44 Microsoft Dynamics CRM 2015 Videos by #MSDynCRM YouTube Channel – New features & What’s new in CRM 2015

Microsoft Dynamics team have released 44 new Dynamics CRM 2015 videos on their YouTube channel covering the majority of new features, enhancements and updates in the Microsoft CRM 2015 release.

The list videos cover a variety of subjects including business processes, Mobile and Tablet apps new features, SLAs, Upgrade from CRM 2013 to CRM 2015 and a lot more. You can go and watch all videos in order from the following YouTube play list:

Alternatively here is a list of all videos with a single link to each video separately. Hopefully this will help:

Business Process in Microsoft Dynamics CRM 2015
SLA Enhancements in Microsoft Dynamics CRM 2015
Hierarchy Visualization in Microsoft Dynamics CRM 2015
Upgrading from Microsoft Dynamics CRM 2013 to 2015
Tablet Productivity Enhancements in Microsoft Dynamics CRM 2015
Field Level Security in Microsoft Dynamics CRM 2015
Hierarchical Security Modelling in Microsoft Dynamics CRM 2015
Rollup and Calculated Fields in Microsoft Dynamics CRM 2015
Configurability in Synchronizing Data with Outlook or Exchange in Microsoft Dynamics CRM 2015
Product Taxonomy Administration in Microsoft Dynamic CRM 2015
Using Power BI with Microsoft Dynamics CRM 2015
CRM for Outlook Configuration in Microsoft Dynamics CRM 2015
Update Process Enhancements with Microsoft Dynamics CRM Online 2015 Update
Salesperson Experience with Product Taxonomy in Microsoft Dynamics CRM 2015
Microsoft Dynamics CRM 2015 Product Catalog New Features – Product Properties
Microsoft Dynamics CRM 2015 Enhanced SLA New Features
Microsoft Dynamics CRM 2015 Product Catalog New Features – Setup and Management
Microsoft Dynamics CRM 2015 Field Level Security New Features
Microsoft Dynamics CRM 2015 Product Catalog New Features – Architecture
Microsoft Dynamics CRM 2015 Product Catalog New Features – Product Selling
Microsoft Dynamics CRM 2015 Product Catalog New Features – Localizable Attributes
Microsoft Dynamics CRM 2015 Product Catalog New Features – Pricing Calculation Configurability
Microsoft Dynamics CRM 2015 Product Catalog New Features – Suggestions
Microsoft Dynamics CRM 2015 Product Catalog New Features – Bundles and Kits
Microsoft Dynamics CRM 2015 Product Catalog New Features – Overview
Microsoft Dynamics CRM 2015 Business Process Flows New Features
Microsoft Dynamics CRM 2015 Customization New Features- Power BI
Microsoft Dynamics CRM 2015 CRM for Phones New Features
Microsoft Dynamics CRM 2015 Multi-Geo Tenant New Features
Microsoft Dynamics CRM 2015 Business Rules New Features
Microsoft Dynamics CRM 2015 Customization New Features- Customizable Help
Microsoft Dynamics CRM 2015 Customization New Features – Roll Up Calculated Fields
Microsoft Dynamics CRM 2015 CRM for Tablets New Features – Additional Features
Microsoft Dynamics CRM 2015 CRM for Tablets New Features – Offline Drafts
Microsoft Dynamics CRM 2015 CRM for Tablets New Features – Iframes
Microsoft Dynamics CRM 2015 CRM for Tablets New Features – Dashboards
Microsoft Dynamics CRM 2015 Hierarchy Visualization New Features
Microsoft Dynamics CRM 2015 CRM for Outlook New Features
Microsoft Dynamics CRM 2015 Miscellaneous New Features
Microsoft Dynamics CRM 2015 Search New Features
Microsoft Dynamics CRM 2015 Setup and Upgrade New Features
Microsoft Dynamics CRM 2015 SLA New Features – Differences
Microsoft Dynamics CRM 2015 Hierarchy Security Model New Features
Microsoft Dynamics CRM 2015 Product Catalog New Features – What’s New

