xrm - deck - tdm - architecture only

8/6/2019 XRM - Deck - TDM - Architecture Only

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Accelerate Business Success With XRMXRM

XRM ApplicationArchitecture

NameTitle


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2Accelerate Business Success With XRMXRM

Success

XRM delivers business results through 4 Ds ofDifferentiated IT

BusinessIT

DifferentiatedDifferentiatedITIT

Define & Prioritize

Enable & Empower

eliver&rapid innovation agility

evelop

flexible business applicationsrive

&

ficient effective ITemonstratebusiness

success

XRM


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A Better WayRapidly develop relational business applicationswith XRM

Application Platform Layer XRM is a Microsoftapplication platform layer designed to acceleratethe development of relational business (or LOB)applications through flexible dynamic applicationservices

Dynamic Application Services Reusableapplication services that can be adapted andextended to create many unique applications

Multi-Tenant Architecture Multi-tenancy allowsorganizations to build and run many LOBapplications on a single platform

Microsoft Technology XRM leverages familiarMicrosoft technologies as building blocks,

including Microsoft Office, Outlook, SQL Server,


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XRM Ap plicationArchitectureDynamic Application Services


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yServicesReusable and adaptable

IntegrationServices

360 O View

icrosoft Technologies

( , ,Outlook Office , . )SQL Server NET

&Process AutomationOrchestration Services

&Point Click CustomizationServices

&

Data

Metadata

Se

rvi

ces

Use

r Expe

rience

Servic

es&

Access

Security

Services

Analytical

Servi

ces

Ar

chit

ectu

re

Serv

ices

Extensibility

Services

Platform

Management

Services

RM Applicationervicesapidly adapto fit yourpplicationrequirements Adaptable to fit

the uniqueneeds of every

application

Range from simple

to complexoptions Comprehensive

applicationdevelopment

environment

Mi f T h l i


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RM FoundationalTechnologies

Microsoft TechnologiesMaximize your existing technology investments &resources

XRM workslike and

withfamiliar

Microsofttechnologi

es

Intuitive user toolsincrease useradoption &

productivity

Standard toolsoptimizes ITresources andinfrastructure


7/337Accelerate Business Success With XRMXRM

Powerful and intuitivepoint & click allowsorganizations to rapidlybuild entireapplications

For technical and non-technical users

Enables lightning fastdeployments andagile iterative designand feedback

Completely define eachunique applicationthrough point & click

Less developers focusedon buildin

Point & Click CustomizationBuild your applications with nothing but a mouse

&oint Click Customization Components Relational Data Schema &Forms Designer Navigation Feature Functionality -Role based Security

Business Logic Process AutomationReporting Application Configuration


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P i t & Cli k C t i ti



R e le v a n t E n titie s

C on tex tu a lTa b s

Point & Click CustomizationsQuickly create and display the unique UI that youneed

N e ce ssa ry Fie ld s

XRM Ri l Eff t



XRM Ripple EffectChanges Dynamically Propagate To ApplicationServices

The XRM RippleEffect increases ITresponsiveness tobusiness requests,

increasesproductivity andprovides low TCO

Ripple Effect - Create NewFieldNew field is dynamically madeavailable to:

Forms Designer (UI) Client-side Jscript

Workflow Engine (triggers,data)

Advanced Find & Query

Analytics Wizards (Workflow/Reporting)

Offline Synchronization

Web-Services (Data/MetadataAPI)

Mail Merge

D t M d li S i



Data Modeling ServicesSimple declarative modeling of complex businessentities

ata Modeling Components SQL Server automation ( )Table creation entities ( : )Data Relationships n n Referential Integrity Rules

&Attribute definition rules Metadata management - Web based schema tools No SQL required

chema modeling andetadata definitionccelerates creation Every application is

.defined in metadata vsin code

Export applicationdefinition and import

into other servers Metadata architecture

simplifies upgrades Publish changes on the fly Applications built on XRM

will inherit newcapabilities as platform

evolves

U E i



User ExperienceConsistent user experiences across multiple LOBapplications

ser Experience Components Microsoft Office Integration Microsoft Outlook Sync &Standard Clients Devices &Common Navigation SiteMap

&User Functionality Tools Offline Capabilities Language PacksAccessibility

ecrease training timend increase userdoption with aonsistent userexperience Use the user experience

that fits your users thebest

Consistent navigation andtools across all

applications

Productivity tools areoptimized for users Consistent user

,experience even in( ,offline mode data

, ,reports workflow)custom

U E i



RM Foundational Capabilities

Prebuilt and reusable user functionality providesconsistent experiences and standard productivitytools across all XRM applications

