What's new for administrators in Microsoft Dynamics CRM 2013

 

Applies To: Dynamics CRM 2013

Learn about what’s new for administrators in the latest Microsoft Dynamics CRM releases.

What’s new for administrators in Microsoft Dynamics CRM 2013 Service Pack 1 and CRM Online Spring ‘14

Learn about new features in this release: What's new in CRM Online Spring '14 and CRM 2013 Service Pack 1

Important

Once installed, Microsoft Dynamics CRM 2013 Service Pack 1 can’t be uninstalled.

Read important information about Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) before you deploy this service pack to a production environment: Get and Install Microsoft Dynamics CRM Service Pack 1

Detect duplicates when you create or update records

We listened to your feedback! The capability to detect duplicates when you create or update records using forms or grid views in the web application for the updated UI entities has been restored in this release! New in this release is the ability to detect duplicates when you use CRM for tablets. More information: Detect duplicate data

Use Sandbox instances to test changes to CRM before deploying to production

Applies to: Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online Spring ‘14 introduces the sandbox instance. A sandbox instance is any non-production instance in Microsoft Dynamics CRM Online. Because it’s isolated from production, use a sandbox instance to safely develop and test application changes. You manage your CRM Online sandbox and production instances in the CRM Online Administration Center. More information: Manage Microsoft Dynamics CRM Online instances and Introducing Sandbox Instances in CRM Online

Install product updates to enable new features for your organization

Important

Installing product updates is a one-way process. Once installed, the product updates can’t be uninstalled.

With this release, many new features and updates are added to your Microsoft Dynamics CRM deployment. Some of the features are disabled by default to prevent disrupting your CRM experience. You have an option to enable these features by installing the product updates. More information: Install product updates.

Connect to Microsoft Social Listening to bring social insights to your organization

Bring powerful social insights into your organization by connecting CRM to Microsoft Social Listening. This feature is only available in Microsoft Dynamics CRM Online. More information: Connect to Microsoft Social Listening.

Control flow of social data into your organization

You can enable or disable the ability to receive social data in Microsoft Dynamics CRM. More information: Control social data

Add Office 365 Online services

Applies to: Microsoft Dynamics CRM Online

New features in this release make integrating Office 365 services such as Exchange Online and SharePoint Online easier and more supportable. More information: Add Office 365 Online services

Offline mode: CRM for Outlook

If you go offline with Microsoft Dynamics CRM 2013 for Outlook, some CRM 2013 Service Pack 1 (on-premises) or CRM Online Spring ‘14 features will be missing until you upgrade to CRM 2013 Service Pack 1 for Outlook. More information: Upgrade Microsoft Dynamics CRM for Outlook

Export and import your CRM configuration data

Use the new Configuration Migration tool to migrate your configuration data across CRM servers. More information: Manage your configuration data.

Deploy packages to install multiple solutions and import configuration data

Use the new Package Deployer tool to bundle in multiple solutions and configuration data into a “package,” and then deploy the package to a Microsoft Dynamics CRM instance to install multiple solutions along with configuration data. More information: Deploy packages using CRM Package Deployer and Windows PowerShell.

What’s new for administrators in Microsoft Dynamics CRM 2013 and CRM Online Fall ‘13

Access teams

In addition to teams that own records, now you can use a new type of team, called an access team. An access team doesn’t own records and doesn’t have security roles assigned to it. The records are shared with an access team and the team is granted access rights on the records, such as Read, Write or Append. The access teams can be user-created or auto-created (system-managed). For system-managed access teams you have to provide a team template that the system uses to create a team. There are two deployment settings available for system-managed teams: a maximum number of team templates for an entity and a maximum number of entities that you can enable for auto-created access teams. More information: Manage teams

Multi-entity quick find

With multi-entity quick find, you can search for records across entities of different types, such as accounts, contacts, and opportunities. Several deployment settings are available for multi-entity search, such as a maximum degree of parallelism, a maximum number of entities participating in a multi-entity search and others. More information: Deployment Entities and Deployment Configuration Settings

Quick find and Yammer deployment settings

New deployment settings are added for Quick Find (finds records of the same type) and Yammer features. More information: Deployment Entities and Deployment Configuration Settings

PowerShell cmdlet updates

The Windows PowerShell cmdlets for Microsoft Dynamics CRM on-premises deployments now support remote execution of commands for CRM 2013. Additionally, there are new settings and options to the CRM 2013 settings cmdlet to support the features. More information: Administer the deployment using Windows PowerShell

Server-side synchronization

You can use Server-side synchronization to integrate Microsoft Dynamics CRM with Exchange and POP3 or SMTP-based email servers. You can use server-side synchronization to:

• Enable email synchronization for users and queues with external email systems.

• Enable synchronization of email, appointments, contacts, and tasks with Exchange.

Server-side synchronization offers new features like efficient resource usage, connection throttling, data migration, service isolation, error reporting, and new counters. More information: Server-side synchronization of email, appointments, contacts, and tasks

See Also

Administration Guide for Microsoft Dynamics CRM 2013
What's new for customization

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