Tuesday, June 4, 2013

May 31 Blog Review

The blog world was relatively quiet this week, seems like everyone was out enjoying the long weekend. Leon Tribe was reading over the weekend and posted a Book Review for an Applications Certification Guide. Personally, when I took the Applications exam I only used the Microsoft training. Since they wrote the test I assumed they knew what was on it. This worked very well for me. Although now studying for the Extending CRM certification I feel I could use a Certification Guide to fill in the missing pieces so I can understand the Microsoft training.

There were several good blogs from PowerObjects this week. First, Comparison: Using Workflows vs JavaScript vs Plugins in Dynamics CRM, this helps describe what processes when and how to decide the best tool for the job. Also, How to Create a Power View Report in Excel with CRM Data showcases how to use the Excel add-on, Power View to manipulate and analyze your CRM data. It is also cool to see the use of Excel 2013. It matches the design of the new CRM process-driven forms nicely. Note: Power View is an Excel Add-on from Microsoft not Power Objects, even though it has Power in the name.

Jukka Niiranen has a post on MS Dynamics World about Preparing for Orion. Some important tidbits (or Timbits for my fellow Canadians):
  •           The left navigation bar is being replaced by the top navigation ribbon. This means that after Orion, there is no going back – only the new user interface will be available. You can no longer go back to the “classic” forms.
  •           End user training will be required
  •           Time will be required to map your business processes to the process-driven forms and test that this is the best layout
  •           No more legacy support for CRM 4.0 APIs – start replacing these today
  •           Remember forms will now auto-save – think about how this will affect your plugins, workflows, etc.
  •           Be prepared for scripting changes
  •           Upgrading to Orion most-likely will be necessary to use the new add-on features such as Yammer integration, Skype integration, MarketingPilot, Netbreese, Bing Maps, new mobile client
  •           Partners will need to evaluate their add-ons for compatibility and modify to blend in with new UI – make sure your partner is ready!

Microsoft posted how to get started with your CRM surface Apps, complete with code and screenshots.

That’s all for today! 

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