With all the hype and boom around the new version of Microsoft Dynamics CRM 2013 release, let’s take a look at a comparison of what features and functionalities between current version (CRM 2011) and the new version (CRM 2013). Hopefully, the differences will you help decide if upgrading to CRM 2013 is worth the investment.
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Microsoft Dynamics CRM 2011
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Microsoft Dynamics CRM 2013
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User Interface
- Upgraded UI from CRM 4.0
- CRM functional groups such as Workplace, Sales, Marketing etc are on the bottom left CRM home screen
- Ribbons have big Icons and Images
- Color centric around UI
- User friendly
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User Interface
- Brand new UX design
- CRM functional groups are now top of the CRM home page
- Ribbon layout have changed, only show main ones and rest are hidden until expanded.
- Lots of white color space around the UX
- Moderate learning curve if you have never used Microsoft CRM before
- Slide and glide UX when clicking on CRM button
- Less clicks and less windows to open when working in CRM
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Microsoft Dynamics CRM 2011
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Microsoft Dynamics CRM 2013
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Business Process Flow
- Lead to Opportunity, Account, Contact conversion.
- Workflow is asynchronous only
- Dialog
- Duplicate detection
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Business Process Flow
- Lead to Opportunity, Account, Contact qualification process with guided steps
- Workflow now fired off synchronously
- Dialog
- Duplicate detection has been removed for system and custom entities
- Business rules to streamline customization without having to code Javascript
- Auto Saved on record
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Microsoft Dynamics CRM 2011
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Microsoft Dynamics CRM 2013
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Mobility
- Mobile Form
- Tablet form limitation such as not being able to access custom forms, no Javascript supported,
- Custom entity not supported
- Restrictive in customizing the entity and forms
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Mobility
- Mobile forms
- Rules to control if forms is Read-Only on mobile and tablet devices
- Javascript supported
- Workflows supported
- Custom entities supported
- Dashboard supported
- Less restrictive to customize on tablet devices
- Multi-entities search
- Custom sub-grid support
- Supports CRM Online and CRM On-Premise (IFD)
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Microsoft Dynamics CRM 2011
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Microsoft Dynamics CRM 2013
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Email Configuration
- Uses email router to facility incoming and outgoing emails
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Email Configuration
- Email router is going away and replace with server side sync between Outlook and Exchange server.
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As you can see, there are clearly some big differences between the two versions. From a system advantage perspective, Dynamics CRM 2013 offers and fixes what Dynamics CRM 2011 was limited in. All functionalities, system changes, etc are not considered as is and subject to change on the rights of Microsoft.
If you are looking for upgrade support to Microsoft Dynamics CRM 2013, RSM offers a full range of services from implementation and optimization to development and support. Contact our professionals for more information on our services at 855.437.7202 or crm@mcgladrey.com.
Read more articles on the new release of Microsoft Dynamics CRM 2013.
By: Hien Tieu – New Jersey Microsoft Dynamics CRM partner
RSMUS.com