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8/8/2019 Presentations - Module 01 - Overview
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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.
8/8/2019 Presentations - Module 01 - Overview
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8/8/2019 Presentations - Module 01 - Overview
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8/8/2019 Presentations - Module 01 - Overview
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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. 5
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
8/8/2019 Presentations - Module 01 - Overview
6/10
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. 6
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.
8/8/2019 Presentations - Module 01 - Overview
7/10
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.
Scaling CRM DeploymentsScaling CRM DeploymentsServer Roles and moreServer Roles and more
Server RolesServer Roles
Enable a range of scalable configurations
Server RolesServer Roles
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.
Server RolesServer Roles
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
8/8/2019 Presentations - Module 01 - Overview
8/10
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. 8
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
8/8/2019 Presentations - Module 01 - Overview
9/10
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. 9
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)
8/8/2019 Presentations - Module 01 - Overview
10/10
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. 10
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.