rapid application development for line of business applications using microsoft crm 2011 chet kloss...
Post on 19-Dec-2015
217 views
TRANSCRIPT
Rapid Application Development for Line of Business Applications using Microsoft CRM 2011
Chet KlossCRM Customizations [email protected]
A Shift in Value
xRM Enables (Any) Relationship Scenario
Interactions & Activities
Business Processes
Task Automation
Maintenance Automation
Recruiting Automation
Departments / Groups…
Organizations Relationships
“Anything” (x) Relationship Management
People (dealers, vendors, employees…)
Places (properties, locations, real-estate…)
Things (assets, animals, displays, franchise…)
Line of Business Applications
Dynamics CRM in 1 Slide
Cloud Services
Core CRM ApplicationsSales Productivity – Customer Care – Marketing
Extended CRM ApplicationsIndustry Solutions - Custom Applications
BrowserPC Phone
xRM Framework
User ExperienceDesigner
WorkflowServices
Data ModelingServices
IntegrationServices
Security Services
ReportingServices
Solution Designer Services
On-Premise Systems
History of CRM/Extended CRM/xRMCRM 1.0 – January 2003
CRM 3.0 (4 ½ years ago) introduced a flexible platform that solved many of the issues associated with packaged CRM applications.
Customers and partners began building 2 types of applications
Adjacent CRM applications (aka Extended CRM)
Completely custom LOB applications (aka XRM)
CRM 4.0 (2 ½ years ago) introduced multi-tenancy, multi-language and other capabilities to further enable this flexible platform
Designed to solve these IT and business organizational challenges
Expanding beyond CRM to xRM
CRM 2011 – November 2010
• Over 22,000 customers
from small to enterprise
• Over 1,100,000 users in
more than 80 countries
• Global network of
software and services
partners
• Fast, flexible, and
affordable
• Full CRM suite of
marketing, sales, and
service
• Native Office experience
for rapid adoption
• Multi-language with more
than 25 languages
• Advanced SOA / Web
services architecture
Microsoft Dynamics CRM at a Glance
xRM Foundational Technologies
Microsoft TechnologiesMaximize your existing technology investments & resources
xRM works like and
with familiar Microsoft
technologies
Intuitive user tools increase user adoption &
productivity
Standard tools optimizes IT resources and
infrastructure
Shared Application and Data Services
Alternative Fee Arrangements
Project Management
Talent Management
Proposal Management
and AutomationBUILD
many LOB applications
ON
a single platform
WITH
shared resources
Peer Evaluations Requisition Management
Recruit Management
Program Management
M&ALitigation Support
Management
Resource Management
Class Action Management
Education/CLE Management
Contract Management
Asset Lifecycle Management
AlumniManagement
Pro Bono
Filing Requirements
Legislation ManagementBI Dashboards
Shared Environments & Resources
Consistent and Complete User Experience
One Platform. Many ApplicationsxRM Accelerates the development of many LOB applications
xRM Architecture OverviewDynamics Application Services
Service-Oriented Architecture
IntegrationServices
ExtensibilityServices
User Experience Services
Business LogicServices
MetadataServices
Database Services
AnalyticalServices
Granular role-based Security
Business Process Modeling
Windows Workflow
Foundation
Application Definition
Portable Application
Model
Release & Upgrade
Mgmt
Declarative Data
Modeling
Referential integrity /
relationship
Dynamic Ripple Effect
Dashboards KPIs
Reporting/ OLAP
Data Mining/ Predictive
Visual Studio.NET Assemblies
Client-side JscriptASP.NET Custom
Forms
Custom Workflow Actions
Event Framework/Dynamic Code Plug-ins
Server SDKOffline SDK
Composite Applications
Embedded User Interfaces/ IFrames
Process Orchestration
Data & Metadata APIs
Prebuilt Connectors
Enterprise-class scalability & performance
Platform Management
ToolsDeveloper Tools
Multi-tenancyMulti-lingual
Multi-currency
Online/Offline
Mobile/Portal/Custom
Custom User Features
Microsoft Office/Outlook
Microsoft Dynamics CRM Architecture
Pre-Event Plug-ins(.NET Assemblies)
Post-Event Plug-ins(.NET Assemblies)
Web Services
Custom Workflow(.NET Assemblies)
Back End Integrationserver-to-server
Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries…
IntegratedApplications
Reporting(Dashboards, Charts, Excel,
FetchXML and SRS)
Front End Integration
Web Outlook Mobile
Business Entity Components
Data Access Components
Synchronous and Asynchronous Business Logic
Security
Workflow
Metadata Data
Filtered SQL Views
Data Access Platform
Custom Web Portal Mobile Devices Silverlight / WPF
SharePoint Microsoft Office Word Composite UI
Extensible User ExperiencesExtend the UI to the environment that best fit your people
12
Citizen Services Portal Conservation Management Citizen Case Management
CSP Tracking Agriculture Management Disaster Management
One Framework : Many ApplicationsScreenshots of xRM applications in government
Dynamics CRM Customers Across HLD
15
http://www.thecrmbook.com/
Discount Codes: (~50%)Book: CRMCheteBook: eCRMChet
Dave’s Blog: http://crm.davidyack.com/
XRM Virtual User Group: http://www.xrmvirtual.com/
16
Sonoma Partners
Working with Microsoft Dynamics CRM 2011 (for IT Pros)
Programming Microsoft Dynamics CRM 2011 (for Developers)
CRM Blog: http://blog.sonomapartners.com/
Bellevue Seattle Portland Spokane Los Angeles Baltimore London
PC Scout – http://www.windows.com/pc-scout
Accelerate Business Success With xRMxRM
Event PipelineSupports both online and offline customizations
цззййз
Plug-ins are an example of how to developers can focus on building strategic business functionality, re-use it across many xRM applications in both online and offline mode and it is all upgradeable.
Allows for sophisticated business logic to be embedded
Assemblies run within core event pipeline
Plug-Ins can execute both online and offline for consistent use
Dynamic plug-in registration
21