Introduction into MS Dynamics CRM Platform Architecture

1. MS Dynamics CRM - Architecture
2010/3/8 | Petr Čermák

2. BI
Metadata
Native Multi-
tenant
Architecture,
● Indicate the future of application design…
● A shop window of MS technologies
● Practical show case of MS technological
strategy and direction
WFC
WCF
Workflow
Fundation
LINQ
SOA
Composite
Application
BPM OBA – Office
Business Apps
Next gen .CRM
XRM
Social CRM
Community
driven dev.

3. CRM DB
Data Services
Client tier
A web based CRM Applications
Sales Service Marketing
Infrastructure
File system
AD
Networking
Presentation tier
Data tier
OLE-DB
HTTP
. ASPx

4. CRM DB
Business Units
Teams
Users
Accounts
Contacts
Opportunities
Data Services
Client tier
MS Dynamic CRM Applications
Sales Service Marketing
Infrastructure
File system
AD
Networking
Reporting
Services
Data Services
(CRUD )
Workflow
Services
Platform Services
Presentation tier
Data tier
Business
Logic tier
HTTP
HTTP

5. MetadataCRM DB
Entities
Relations
Schemas
Objects
Forms
Views
Processes
Business Units
Teams
Users
Accounts
Contacts
Opportunities
Data Services
Client tier
MS Dynamic CRM Applications
Sales Service Marketing Custom Apps
Infrastructure
File system
AD
Networking
Custom
Entities
Custom
Workflow
Custom
Forms
Business Designer
Reporting
Services
Data Services
(CRUD )
Workflow
ServicesMetadata Services
Platform Services
Presentation tier
Data tier
Business
Logic tier
HTTP
HTTP

6. The
Entity
“M”
Attributes
(Data fields)
Relations
to other
entities
Forms
(layouts,
controls)
Views
The
Entity
„N“
Attributes (Data
fields)
Relations
to other
entities
Forms
(Layouts,
Controls)
Views
1:M / N:1
M:N
Relationship

7. Data Processes Business Logic
Customization
DB schema
extension
Entities &
Relationships
Creating forms
UI
modification
External apps
wrapping
(Mashup )
Client side
scripting
Reports
Build in
Wizard
MS SQL
Reporting
Services
Workflow
definition
Events,
Alerts, Tasks
MS Workflow
Foundation
Development
External code
Manipulation
with CRM via
web services
SOAP/CRUD
Internal code
Plug ins (call
out)
CRM Business designer
Metada
Fully upgradable and system to system portable
MS Visual Studio
Dynamics CRM SDK

8. Microsoft CRM
Extensibility Model
Data Access Components
Query
Plans
O/R
Query
Builder / QP
CRM Business Logic
Users
Reporting
SRS
Data Access Platform (ADO.NET)
Data
Web Services (WSDL, WS-I, BP v1.1)
Server Machine
Metadata
Business Entity Components
Pre-Callout
.NET assembly
Post-Callout
.NET assembly
Customization
Tools
CRM Forms
ISV Script
Filtered
Views
Security
ISV Business Logic
UI
Customization
ISV
Customization
Customization
Tools
Web Service
Client
ISV Code
Plug-incode
.NETAssembly
WorkflowServices
Remote
Servers

9. R/3
FI/CO
MM
SD
SAP Xi Exhange
Infrastructure
SAP .NET Connector
REST
SOAP
MS BizTalk
BizTalk adapter for SAP
CRM
WS WS WS
WS
WS
SAP WAS
Web Apps Server
RFC, BAPI, IDOCs
CallOut - plug in
ASPx

10. MetadataCRM DB
Entities
Relations
Schemas
Objects
Forms
Views
Processes
Business Units
Teams
Users
Accounts
Contacts
Opportunities
Data Services
Infrastructure
File system
AD
Networking
Reporting
Services
Data Services
(CRUD )
Workflow
ServicesMetadata Services
Platform Services
BPM
Foreign apps
(composite)
Foreign apps
(composite)

11. Utility
computing
• Virtual storage
and servers
• Elastic Servers
Cloud WS
Web services
• APIs offered
via web
• Live Search
• Live Map
• Mashup – MS
Popfly
SAAS
Software As
Service
• Application
through the
browser
• MS Office Live
PAAS
Platform as a
service
• Development
environment as
a service.
• MS Azure
Services
SaaS delivers
return *before*
investment
MS Dynamics CRM

12. Maintenance free
Auto scalable and HA
Self repairable,
Automated provisioning
Economy of scale

14. Service management
MS SQL

15. Service management
MS SQL
Custom .NET Apps

16. Service Bus
Access Control
Service
Workflow
Service
On line
MS SQL
SOAP
REST
XML

17. Corporate
LAN
CRM
web server
AD
Server
SQL
Server
SharePoint
Server
Exchange &OCS
server

18. Transaction Rate: 15,000/hour
Database Size: 80 GB, 8.3 M rows
115,000 accounts
175,000 contacts
1.4 M opportunities
8 M tracked activities
Single application server
Single database server

19. Business transaction example
Start at
Homepage
Select
Accounts
Perform
“Find”
Open
Account
Select
Activities
Each transaction takes 5–10 atomic commands
1–41 seconds to execute

20. Hardware
Client System
Windows Server 2003
2-processors; 3.4 GHz
8 GB RAM
Visual Studio 2005, Testing Toolkit
CRM Application Server (IIS)
Windows 2003 Server; Enterprise
4-processors; 3.0 GHz, 32 GB RAM
HTTP
Load
Front end
IIS Server
Test workstation

21. Hardware
Database Server:
64-bit Windows 2003 Enterprise
64-bit Microsoft SQL Server 2005
4-processor dual-core; 3.0 GHz
32 GB RAM
Attached Disk Array
DB
Traffic
IIS Server
DB Server

22. Results
Parameters of the test
Simulate 2000 concurrent users
7.5 business transactions/hr/user
Atomic response time:
319 ms average
Business transaction execution: 3.63
sec. average
Application server CPU:
20% CPU Utilization
Database server CPU:
41% CPU Utilization

24. Configuration
Security
Reporting
Outlook / Office
Integration (OBA)
Offline access
Communications
Workflow
Scalability
Multi-tenancy

25. Best fit – CRM + vertical templates
MARKETING
SALES
Customers
&Filed
SERVICES
Suitable - xRM + LOB apps.
Capturing
Interactions
People and
communication
centric apps
All record keeping
Apps with basic UI
Off line Access
Less Applicable
Complex
transactions like
(ERP, Accounting )
Complex or
massive
calculations
Specific data
model and/or UI
requirements

26. ● One CAL
accesses any
server or servers
● CRM multi
tenancy allows
you to scale out
● Maximize the
value of your
CRM CALs
CRM
Time and Billing
Facilities
Management
Recruiting
1 CAL
1 CAL
1 CAL
Common
Application
Platform
Security
Workflow
Reporting
(ExcelandSRS)
Data +
meta data

27. petr.cermak@hotmail.com