- Entity Hierarchy Feature Enhancement
- New Hierarchical Visualizations
- Query enhancements for searching hierarchical relationships
- Rollup queries for summarizing data at each level
- Global Search (Multi-Entity)
- Search across multiple record types
- Product Taxonomy
- Product attributes
- Configurable to display cross sell and up sell products
- Offline Drafts and Dashboards Improvements for tablets
- Offline record data can be synchronized once reconnected
- Custom dashboards available
- Ability to navigate by hierarchy
- New Dashboard View & New Commands
- Microsoft Dynamics Marketing Interoperability
- New email editor allows marketers to use predefined templates
- Custom Service Enhanced SLAs Improvements
- Pause a case: SLA time calculation will get paused when a cause is paused. Paused case statuses can be configured by org admin (system settings). Pausing can be turned off at SLA level.
- Pau a case On hold: time will be tracked for case records (based on associated business hours)
- Tracking and Reporting: SLA statuses & times will be tracked in a separate entity
- Platform, Administration, and Technical
- Rollup Fields
- Rollup fields used to capture key business metrics at a record level for related entities with one-to-many relationships
- Rollup fields also provide the ability to aggregate data over hierarchies for more complex scenarios.
- You can define the entity rollup fields as decimal, whole number, currency or date and time.
- Aggregates are rolled up from child records to parent record.
- Rollup fields are calculated by synchronous system jobs that run every hour by default and adjustable by an administrator.
- Rollup fields are solution components and can be distributed between organizations and distributed in a solution.
- Calculated Fields
- Can be created in the CRM user interface without the need to write code
- Conditions and formulas can refer to values within the same or related entities
- Rollup Fields
- Business Rule Improvements
- Introduced in CRM 2013
- Now with both client and server side execution through the SDK
- Rules can be executed on create or update on form specific actions
- Enhanced expression syntax
- Support for default value and behaviors
- Business Process Flow Improvements
- Branching support allowing for adaptation based on information captured on the form
- Enhanced client API for complete programmatic access and control
- Hierarchical Security
- In addition to the tradition security architecture
- Allow for granular record access based on management chain or position hierarchy
- Hierarchical security was designed to address common security scenarios that would have needed to be implemented manually through customization with sharing.
- Field level security improvements
- Introduced in CRM 2011 as a way to restrict access to information in custom fields
- Now available for OOB fields with exceptions for non-customizable fields
- Microsoft Outlook Synchronization Improvements
- Sync Enhancements
- Sync more addresses and phone numbers
- Sync Outlook assigned tasks
- Sync Appointment Attachments
- Configurable field level sync direction
- Private notes
- Read-only CRM data
- Increased transparency for users being able to see what fields are being synchronized
- Streamlined Configuration Experience
- Just copy the organization URL from your web browser
- Sync Enhancements
