10 reasons to upgrade to dynamics crm 2013

10 Reasons to Upgrade to Dynamics CRM 2013

Consistent Mobile Experience :

• Microsoft Dynamics CRM 2013 has been optimized for all mobile devices in that it has introduced applications for iPad, Android, Tablets, etc.; which enables the workforce to work offsite with increased collaboration.

Business Logic:

• This new wizard will enable the business users to specify business rules or logic that will empower them to figure-out fields and perform basic data validation logic over the field. It will simplify for the non-technical users to create business logic on the go including hiding and showing fields, enabling or disabling fields.

Quick Forms:

• Dynamics CRM 2013 has introduced Quick Forms which allow users to create multiple account forms with fields and insert them onto the contact form with greater flexibility and speed.

Synchronous Workflow:

• This is one of the major improvements that will help CRM consultants to perform a lot of tasks via standard workflow. Till now, the users were using JavaScript or a .NET plug-in if they wish to perform certain things to happen in sync. However, with synchronous workflow, now it would be easy for the users to perform things in sync.

Social Pane & Social Insight:

• Dynamics CRM has replaced Record Wall with Social Pane which allows users to view and create social posts right on the record. In addition, Microsoft Dynamics CRM 2013 has also brought integration with other Microsoft social and collaboration tools like Lync, Skype, Yammer and so on. It has also introduced a new real-time data capturing feature called Social Insights. So, now the users can leverage from better social media insights and collaboration capabilities to perform various business activities.

Auto Save:

• Dynamics CRM 2013 has also introduced an Auto Save feature which automatically saves records as you edit them every 30 seconds. This helps users reduce clicks and chances of losing the latest changes in-case a user forgets to save records manually.

Command Bar:

• Microsoft has replaced its old ribbon-like navigation to a touch-friendly and mouse-friendly command bar. The command bar includes buttons relevant to commands which a user can select to perform functions and view additional options.

Access Teams:

• Microsoft has also introduced flexible collaboration feature called Access Team, which enables groups of members to achieve tasks collaboratively.

Outlook & Exchange Server Side Sync:

• With new Dynamics CRM, users can sync and track their outlook items through Outlook Web Access and Exchange Server. This empowers them to centralize the mailing and messaging activities with a new synchronized profile.

Improved UI & UX:• The user experience has the prime

focus of Microsoft and it has left no stone unturned to make it engaging and easy to use for the users. Now users can leverage from a single window navigation experience, navigation history, collapsing the activity wall, feeds and notes and more. The navigation has been simplified too!

• Presented By Dax Vyas• davyas@cygnet-infotech.com• @ITDax• http://www.cygnet-infotech.com