What’s new in Microsoft Dynamics CRM 2013: New Features & Comparison of Microsoft Dynamics CRM 2011 versus #CRM2013 #MSDynCRM

This post, What’s new in Microsoft Dynamics CRM 2013, lists the main new features in Dynamics CRM 2013 and compares them to Microsoft Dynamics CRM 2011 where applicable (Crm 2013 Vs. CRM 2011). At the bottom of the comparison table, you will find links for the most important Dynamics CRM 2013 resources which are the customer center, developer center and Tech IT Pro Center. You will also find some informational files about Dynamics CRM 2013 and which are published by Microsoft.

I will continue to update this table frequently. All comments & feedback is welcome. Please comment below.


Original CRM 2011 Feature CRM 2013 New Feature

CRM 2013 New Feature/Benefit Description

Interface Left Navigation Pane New Top Horizontal Navigation menu bar New menu bar replaces CRM 2011 Navigation pane and designed to ease user navigation, free up screen space and create a consistent look and feel across desktop and touch enabled mobile devices.
Interface Top Ribbon Commands bar 5 buttons Action bar & a More actions CRM 2011 ribbon has been replaced by a simpler single line action bar with a “more actions” drop down list freeing up screen space for more data, charts and information on forms. Commands are related to what you are working on and change based on data and record opened.
Interface Get started pane Removed in CRM 2013 Removed to provide further screen space for information.
Interface Workplace Area & Dashboards No Workplace area. Dashboards specific for each area The Workplace Area has been removed and Dashboards and Reports are now part of every Work Area: Sales, Marketing and Service giving more room for data specific to each CRM Work Area.
Interface Popups No Popups. Edit Data Inline. Inline Editing: In CRM 2013, you can now click or tap a field to update info for a record right inline. No flipping to another screen. There are no more pop ups in CRM 2013.
Interface Quick Create Form Create new records using the Quick Create Forms on the go.In the top Nav bar, click or tap Create, and then select the type of record you want. Enter data for a few fields, or more if you have it. You can come back and fill in the gaps later when you have more time.
Interface Prominent Records Headers & Quick View Forms Surfaces important Customer information and highlights key data (such as phone number, status, record owner) on related forms so users always have their customer data at their fingertips. .
Interface & Devices Seamless Interface Experience Across all devices CRM 2013 is delivering a CRM experience that is consistent across web, client and devices.  Native device capabilities provide familiar tools and actions to get things done.Always know where you are within your sales process, easily complete key tasks and advance the process to reveal what’s next. Embedded Skype calling allows you to stay connected with your Customers.
Devices Dynamics CRM Apps for Windows 8 PC & Tablets, iOS (iPhones & iPads) and Android phones. The Microsoft Dynamics CRM phone applications will complete the mobility story by providing a touch-enabled mobile phone application experience for Windows 8, Android and iPhones. Phone applications will be launched following the General Availability of CRM 2013.
Devices Tablet Optimised Web Browser Experience Users that access CRM from the web browser on their mobile device will be presented with a web browsing experience optimized for the device. The “liquid layout” optimises the viewing experience, adjusting for various screen shapes and resolutions (landscape, portrait, 1, 2, 3 column). This browsing experience adds flexibility in how the mobile employees access their CRM data and includes offline caching for offline viewing so users can still access key data if connectivity is lost.
Deployment Write once, Deploy Everywhere. Configuration changes to the interface will persist in the tablet application. CRM optimises your web forms for the tablet layout. Even client-side logic is supported on the mobile device to deliver rich experiences.
Social Enterprise Collaboration Yammer Integration including users without CRM licenses. Users can participate in social conversations directly within Microsoft Dynamics, through the Yammer web and desktop applications as well as apps running on Microsoft (Windows Phone), Apple (iOS) and Google (Android) mobile devices.
Process Excellence & Agility Business Process Flow Dynamics CRM 2013 gives users visual guidance to navigate processes that makes workflows more prescriptive and easier to follow.New process bar prompts users to follow next action steps in line with your mapped workflows to progress leads, opportunities, service cases and other tasks.

