Quick View Forms Great New Feature in Dynamics CRM 2013

Quick view forms are new types of forms introduced in Microsoft Dynamics CRM 2013. A quick view form can be added to another form and can display read only information from another entity. This means you no longer have to duplicate the same fields on a related entity and map the fields.

The New OOB Account form contains an example of this form where it displays Primary Contact’s email and phone number. The Contact Card form is a quick create form and can be modified to include more fields and grids from the contact entity.

Quick view form fields are associated with a lookup field that is included on the main form. If the lookup field value is not set, the quick view fields will not be visible. Data in these fields are not editable on the main form (read only).

The quick create forms are great new feature but there are some limitations:

  • Do not support form scripts
  • Cannot include header or footer
  • Cannot be deactivated
  • Cannot assign security roles to them
  • Image of a contact quick create form on a new entity main form

CRM 2013 Quick View Form

This article was written by Var Galpchian, Dynamics CRM Technical Consultant for Tridea Partners. Tridea is a leading Microsoft Dynamics provider serving CA, AZ, UT, CO and surrounding regions.

Splitting up CRM 2013 Composite Fields

Microsoft Dynamics CRM 2013 introduced new Composite fields for forms. Instead of having the Address fields separately on the form, there is a single Address 1 field which when clicked will open up a fly-out menu where you can edit the individual address fields.

CRM 2013 Address Fields

Unfortunately, there is no supported way to change which fields are displayed in the Composite fly-out or to update the labels for those fields. As a workaround, you can remove the Composite field from the form, and re-add the individual fields. For example, a user may want to only enter a Last Name for a Lead and would like the label to be Facility instead.

CRM 2013 Composite fields

With the Composite field, this isn’t possible. Instead, you can put the Last Name field on the form, update its label and then remove the Composite Name field.

CRM 2013

Also note the Last Name field must be put on the form before removing the Name field since it is a required field.

This article was written by Derek Finlinson, Dynamics CRM Technical Consultant for Tridea Partners. Tridea Partners is a Southern California based Dynamics CRM partner.

Microsoft Dynamics CRM 2013 Marketing Module

Microsoft Dynamics CRM was initially used to help manage company’s customer and prospect relationships, giving your sales team the ability to track the sales process and provide the sales team with a panoramic view of their customer(s). Today, Dynamics CRM 2013 continues to provide the relationship management element that bringing’s together customer data and sales-based workflows that enable organizations to control, track, and cost-effectively leverage their customer relationships. It’s a great tool for sales teams and is key for tracking progress and analyzing their performance. However, businesses today are seeking solutions to attract new customers, retain their existing customers, and how to grow their business.

 

Microsoft Dynamics CRM 2013 Marketing module can help your organization grow while providing an easy way to leverage your marketing efforts and gain greater visibility. So what does the Marketing module do? The Dynamics CRM Marketing module helps your marketing team to assign, schedule, and track marketing campaign activities and measure campaign performance.

 

Microsoft Dynamics CRM 2013 is composed of three main entities called Marketing Lists, Campaigns, and Quick Campaigns. Other useful entities you will access throughout your marketing efforts include Leads, Accounts, Contacts, and Sales Literature. Using the Marketing module, you can qualify leads, track campaign responses and insights, calculate ROI, create activities, and send email blasts to the customers in a particular Marketing List.

 

These are great features for gaining visibility into your campaigns and staying on top of your campaign strategies. Overall, it can benefit your organization immensely by saving you time and money across all your marketing efforts.  Marketing campaigns and sales efforts should complement each other in an ongoing manner, so remaining organized and keeping your strategies aligned is key.

This post was written by German Macedo, CRM Sales Professional at Tridea Partners. Tridea Partners is a leading provider of Microsoft Dynamics CRM  serving Southern California and the Salt Lake City regions. For more information on the functionality offered in Microsoft Dynamics CRM, contact sales@trideapartners.com.

Dynamics CRM 2015 Announcement!

The details of the upcoming Dynamics CRM 2015 release have just been announced.  You’ll see some great new additions to the next Dynamics CRM release including many enhanced marketing capabilities like interactive marketing calendar, improved graphical email editing, tighter sales and marketing integration and integrated offers and approvals.  The new sales features will include the ability to bundle products and upsell /cross-sell recommended products, a robust guided sales process and many enhanced mobile sales capabilities.  Lastly, for customer service, CRM 2015 will include the ability to enable user to provide differentiated levels of support with different SLA and thresholds.

This new Dynamics CRM 2015 release will be available in December of 2014 for both on-premise and online deployments. On the heels of the CRM 2015 release, Microsoft will be updating Microsoft Social Listening in the Spring 2015 release as well as updates to Parature, the enhanced customer service solution by Microsoft.

This article was written by Andy Collins, Partner at Tridea Partners. Tridea is a Gold Certified Microsoft Dynamics Partner.   www.trideapartners.com

Dynamics CRM 2013 Hardware and Software Requirements

With the release of Microsoft Dynamics CRM 2013, we have had several questions regarding the software and hardware requirements of the new version. So, here they are:

The server must be running Windows Server 2008 Standard, Enterprise, Datacenter or Web Server, their 2008 R2 equivalents or Windows Server 2012 Datacenter or Standard. Please note the newly released Server 2012 R2 is not currently supported. The server may also be virtualized using Windows Server 2008, 2008 R2 or 2012 Hyper-V

IIS requirements remain the same. One issue we have seen with clients is having multiple http or https bindings for the CRM website. This was not supported in CRM 2011 and is still unsupported in CRM 2013.

SQL requirements remain the same with CRM 2013 supporting SQL Server 2008 Standard, Enterprise, Datacenter or Developer editions as well as SQL Server 2012 Standard, Business Intelligence or Enterprise.

This post was written by Derek Finlinson, Technical Consultant at Tridea Partners. Tridea is a Microsoft Dynamics CRM partner serving CA, UT, CO and surrounding regions. More information on Dynamics CRM 2013.