Microsoft Dynamics CRM : The Social Curve – Getting More Social with Yammer, MarketingPilot and Netbreeze
Much to my surprise today when i was setting up a CRM Online trial for my testing purposes, i was excited to see that my CRM was the new CRM 2013.
There was no official information yet but i learned that the roll out has just started for the APAC region from the CRM community blog,
Now it is more evident that the update will follow for the rest of the regions in the coming days. I appreciate Microsoft’s commitment in making it available to the general public.
We all know that CRM 2013 BETA was made available for the partners on the Microsoft Connect website. But now that the CRM 2013 RC1 – Release Candidate 1 is also released on the same Microsoft Connect website, this means that the product has evolved from beta version to a even more finished product (Just miles away from the official release)
Partners & Customers are invited to sign the licence agreement before getting access to the download files for CRM 2013.
Hoping that this will bring us a great experience with CRM 2013 before its fully official release.
For those who may have missed the Microsoft Dynamics CRM Training Blitz Day on CRM 2013 Orion, Microsoft has made available the presentation slides for both technical and non-technical users for our anytime reference and review.
This should really come-in handy for us to start our preparations for CRM 2013.
The presentation slides can be downloaded from here,
Lots of new features and changes to the existing process.
Please Note: Partner source login credentials needs to be supplied to access the same.
Maybe i was a little late to notice the release of CRM 2013 beta bits which was made public on 28th of July 2013 on the Microsoft Connect Site.
For those who want to give it a try, you can download from here,
Updated on 21st August 2013:
Download URL changed to reflect the new beta refresh (After several bug fixes)
Refreshed on 20th August 2013.
Couldn’t wait to try it !
While there is a lot of excitement/concerns going around in Dynamics CRM space about the new release of CRM 2013, code named “Orion”. Individuals and companies like us have a need to get updated with the latest information on the pricing and licencing options in order for us to self-plan and start advising our customer group.
I’ve managed to gather the following information from various sources on the web and presenting here,
Very Important Note: The pricing is subject to change and may get refreshed when we come closer to the product launch. But for now, this is what have been planned.
CRM 2013 Online Editions and Pricing:
Professional ($65*) For the core CRM users, who need the full capabilities of Microsoft Dynamics CRM including sales force automation as well as marketing and customer care. We believe most users will find this license best fits their needs.
Basic ($30*) For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well as for business analysts who require reporting capabilities.
Essential ($15*) For light-weight users who need to access custom applications developed in house or by our vast network of partners.
(*) CRM Online list price shown per user per month in USD, actual pricing might vary by geography. Other fees may apply for add-on services such as additional storage, testing and production instances. Prices are exclusive of any fees you may incur to procure Internet connectivity.
CRM 2013 On Premises Editions and Pricing:
Microsoft Dynamics CRM 2013 Server License: $ 3938
Professional: $984 per user/ $787 per device – For the core CRM users who need the full capabilities of Microsoft Dynamics CRM including sales force automation, marketing and customer care.
Basic: $342 per user/ $236 per device – For sales, service and marketing users who need to manage accounts, contacts, leads, cases and access custom applications as well for business analysts who require reporting capabilities.
Essential: $79 per user or device – For light weight users who need to access custom applications.
Planned for both Online & On Premise customers with no additional charges.
The information presented above may not give you the in-depth details about the pros and cons about each licensing type, but can give you a heads-up!
One of the things i recently noticed in the “Polaris” release of Dynamics CRM 2011 is the change that was made to the “Qualify Lead” process.
The way it should typically work,
When you hit “qualify” from the lead form or from the lead home page grid, it should bring up the below screen
But it does not pop up the above modal dialog after the “Polaris” update and instead, it just creates new Account/Contact and Opportunity records (without an option to choose & based on the data available in the lead). And this is quite unacceptable when you need to associate that lead to an existing Account/Contact record and create the Opportunity.
Updated on 31/07/2013: Related Microsoft KB Article Update:
I see this as a major limitation (hopefully only until “CRM 2013 Orion” release). The primary reason for this could be the inclusion of the new flow UI forms. So while the Dynamics CRM product team addresses this known issue, do we need to live with this?
There is a Work around and here it is from the Zero2Ten blog very neatly written by Guz Gonzalez.
I will make sure to bring some more interesting topics in my next post.