Presentations - Module 01 - Overview

8/8/2019 Presentations - Module 01 - Overview

1/10


2/10

1/12/2011 7:41 AM

2006 Microsoft Corporation. All rights reserved.

This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary. 2

CRM Clients Mobile DeviceCRM Clients Mobile Device

Windows Mobile Client

Offline enabled

Works with most WindowsMobile 2003+ Devices

Uses the .NET CompactFramework

Not able to support FormJScript events

Mobile Express Client

Online only

Works with any device witha HTML 4.0 compliantbrowser:

Pocket PC

BlackBerry

P alm

Many cell phones

Open source,available andsupported via CRMSandbox

OTB: Does not supportForm JScriptevents

The Evolution CRMThe Evolution CRMCRM v1.x and CRM 3.0CRM v1.x and CRM 3.0

The Evolution of Microsoft CRMThe Evolution of Microsoft CRM

CRM v1.0 (Get it out)

Initial version

Core features + SFA + CS

CRM v1.2 (Refresh it)

Minor improvements

Internationalization push

CRM v3.0 (Getting it right)

Lots of new core features

Focus on extensibility (Add Entity)

Focus on user experience

Service Management

Marketing Automation

Whats NewWhats NewThe Evolution ContinuesThe Evolution Continues

The Evolution Continues 4.0The Evolution Continues 4.0

The Power of Choice

Duplicate Detection

The CRM 4.0 Multi-Plex

Multi-Tenancy

Multi-Lingual

Multi-Currency

Expanded Relationships

Unified Event and Extensibility Model

Workflow Changes

Plug-ins (Previously known as Callouts)

Offline SDK

Dynamics CRM: The Power of ChoiceDynamics CRM: The Power of Choice

Choose where:

Outlook, browser, m obile

Choose how:

Software or service

Choose when:

Own it or rent it

Change your mindany time

Shared code-basedacross versions, writtenwith internet facingdeployments in mind.


3/10


4/10


5/10

1/12/2011 7:41 AM



Callout Changes, now Plug-insCallout Changes, now Plug-ins

Callout Shorthand for Business LogicExtension; a v3 extensibility feature whereby 3rd

party code can be integrated synchronously withinthe platform

Plug-in Mechanism for defining business logic;used to implement built in behavior as well asoffer 3rd parties the ability to add their ownfunctionality, synchronously or asynchronously

Offline APIOffline API

Web service APIs in offline mode

Access to CRM data and major operations whileCRM Outlook client is offline

Offline programmability for plug-ins and customCRM code

Offline changes are automatically synced backwhen going online

The offline endpoint is 100% compatible with theonline endpoint, although only a sub-set of classeswill be available.

ApplicationApplication

Resource CenterOnline help andsolution center. Continuously updating

Language specific

Can be disabled viaSiteMap

Updated User

Interface More system

settings moved tothe application

New auto-completesupport on Lookups

SetupSetupGetting CRM installedGetting CRM installed

Basic FeaturesBasic Features

Scriptable via command-line arguments and ainstallation XML file

Supports both repairing an installation anduninstalling it

Uninstalling CRM does not remove the databases

Prerequisite checks

Includes the Environment Diagnostic Wizard(EDW)

Tests the environment and user input for the mostcommon problems that might occur during setup

New feature in CRM 3.0 and greatly reduced setupissues and support calls

Environment Diagnostic WizardEnvironment Diagnostic Wizard

Improved in CRM 4.0

Updated to test for morescenarios andtechnologies


6/10

1/12/2011 7:41 AM



Server SupportServer Support

Windows ServerWindows Server

Platform and ToolsPlatform and Tools

SQL ServerSQL Server

an

e

an

e

Client SupportClient Support

Windows

lientWindows

lient

Platform and

ata

asePlatform and

ata

ase

Offi

eOffi

e We

lientWe

lient

64-Bit Support64-Bit Support

Server

32-Bit and 64-Bit Support for both Database andApplication Servers

Client

Supported under 64-Bit Vista using WOW64

Server SetupServer SetupInstalling the serverInstalling the server

Whats New Server SetupWhats New Server Setup

Pre-installation Hot fixSupport

Setup can now updateitself prior to running

This prevents the need forre-releases and allows forslip-streaming of roll ups.

Default organizationcurrency configuration

Simplified licensing

Single key license

Pre-keyed media available

Whats New Server SetupWhats New Server Setup

Server Role Support

Application Only

Platform Only

Typical installs bothplatform andapplicationon the same server

Setup can now be runoff of network shares.


7/10

1/12/2011 7:41 AM


This presentation is for informational purposes only. Microsoft makes no warranties, express or implied, in this summary.

Scaling CRM DeploymentsScaling CRM DeploymentsServer Roles and moreServer Roles and more

Server RolesServer Roles

Enable a range of scalable configurations


Server Roles provide:

Scaling

Reliability

Performance

Role-based and Service-based deployments

The CRM Asynchronous Service can be spreadacross any number of servers and as suchasynchronous plug-ins and workflows can easilyscaled horizontally.


