If you are an existing CRM Online customer upgrading to the new CRM Online Fall ’13 edition – and you have one or more customized forms – there is a few things to notice around your new forms.
Your upgraded customized forms will render in the new UI, and the forms will reflect your layout. You can then choose to upgrade your forms fully to the CRM Online Fall '13 forms.
I will try to explain in an example.
In this example lets pretend you have a entity "Affiliate", originally based on the "Account" entity i CRM Online 2011. The "Affilliate" entity leverages a heavily customized form (see below).
Fig. 1 - Customized form "Affiliate" in CRM Online 2011
Old and new form
After the upgrade to CRM Online Fall ‘13 the "Affiliate" entity will have (amongst others) an 'old' and a 'new' form.
The form "Information" will reflect your original layout, and you could leave it at that and use the "Information" form onwards. But the form wont be fully taking advantage of the new capabilities in CRM Online Fall ’13. If you want to fully take advantage of the new capabilities you will need to switch to the new form by going through a process which is basically merging the two forms and after that move things around, delete what’s not needed etc
To Merge the Two Forms.
I hope this example helps you understand some of the process involved around the forms upgrade after your organisation has been upgraded to CRM Online Fall '13. Obviously there is other things you will want to do, which you can read more about in the "Get Ready for the Next Release" section of the CRM Customer Center.
"Microsoft Dynamics CRM Online Fall '13" is a pre-release service under development. The information in this blog post represents my personal understanding and expectations as of the date of this blog post. All pre-release service release dates and features specified are preliminary based on current expectations, and are subject to change without notice.
Is it possible to "restore" the left side navigation area for CRM 2013 forms?
We have a lot of back-office xRM clients, with a large number of related information (20+) for key entities, for which it probably will be a problem, that related information is now "hidden" and require side-swipe to access.
In CRM 2011 we lost the traditional tabs, that people loved and could relate to. In CRM 2013 we seem to have lost easily accessible navigation as well, even tab anchors have been removed, so the only way to reach the bottom of the form, is to scroll.
Yes, I agree, MSCRM 2013 looks great on an iPad / Tablet, no doubt about it.
But it seems like MS, in their attempt to create a smooth tablet (read: touch) experience, has gone so far that they managed to degrade the non-touch experience significantly, leaving most back-office xRM clients behind, since they aren't using touch devices and will not be using touch devices in the near future (read: desktop computers with classic keyboard / mouse setup).
It certainly presents us with a challenge, needing us to completely rethink our entire way of constructing forms for CRM to support business needs. I guess, you'll never know until you give it a try...
Erik K. Aarslew-Jensen