Microsoft CRM 2013 Features

Posted on: October 24, 2013 | By: Jim Bertler | Microsoft Dynamics CRM

Microsoft CRM 2013 is on the Way!

If you have not already heard, CRM 2013 by Microsoft is almost here. While the official premiere is November 4th  we have been planning for this new version with our online clients for months, and online customers will begin their Microsoft CRM upgrades starting October 31st, 2013. The on-premise version update will be available by the first quarter 2014.

The improvements that will be delivered by Microsoft CRM 2013 are centered around the following five themes:

• A cleaner, faster, and more intuitive interface. CRM will be optimized to run on tablet and touchscreen devices.
• A Process Based User experience that will put key information at your fingertips when you open a record. This is a continuation of a trend begun with CRM 2011 to make CRM easier and faster to use. CRM 2013 will provide complete CRM capability on tablet devices such as IPAD and Surface. Initially, this will be rolled out for the online environment, and then the on-premise model. This is probably the most requested improvement – and now it is really here.
• Enterprise collaboration using Yammer and improved communication directly from CRM using Skype and Lync technologies.
• A lengthy list of CRM 2013 platform enhancements that include new concepts such as Business Rules, Access Teams, Real time workflows, Map integration, AutoSave and more!

As with all new versions, planning for the upgrade from the current CRM 2011 version is a critical part of the ongoing support that we provide at Logan Consulting as a Microsoft Dynamics Partner. The 2013 version has strict requirements for supported JavaScript and certain other customizations that we can assist in reviewing and updating prior to a move to CRM 2013.

In future posts, we will take a closer look at each of the five themes and how they improve the CRM user experience.

 

---

---