Microsoft Dynamics CRM Online Fall ’13 Rollout is coming in November
Got our notice today – most of our customers will be getting the Fall ’13 update to CRM in November. Here’s the list of items we are excited about:
- Finally – a built-in iPad interface – For too long, Microsoft CRM has “snubbed” the iPad in favor of Surface Pro. But finally, Microsoft gives in, and CRM (including the customizations) will work as-is on an iPad. This capability will take the form of an “App” on the iPad, but in practice, it will require a data connection (at all times) to utilize – meaning there will be no offline access.
- “Clicky” Interface – The user interface has been a bit redefined (or re-imagined?) to be more touch in nature. This should bode well as tablets emerge as the go-to device for sales professionals. In addition, one can imagine that office managers, leveraging CRM’s development capabilities as a workflow tool, can interact easier with employees engaged in work orders directly on the floor.
- Process-Based forms – In the Fall 2012 update, Microsoft introduced process-based forms for Leads, Accounts, and Opportunities. This has been expanded to be allowed for “all” forms. So, perhaps a Customer Service issues needs to go through a 3-step process, with specific information that must be gathered before the next stage can begin – this can all be accomplished without writing code. Here at Traction, we use these types of capabilities to help the software “walk a user through” the process, which requires less training up-front.
Things to note:
- There will be no support for Windows XP. This means that if you are running Windows XP, you will need to upgrade those PCs to at least Windows 7.
- Terminal Services 2003 is also no longer supported. So if you have an older TS farm, you will be required to upgrade.
- The new interface will take some getting used to – this update will probably require a training session in order to effectively rollout to your team.