The document provides an overview of extensibility features in Microsoft Dynamics CRM. It discusses how the software is designed to be extended affordably and adapted to business needs through features like custom workflow activities, plug-ins, client-side scripting, web services, and custom web pages. It also outlines the skills needed for developers, such as .NET, JScript, and using the Microsoft Dynamics CRM SDK. Resources for developers are highlighted, including the SDK, online communities, code samples, support, and certification.
The document describes the architecture of Microsoft Dynamics CRM. It identifies four main extensibility points: web service programming, custom workflow activities, plug-ins, and client programming. It also describes the two Outlook clients and how the offline client works. Finally, it explains that Microsoft Dynamics CRM uses a metadata-driven architecture with platform and application layers to store entity definitions and customizations separately from code.
20 reasons to upgrade to microsoft dynamics crm 2011Nerea
Microsoft Dynamics CRM 2011 includes many new features to improve the user experience for users, administrators, and developers. Key upgrades include dashboards and charts, improved SharePoint integration for document management, enhanced auditing, field level security, multiple forms, team ownership of records, improved data importing, and new capabilities for opportunities, sales goals, recurring appointments, and queues. The new solutions framework allows customizations to be packaged and moved between organizations. Workflows and dialogs provide improved processes to guide users through tasks. Authentication also supports newer industry standards.
This document provides an overview of the Microsoft Dynamics CRM 4.0 Resource Center, which contains various articles, videos, and other resources accessible within the CRM application to help customers and partners. Some example article topics included are cloning records, configuring picklists, controlling Resource Center access, and best practices for test environments.
Microsoft Dynamics CRM - Accelerators For Microsoft Dynamics CRM Functional ...Microsoft Private Cloud
This document provides an overview and frequently asked questions about Accelerators for Microsoft Dynamics CRM. The Accelerators are add-on modules that extend the capabilities of Microsoft Dynamics CRM 4.0 and include Analytics, eService, Event Management, Enterprise Search, and Sales Methodologies. The Accelerators provide additional functionality, workflows, reports, source code, and documentation. They are available at no additional charge on CodePlex and can be installed on the standard Microsoft Dynamics CRM virtual machine in around 5-20 minutes. Microsoft will provide support for the Accelerators in the same way they support other customizations that follow their SDK guidelines.
Microsoft Dynamics CRM 2011 Walkthrough Part 2Jukka Niiranen
This document provides an overview of processes (formerly known as workflows) in Microsoft Dynamics CRM 2011. It discusses the differences between workflows and dialogs, with dialogs allowing for interactive user input through multiple pages. Examples of how dialogs can be used to replace built-in dialog windows and guide new record creation are provided. The document also notes that processes now use .NET Framework 4.0 workflows and allow for the creation of custom workflow activities through a declarative XAML modeling approach.
The document provides an overview of the product modules available for Microsoft Dynamics SL, grouped by functional area. It describes the Business Essentials Edition, which provides core financial and trade functionality, and the Advanced Management Edition, which offers a broader set of functionality. Both editions include certain base components. Additional a la carte modules can be purchased individually to expand the solutions. The document lists and describes the modules included in each edition and available a la carte.
Microsoft Dynamics CRM Multi - Tier ArchitectureNaveen Kumar
In order to effectively customize Microsoft Dynamics CRM, you must first have good understanding of the application's architecture. The system's architecture influences how and where you can customize the system components.
The key to understanding the Microsoft Dynamics CRM architecture as it relates to customization is the Microsoft Dynamics CRM platform. One way to understand the value of the Microsoft Dynamics CRM platform is to contrast it with the client/server (two-tier) architecture that has been around for more than two decades.
Service Analysis - Microsoft Dynamics CRM 2016 Customer ServiceNaveen Kumar
Microsoft Dynamics CRM includes default dashboards and reports for analyzing customer service performance. The Customer Service Manager Dashboard provides an overview of open activities, cases, queues, and entitlements. PowerBI dashboards connect to additional data sources and provide advanced reporting capabilities beyond the standard CRM dashboards. Service reports include case summaries, neglected cases, and activity reports. Goals can be created for metrics like average resolution time and tied to entities like cases to track performance.
