Microsoft Dynamics CRM as an S+S Platform Michael McClary Developer and Platform Group - Microsoft...
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Microsoft Dynamics CRM as an S+S Platform Michael McClary Developer and Platform Group - Microsoft UK http://blogs.msdn.com/mm
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Transcript of Microsoft Dynamics CRM as an S+S Platform Michael McClary Developer and Platform Group - Microsoft...
Microsoft Dynamics CRMas an S+S Platform
Michael McClaryDeveloper and Platform Group - Microsoft UKhttp://blogs.msdn.com/mm
Rich PlatformDeep process automationEasy configuration and customizationExtensible architectureSDK + Web Services
Microsoft Dynamics CRMNot just account / contact management
Complete CRM Suite• Sales, Marketing, Service• Activity Tracking• Rich Reporting, Analytics• More functionality stuff here
Sales Service
Marketing
Business Application Platform
Demo
Real Estate Application
Business Application Platform Deployment Choice
Workflow Foundation
Web Services API
Sync and Asynchronous .NET Plug-ins
Multi-tenancy
Multi-lingual
Multi-currency
Internet-scale performance
Enhanced Reporting
Dynamics CRM
Services
FinishedAttachedBuilding Block
Streaming
Platform
Server Roles
• Enable a range of scalable configurations
Multi-Tenancy Architecture
• Application server and application pool are shared
• Databases, schemas and metadata are completely isolated
• Configuration database hold registration / organization information
CRM ConfigDB
Map Org Name to SQL Server / DatabaseMap Authentication User to CRM Org User
CRM Async ServiceServer Farm
CRM IISServer Farm
CRM DB Org 1
CRM DB Org 2
CRM DB Org N
SRSServer Farm
Exchange ServerCRM Email Agent
CRM Email Agent Exchange Server
Data• Extensive Schema Customization
– Create/Rename entities, attributes, relationships
– Rich Attribute Type system– Relationships between entities– Offline entity data– Customize Activities– Support for both Web and Offline
• Comprehensive Schema Management
– Web-based schema tools– Role-based access, granular security– Publish customizations w/o reset
• Schema Portability– Broad Import/Export support – Basic validation– Attribute namespace
Presentation
• Form Customization
• Form Scripting
• Navigation
• Smart Client
Business Process Automation
• Workflow Foundation
CRM Clients
• Web Client
• Outlook Laptop
Client
• Outlook Desktop Client
• Smart Client
• Frequently mashed
Offline API
• Web service APIs in offline mode• Access to CRM data and major operations while
CRM Outlook client is offline• Offline programmability for plug-ins and custom
CRM code• Offline changes are automatically synced back
when going online• Offline reporting
Demo
Customisation Tour
Resources
• http://blogs.msdn.com/mm
• Download the CRM4 Virtual Machine
• Microsoft Dynamics CRM 4.0 Software Development Kit
• Questions?
