Improved Functionality in CRM 2013 from 2011

User Interface Microsoft Dynamics CRM 2013 introduces an entirely new user experience with a brand new user interface.

CRM 2011	CRM 2013
Upgraded UI from CRM 4.0 CRM functional groups such as Workplace, Sales, Marketing etc are on the bottom left CRM home screen Ribbons have big Icons and Images Color centric around UI User friendly	Brand new UX design CRM functional groups are now top of the CRM home page Ribbon layout have changed, only show main ones and rest are hidden until expanded. Lots of white color space around the UX Moderate learning curve Slide and glide UX when clicking on CRM button Less clicks and less windows to open when working in CRM

Business Process Flow

In CRM 2013 users can be guided through a process rather than having to know exactly what to do and what comes next. There are out-of-the-box processes, but processes can also be created to match your specific processes with as many phases and steps as you need.




This is a huge positive change and has many direct, quantifiable benefits:




· Reduced training-time

· Fewer errors and missing information

· Faster data-entry as a result of less confusion




An indirect benefit is that CRM users will use the system in a more standardized way resulting in consistency.

CRM 2011	CRM 2013
Cases received in queue executing with less process execution. Workflow is asynchronous only Duplicate detection	In 2013 version we can implement the case execution process in a standard and best way, and also we can tract the stage changes easily. Workflow fired synchronously Duplicate detection has been removed for system and custom entities Business rules to streamline customization without having to code JavaScript Auto Saved on record



Mobility :

CRM 2011	CRM 2013
Tablet form limitation such as not being able to access custom forms, no JavaScript supported, Custom entity not supported Restrictive in customizing the entity and forms	Rules to control if forms is Read-Only on mobile and tablet devices JavaScript supported Workflows supported Custom entities supported Dashboard supported Less restrictive to customize on tablet devices Multi-entities search Custom sub-grid support Supports CRM Online and CRM On-Premise (IFD)

Data Entry :

CRM 2011	CRM 2013
Manual save Manual redirect for create	Auto save Quick create Quick view of data Inline editable grids

Server Side Synchronization :

CRM 2011	CRM 2013
Uses email router to facility incoming and outgoing emails	Email router is going away and replace with server side sync between Outlook and Exchange server.