Platform ServerPlatform ServerApplication ServerApplication Server

Deployment ServiceDeployment Service

Discovery ServiceDiscovery Service

Asynchronous ServiceAsynchronous Service

SDK ServiceSDK Service

Help Content ServiceHelp Content Service

Web Application ServiceWeb Application Service

Client SetupClient SetupInstalling the Outlook ClientInstalling the Outlook Client

Whats New Client SetupWhats New Client Setup

Installation is significantlyfaster as the installationand configuration are nowtwo separate steps

Once the client is installedon the machine, differentusers can configure theircopy.

Users can re-configuretheir client at any pointin the future

Support for on-premise,online and SPLA hosted


8/10

1/12/2011 7:41 AM



Whats New Outlook Client SetupWhats New Outlook Client Setup

New internal andexternal connectionURLs

Multi-org aware (connectto one)

Check for updates

Configuring the client isnow separate from setupand is used to connectthe users client to a CRMinstallation andorganization.

Client SetupClient Setup

New Client DiagnosticWizard that can beused to find and fixcommon issues

Also useful whencalling support, allowseasy enabling oftracing plus thecreation ofTroubleshooting Filethat can be used byMicrosoft support.

Client SetupClient Setup

The Outlook client also now supports anautomatic update, which can deploy rollups andhot fixes automatically.

This can be disabled if required via the followingregistry key:

HKLM\Software\Microsoft\MSCRMClient\AutoUpdateDisabled

DWORD 1 (to disable)

Basic CustomizationsBasic CustomizationsCustomizing CRMCustomizing CRM

Customizations Schema ChangesCustomizations Schema Changes

All customizable and custom entities support schemacustomizations

You can add, remove and manage your own attributes

Supported Types:NVarChar, Picklist, Bit,Integer, Float, Money,NText, Datetime, Lookupvia relationships)

Schema changeshappen right-away,there is no need toPublish.

Customizations Form DesignCustomizations Form Design

All Form customizations are donevia the Form Editor

Add / Remove / Modify:

Tabs

Sections

Available Fields

Client-Side Events

Change the Form Layout

Enable / Disable the FormAssistant (New in CRM 4.0)

Changes are not seen by usersuntil they are Published


9/10

1/12/2011 7:41 AM



Customizations View DesignCustomizations View Design

A View represents the layout and query behind a grid.

System Views, are designed by administers or ship with

Microsoft CRM User Views are designed

by and shared amongst users

The View Editor enables:

Adding / removing columns

Defining the query

Define Sort Order

Defined column widths

Changes to System Views areonly visible after they are Published

Grids can now display data from more than one entity (TAP3)

Customizations Add EntityCustomizations Add Entity

Enables endless business scenarios

A custom entity could represent anything.

Example: Project, Marketing Event, Work Item, Bug, etc.

You define:

Entity Name

Offline availability

Permissions

Duplicate Detection

Ownership (User vs. Org)

Note / Activity support

Schema

Icons

Customizations Delete EntityCustomizations Delete Entity

Results in:

Loss of all data stored in instances

Deletion of all relationships

Deletion of all Activities and Notes

Entity cannot be deleted if another entityreferences it

When the entity is the primary entity in a relationship,the related entity may have a lookup field to store a linkto the custom entity

The lookup field must be removed from the publishedrelated entity form before you can delete the customentity

Customization Rename EntityCustomization Rename Entity

Entities and easily be renamed

You define both the singular and plural names

Entity names must be uniquewithin the system

Renaming is done viathe Web Client

Example:

A healthcare providermay want to renameAccount to Hospitaland Contact to Patient

DemoDemoBasic CustomizationsBasic Customizations

Customization PortabilityCustomization Portability

Design, develop and test customizations in oneenvironment and easily export and them import them intoanother.

Export / Import between Online, Hosted and On Premise

API support to enable programmatic customizations.Useful for plug-in setups.

The following customizations are exportable: Entity customizations (Custom and system)

Email, KB and Contract Templates

Relationship Roles

Roles (New)

Entity relationships and behavior

Schema changes

Entity renames

Workflows (New)

System Settings (New)


10/10

1/12/2011 7:41 AM



DemoDemoImport / Export of CustomizationsImport / Export of Customizations

What are we going to build in the labs?What are we going to build in the labs?

Professional Service department for Trey Research

Manage companys projects and time keeping

Labs will build out a complete CRM Solution

MultipleOrganization Support

CustomWorkflows

Plug- Ins

Repor ting

Offline SDK

Business Intelligence using a cube

MetadataAPIs

Office and SharePoint2007 Integration

Lab - OverviewLab - Overview

In this lab you will:

Create Project, Work Item and Timesheet Entities

Define attributes of these entities

Test your work

inished Early? Already done this lab? Try the new auto-complete on lookup fields. C reate a few

Accounts, on your 2nd account create and use the auto-complete lookup to set the Parent Account to the 1st

account you created.

Try creating additional entities and have fun exploring theother areas of CRM 4.0.

2008 MicrosoftCo rporation.All rights reserved.Thispresentation isfor informational purposesonly. Microsoft makesno warranties, express orimpl ied, in thissummary.

Presentations - Module 01 - Overview

Documents

Transcript of Presentations - Module 01 - Overview