRM also offers enhanced social collaboration capabilities, so users can connect with the right people, and the right resources, at the right time.

The new tablet like and touch-optimized UI

Matching, engaging and nurturing customers

Placing people at the core, by understanding how they work and what they need to accomplish in their jobs, the new Microsoft Dynamics CRM brings capabilities that help people.

Match customers with the products and services they need by doing the following:

  • Offering a connection to MarketingPilot, Microsoft’s recently acquired marketing automation solution, which lets businesses manage products, budgets and resources and executes and monitors marketing campaigns, helping deliver a consistent customer experience across social and digital channels. It also helps businesses understand the digital footprint of its customers and convert it to leads, which can then be passed seamlessly to the sales system.

  • Delivering business process excellence, which lets users change business processes such as sales, service, etc., based on the needs of their customers and deliver an experience that matches their expectations.

Engage at the right level to enable richer interactions by doing the following:

  • Implementing a new outcome-driven user interface based on industry-leading best practices, helping sales teams to easily move from lead to close faster than ever before. At the same time, it gives organizations the ability to be agile in the face of changing market conditions.

  • Introducing new mobile client applications on iPad and Windows 8 tablets, giving users access to powerful functionality and analytics on the go. Shortly following the release of the new release of CRM, Microsoft plans to offer new touch-optimized mobile experiences for Windows Phone 8, iPhone and Android phones, extending user access to CRM information on their favourite devices.

Microsoft announces improved interfaces for iPad, iPhone devices Microsoft announces improved interfaces for Windows 8 tablet devices

Nurture enduring relationships to foster brand loyalty by doing the following:

  • Providing capabilities for people to collaborate with each other and share customer knowledge through Yammer right within the CRM solution, enabling them to deliver amazing customer experiences.

  • Connecting Lync and Skype seamlessly, enabling people to reach out to their customers and communities in real time, so they can be more informed and have more personal and lasting relationships.

As part of the Microsoft’s work to bring the capabilities of Netbreeze, its recently acquired social monitoring and analytics service, to customers, the company will also be offering a limited beta of the service available in fall 2013.

Previewing the new Dynamics CRM 2013 Navigation

Previewing the new Dynamics CRM 2013 Navigation

Microsoft has shared further detail about the new user interface that'll be applied in the upcoming platform update, Microsoft Dynamics CRM 2013 (previously codenamed Orion) scheduled for release in Autumn 2013 for Online & On-Premise editions.
The Polaris release that rolled out in January introduced an early version of the new UI to CRM Online users on an opt-in basis.
Starting with Dynamics CRM 2013, Microsoft has restated their intention to make this the single interface to create a consistent user experience across all devices. As a result the classic ribbon and button interface used in CRM 2011 will no longer be available.
Dynamics CRM 2013 features brand new menu bar designed to ease user navigation, free up screen space, remove pop-up windows and create a consistent look and feel across desktop and touch enabled mobile devices.


Dynamics CRM 2013 - New Main Navigation horizontal bar


The traditional left navigation menu will be replaced by a new horizontal bar shown above that groups the main navigation areas.
Using the example of the sales menu: leads, dashboards, opportunities and other functions are grouped under this header. Individual buttons can be re-ordered.


Dynamics CRM 2013 - Main Navigation areas (Leads, Dashboard,Opportunities...)


Recent and favorite records will be shown by clicking through one of these items. In this example 6 of the most recent opportunities are shown in the navigation bar.


Dynamics CRM 2013 - Recent and Favourite Records


The new interface also delivers something that Microsoft has often discussed, and CRM users have repeatedly requested. Getting rid of pop-up windows!

Clicking on an entry in the CRM 2013 interface from a list view will move the user into the record form in the same screen without opening a new window. With all process carried out in the same window that browser back button is now relevant to CRM and works with supported browsers enabling users to jump back to previous views.


Dynamics CRM 2013 - No pop-up windows, all activities in one place


A new Quick Create function enables new CRM records to be added with basic details in the same window.


Dynamics CRM 2013 - Quick Create Function


A form overlay appears in the window on top of the active record (shown below) to create the new record entry. For example, this can be used to quickly create a new opportunity, or a case (shown below) from a CRM record without leaving the screen or opening a pop-up window.


Dynamics CRM 2013 -  Quick Create a New Record Entry 


Another enhancement compared to the earlier Polaris update is an option to associate CRM record images. One image field can be defined per CRM entity.

Previewing the new Dynamics CRM 2013 Navigation

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Microsoft Dynamics CRM 2013 User Experience Overview Getting started with Microsoft Dynamics CRM 2013 Microsoft Dynamics CRM 2013 for Tablets  

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