Neal and Associates would like to share some information about the CRM Online user interface (UI) enhancements that are coming as part of the 2015 Update 1 release, so that you can prepare your team:
Navigation changes will enable your team to move around the CRM UI more quickly. Enhancements in this area include:
The Sales, Service, Marketing, and Settings work areas are easier to move between.
Work items are now displayed beneath the work area selected, enabling faster discovery of things like dashboards, accounts, and cases.
The new shortcuts to recent work lets you quickly see the records and views you most recently accessed so that you can jump directly to those items as needed.
For a quick tour of these new navigation enhancements, check out this short video. For more details, see how to get around in CRM.
Theming allows you to personalize your Dynamics CRM Online deployment more than ever before. Theming enhancements include:
Add logos to make the experience feel more personal for your users and align to your company branding.
Change accent colors for the main navigation, hover, and selections to match your company style.
Color changes are available for all entities. You can find the configuration in the entity metadata.
Administrators can easily preview themes before publishing and also export and import themes for reuse.
Need more information about Theming? To learn more about how to change the color scheme or add a logo to match your organization’s brand, watch this video.
Forms are significantly improved for rendering in the UI. Things to know include:
A newly built form rendering engine provides extremely fast form load while maintaining compatibility.
These form changes will not impact end users, because they have the same features, interface, and behaviors as the legacy rendering engine. Some of the areas we've changed include how the page is constructed, how data loads, and how scripts are managed.
Unsupported customization's will likely break in the improved form engine. We encourage everyone to test your customizations, solutions, and scripts to ensure proper functionality with the improved form engine.
Get yourself ready for the update in five steps:
1. Get familiar. Read the Release Preview Guide for the complete list of capabilities.
2. Get prepared. Read about managing Microsoft Dynamics CRM Online updates.
3. Stay up to date. Bookmark the Get Ready page and visit regularly to stay informed.
4. 1.Test, train your users, and socialize the update before deploying to production.
5. 1.Your partner and Microsoft teams are here to help you be successful.
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