The document describes the architecture of Microsoft Dynamics CRM. It identifies four main extensibility points: web service programming, custom workflow activities, plug-ins, and client programming. It also describes the two Outlook clients and how the offline client works. Finally, it explains that Microsoft Dynamics CRM uses a metadata-driven architecture with platform and application layers to store entity definitions and customizations separately from code.
20 reasons to upgrade to microsoft dynamics crm 2011Nerea
Microsoft Dynamics CRM 2011 includes many new features to improve the user experience for users, administrators, and developers. Key upgrades include dashboards and charts, improved SharePoint integration for document management, enhanced auditing, field level security, multiple forms, team ownership of records, improved data importing, and new capabilities for opportunities, sales goals, recurring appointments, and queues. The new solutions framework allows customizations to be packaged and moved between organizations. Workflows and dialogs provide improved processes to guide users through tasks. Authentication also supports newer industry standards.
This document provides an overview of the Microsoft Dynamics CRM 4.0 Resource Center, which contains various articles, videos, and other resources accessible within the CRM application to help customers and partners. Some example article topics included are cloning records, configuring picklists, controlling Resource Center access, and best practices for test environments.
Microsoft Dynamics CRM - Accelerators For Microsoft Dynamics CRM Functional ...Microsoft Private Cloud
This document provides an overview and frequently asked questions about Accelerators for Microsoft Dynamics CRM. The Accelerators are add-on modules that extend the capabilities of Microsoft Dynamics CRM 4.0 and include Analytics, eService, Event Management, Enterprise Search, and Sales Methodologies. The Accelerators provide additional functionality, workflows, reports, source code, and documentation. They are available at no additional charge on CodePlex and can be installed on the standard Microsoft Dynamics CRM virtual machine in around 5-20 minutes. Microsoft will provide support for the Accelerators in the same way they support other customizations that follow their SDK guidelines.
Microsoft Dynamics CRM 2011 Walkthrough Part 2Jukka Niiranen
This document provides an overview of processes (formerly known as workflows) in Microsoft Dynamics CRM 2011. It discusses the differences between workflows and dialogs, with dialogs allowing for interactive user input through multiple pages. Examples of how dialogs can be used to replace built-in dialog windows and guide new record creation are provided. The document also notes that processes now use .NET Framework 4.0 workflows and allow for the creation of custom workflow activities through a declarative XAML modeling approach.
The document provides an overview of the product modules available for Microsoft Dynamics SL, grouped by functional area. It describes the Business Essentials Edition, which provides core financial and trade functionality, and the Advanced Management Edition, which offers a broader set of functionality. Both editions include certain base components. Additional a la carte modules can be purchased individually to expand the solutions. The document lists and describes the modules included in each edition and available a la carte.
Microsoft Dynamics CRM Multi - Tier ArchitectureNaveen Kumar
In order to effectively customize Microsoft Dynamics CRM, you must first have good understanding of the application's architecture. The system's architecture influences how and where you can customize the system components.
The key to understanding the Microsoft Dynamics CRM architecture as it relates to customization is the Microsoft Dynamics CRM platform. One way to understand the value of the Microsoft Dynamics CRM platform is to contrast it with the client/server (two-tier) architecture that has been around for more than two decades.
Service Analysis - Microsoft Dynamics CRM 2016 Customer ServiceNaveen Kumar
Microsoft Dynamics CRM includes default dashboards and reports for analyzing customer service performance. The Customer Service Manager Dashboard provides an overview of open activities, cases, queues, and entitlements. PowerBI dashboards connect to additional data sources and provide advanced reporting capabilities beyond the standard CRM dashboards. Service reports include case summaries, neglected cases, and activity reports. Goals can be created for metrics like average resolution time and tied to entities like cases to track performance.
Microsoft Dynamics CRM 2011 Walkthrough Part 1Jukka Niiranen
Microsoft Dynamics CRM 2011 includes several new and enhanced end-user tools and features, including:
1) An improved Outlook client that allows browsing CRM data and filtering views directly from Outlook.
