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UR12 vs. Polaris: Commonalities Differences & Improvements

UR12 vs. Polaris: Commonalities Differences & Improvements

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Now that UR12 has shipped to onPremise customers we’re starting to get questions on which features were introduced as well as the differences between UR12 and “Polaris.”

Let’s cover the common features of UR12 and Polaris:

  • Re-tooling of the CRM forms for multiple browsers: while UR12 doesn’t include Flow UI it does include the same cross browser capabilities and benefits.  And for those of you worried about issues with customizations specific to a certain browser, there is a way to restrict which browsers may access CRM (MSDN: http://bit.ly/11BpwOT).
  • Office 2013 Compatibility: the CRM Outlook Client has been updated in UR12 to allow support for Outlook 2013.
  • FIPS 140-2 compliance: http://bit.ly/YpBCWD
  • Performance enhancements: there were performance enhancements across the board. 
    • Query enhancements started shipping as part of UR10 and have continued to be enhanced through UR12.  These enhancements are controllable via an OrgDBOrgSetting referred to as “EnableRetrieveMultipleOptimization” and within this setting you can also control the statistics used, read more about it here start on page 29: http://bit.ly/Tn9nIQ 
    • The web interface: files which allow for the use of deprecated form API calls (CRMForm) are now disabled by default in UR12 (don’t worry, you can turn them back on for supported CRM 4.0 JavaScript see here: http://bit.ly/10hcxfG).  If you’re writing JavaScript  for CRM 2011 be sure to use Xrm.Page instead of CRMForm.
    • Bulk Data API: while the bulk data API itself might not necessarily improve performance of any one given operation, it can be used to combine many operations into a single call to the web service, this can provide very large gains in higher latency environments.  For example, instead of calling the WCF endpoint 1000 times to update a set of contacts, you can instead combine all 1000 updates into a single WCF call.  Each of the 1000 operations still take place behind the scenes, but they can all be submitted in one single call (look for another article from Austin or I on this in the future).
  • Enhancements to Activity Feeds: UR12 will apply an update to Activity Feeds if it’s installed in your environment to enable features such as “like” and “unlike”.
  • Updated look & feel: overall CRM will look very similar but you’ll notice the graphics in the UI are flattened down  and many of the redundant icons are removed to streamline the experience.  Some of the edges and padding have been reduced allowing for more content to be exposed on screen.  Personally, my favorite UI enhancement was the removal of the green spinning wheel which has been replaced by the Windows 8 spinning progress bar (included below for context)

progress

While UR12 has most of the same features there are some that differ with regard to CRM Online today, they are as follows:

  • “Flow-UI”, a new process driven user interface style/paradigm for sales entities today in CRM Online.
  • Yammer Integration
    • This feature is coming soon and will offer a tighter integration between CRM and Yammer beyond the current embed functionality. This will enable features such as Like, Follow, visible from within CRM or Yammer and the ability to do global search from yammer to CRM.
  • CRM Online custom workflow activities
    • CRM On Premise had this capability at RTM and now this can be used by CRM Online customers as well.
  • Skype Outbound Call Integration
    • Ability for outbound “click to call” and CRM will create the phone activity to represent the call
  • Bing Maps “Out of the box” integration
    • This has been available to all CRM customers for a long time by including Bing maps in an iFrame and controlling the map experience through JavaScript, however CRM Online now offers the ability for an out of the box configurable Bing Map control.

As you can see, the features are largely the same and while Online has a few extra enhancements most can be accomplished in an onPremise environment with a few customizations. For more information look for updates to the Statement of Direction and future Release Preview Guides. The most recently release preview guide (December 2012) can be found here: http://bit.ly/WkgXoe. Also check out the UR12 podcast & blog entry from our very own PFE Greg Nichols for more details on all UR12 has to offer.

As always our PFE team is ready to assist with code samples and various other engagements as you update your CRM environments. If you would like to have another Microsoft PFE or I connect with you and assist with the ideas presented on our blog, contact your Microsoft Premier Technical Account Manager (TAM) for booking information. For more information about becoming a Microsoft Premier customer email PremSale@microsoft.com, tell them CRMInTheField or I sent you.

Thanks!
Sean McNellis

  • One of Microsoft's biggest failures of this release (aside from the delays and chaotic release and subsequent re-release) was explaining succinctly and adequately what the main changes were *in advance* of the release and summarizing any differences between functionality between the two platforms (on premise/online).  Customers shouldn't have to wait until *after* the release to find some of this information on a blog.

  • Amen Alex!

  • Alex: Thanks for reading, it appears this article has hit on a topic you’ve been looking for info on and I’m glad we were able to provide that. Regarding your feedback, our team will be sure to share it internally and we’ll let you know if there’s additional information or updates. Also, if you’re attending Convergence 2013 I think that’d be a great opportunity to share your constructive feedback directly with our R&D and Marketing teams.  Thanks again for reading Alex and I hope you’re seeing value from us sharing our experiences as we work with customers & partners in the field.  

  • I have to agree with all of the comments from Alex. This release was a major disappointment from a communication and quality standpoint. There have been some obvious internal changes that are causing major disruptions to the release cycles, quality, and communication from the internal teams to partners and customers.

    The out of sync releases now cause even more confusion, e.g. what's in what version and when it's available, is much more difficult to keep track of and communicate to customers. Keeping the releases in sync was a much better and more simple approach. I certainly hope we will not continue to see more divergence from online vs. on premise releases. Keep it simple and straightforward, please.

    Also looking forward to seeing improved communications and quality on the upcoming releases. It's imperative to continue the success we have seen in the market. It doesn't take much to turn customers away these days because there are so many alternatives out there.

  • Hi,

    Thanks for sharing information. Where is the OOB feataure available for bing maps? kindly let me know.

    Regards,

    nag.

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