MS Dynamics CRM 2011                                          What is it all about?CRM – customers relationship management
How it looks like?
How it looks in Outlook?
How it works?
Workflow vs Dialog            Workflows                     DialogsTriggers are supported for   Triggers are not supported...
Workflow vs Dialog                   Workflows                                         Dialogs                            ...
Development tipTo add some button on ribbon you will need to customize XML & Javascript
Workflow vs Dialog                  Workflows                                     DialogsCan be either started by a user o...
Workflow vs Dialog                    Workflows                                    DialogsThe entity that stores the detai...
Workflow vs Dialog                 Workflows                                 DialogsBoth Windows Workflow Foundation 4 and...
Workflow vs Dialog                  Workflows                                         DialogsWorkflows that are created or...
Workflow Architecture
Workflow states•   Ready•   Suspended•   Locked•   Completed
What to use workflow or Plugin? Changes in the business logic must be performed by people who are not  developers, or the...
What to use workflow or Plugin? It is acceptable to have a delay between when the event occurs and when  the workflow rul...
What to use workflow or Plugin? You need the ability to let users apply your workflow logic manually. With  workflow proc...
Creating simple workflow?•   A few mouse clicks!•   Understanding of CRM entities•   A bit logical brain processes•   Stup...
Simple workflow createdOh my god! What is this?Disgusting SQL queries causes performanceloose!
Simple workflow created 2• Complex issues should be done with hands• Thoughts about plugins should be present
Performance tipLong processes should be done with workflow!
Why not to use only workflows?FlexibilityYou do what you want as you wantSpecial needs(e.g. integration with another se...
THE END
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Microsoft Dynamics CRM Overview by Anatoly Kvasnikov

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Microsoft Dynamics CRM 2011 overview. Thoughts about performance and development practices. Synchronous/Asynchronous processes. Process automation.

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Microsoft Dynamics CRM Overview by Anatoly Kvasnikov

  1. 1. MS Dynamics CRM 2011 What is it all about?CRM – customers relationship management
  2. 2. How it looks like?
  3. 3. How it looks in Outlook?
  4. 4. How it works?
  5. 5. Workflow vs Dialog Workflows DialogsTriggers are supported for Triggers are not supported forworkflows. dialogs.
  6. 6. Workflow vs Dialog Workflows Dialogs Are synchronous processes, and require userAre asynchronous processes, and do not input to run to completion. When you run theserequire user input to run to completion. These processes, a wizard-like interface is presentedprocesses run in the background. to you so you can make appropriate selections to run the processes.
  7. 7. Development tipTo add some button on ribbon you will need to customize XML & Javascript
  8. 8. Workflow vs Dialog Workflows DialogsCan be either started by a user or can be Must be started by a user.automated.
  9. 9. Workflow vs Dialog Workflows DialogsThe entity that stores the details about a The entity that stores information generatedrunning workflow is AsyncOperation. by a running dialog is the ProcessSession (dialog session) entity.
  10. 10. Workflow vs Dialog Workflows DialogsBoth Windows Workflow Foundation 4 and Only Windows Workflow Foundation 4 customWindows Workflow Foundation 3.5 custom activities are supported.activities are supported.
  11. 11. Workflow vs Dialog Workflows DialogsWorkflows that are created or updated outside Dialogs that are created or updated outside ofof Microsoft Dynamics CRM by creating or Microsoft Dynamics CRM by creating orupdating the underlying XAML file are updating the underlying XAML file are notsupported in Microsoft Dynamics CRM supported in Microsoft Dynamics CRM.
  12. 12. Workflow Architecture
  13. 13. Workflow states• Ready• Suspended• Locked• Completed
  14. 14. What to use workflow or Plugin? Changes in the business logic must be performed by people who are not developers, or the changes should not be dependent on the availability of a developer to do the work. When custom workflow activities are defined as Workflow .NET assemblies, a person who is not a developer can use Microsoft Dynamics CRM to define the conditions when the custom actions are performed and the parameters that will be passed to the assembly.
  15. 15. What to use workflow or Plugin? It is acceptable to have a delay between when the event occurs and when the workflow rule runs. Unless applied manually, workflow rules run asynchronously and run after the event occurs. If you need synchronous processing, use plug-ins
  16. 16. What to use workflow or Plugin? You need the ability to let users apply your workflow logic manually. With workflow processes, users can trigger the processing of workflow rules by clicking Run Workflow on the form or from a grid.
  17. 17. Creating simple workflow?• A few mouse clicks!• Understanding of CRM entities• A bit logical brain processes• Stupid users? You will be confused.
  18. 18. Simple workflow createdOh my god! What is this?Disgusting SQL queries causes performanceloose!
  19. 19. Simple workflow created 2• Complex issues should be done with hands• Thoughts about plugins should be present
  20. 20. Performance tipLong processes should be done with workflow!
  21. 21. Why not to use only workflows?FlexibilityYou do what you want as you wantSpecial needs(e.g. integration with another service)
  22. 22. THE END

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