2) Enhanced form customization options, such as adding sub-grids and filtered lookups.
3) New auditing features that record changes to records over time and allow viewing audit histories.
Pivotal CRM 6.0 is a customer relationship management platform that increases user adoption, lowers costs, and easily adapts to change. It features a familiar Microsoft-like interface, enables users to personalize the system, and drives users through best practices with customizable workflows. The platform also improves productivity through seamless integration with Microsoft apps and lowers IT costs through reduced customization and deployment costs.
This document compares Microsoft Dynamics NAV and Dynamics AX. It summarizes that Dynamics NAV is geared toward small to mid-sized businesses, is easier to implement and maintain, and offers flexibility for decentralized global operations. Dynamics AX is designed for large enterprises, allows for greater visibility across global operations but is more complex to implement and maintain. Both can scale as a business grows, but AX better addresses the needs of very large, complex multi-national organizations.
Smarter Sales Process in Dynamics CRM 2015 - Part 2: Revenue EstimationJukka Niiranen
Webcast notes from "A Non-Developer's Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015", as presented on MSDynamicsWorld.com on May 6th, 2015. The second part explores how the CRM 2015 calculated fields feature can be leveraged in simplifying the data entry and maintenance process for opportunity revenue estimates.
Pivotal CRM's web platform is architected for optimal performance over local and wide area networks. Its flexible architecture addresses factors that impact CRM performance and scalability, such as minimizing server round trips, caching frequently used data and metadata, load balancing application servers, and leveraging local workstation resources. Ultimately, Pivotal CRM aims to improve user productivity by streamlining navigation, enabling one-click access to common tasks, and personalizing the interface for each user's role and needs.
Microsoft Dynamics Nav 2016 product overview and capabilities guideMindQuad Solutions
MindQuad Solutions Private Limited is Microsoft Gold Certified Partner for (ERP) Enterprise Resource Planning based Ahmedabad, Gujarat, INDIA.
Microsoft Dynamics NAV 2016
CaliberRM is a requirements management tool that helps software teams effectively capture, communicate, and manage changing requirements. It provides a centralized repository for requirements and traces dependencies to facilitate impact analysis and change management. Key features include rich editing of requirements, generation of specifications documents, validation of requirements quality, and notifications of changes.
Salesforce offers different editions of its CRM solution tailored for organizations of various sizes and needs. The Unlimited Edition is the flagship solution providing the most customization, flexibility and features for managing complex enterprise-wide CRM and business processes. The Professional Edition offers full-featured CRM capabilities for companies of all sizes. The Group Edition is designed for small businesses and includes features like Google AdWords integration. Each edition varies in terms of user limits, included features and customization options.
Maximizer CRM 11 includes new features to provide real-time business insights across various areas including sales, marketing, and mobility. Key updates include wizard-driven dashboards for executives to view KPIs, sales quota management and opportunity monitoring tools, an online campaign manager for marketing, and an intuitive mobile interface for BlackBerry smartphones. The new version aims to help users make better business decisions, optimize revenue generation, execute effective marketing campaigns, and collaborate efficiently on the go.
Connecting software Whitepaper: Integrating Dynamics CRM and SharePoint securityConnecting Software
This whitepaper provides an overview of CB Dynamics CRM to SharePoint permissions replicator solution and explains how it works. It explains architecture of the solution and the mapping between security model of Dynamics CRM and SharePoint.
Lundi 27 octobre 2014
Groupe Architecture
Sujet: Microsoft Dynamics CRM, vue d'ensemble de la plateforme et architecture de solution 101
Conférencier: Salim Adamon
Avec les nombreux ajouts de fonctionnalités effectués par Microsoft sur sa plateforme Dynamics CRM au cours des dernières années, le produit se compare de plus en plus aux acteurs majeurs dans le domaine du CRM et commence à acquérir une grande part du marché partout dans le monde. En tant qu’architecte de solution travaillant avec des technologies Microsoft, il est important de connaître les atouts de la plateforme Dynamics CRM afin de pouvoir envisager son utilisation si elle répond à des besoins existants et d’économiser un grand temps de développement.
