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CRM Online Development
Bart Sneary – VP CRM SolutionsNeil Iversen – Principal Architect
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Agenda
• Intro to CRM and XRM Framework • Whirlwind intro to CRM Development– Extensibility Options– Deployment Steps
• Integrating with CRM Online– Calling into CRM– Authenticating with Live ID
• Extending CRM Online– Allow CRM to Push Data– Azure End Point
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PC Browser Mobile
Marketing Effectiveness
Sales Productivity
Customer Care
Extended CRM Applications
RELATIONSHIPS | INTERACTIONS | PROCESS | INSIGHTS
xRM Framework
Microsoft Dynamics CRM: The End-to-End Solution
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• Entity/Attribute framework for table creation/relation• API’s of various kinds to talk to with SDK• Forms/Views/Search/.Net 4.0 UI already there• Access to client/server/workflow/API• Security Model (down to the field)• Browser, Mobile Web, Mobile Device, Outlook clients• Native Charts/Dashboards/SSRS Reporting• Option for cloud or premises-based app
Why Develop with CRM instead of Custom?
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Structure of CRM
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Economic Reasons for Using Cloud
CRM Online/Partner Hosted• Operating expense instead of large capital up-front outlay• Time to Value (instant on)• Software version is always current (user productivity)• Fewer IT resources needed• Utilize IT resources only to innovate, not maintain systems• Never overbuy licenses/can scale down as applicable• No reliance on any other particular infrastructure (like SQL, AD, or Exchange)• No need for VPN• Unlimited MS Support included**
** CRM Online Only
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Technical Reasons for Using Cloud
CRM Online• Access anywhere you can get to Internet• Universal Authentication Provider• Disaster Recovery included• Uptime SLA• Data security (MS datacenter standards)• Upgrades/Patches/Robust Hardware always in place as made available• Scale users up/down as needs change• Business Users in control of mundane administration of application so developers
can focus on building functionality• Remove connectivity to your datacenter as a single point of failure
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CRM Development – Common Extensibility• On Client– Form Customization
• On Server – Workflows– Plugins
• Off Server– SQL Database – Web Services• Multiple ways to access
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CRM Deployment• JavaScript Deployment• DLL Deployment• Solution Deployment– Managed– Unmanaged
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CRM Development - Plugin• Custom code that can be run on entities • Can be fired for different events• Sandbox– Level of protection for the server and data– Restricts the .NET calls available to the plugin– All Cloud deployed code runs in a sandbox
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DEMO: COMPLEX CALCULATION PLUGIN
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Interacting with CRM Online• Nearly identical to an On Prem installation• Authentication is the primary difference– Live ID is the default credential (other types are available)
• Understanding Authentication is key• Fiddler is great for debugging
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http://www.infoq.com/articles/ws-standards-wcf-bustamante
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Interacting with CRM Online• Live ID Authentication (on behalf of user)– Requires• Username• Password• Organization URL
• Object Model– AuthenticationProviderType.LiveId– Set User/Pass credentials– Microsoft.Crm.Services.Utility.DeviceIdManager.LoadOrRegisterDevice()
There be Dragons!
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DEMO: ACCESSING CRM FROM THE CLOUD
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Getting Data Out of CRM• No direct SQL Access for the Cloud• Asynchronous usage scenario– Examples• Portal Integration• Heavy calculation• Data Augmentation• Data Copy/Backup to another system
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Getting Data Out of CRM – Azure Service Bus• Azure provides a shared queue– Reliability– Durability
• Workers can consume work– Processing can take as long as required
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Cloud CRM and Azure Service Bus• Setup Azure – Access Control– Service Bus
• Setup CRM– Add Service Endpoint– Add Plugin to place in Service Bus
• Write Code to call Azure Service Bus
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DEMO: CRM AND THE AZURE SERVICE BUS
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Cloud CRM• Very similar to On Premise• Can Leverage other Cloud solutions• Can be Leveraged by other Cloud Solutions• Rich Platform to extend
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Questions?