Dynamics xRM as Development Platform
Upcoming SlideShare
Loading in...5
×
 

Dynamics xRM as Development Platform

on

  • 2,022 views

Presentation of Dynamics xRM as development platform (all in english)

Presentation of Dynamics xRM as development platform (all in english)

Statistics

Views

Total Views
2,022
Views on SlideShare
1,920
Embed Views
102

Actions

Likes
0
Downloads
34
Comments
0

4 Embeds 102

http://weblogs.asp.net 90
http://www.slideshare.net 10
http://translate.googleusercontent.com 1
http://www.linkedin.com 1

Accessibility

Categories

Upload Details

Uploaded via as Microsoft PowerPoint

Usage Rights

© All Rights Reserved

Report content

Flagged as inappropriate Flag as inappropriate
Flag as inappropriate

Select your reason for flagging this presentation as inappropriate.

Cancel
  • Full Name Full Name Comment goes here.
    Are you sure you want to
    Your message goes here
    Processing…
Post Comment
Edit your comment

Dynamics xRM as Development Platform Dynamics xRM as Development Platform Presentation Transcript

  • Microsoft Dynamics xRMas developmentplatform
    Pablo Peralta
    MCBMSP - Microsoft Dynamics CRM 4.0
    http://twitter.com/pabloperalta
    http://weblogs.asp.net/pabloperalta/
    Mayo 2010
  • Objectives
    • Share the xRM concept as a business strategy
    • Introduce Microsoft Dynamics CRM
    • Transmit the potential of the tool as an xRM platform for developing LOB applications
  • IntroductiontoxRM
      
    • Concept. Natural evolution of CRM
    • xRM = Anything(x) RelationshipManagement
    vendors, employees, dealers, properties, projects, legislations, etc..
    • xRM = framework underlying Microsoft Dynamics CRM
    • Rapid Development Platform (database, entities, UI, workflow, reporting engine, security, scalability, offline support)
    • Same platform. Multiple applications.
  • WhyxRM?
    Microsoft Dynamics xRM
    =
    Best of both worlds
    Custom development
    Package
    VS.
  • Advantages of xRMwithDynamics CRM
    • USERS
    • Inuitive and consistent experience
    • Makes adoption easier
    • Productivity (information integration, Office)
    • BUSINESS
    • Agility, speed. More rapid solutions.
    • Flexibility, capacity to adapt faster to business changes
    • ‘Enterprise class’ capacity [multitenancy, scalability, management]
    • TECHONOLOGY
    • Only one platform. Multiple applications.
    • Shared infrastructure (Office, Sharepoint, Sql Server, .Net)
    • ‘The power of choice’ [on-premise, online, hosted]
  • Dynamics xRM: 3 designkeys
    • USERS
    1. WORKS THE WAY THE USER DOES
    • BUSINESS
    2. WORKS THE WAY THE BUSINESS DOES
    • TECHONOLOGY
    3. WORKS LIKE TECHNOLOGY AREA (IT) EXPECTS TO
  • NO more “copy and paste” to CRM
    • Integrated experience with MS Outlook 
    “If your users know how to use Outlook, they already know how to use the key customer management tools in MS Dynamics CRM”
    • Interfaces:
    Client for Outlook
    Client for Outlook with Offline Access
    Web
    Mobile Client
    • Integration with:
    Excel
    Word
    Exchange
    Communicator
    Sharepoint
    7
    1. WORKS THE WAY THE USER DOES…
  • DEMOS -> Final user
    8
    OVERVIEW OF THE WORKING AREAASSIGN ACTIVITIESUSE CASE 1: ACCOUNTS(preview, form, VIEWS, filtERs, export)USE CASE 2: LEADS (creation, qualification)
  • Web configuration tool
    • Customization for adapting to business and its changes
    Robust security model
    • Roles based security
    Open programming interfaces (APIs)
    • Exposes Webservices to integrate with other applications
    • SDK [Documentation, project templates, samples]
    Workflow
    • Workflow Foundation
    • Integrated designer for basic workflows
    Localization
    • Multi-language support
    • Multi-currency
    9
    2. WORKS THE WAY THE BUSINESS DOES…
  • DEMOS -> Customization
    10
    ADD ATTRIBUTESCUSTOMIZE FORMSCUSTOMIZE VIEWSEXPORT/IMPORT CUSTOMIZATIONSWorkflow designreportstranslations
  • DEMOS -> Extensibility
    11
    isv.configmetadata browserCrm serviceDATA IMPORT APPLICATIONEXPLORING SDK
  • Industry standar technology
    • Active Directory, Integrated authentication, SQL Server
    • Exchange Server, Other POP3, SMTP servers
    Deployment Wizard
    • Automatic pre-prequisites check
    Failover & load balancing
    • Support for clustering (web, db, e-mail)
    • Support for roles distribution
    Web access
    • Internal and external
    Deployment options (“the power of choice”)
    • On-premise
    • Hosted
    • CRM Live
    Multi-tenancy
    • 1 installation, N organizations
    12
    3. WORKS LIKE TECHNOLOGY AREA (IT) EXPECTS TO…
  • Requisites
    Server
    • Windows Server 2003/2008
    • Active Directory
    • SQL Server 2005/2008
    • IIS
    • .NetFrmk 3.0
    Client
    • Windows XP/Vista/7
    • IE 6/7/8
    • Office 2003 / 2007
    • SQL Express (Offline Access)
    • .NetFrmk 3.0
    13
  • x
    14
    Resources
    • Official site
    http://crm.dynamics.com/
    • MSDN official site
    http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx
    • Official blog
    http://blogs.msdn.com/crm/
    • SDK
    http://msdn.microsoft.com/library/bb928212.aspx
    • Forums
    • http://social.microsoft.com/Forums/en-US/category/dynamics
    ISBN-10: 0735623783
    ISBN-10: 0735625948
  • Q & A
    Thanks
    Pablo Peralta
    MCBMSP - Microsoft Dynamics CRM 4.0
    http://twitter.com/pabloperalta
    http://weblogs.asp.net/pabloperalta/