Cette présentation va dans un premier temps vous donner une vue d'ensemble de la plateforme: les modules classiques de gestion de la relation client (CRM), ainsi que les possibilités d'extensions et de personnalisations. Dans un second temps, nous parlerons de différentes considérations à prendre en compte lorsqu'on fait le design d'une solution avec Dynamics CRM. Cette section couvrira à haut niveau le développement, l'intégration, l'infrastructure, la performance et d’autres concepts importants pour architectes, analystes d’affaires et développeurs en entreprise.
The document discusses upgrading to the latest version of Pivotal CRM. It highlights new features like enabling access to CRM on BlackBerry devices, expanded marketing capabilities through SMS support, and improved integration tools. Upgrading can help businesses empower mobile sales teams, expand their reach, encourage wider CRM usage, reduce integration costs and complexity, and optimize implementations. The document recommends contacting an account manager to learn how Pivotal Upgrade Services can help with a successful transition.
MIcrosoft Dynamics CRM 2013 - Deep DiveBrad Tornberg
The session agenda document discusses how Microsoft Dynamics CRM can help businesses adapt to changing buyer behaviors and expectations. It summarizes how Dynamics CRM provides tools to personalize experiences across marketing, sales, and customer service. These include social networking integrations, mobile access, process automation, and data/insights tools to understand customers throughout their journey. Case studies show Dynamics CRM helping businesses increase sales volumes by over 150% and reduce customer support times by 75%.
Functionality & Product Capabilities in Microsoft Dynamics GP GuideSania Baker
Focus on growing your business with Dynamics GP. This software provided by MRP Consulting is a complete enterprise resource planning solution and help businesses gain control over their business activities. For more visit the source. http://www.mrpconsulting.com/
The document discusses updates to Microsoft's Core CAL Suite licensing program. It will now include Lync Server Standard CAL and Forefront Endpoint Protection to provide essential communication and security capabilities. This helps customers transition services between on-premises and cloud environments. The updated Core CAL Suite provides benefits like centralized management, security, collaboration and productivity tools to help users work from anywhere.
The Pivotal SharePoint Connector enables integration between a company's Pivotal CRM system and Microsoft SharePoint for improved document storage and collaboration capabilities. It allows sharing of content and information between SharePoint and Pivotal records. The connector plugs into SharePoint Server to enable communication with Pivotal CRM through supported interfaces. It automatically creates unique SharePoint sites for companies and opportunities linked to Pivotal records.
Microsoft Dynamics NAV 2009 introduced new technologies like the RoleTailored user experience to simplify access to information, streamline integration, enhance reporting, and maximize investment in Microsoft products. Microsoft Dynamics NAV 2013 builds on this platform and delivers new features to help users gain greater control, increase margins, and grow business through capabilities like Cash Flow Forecasting, Cost Accounting, and the new Microsoft Dynamics NAV Web Client. It provides greater deployment flexibility and tools to realize business ambitions.
The document summarizes a presentation about new features in Microsoft Dynamics CRM 2011. It highlights enhancements in three areas: making CRM more familiar through an improved user interface, more intelligent through new analytics and process tools, and more connected through enhanced collaboration and integration features. The presentation also demonstrates these new capabilities through live demos and discusses Microsoft's momentum in the CRM market in terms of customers, partners and cloud deployment options.
The document provides an introduction to extending Microsoft Dynamics CRM 4.0 through various training methods including e-learning, instructor-led training, self-paced training materials, and certifications. It describes the benefits of each training type and outlines the key elements included in Microsoft Dynamics training materials such as learning objectives, introductions, topics, tests, and labs. The document recommends reviewing certification exam preparation guides and learning plans to determine the best strategy for an individual's or organization's needs.
John Davis (1543-1605) was an English mariner and explorer born in Devon, England who made three attempts to find the northwest passage. On his first voyage he discovered what is now called the Davis Strait. He explored the east coast of Baffin Island and the west coast of Greenland, and sighted and landed on the Falkland Islands. Davis braved freezing temperatures, ferocious gales, and other hardships in his voyages and explorations. He made important contributions to navigation, cartography, and observations of Arctic weather and geography.