Business Processes also have Stage-Gating feature that prevents users progressing any process to the next stage if one or more steps haven’t been completed

Business Rules Custom JavaScript Business Rules. Business rules in CRM 2013 now allows for native controls to be applied on forms instead of writing custom JavaScript as it was the case in previous version. These are client side enforced controls based on business conditions and allows for 5 actions:

  1. Set specific field value (including formulas & calculation),
  2. Set business required state for a CRM attribute,
  3. Set visibility of a field to visible or invisible (visible = false),
  4. lock and unlock Dynamics CRM fields / attributes, and
  5. Show an error message on a form if certain conditions are met.
Search Multiple Entity Search innew mobile client application. New mobile client application (MoCA) for Dynamics CRM 2013 will have multiple entity query (eg; a simple cross-entity search). The multiple entity search is configurable for up to ten entities and provides the capability in MoCA for mobile users to find the CRM data they need when working on their tablet
Customisation & Configuration Records Auto Save Users no longer need to click or tap Save when editing a record. By default, the system automatically saves any edited records every 30 seconds, or when users navigate to another record.
Customisation & Configuration Image Data Type Images are now First Class data type. Users can now associate images with CRM records including contacts and users
Customisation & Configuration Actions Developers can extend the functionality of the standard Microsoft Dynamics CRM system by creating custom messages, with associated request/response classes, known as actions. Actions are new type of processes to expand the vocabulary available for developers to express business processes. With core verbs like Create, Update, Delete, Retrieve, Associate and Assign provided by the system, an action uses those core verbs to create more expressive verbs like Escalate, Approve, Route, and Schedule. If the definition of the action needs to change due to changing business priorities, someone who is not a developer can edit the action using the application workflow designer. Since these actions are available through web service calls, they can be used from both inside the application using a command action or from external applications.
Customisation & Configuration Integrated Maps Integrated Bing Maps dynamically show the map for the primary record address.
Customisation & Configuration Skype & Lync Integration Skype & Lync integration enabling direct dialling from any phone number field in Dynamics CRM
Customisation & Configuration Workflows are Asynchronous. Real-time Synchronous Workflow The existing workflow execution model that supports asynchronous workflows has been extended to support real-time (synchronous) workflows. Real-time workflows are not queued, as was the case with asynchronous workflows, but execute immediately on-demand or in response to a message being processed by the execution pipeline. Real-time workflows participate in the database transaction and perform similar functionality to plug-ins, yet can be created by a non-developer through the web application workflow designer. Developers can still create real-time workflow through code.
Customisation & Configuration Role-Based Security (owner) Teams Only Role-Based Security Teams (owner Teams) and Access Teams Teams need to collaborate with a unique set of people within their organization for each record such as an Opportunity, order or important customer contact. CRM 2011 role-based security does not give users this level of flexibility. With a record-based access team, CRM users can be added to a specific record and give them access. The access team is a new type of team that doesn’t own records, but, has access to records. Unlike with owner teams, you can create one or more access teams to work on the same records and have team members with different levels of access rights to the record.
Customisation & Configuration Calculations and formulas via Business Rules Setting a field value in a business rule allows the use of formulas to do calculations for applicable fields such as fields of type “Money”. Addition, subtraction, multiplication & division are the calculation operations available and can be done between fields or values. So for example: set “Total Box Value” field value to “Price per item” field multiplied by “24”. (assuming every box has 24 identical items for instance).
Office 2013 Support for Office 2013 CRM 2013 for Outlook will be supported in Microsoft Outlook 2013 providing contextual capabilities directly within the Outlook experience. Word merge for documents and emails will be supported in Microsoft Word 2013, and the ability to export data to Microsoft Excel for analysis and reporting will be supported in Microsoft Excel 2013.
Web Services & Endpoints Support for Oauth protocol & enhancements to OData web service Endpoint. CRM 2013 includes several enhancements to provide flexibility to deliver powerful mobile applications. Added support for OAuth protocol that is RESTFUL and easier to support for Mobile/Tablet applications. These applications, once they are authenticated through OAuth, can then use either the SOAP endpoint or the REST OData endpoint. The OData web service endpoint has been enhanced with the addition of authentication support for external mobile and rich client applications. Previously, the OData web service endpoint supported only pre-authenticated client (script) code provided in web resources.
Web Services & Endpoints Support for CRM 4.0 2007 Endpoint & Legacy features CRM 4.0 Service Endpoints & Features removed in CRM 2013 CRM 4.0 2007 service endpoints, CRM 4.0 plugins, CRM 4.0 client-side scripting and CRM 4.0 custom workflow activities no longer supported & will not work in CRM 2013.
Duplicate Detection Duplicate Detection during Record Create and Update Removed in CRM 2013
Server Side Synch Server-Side Sync will be used to integrate emails, activities and tasks with CRM 2013.Server-Side Sync will be doing the same work as the Email Router and more. Currently, Server-Side Sync will only work in the following scenarios:

