Rapid Application Development for Line of Business Applications using Microsoft CRM 2011

Chet KlossCRM Customizations Architectchet.kloss@microsoft.com

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

Data Diagram for tonight's demo

Properties

ProblemsVendors(Contacts)

Activities

Let's take a spin…

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

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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

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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/

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Sonoma Partners

Working with Microsoft Dynamics CRM 2011 (for IT Pros)

Programming Microsoft Dynamics CRM 2011 (for Developers)

CRM Blog: http://blog.sonomapartners.com/

Thank you

APPENDIX

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

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