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What's new for administrators in Microsoft Dynamics CRM 2013 and CRM Online

Dynamics CRM 2013

Applies To: Microsoft Dynamics CRM 2013, Microsoft Dynamics CRM Online

Learn about what’s new for administrators in the latest Microsoft Dynamics CRM releases.

Learn about new features in this release: What's new in CRM Online Spring '14 and CRM 2013 Service Pack 1

ImportantImportant
Important note icon Once installed, Microsoft Dynamics CRM 2013 Service Pack 1 can’t be uninstalled.

Read important information about Microsoft Dynamics CRM 2013 Service Pack 1 before you deploy this service pack to a production environment: Get and Install Microsoft Dynamics CRM Service Pack 1

We listened to your feedback! The capability to detect duplicates when you create or update records using forms or grid views in the web application for the updated UI entities has been restored in this release! New in this release is the ability to detect duplicates when you use CRM for tablets. More information: Detect duplicate data

Applies to: Microsoft Dynamics CRM Online

Microsoft Dynamics CRM Online Spring ‘14 introduces the sandbox instance. A sandbox instance is any non-production instance in Microsoft Dynamics CRM Online. Because it’s isolated from production, use a sandbox instance to safely develop and test application changes. You manage your CRM Online sandbox and production instances in the CRM Online Administration Center. More information: Manage Microsoft Dynamics CRM Online instances and Introducing Sandbox Instances in CRM Online

ImportantImportant
Important note icon Installing product updates is a one-way process. Once installed, the product updates can’t be uninstalled.

With this release, many new features and updates are added to your Microsoft Dynamics CRM deployment. Some of the features are disabled by default to prevent disrupting your CRM experience. You have an option to enable these features by installing the product updates. More information: Install product updates.

Bring powerful social insights into your organization by connecting CRM to Microsoft Social Listening. This feature is only available in Microsoft Dynamics CRM Online. More information: Connect to Microsoft Social Listening.

You can enable or disable the ability to receive social data in Microsoft Dynamics CRM. More information: Control social data

Applies to: Microsoft Dynamics CRM Online

New features in this release make integrating Office 365 services such as Exchange Online and SharePoint Online easier and more supportable. More information: Add Office 365 Online services

If you go offline with Microsoft Dynamics CRM 2013 for Outlook, some CRM 2013 Service Pack 1 (on-premises) or CRM Online Spring ‘14 features will be missing until you upgrade to CRM 2013 Service Pack 1 for Outlook. More information: Upgrade Microsoft Dynamics CRM for Outlook

Use the new Configuration Migration tool to migrate your configuration data across CRM servers. More information: Manage your configuration data.

Use the new Package Deployer tool to bundle in multiple solutions and configuration data into a “package,” and then deploy the package to a Microsoft Dynamics CRM instance to install multiple solutions along with configuration data. More information: Deploy packages using CRM Package Deployer and Windows PowerShell.

In addition to teams that own records, now you can use a new type of team, called an access team. An access team doesn’t own records and doesn’t have security roles assigned to it. The records are shared with an access team and the team is granted access rights on the records, such as Read, Write or Append. The access teams can be user-created or auto-created (system-managed). For system-managed access teams you have to provide a team template that the system uses to create a team. There are two deployment settings available for system-managed teams: a maximum number of team templates for an entity and a maximum number of entities that you can enable for auto-created access teams. More information: Manage teams

With multi-entity quick find, you can search for records across entities of different types, such as accounts, contacts, and opportunities. Several deployment settings are available for multi-entity search, such as a maximum degree of parallelism, a maximum number of entities participating in a multi-entity search and others. More information: Deployment Entities and Deployment Configuration Settings

New deployment settings are added for Quick Find (finds records of the same type) and Yammer features. More information: Deployment Entities and Deployment Configuration Settings

The Windows PowerShell cmdlets for Microsoft Dynamics CRM on-premises deployments now support remote execution of commands for CRM 2013. Additionally, there are new settings and options to the CRM 2013 settings cmdlet to support the features. More information: Administer the deployment using Windows PowerShell

You can use Server-side synchronization to integrate Microsoft Dynamics CRM with Exchange and POP3 or SMTP-based email servers. You can use server-side synchronization to:

  • Enable email synchronization for users and queues with external email systems.

  • Enable synchronization of email, appointments, contacts, and tasks with Exchange.

Server-side synchronization offers new features like efficient resource usage, connection throttling, data migration, service isolation, error reporting, and new counters. More information: Server-side synchronization of email, appointments, contacts, and tasks

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