Form Merge Post Upgrade – When you upgrade your CRM 2011 system to 2013, your classic forms will be left as they are as the default form. To move these into the new 2013 style you will need to use the “Merge Forms” button. This will simply move everything on your classic form on to the new 2013 entity form. Then you can adjust as necessary.
Fluid Forms – The new forms for CRM 2013 were designed with Responsive Web Design in mind. This means that the layout adjusts for different resolutions and window sizes. So you do not need to worry about data being cut off or odd formatting issues that sometimes arose in old versions.
Using the Business Process Flow Designer – This articles gives some deeper details into the Business Process Flow we have been hearing so much about. The important pieces to note are that the flow can include a maximum of 5 entity switches and the process can only be linear with a maximum of 30 steps (per entity I believe). Note: users can change the process manually right now in 2013, but automatic branching logic should be included in future releases.
Composite Controls – This is the new functionality that allows you to enter data into one field and it will split into separate fields (think of full name and address).
PowerObjects posted some screenshots and information about new CRM 2013 features: Business Rules and Auto Save. No real new information here but some good screenshots/examples if you haven’t seen this functionality yet.
Sonoma Partners demonstrated the 2013 Inline Editable Grids. Check out the video demonstrating some of this functionality. Keep in mind this will be available for some system entities in 2013 but will not be available for all entities (including custom) until a later release.
That’s all the news I have for today. Hopefully I will be back soon with Summit news. Have a nice weekend!