Dynamics CRM 2013 First Impressions

Here are some of our first impressions on the newest version, Microsoft Dynamics CRM 2013, that was released last week. More information will follow in later blogs and videos.

Navigation Enhancement

The Navigation has Windows 8 “Metro” look and feel, complete with tiled navigation bar and chevrons.

Microsoft Dynamics CRM 2013 Navigation
Microsoft Dynamics CRM 2013 Navigation


Additionally, the number of clicks and pop-up windows is greatly reduced by the introduction of:

  • In-page experience with inline editable grids
  • Quick-create forms
  • Auto-save feature

Inline Editable Grid

The inline editable grid feature is especially helpful when entering product line items on an opportunity or quote. In the past, customers have had to use 3rd party add-ons to take advantage of this feature.

Dynamics CRM 2013 Inline Editable Grid
Dynamics CRM 2013 Inline Editable Grid

Quick-create Forms

The quick create forms allows users to quickly create records with minimal/only required fields. This feature is especially useful when creating activities from right within the record form.

Dynamics CRM 2013 Quick-create forms
Dynamics CRM 2013 Quick-create forms

Auto-save Feature

The auto save feature can be turned on globally for all forms by selecting yes/no in the system settings.

Dynamics CRM Auto-save
Dynamics CRM Auto-save

When enabled, there is no longer a need to click the save icon – the system automatically saves your changes every 30 seconds. In fact, in most forms this icon is no longer visible in the top navigation. When changes are made to the form, the message “unsaved changes” occurs at the bottom of the form next to a small save icon.  Once the changes are saved, the message disappears.  The user can also force save by clicking on the small save icon, but that defeats the purpose of not having to worry about clicking on save.

Dynamics CRM auto-save status
Dynamics CRM Auto-save status

Overall, our first impressions of Microsoft Dynamics CRM 2013 are very positive.  For existing Dynamics CRM customers upgrading to 2013, the above new  features will make for a more pleasant user experience.

This post was written by Var Galpchian, Dynamics CRM Application Consultant at Tridea Partners. Tridea Partners is a Microsoft Dynamics CRM partner serving Southern California, Utah, Colordao and surrounding regions. For more information on Dynamics CRM 2013, contact info@trideapartners.com.