Ben Riga Jason Hunt
Platform Evangelist CTO
Microsoft Corporation Invoke Systems
an Ascentium Company
ben.riga@microsoft.com
jason.hunt@invokesystems.com

Ben Riga Jason Hunt
Platform Evangelist CTO
Microsoft Corporation Invoke Systems
an Ascentium Company
ben.riga@microsoft.com
jason.hunt@invokesystems.com

Sales Service
Marketing
Deep process automation
Sales, Marketing, Service
Easy configuration and customization
Activity Tracking
Extensible architecture
Rich Reporting, Analytics
SDK + Web Services

SaaS/ On- Analytics and
Data
Premise Reporting
Presentation
Rich/ Web/ Mobile Data Lifecycle
Process
Clients Management
Security
Manageability
Extensibility

Business Analysts
Simple Declarative Modeling of Business Processes
VARs
More Complex Data and Process intensive apps
Some extensibility
ISVs
Vertical and Specialized Business Applications
Server and SaaS models

Jason Hunt
CTO
Invoke Systems
an Ascentium Company

Simple Declarative modeling of
Complex Business Entities

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

Easily Customized User Interface

Form Customization
Customize Form Layout
IFrame support
Upgrade support for ISV extensions
Form Scripting
Field-level Events
DataValue property to get / set values
Methods to get client attributes / state
Pass record properties to custom pages
Navigation
Custom navigation via SiteMap
Custom entity integration
Consistency across web and Microsoft Office Outlook
Outlook menu extensions

Ben Riga
Platform Evangelist
Microsoft Corporation
ben.riga@microsoft.com

Security Model based on
User Roles and Organization Structure

Custom User Roles
Organization Structure
Record Level Security
Record Level Ownership

Integrated Extensible UI Form Events Reporting
Applications (XML Config File) (JavaScript) (Excel & SRS)
Web Services
Pre-Callouts Post-Callouts Custom Actions
(.NET Assemblies) (.NET Assemblies) (.NET Assemblies)
Synchronous Business Logic
Workflow
Business Entity Components
Security
Data Access Components
Filtered
SQL Views
Data Access Platform
Metadata Data

Authoring and Execution of
Business Processes

Accessible Designer
Easy enough for a Business Analyst
Rich Event Types
Create, Update, Assign, Share, etc
Event Support for all entities

Extend Workflow with custom code
.NET based
Easy subscription and deployment
Workflow manager support
Integration with Visual Studio .NET & Microsoft Dynamics CRM Web Services
Input
Work flow Rule Parameters
Managed
Assembly
Return
Paramters
Work flow Rule

Custom logic extensions with Callouts
Post- and pre- synchronous events
Rich message context
Integration with Microsoft CRM Web Services
Easy subscription and deployment
CRM Platform Method
CRM Application
Pre-callout
Platform Core
CRM Tools
Operation
Post-callout
CRM SDK

Getting data in…
// Assuming you already have a configured CrmService class
// named “service”
// Create an account entity and assign data to some attributes.
account newAccount = new account();
newAccount.name = \"Greg Bike Store\";
newAccount.address1_postalcode = \"98052\";
newAccount.address1_city = \"Redmond\";
// Call the Create method to create an account.
Guid accountId = service.Create(newAccount);

Getting data out…
// Assuming you already have a configured CrmService class
// named “service”
Guid id = new Guid(\"2B951FBC-1C56-4430-B23B-20A1349068F3\");
// Call the Retrieve method to retrieve an existing contact.
ColumnSet cols = new ColumnSet();
cols.Attributes = new string[] { \"firstname\" };
contact cont =
(contact)service.Retrieve(EntityName.contact.ToString(),id,cols);

Jason Hunt
CTO
Invoke Systems
an Ascentium Company

Software + Services

Choose where:
Outlook, browser, mobile
Choose how:
Software or service
Choose when:
Own it or rent it
Change your mind any time

Single User Small Group Department Division Organization Internal IT
(2-10) (10+) SaaS Outsourcing

SaaS/ On- Analytics and
Data
Premise Reporting
Presentation
Rich/ Web/ Mobile Data Lifecycle
Process
Clients Management
Security
Manageability
Extensibility

Ben Riga Jason Hunt
Platform Evangelist CTO
Microsoft Corporation Invoke Systems
an Ascentium Company
ben.riga@microsoft.com
jason.hunt@invokesystems.com

© 2007 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 Corporation 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.