Microsoft Dynamics CRM 2011 Walkthrough Part 1Jukka Niiranen
Microsoft Dynamics CRM 2011 includes several new and enhanced end-user tools and features, including:
1) An improved Outlook client that allows browsing CRM data and filtering views directly from Outlook.
2) Enhanced form customization options, such as adding sub-grids and filtered lookups.
3) New auditing features that record changes to records over time and allow viewing audit histories.
Pivotal CRM 6.0 is a customer relationship management platform that increases user adoption, lowers costs, and easily adapts to change. It features a familiar Microsoft-like interface, enables users to personalize the system, and drives users through best practices with customizable workflows. The platform also improves productivity through seamless integration with Microsoft apps and lowers IT costs through reduced customization and deployment costs.
This document compares Microsoft Dynamics NAV and Dynamics AX. It summarizes that Dynamics NAV is geared toward small to mid-sized businesses, is easier to implement and maintain, and offers flexibility for decentralized global operations. Dynamics AX is designed for large enterprises, allows for greater visibility across global operations but is more complex to implement and maintain. Both can scale as a business grows, but AX better addresses the needs of very large, complex multi-national organizations.
Smarter Sales Process in Dynamics CRM 2015 - Part 2: Revenue EstimationJukka Niiranen
Webcast notes from "A Non-Developer's Guide to Smarter Sales Processes in Microsoft Dynamics CRM 2015", as presented on MSDynamicsWorld.com on May 6th, 2015. The second part explores how the CRM 2015 calculated fields feature can be leveraged in simplifying the data entry and maintenance process for opportunity revenue estimates.
Pivotal CRM's web platform is architected for optimal performance over local and wide area networks. Its flexible architecture addresses factors that impact CRM performance and scalability, such as minimizing server round trips, caching frequently used data and metadata, load balancing application servers, and leveraging local workstation resources. Ultimately, Pivotal CRM aims to improve user productivity by streamlining navigation, enabling one-click access to common tasks, and personalizing the interface for each user's role and needs.
Microsoft Dynamics Nav 2016 product overview and capabilities guideMindQuad Solutions
MindQuad Solutions Private Limited is Microsoft Gold Certified Partner for (ERP) Enterprise Resource Planning based Ahmedabad, Gujarat, INDIA.
Microsoft Dynamics NAV 2016
CaliberRM is a requirements management tool that helps software teams effectively capture, communicate, and manage changing requirements. It provides a centralized repository for requirements and traces dependencies to facilitate impact analysis and change management. Key features include rich editing of requirements, generation of specifications documents, validation of requirements quality, and notifications of changes.
Salesforce offers different editions of its CRM solution tailored for organizations of various sizes and needs. The Unlimited Edition is the flagship solution providing the most customization, flexibility and features for managing complex enterprise-wide CRM and business processes. The Professional Edition offers full-featured CRM capabilities for companies of all sizes. The Group Edition is designed for small businesses and includes features like Google AdWords integration. Each edition varies in terms of user limits, included features and customization options.
Maximizer CRM 11 includes new features to provide real-time business insights across various areas including sales, marketing, and mobility. Key updates include wizard-driven dashboards for executives to view KPIs, sales quota management and opportunity monitoring tools, an online campaign manager for marketing, and an intuitive mobile interface for BlackBerry smartphones. The new version aims to help users make better business decisions, optimize revenue generation, execute effective marketing campaigns, and collaborate efficiently on the go.
Connecting software Whitepaper: Integrating Dynamics CRM and SharePoint securityConnecting Software
This whitepaper provides an overview of CB Dynamics CRM to SharePoint permissions replicator solution and explains how it works. It explains architecture of the solution and the mapping between security model of Dynamics CRM and SharePoint.
