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Microsoft Dynamics CRM 2013: More favorite features from the field

by Linda Rosencrance
Contributing Writer, MSDW

Microsoft Dynamics CRM 2013 form structure

The release of Microsoft Dynamics CRM 2013 is just around the corner. And as the date draws near Microsoft has loosened its NDA restrictions, more partners and CRM professionals have started sharing their favorite new features.  And in the last two weeks there has been plenty more sharing by CRM professionals who have been able to dive into the product.

Here are a few more topics that caught our eye:

  • Introduction to Actions in CRM 2013
  • Store Images in CRM 2013
  • Quick Create Forms
  • CRM 2013: Understanding different categories of processes
  • A historical perspective on the evolution of business processes
  • Introducing CRM 2013 business rules

Introduction to Actions in CRM 2013

Inogic's CRM team wrote a new post introducing Actions in CRM 2013. In Dynamics CRM 4 there were workflows that could be used for asynchronous processing of business logic, generally used for setting up automated actions and defining sales process in Dynamics CRM. But since Dynamics CRM 2011, the workflows became a category under Processes and another category called Dialogs was introduced that enabled the execution of Dialog scripts to set up process flows to guide the salespeople through the sales process using a question/answer format.

In Dynamics CRM 2013, the Processes have been extended to include Business Process Flow and Actions in addition to the categories from the previous versions.

The authors conclude that "Actions is a powerful tool in the hands ...

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About Linda Rosencrance

Linda Rosencrance is a freelance writer/editor in the Boston area. Rosencrance has over 25 years experience as an reporter/investigative reporter, writing for many newspapers in the metropolitan Boston area. Rosencrance has been writing about information technology for the past 16 years.

She has covered a variety of IT subjects, including Microsoft Dynamics, mobile security issues such as data loss prevention, network management, secure mobile app development, privacy, cloud computing, BI, big data, analytics, HR, CRM, ERP, and enterprise IT.

Rosencrance is the author of six true crime books for Kensington Publishing Corp.