  1. Microsoft Dynamics CRM Online → Microsoft Office 365
  2. Microsoft Dynamics CRM On-Premise → Microsoft Exchange On-Premise.

Important Dynamics CRM 2013 resources can be found here:
CRM Customer Center: http://www.crmcustomercenter.com
CRM Developer Center: http://www.crmdevelopercenter.com
CRM IT Pro Technical Center: http://www.crmtechcenter.com

You can find more information in below CRM PDF guides / informational files published by Microsoft:


CRM 2011 new features highlights: What’s new and Introduction to Microsoft Dynamics CRM 2011 new Productivity functionality, Web Client & development enhancements (part 2)

 This post is a continuation of a series of posts about what’s new in Microsoft Dynamics CRM 2011 and introduction to new features in CRM 2011. This series focuses on highlights and general list (bullet points) of new productivity and UI enhancements (UX) in CRM 2011 and it is not aimed as a detailed step by step guide to all dynamics CRM 2011 features. I’m hoping to write in the future more detailed posts about each and every Dynamics CRM feature but at this stage I’m focusing on the main new additions and improvements. Please read the previous post here for the full list of features.

  • Charting & Graphs: CRM 2011 comes with loads of charting capabilities and features. You can create a chart or a graphical representation of your data in few minutes and against any entity or group of records. You can then drill into the data represented inside this chart or graph. Drilling into data in charts is another way of navigation in itself. Business users can create charts and graphs themselves and can have their own dashboards without the need of development or developers involvement. Out of these charts, CRM 2011 users can create their own dashboards that would be then made of a group a charts and can have multiple dashboards with a variety of information.

  • Navigation enhancement in CRM 2011 include the new Home button which gets you to your homepage from any screen and anywhere you are on the system. There is also the recently visited button next to your home button which has links to all your recently used views and items including recently opened records. You can also pin items in this recently used menu so it will always be in the menu in the future and you can quickly jump to it whenever you need. This is useful when you have an account record for example that you use daily or you will extensively use over a period of time. You pin it to this menu and quickly go to it whenever you want. You also have your most used views so you can jump to them directly with one click.


  • Views selection: Another time saving navigation enhancement: You can now select which entity view you want to see before you actually click to open the open the entity. For example, you can click on the arrow next to the Contact entity–> select which view to open as in screen shot below:

  • Filtered Views: CRM 2011 now allows filtering of views similar to how excel filters work so you can filter what records to see within the view.
  • You have a graph & charting tool next to every view where you can view your records in a form of a chart, graph or any graphical representation you choose. You can also drill into the records in each section of the chart.
  • CRM 2011 Ribbon: The new ribbon now allows you to qualify a list of leads (multiple leads) via a button on the ribbon. You can also assign, merge, add to a queue and do a variety of other things to a selection of records of any entity type.

