Microsoft Dynamics xRM as development platform

Mayo 2010

Pablo PeraltaMCBMSP - Microsoft Dynamics CRM 4.0http://twitter.com/pabloperaltahttp://weblogs.asp.net/pabloperalta/

• Share the xRM concept as a business strategy

• Introduce Microsoft Dynamics CRM

• Transmit the potential of the tool as an xRM platform for developing LOB applications

Objectives

Introduction to xRM

  

• Concept. Natural evolution of CRM

• xRM = Anything(x) Relationship Management vendors, employees, dealers, properties, projects, legislations,

etc..

• xRM = framework underlying Microsoft Dynamics CRM

• Rapid Development Platform (database, entities, UI, workflow, reporting engine, security, scalability, offline support)

• Same platform. Multiple applications.

Why xRM?

Package Custom developmentVS.

Microsoft Dynamics xRM

=

Best of both worlds

Advantages of xRM with Dynamics CRM• USERS

• Inuitive and consistent experience• Makes adoption easier• Productivity (information integration, Office)

• BUSINESS• Agility, speed. More rapid solutions.• Flexibility, capacity to adapt faster to business changes• ‘Enterprise class’ capacity [multitenancy, scalability,

management]

• TECHONOLOGY• Only one platform. Multiple applications.• Shared infrastructure (Office, Sharepoint, Sql Server, .Net)• ‘The power of choice’ [on-premise, online, hosted]

Dynamics xRM: 3 design keys• USERS

1. WORKS THE WAY THE USER DOES

• BUSINESS

2. WORKS THE WAY THE BUSINESS DOES

• TECHONOLOGY

3. WORKS LIKE TECHNOLOGY AREA (IT) EXPECTS TO

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• NO more “copy and paste” to CRM Integrated experience with MS Outlook

• “If your users know how to use Outlook, they already know how to use the key customer management tools in MS Dynamics CRM”

• Interfaces:• Client for Outlook• Client for Outlook with Offline Access• Web• Mobile Client

• Integration with:• Excel• Word• Exchange• Communicator• Sharepoint

1. WORKS THE WAY THE USER DOES…

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DEMOS -> Final userOVERVIEW OF THE WORKING AREA

ASSIGN ACTIVITIES

USE CASE 1: ACCOUNTS(PREVIEW, FORM, VIEWS, FILTERS, EXPORT)

USE CASE 2: LEADS (CREATION, QUALIFICATION)

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• Web configuration tool Customization for adapting to business and its changes

• Robust security model Roles based security

• Open programming interfaces (APIs) Exposes Webservices to integrate with other applications SDK [Documentation, project templates, samples]

• Workflow Workflow Foundation Integrated designer for basic workflows

• Localization Multi-language support Multi-currency

2. WORKS THE WAY THE BUSINESS DOES…

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DEMOS -> Customization

ADD ATTRIBUTES

CUSTOMIZE FORMS

CUSTOMIZE VIEWS

EXPORT/IMPORT CUSTOMIZATIONS

WORKFLOW DESIGN

REPORTS

TRANSLATIONS

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DEMOS -> ExtensibilityISV.CONFIG

METADATA BROWSER

CRM SERVICE

DATA IMPORT APPLICATION

EXPLORING SDK

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• Industry standar technology Active Directory, Integrated authentication, SQL Server Exchange Server, Other POP3, SMTP servers

• Deployment Wizard Automatic pre-prequisites check

• Failover & load balancing Support for clustering (web, db, e-mail) Support for roles distribution

• Web access Internal and external

• Deployment options (“the power of choice”) On-premise Hosted CRM Live

• Multi-tenancy 1 installation, N organizations

3. WORKS LIKE TECHNOLOGY AREA (IT) EXPECTS TO…

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Requisites

• Server Windows Server 2003/2008 Active Directory SQL Server 2005/2008 IIS .Net Frmk 3.0

• Client Windows XP/Vista/7 IE 6/7/8 Office 2003 / 2007 SQL Express (Offline Access) .Net Frmk 3.0

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• x

ISBN-10: 0735623783

ISBN-10: 0735625948

• Official sitehttp://crm.dynamics.com/

• MSDN official sitehttp://msdn.microsoft.com/en-us/dynamics/crm/

default.aspx

• Official bloghttp://blogs.msdn.com/crm/

• SDKhttp://msdn.microsoft.com/library/bb928212.aspx

• Forums• http://

social.microsoft.com/Forums/en-US/category/dynamics

Resources

Q & A

Thanks

Pablo PeraltaMCBMSP - Microsoft Dynamics CRM 4.0http://twitter.com/pabloperaltahttp://weblogs.asp.net/pabloperalta/