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Page 1: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 2: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 3: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

Page 4: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 5: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

Really Fast Prototyping

Page 6: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 7: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 8: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Quick access to tabs on a form without

scrolling

• With or without label

• Different icon size

• Sticky or not sticky tabs

*Next release of Dynamics 365 BE

Page 9: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Container for one or more views

• 2 user experiences

▶ Single tab: 360° view

▶ Multiple tabs: single view

• Several view types available: tiles, tree view,

timeline, map view, grid view

Page 10: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Entirely personalizable through configuration

• 3 subtypes

▶ Information

▶ Process

▶ New button

3 small text

areas

3 large text

areas

5 icon

placeholders

Icon

Background

color

3 small text

areas

3 large text

areasIcon

Background

color

Active process

flow

Text area

Icon Background

color

Page 11: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

Example different Tiles Views & Icons

Tile size

Process tile

New

Different Icons

Page 12: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Different visualizations:

▶ Date driven

▶ Period driven

• Filtering option

• With or without

swimming lanes

• Zoom in & out

• Activity roll up

Page 13: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Display linked information in a

hierarchical structure adding data in a

substructure from other entities (f.i.

accounts with contacts or accounts

with contracts and opportunities,…)

Page 14: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Display linked information on a map

• Clustering

• Search Option

• Google Street View

Page 15: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Display linked information in a sub grid

• Native and custom CRM views

• Add conditional coloring

Page 16: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 17: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 18: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 19: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 20: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 21: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 22: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 23: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 24: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 25: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 26: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 27: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 28: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Available on every entitiy (native and custom)

• Works with relationships and connections

• Fully customizable without coding

• Master / child mode

• Compatible with Dynamics CRM online and

on-premises

• Technical layouts (performance optimization)

Page 29: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Have a question ?

• Ask for a demo (online

• Request a trial version via

• Want to become a partner ?

• Get a price quote ?

Page 30: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 31: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 32: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

Page 33: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 34: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 35: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Fully incorporated in CRM

Page 36: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Clear visible overview of navigation

• Appearance in text and/or with icons

• No more scrolling down

▶ All information appears on one screen

• More information on one screen

• Role specific information can be shown via Sticky tabs

time saving as less clicking is needed

optimized user experience

Page 37: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Single view components = 1 or more views

• View part can be a tile, a tree, map, grid or a

timeline view

• Each view type has specific configuration

settings

• All configuration done through screens (point

and click)

Page 38: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

WWW.REALDOLMEN.COM

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Page 39: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 40: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 41: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 42: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Overview of all active Single Views

Page 43: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• 4 Tabs in Tile View

Page 44: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Relation Account - Portfolio

Page 45: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical
Page 46: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• Define fields on tile

Page 47: PowerPoint Presentation*Next release of Dynamics 365 BE • Container for one or more views • 2 user experiences ... • Compatible with Dynamics CRM online and on-premises • Technical

• And much more…

▶ Order by, Sort Direction

▶ Advanced filtering with Fetch XML

▶ Dynamics Icons

▶ Dynamic Colors

▶ Indicators

▶ …