User ExperienceStandard user functionality comes in every XRMapplication

Custom Views

( )Personal

OutlookSynchronization&Advanced Find Query

&Task ActivityManagement

Issue TrackingScheduling Management

Smart Search

Interaction Management

Email ProductivityTools

Reporting Wizard( )Personal

User Queues

Workflow Wizard( )Personal

Presence Visibility

Event Management

Outbound Bulk EmailMail Merge

List Management

Knowledge Base



User ExperienceComplete Visibility and Actionable Guidance

-m p ro v e in sig h t a n d d e cisio n m a k in g th ro u g hre le va n t 3 6 0 d e g re e v ie w in e ach X R Ma p p lica tio n

:xample Real Estate DevelopmentManagement ep l a c e w i t h An y t h i n g b e i n g

a n a g e d

Attributes( / )Profile Details

History( , )Interactions Transactions

Insight( , )Analysis Prediction

Context( , )Processes Relationships

ctionable Guidance( , )Proactive Reactive

S it S i



Security ServicesGranular security model for role-based access andcontrols

&ccess Security Components Active Directory /Access Controls Authentication - ( )VPN less Accessible SSL Bulk User Management

Role Management -Role based Security Hierarchical Security Deep data controls

Simplify useradministration withrole-based accesscontrols and datasecurity logic

Rapidly add multipleusers directly fromActive Directory

Create role profiles andassign appropriatesecurity access

Export and use securityroles across allenvironments (Dev,

Test, Staging,Production)

A l ti l S i



Empower every dayusers with easyreporting, visualinsight and actionableanalytics

Combine analytics withworkflow foractionableintelligence

Minimize costs byleveraging existingMicrosoft technologyinvestments

Deliver business insight

through familiarproductivity tools

xtensibility Components / /Microsoft SQL Server SRS SAS Microsoft Excel Report Creation Wizard &Scheduled Offline Reporting

Ad Hoc Analytics /Dashboards KPIsOLAP /Predictive Data Mining

Analytical ServicesEnsure data and insight consistency across all LOBapplications

XRM Vi li ti



XRM VisualizationsDashboards and extensive visualizationcapabilities

it i zen s I ss ue sD a s h b o a r d

e cr ui t C om pa ti bi li ty - -a c il it y A t A Gl a nc e

e cr ui ti ng S co re ca rd - -mp l oy ee At A G la n ce s se t D as hbo ar d

P A t ti S i



Process Automation ServicesAutomate and orchestrate line-of-businessprocesses

rocess Automation Components Windows Workflow Foundation &Process Modeling Design Workflow Wizard Workflow Stages

Workflow Triggers Workflow Logic Workflow Actions Workflow Tracking

educe costs andncrease userroductivity throughptimized processesnd procedures Configure process models

the way it fits yourbusiness

Capture andoperationalize process

best practices

Measure and improvebusiness processes Wizard makes it easy for

-end users to createpersonal workflow


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Windows Workflow FoundationCommon foundation for workflow

in d o w s W o rk flo wo u n d a tio n p ro v id e s ao w e rfu l w o rk flo w p la tfo rm toa ck le th e m o st ch a lle n g in gu to m a tio n ta sk s S h a re d w o rkflo w e n g in e a cro ss

o th e r M icro so ft te ch n o lo g ie s( & )including SharePoint BizTalk

for e n h an ced p roce ssfe d e ra tio n

-B u sin e ss le ve l co n fig u ra tio n-e n viro n m e n t fo r e n d u sers

-IT le v e l d e sig n e n viro n m e n t fo rso p h istica te d u se rs

Extensibility Services


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Extensibility ServicesEmpowers IT to support many different businessrequirements

Rapidly and deeplycreate extensions tofit the unique needsof every application

Extension points

throughoutarchitecture

Leverages commondevelopment toolsand resources

Enables reusability

Simplifies addingfeatures throughregistration tool

and ensuresu radeabilit

xtensibility Components Visual Studio Integration.NET Assemblies .ASP NET custom forms - / -Client side Jscript ISV Add ins

/Server Offline SDK Custom Workflow Actions / -Event Framework Plug ins Dynamic Registration


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Event PipelineSupports both online and offline customizations

Plug-ins are an example of how to developers can focus on buildingstrategic business functionality, re-use it across many XRM applicationsin both online and offline mode and it is all upgradeable.

Allows for

sophisticatedbusiness logic to beembedded inplatform

Assemblies run within

core event pipeline Plug-Ins can execute

both online andoffline for consistentuse

Dynamic plug-in

Extensibility Spectrum


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Extensibility SpectrumExtend each XRM application to fit your uniqueneeds

S im p le M o d e ra te C o m p le xSettingsSettings UserUser OrganizationOrganization SecuritySecurityDataData AttributesAttributes ,Entities,Entities

RelationshipsRelationships-Cross DB-Cross DB

ProcessesProcesses WorkflowWorkflow .NET Assembly.NET Assembly , -SDK Plug Ins, -SDK Plug InsExperienceExperience ,Forms Views,Forms Views ,Navigation Reports,Navigation Reports ,Script Controls,Script Controls

IntegrationIntegration Data Import WizardData Import Wizard -1 way-1 way -2 way-2 way

