Top 10 New Ways to leverage Microsoft Dynamics CRM 2013
At Zero2Ten we are busy preparing for the upcoming release of Microsoft Dynamics CRM 2013. We have had literally hundreds of our customers either attend or are planning to attend one of our upcoming Customer Webinars on the new solution. The excitement is building for a great launch.
Here is a list of the Top 10 New Ways to get even more value from Microsoft Dynamics CRM coming with the upcoming release:
User Experience – Microsoft has made a significant investment to come out with a clean, intuitive and leading edge user experience. There are several items of improvement from the flatter UI, leveraging of Bing Maps, adding a picture to a record to seeing a fuller 360 view of the customer.
Mobile – Microsoft will be rolling out Mobility in phases starting with support for Windows 8 Tablets and iPad with the CRM 2013 Launch. Given that this will be included in your subscription/license price, it alone with justify you giving out complimentary tablets to your sales team to make them even more productive on the road.
Business Processes – This is another significant area of investment in CRM 2013. You can now visualize the process that you are working on, what Stage you are in and what milestones/tasks that you need to complete at each stage. These Business Processes will even be able to span multiple entities and be flexible enough to change on the fly. Some great examples are:
- Managing from Lead to Customer seamlessly across a Lead and Opportunity record
- Start an Opportunity with a “Simple Sales Process” and after qualification change the Sales Process to a more “Complex Sales Process” that may have more stages/milestones to manage
Real Time Workflows – Now workflows can run instantly. In the example below, when I change “Rating” from “Most Likely” to “Commit” the Probability goes from 50 to 90% without having to “Save”…wait a few seconds…refresh the page. When you upgrade from CRM 2011 to CRM 2013 you can easily convert existing workflows to be Real Time.
- Perform Calculations – Microsoft Dynamics CRM 2013 has introduced a new feature called Business Rules. Here is an example of how Calculations can now be done in CRM 2013 through a Business Rule. Example: On our Sales Forecasting Entity in the CRM for Manufacturing we have:
- Quantity Field
- Price/Unit Field
** Calculation required: Quantity X Price/Unit = Revenue
In CRM 2013, you can configure a simple “Business Rule” to accomplish this:
Show/Hide Fields or Make Fields Mandatory – Again, using our new Business Rules capabilities we can also easily Hide/Show fields or make fields Mandatory in CRM 2013.
Example: On our Sales Forecasting Entity in the CRM for Manufacturing we have a field called “Type” that has 2 possible options to select on it:
What we want to Accomplish: When Type = “Forecast” show the “Forecast Details” field and make it mandatory
Quick Create – CRM 2013 allows you to quickly create a record (with just the sub set of fields that you really require) by simply clicking on the “Create” button at the top of the form. The Quick Create form is configurable for each record type and it does not close what you are working on so that you can quickly capture the information and then go right back into what you were originally doing.
See more of the relationship in one place – There are a few key ways that Microsoft Dynamics CRM 2013 does this. A good example of this is on an Account Record. Now you can easily display not only the “Primary Contact” but more information about them like their email and business phone using a new feature called “Quick Create”. Also leveraging the Connections feature more intelligently, you can see items like “Recent Opportunities at a glance to know if there is any active sales pursuits going on with the Account currently.
Activities are easy to use – Activities are easy to see, expand and add right from the Form. With CRM 2013 your team will easily be able to track and pick up on other interactions that the team is having with your prospects and customers.
- Leverage the improved navigation – The navigation is all displayed at the top of the page.
- Simply select “Microsoft Dynamics CRM” and get the “Main Navigation”
- Click on one of the Record Types to get to the Records
Click on the Drop Down on the right of the Record to see Recently Viewed