Microsoft Dynamics CRM – Convergence Public Announcements of the Second Quarter New Functionality Releases of 2014
Microsoft has announced new functionality releases or updates that are coming to Microsoft Dynamics CRM 2013 to it’s worldwide and yearly Convergence conference, this time held in Atlanta.
What are the new releases? What do the original codenames (Leo, Mira and Subra) map to? How excited am I!
Leo – this will be the new Customer Care functionality for CRM. It’s based on the unified service desk for call center users and other case management functionality, which Microsoft acquired when it purchased Paratune. More on the acquisition from Bob Stutz can be found here. I did a blog post as well, it can be found here. Microsoft press release can be found here.
Mira – this will be know as Microsoft Dynamics Marketing. It’s based on marketing-automation technology that Microsoft acquired when it purchased MarketingPilot. More on the acquisition from Bob Stutz can be found here. Microsoft Dynamics Marketing will be an add-on service that can be used with Microsoft Dynamics CRM.
Subra – this will be known as Microsoft Social Listening. This will be based on social-analytics technology that Microsoft acquired when it purchased NetBreeze. More on the acquisition from Bob Stutz can be found here. Microsoft Social Listening will also be an add-on service that can be used with Microsoft Dynamics CRM.
Keep your eyes open for the next announcements from Microsoft.
Microsoft Dynamics CRM 2013 extended the feature set with Business Process Flows, to allow for the creation of Business Process Flows for any entity including custom entities.
Business Process Flows in CRM 2013 is a feature customers frequently ask about and on occasions is the one (but not limited to one) of the major benefits of moving to CRM 2013 in their mind.
This blog post will highlight how to enable your new or existing custom (custom means not supplied by CRM 2013 out-of-the-box) entities to be ready for use within the Business Process Flow.
Enable your custom entity for Business Process Flow
If you are creating a new custom entity, make sure the option of Business process flows (fields will be created) is checked or selected.
If the entity has already been created, you can simply open the existing custom entity and check or select the option Business process flows (fields will be created).
Save your change.
In my example shown below, I have created a new entity called Booking and enabled the feature.
So effectively the enabling process is now complete.
When you checked or selected the option, you will see some text at the end of the option which reads (fields will be created). What this means is that 2 new fields will be added to the entity field list to allow a Business Process Flow to be added.
- Process Id
- Stage Id
When you start creating a new Process (Settings > Processes) you can choose a Category of the Process. By default, no Category is selected, therefore showing you all entities available for Processes. This is shown below.
Once you select a Category of Business Process Flow, your custom entity will be available for selection. This is shown below.
So no real change from the previous list. But you may notice one entity in the list missing. Let’s talk about that next. If you spotted Booking2 missing from the list, you would be right.
My other entity called Booking2 is missing because it is not enabled for Business Process Flows. The screenshot below shows I have not selected the option Business process flows (fields will be created)
That’s how easy it is to Enable your custom entity for Business Process Flow.
The RTM release of Microsoft Dynamics CRM 2013 was not compatible or supported with Internet Explorer 11 or Windows 8.1. However, support for Internet Explorer 11 and Windows 8.1 will be delivered with Update Rollup 2 (UR2) – KB2919956.
The pre-release page regarding Update Rollup 2 (UR2) is available at the URL below along with a list of hotfixes. This is the only info that is publically available. So stay tuned to this page for the final release.
As we all know, Steve Ballmer announced on August 23rd 2013 that he would retire as CEO from Microsoft once a successor was named. Now the new successor has been named, it is Satya Nadella.
As Satya Nadella becomes the third CEO of Microsoft, he brings a relentless drive for innovation and a spirit of collaboration to his new role. He joined Microsoft 22 years ago because he saw how clearly Microsoft empowers people to do magical things and ultimately make the world a better place. Many companies, he says, “aspire to change the world. But very few have all the elements required: talent, resources and perseverance. Microsoft has proven that it has all three in abundance.”
You can read more about the appointment of Satya via the official Microsoft press release here: http://www.microsoft.com/en-us/news/press/2014/feb14/02-04newspr.aspx
Hot of the press in 2014 is the news of the acquisition of Parature by Microsoft.
Parature is the industry’s leading provider of cloud-based customer service software and is used to support more than 3,000 brands and approximately 70 million end users worldwide. Parature empowers mid-market to enterprise organizations across major industries with the ability to centralize their customer service and support efforts and to manage, resolve and respond to a high volume of service issues across a variety of communication channels, including the growing number of service-related conversations that are happening every day on social media and mobile devices.
This acquisition means a whole of of functionality relating to the customer service and support will be made available via Microsoft Dynamics CRM. Self-service is the key element or focus here along with self-service support across different devices and channels.
Press release can be read here: http://www.microsoft.com/en-us/news/press/2014/jan14/01-07paraturepr.aspx
So watch the space of Self-Service customer support with Paratune and CRM.
Short blog post to make reference to a handy Competitor Price Comparison tool from Microsoft. Compare CRM systems from Salesforce.com and Oracle with Microsoft Dynamics CRM.
Find the Competitor Price Comparison tool at the link below.