Examples of what you canbuild

Custom ASPX Pages

Feature Plug-ins

Application extensions

Server-side validation and ruleenforcement

External Web Services

Workflow Assemblies

Extensible User Experiences


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us t om W eb P o rt a l ob ile D evi ce s /il v er li g ht WP F

S h a r e P o i n t i cr o so ft Of fi c e W o r d o m po s i t e UI

Extensible User ExperiencesExtend the UI to the environment that best fit your

people

Integration Services


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Integration ServicesRapidly innovate with a wide range of integrationcapabilities

C o m p o siteA p p lica tio n s

In te g ra te d U I( ,sitemap

)IS V &Low C ost

M a in te n a n ce

E m b e d d e d

D y n a m ica llygenerated

-w e b se rv ice s

C all o u ts w ithParam eters

G e t re su ltsb a c k

Tra d itio n a lA p proa ch

Fu lly

o p e ra tio n alA P Is( )CRUD

D ata A PI M etadata

A P I

Fu ll b lo w nin te g ra tio n

-Pre b u iltco n n e ctio n s

w ithin te g ra tio n

p la tfo rm s( )BizTalk

User Experience Relatederprise Mash-ups Leverage logic from other appsBusiness Logic Data needs to be synchronizedData Integration Processes flows across appliProcess Integration

Architecture Services


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Architecture ServicesSupport broad set of global business application

needsMulti-tenant

Architecture

Supports multipleisolated applications(database instances)in a single platform

Administration across

appsMulti-language

40+ availablelanguages

Right to left andUnicode

Multi-currency

Base currency for roll-up

Transactional currencies

Work DepartmentsExample: ACME Procurement

Corporate DivisionsExample: ACME EuropeanOperations

Work TeamsExample: ACME AccountTeam

Organization-wideExample: ACME, Inc

XRM C l A hi


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Multi-tenantController

XRM Conceptual ArchitectureDesigned for flexibility and extensibility

Data Access Platform

Metadata Data

Business Entity Components

Data Access Components

Synchronous Business Logic

Custom Synchronous Actions(.NET Assemblies)

Web Services

Role-Based

Security

Standard UI(Outlook, Web, Mobile)

Custom UI & Mash-Ups(ASP.NET, SharePoint, Silverlight/WPF)

IntegratedApplications

Reporting(Excel & SRS)

Workflow

Custom Asynchronous Actions(.NET Assemblies)

C lo u d Server


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erformance and Scalability Components Service grid architecture Deployment choice WAN performance optimization Load balance clustering

PerformanceEnterprise-class capabilities enable globaldeployments

Leverage Microsofttechnologies to meetXRM scale, availabilityand performancerequirements

Leverage Windows andSQL Server platformoptimizations

Scale up and out acrossapplication and datatiers

24,000 Concurrent Users

Sub-second responsetimes

1 million web requests/ hour

W e b fa rm clu ste rin g E xch an g e clu ste rin g S Q L S e rve r clu ste rin g S Q L m irro rin g

a orm anagemen


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a orm anagemenServices

Streamline LOB application administration with XRM educe administrativeosts with tools thattreamline andimplify operations Integrates with

Microsoft tools andheterogeneousenvironments

Full applicationportability

streamlines dev-test-staging-production release

Backwardscompatibility

Keep all XRM

latform Management Components Portable Application Model Release Management Upgrade Management &Job Monitoring Controls

/ -Data Management De dup &Diagnostic Tools Alerts Federated Updates /MOM System Center


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EXTENDED PROCESS SCENARIOSSharePoint and XRM Have Complementary StrengthsSharePoint and XRM Have Complementary Approaches

Better Together with Microsoft Technologies


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SharePoint

XRM

& -nstructured Semi structured Data&ocial Engagement Collaboration &nformation Evolution Storagenformal Rules nterprise Search &cross Teams Domains

tructured Relational Data &nteractions Activities Tasks &nformation Generation Analyticsormalized Processes &ata Query Filter &ithin Teams Domains

ComplementaryCombined strengths cover broad business needs


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SharePoint

/anage View

/ccess SearchCollaborate

nternalrocessAudience( ,Business Units

, )Departments Teams

xternal Process Audience( , )Internal Organization External

& -nstructured Semi Structured Data( , , , ) Information Content Documents Lists

usinessrocessAutomation

Social EngagementroadcastPublish

tructuredelationalData( +5 data tables

with data)relationships

/ct Interact

&ntegrate Extend( , - , ) BCS Web Parts Enterprise Search

ComplementaryEach enable different parts of process to different

audiences

XRM

Mi ft T h l i


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Unstructured Data

&BroadcastPublish

Business Process

Automation

Relational Data

Breadth of Capabilities

External ProcessAudience

&Access Search

&Query Analyze

Internal ProcessAudience

AND

SharePoint

XRM

Microsoft TechnologiesComplementary strengths for extended process scenarios

Feature Gaps

Usability&Productivi

ty Gaps

.NET OfficeExtensions /Familiarity Usabili


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2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporat ion as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.

MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.