  • Connections: A new feature in CRM 2011 where records of different entities can now be connected to each other. So for example, you can now create a connection between a contact and an opportunity, a contact and a user, an account and a competitor. Basically any combination of two records from any two custom or system (customisable) entities can have a connection created between them. So you can now have a grid that shows all records of all entities that have a connection (i.e. related) to a specific record. Almost like a social networking capability for your CRM 2011 records.
  • Goals & Goals Managementin CRM 2011: MS Dynamics CRM 2011 now comes with out of the box built-in goal management feature. You can find this in the Sales section, Goals, Goals Metrics and Rollup queries. You can have a parent (main) goal for a department for example and child goals for individuals. You can also aggregate all CRM 2011 goals by individuals into the parent goal to see whether or not you are approaching your goal. Very useful feature for reaching sales targets and managing sales personals targets.
  • Queues: Now you can have each and every record in CRM added to a queue. You can add leads to any queue or any other entity. Previously in Dynamics CRM 4.0 you can only add cases to queues but now you can add any entity record to any queue you create.
  • Filters: Filters in views are built in CRM 2011 so that you can create a personal/shared view (similar to advanced find) out of a filtered view! Simply, add your filters –> Save this view —> Create a personal view (Advanced find) —> edit filters and add/remove columns —> Save personal view —-> Share the view with your colleagues.
  • Process automation and control: Workflows(process) and Dialogs. Workflows in CRM 2011 are now part of Processes. When you go and create a new process you decide which category your process falls under: Workflow or Dialog. Workflows are the standard Dynamics CRM workflows as in CRM 4.0. Dialogs are a completely new addition to CRM 2011. Dialogs are in effect UI scripts or a scripting tool that allows you to create a script with questions (prompts) and allow you to store the answers of these questions. It also allows branching where your dialog process or script changes its direction based on the answers you get from the customer. This is ideal for call centres where you need a structured process and scripts for call centre representatives. It can be used in a variety of other things as well including data entry for example. Responses to questions and answers are stored during the dialog and can be re-used further on in the process (as if they are variables in code), or they can be used to to update a record field value. At the end of your script, you can create, update & assign a record amongst many other steps that you can do.
  • Solutions Management: Microsoft Dynamics CRM 2011 has a new concept called solutions management. This is a totally new and unique way to build your own solutions. You can create and save your customisations and then share them with other users and clients. You can create a solution or import a solution created by another company and add it to your organisation. This is ideal for companies and partners who want to produce solutions and sell them on or re-use them as packaged solutions for other projects, sell them on the new Microsoft Dynamics CRM marketplace and so on. There are 2 types of solutions: Managed and unmanaged. A managed solution can be edited only by specific users and if exported and imported at nother organisation, users of the other organisation will not be able to edit or modify your solution. Managed solutions are fully secured and cannot be edited. An unmanaged solution can be edited by any user with an appropriate user role. A solution can have version number, It includes entities customisations, relationships with entities and other components, and security features based on user roles.
  • Import and export data: You can now create new entities while importing and you can dynamically create fields to map against source fields in the source data file such as an excel sheet.
  • SharePoint integrationbetween CRM 2011 and SharePoint comes now out of the box as a built in feature in CRM 2011 with no development or custom code needed.
  • SDK: The new powerful SDK for CRM 2011 has all full support for all the new features in CRM 2011 including Auditing, Security, charts (3D charts by Fetch xml) and much more.

Previous posts is this series:

CRM 2011 Outlook client

CRM 2011 Productivity enhancements (Web client, customisations, etc.) (part 1)

I hope this post was of some benefit for some of you. Please feel free to correct any possible mistakes in this post. As always, the post and information in this blog are all provided as is with no warranties and confers no rights.