Microsoft Dynamics xRMas developmentplatform<br />Pablo Peralta<br />MCBMSP - Microsoft Dynamics CRM 4.0<br />http://twitt...
Objectives<br /><ul><li>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</li></li></ul><li>IntroductiontoxRM<...
xRM = Anything(x) RelationshipManagement </li></ul>vendors, employees, dealers, properties, projects, legislations, etc..<...
Rapid Development Platform (database, entities, UI, workflow, reporting engine, security, scalability, offline support)
Same platform. Multiple applications.</li></li></ul><li>WhyxRM?<br />Microsoft Dynamics xRM<br />= <br />Best of both worl...
Advantages of xRMwithDynamics CRM<br /><ul><li>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]
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Dynamics xRM as Development Platform

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Dynamics xRM as Development Platform

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