Microsoft Dynamics CRM Spring 2014 Release Preview Guide

Following up the excitement of last night presentation about the key new features of Dynamics CRM 2013 in Q2 2014 release in Melbourne Dynamics CRM User Group by Mark Smith (@nzCRMguy). Microsoft also released the release preview guide.

This Q2 2014 release is highlighting lots of really amazing new features:

  • Microsoft Dynamics Marketing – major enhancement for marketing: Drag and drop visual Campaign Designer, Lead lifecycle management, Marketing Personalised Homepage, Scalable Email Marketing, Power BI for Marketing, Improved Sales & Marketing Connector (This Dynamics Marketing enhancement requires an extra Office 365 Procurement).
  • Updates on Sales Automation – Insights (puts real-time company and contact information from 30,000 sources into Microsoft
    Dynamics CRM), CRM Tablet App Enhancements
  • Customer Service – USD (Unified Service Desk – not US Dollar), Enterprise Case Management (SLA & entitlements, dynamic routing, KPI, case merge, parent child case, automated case creation, Define Status Reasons, Social Care, Service Management), CRM Tablet app –  Case Management.
  • Parature – Multi-Channel Care: portal, facebook portal, mobile app, real-time chat, Knowledge Management
  • Social Listening – Listen & Analyze, Monitor & Respond, Social Insights in Microsoft Dynamics CRM
  • Sandbox Environments (2 types of sandboxes are available: Minimal Copy & Full Copy) with the abilities: reset Sandbox to Factory Settings, Sandbox snapshot. On top of the sandbox environment, Admin also has the access to the New CRM Online Admin Center.

Aside from the new front-facing features there are also enhancement on the platform capabilities that enabling organizations to build, test and configure CRM deployments of all sizes.


  • CRM Package Deployment Tool
  • CRM Configuration Migration Tool
  • Updated Plugin Registration Tool
  • Visual Studio Toolkit enhancements
  • More PowerShell Support
  • New Windows Client API ( Microsoft.Xrm.Tooling.xxxx )


  • OAuth discovery specification to support ISV/office clients
  • GROUP AND/OR for workflows

Scale: Scaling Improvements in Async processing to handle very large workloads.

And again adding more compatible environments:

  • Windows 8.1
  • Internet Explorer 11
  • iOS7 Safari on iPad (web application)
  • iPad Air using Safari (web application)
  • Windows Server 2012 R2 (CRM server)
  • iPad Air using CRM for Tablets

Full details can be found on:

Once again, it is definitely an exciting journey for Dynamics CRM, Dynamics CRM is moving really fast and looking forward for the landing of this massive release.



Awarded as Dynamics CRM MVP – The best April Fool Day Pranks ever!

First of all, it is such an honor to receive the MVP award from Microsoft this year. It’s all by grace, as there are many people who are more experienced than me in Dynamics CRM.

Yesterday morning when I woke up, I received this big email from Microsoft:


I still could not believe it, as the previous day was April Fool Day where some of my friends teased and set up some pranks on me. Including Google, where they put Pokemon Challenge on Google maps.


I still could not believe it until I click the links in the email, enter the MVP detail and bam! It’s real! I didn’t expect it, even though there was someone from Microsoft asked some contact information a couple weeks before.

So, within this post I would really express my gratitude to God, as it is completely a MIRACLE for me, Microsoft, for this amazing award, Mark Smith (@nzCRMguy) and CP (Microsoft) for allowing me to participate as Melbourne Dynamics CRM User Group Committee, Brett Yorgey, Brent Howard, Felix Hariyadi and JayThom team for introducing me to Dynamics CRM, Sarah Ashton and CRM Team in Oakton who supports me until this day, and of course, my beloved wife that supports me all the time 🙂

I hope my future experience and sharing could continue to contribute to the Dynamics CRM users.

My new MVP profile:


Microsoft Dynamics Demo Builder

Today I found this Dynamics Demo website that will help us to quickly create demo org to present to customers. Some of the demo also contains great template such as: Grants Management, Case Management, Financial Service, CRM + SharePoint.


Dynamics CRM Compatibility with Windows 8.1 & IE 11


Windows XP support is going to be over on 8th of April 2014. To learn more about upgrade options for Windows XP:




Everything seems good and cool. Windows 8.1 is lovely, Windows button is there, the UI is sleek and fluid, lots of Apps available in the store.
Until we come to our lovely Dynamics CRM 2011, IE 11 makes it not working properly anymore!

This KB article mentioned about the Microsoft Dynamics CRM support for IE 11:

There are some options available:

1. Upgrade Your Microsoft Dynamics CRM to 2013 (Update Rollup 2 solves this compatibility)

KB Article:
Download Link:
Some good consideration when implementing UR by Donna Edwards:

2. Temporarily use Google Chrome and Mozilla Firefox until you are ready to Upgrade to Microsoft Dynamics CRM 2013 or UR on Dynamics CRM 2011 that supports IE 11.

Currently, Microsoft plans to add Internet Explorer 11 in compatibility mode as a supported web browser in the third quarter of calendar year 2014 for Microsoft Dynamics CRM 2011.

Looking forward to see more organisations to upgrade to Microsoft Dynamics CRM 2013 and taste the best of the upgrade!



Dynamics CRM 2013 [Beta] Exciting Part! Process Form & Business Rules Everywhere!

I’m lucky enough to get a hands-on with the new Dynamics CRM 2013 Beta from my current company as part of partner readiness.

The features that I really love from this new update are: Process Form & Business Rules!

What is Process Form? This update was released on CRM Online version in Dec 2012, around the same time as the release of UR 12 (Exciting multi-browsers support). This feature is helping sales process to keep track with each stage of a form. And now it’s available everywhere on every entity (as far as I can see in this beta release)!

Next is Business Rule. What is it? This is an amazing feature to implement business logic on certain entity. We could build our validation rule on the form, field update, hide/show part within form, make field editable based on certain values and many more awesome functionality and it is bound to solution! From developer point of view, this will reduce the time to do form scripting (reduce testing time when there is bug/wrong logic in the js)

Would this replace plug-in or workflow functionality? To certain extent it may.

I’ll keep updating this post with screenshots and more detailed features.