New Features of Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 is currently available with some pretty great updates that make it easier and faster to use.

The navigation pane and command ribbon each took up a lot of work space and have been removed. The new window has drop down navigation so there is more space for your data. Work areas can now be found by clicking the Microsoft Dynamics CRM logo at the top of the screen so you only see what you have chosen to work on. Once you choose your work area you can hover over or click the area and will see tiles for the record types you use the most.

Once you are in a record you can edit it without changing screens. You may also work directly from the record. For example with a contact record you have the ability to click on contact information, email or phone and connect directly from the open record via Lync or Skype for a call or send a message via email. You may now create a new record more quickly by entering whatever  information you have and then returning to the entry and filling in the rest later. This is especially useful when adding a new contact because within their record you can quickly fill in a few notes or connect with them via social networks so you have all of their details right there. You may also attach a file with their information so you have it but don’t need to enter it all in separately.

Microsoft has created a CRM Customer Center with videos and fact sheets for more information on the new features available in CRM 2013!

 

By | 2017-10-17T19:11:13+00:00 January 6th, 2014|Sales & Service (CRM)|2 Comments
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Contributor: AKA Enterprise Solutions

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2 Comments

  1. Tegan Rafael January 14, 2014 at 2:46 am - Reply

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  2. Young January 25, 2014 at 9:49 pm - Reply

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