Lundi 27 octobre 2014
Groupe Architecture
Sujet: Microsoft Dynamics CRM, vue d'ensemble de la plateforme et architecture de solution 101
Conférencier: Salim Adamon
Avec les nombreux ajouts de fonctionnalités effectués par Microsoft sur sa plateforme Dynamics CRM au cours des dernières années, le produit se compare de plus en plus aux acteurs majeurs dans le domaine du CRM et commence à acquérir une grande part du marché partout dans le monde. En tant qu’architecte de solution travaillant avec des technologies Microsoft, il est important de connaître les atouts de la plateforme Dynamics CRM afin de pouvoir envisager son utilisation si elle répond à des besoins existants et d’économiser un grand temps de développement.
Cette présentation va dans un premier temps vous donner une vue d'ensemble de la plateforme: les modules classiques de gestion de la relation client (CRM), ainsi que les possibilités d'extensions et de personnalisations. Dans un second temps, nous parlerons de différentes considérations à prendre en compte lorsqu'on fait le design d'une solution avec Dynamics CRM. Cette section couvrira à haut niveau le développement, l'intégration, l'infrastructure, la performance et d’autres concepts importants pour architectes, analystes d’affaires et développeurs en entreprise.
The document discusses upgrading to the latest version of Pivotal CRM. It highlights new features like enabling access to CRM on BlackBerry devices, expanded marketing capabilities through SMS support, and improved integration tools. Upgrading can help businesses empower mobile sales teams, expand their reach, encourage wider CRM usage, reduce integration costs and complexity, and optimize implementations. The document recommends contacting an account manager to learn how Pivotal Upgrade Services can help with a successful transition.
MIcrosoft Dynamics CRM 2013 - Deep DiveBrad Tornberg
The session agenda document discusses how Microsoft Dynamics CRM can help businesses adapt to changing buyer behaviors and expectations. It summarizes how Dynamics CRM provides tools to personalize experiences across marketing, sales, and customer service. These include social networking integrations, mobile access, process automation, and data/insights tools to understand customers throughout their journey. Case studies show Dynamics CRM helping businesses increase sales volumes by over 150% and reduce customer support times by 75%.
Functionality & Product Capabilities in Microsoft Dynamics GP GuideSania Baker
Focus on growing your business with Dynamics GP. This software provided by MRP Consulting is a complete enterprise resource planning solution and help businesses gain control over their business activities. For more visit the source. http://www.mrpconsulting.com/
The document discusses updates to Microsoft's Core CAL Suite licensing program. It will now include Lync Server Standard CAL and Forefront Endpoint Protection to provide essential communication and security capabilities. This helps customers transition services between on-premises and cloud environments. The updated Core CAL Suite provides benefits like centralized management, security, collaboration and productivity tools to help users work from anywhere.
The Pivotal SharePoint Connector enables integration between a company's Pivotal CRM system and Microsoft SharePoint for improved document storage and collaboration capabilities. It allows sharing of content and information between SharePoint and Pivotal records. The connector plugs into SharePoint Server to enable communication with Pivotal CRM through supported interfaces. It automatically creates unique SharePoint sites for companies and opportunities linked to Pivotal records.
Microsoft Dynamics NAV 2009 introduced new technologies like the RoleTailored user experience to simplify access to information, streamline integration, enhance reporting, and maximize investment in Microsoft products. Microsoft Dynamics NAV 2013 builds on this platform and delivers new features to help users gain greater control, increase margins, and grow business through capabilities like Cash Flow Forecasting, Cost Accounting, and the new Microsoft Dynamics NAV Web Client. It provides greater deployment flexibility and tools to realize business ambitions.
The document summarizes a presentation about new features in Microsoft Dynamics CRM 2011. It highlights enhancements in three areas: making CRM more familiar through an improved user interface, more intelligent through new analytics and process tools, and more connected through enhanced collaboration and integration features. The presentation also demonstrates these new capabilities through live demos and discusses Microsoft's momentum in the CRM market in terms of customers, partners and cloud deployment options.
The document provides an introduction to extending Microsoft Dynamics CRM 4.0 through various training methods including e-learning, instructor-led training, self-paced training materials, and certifications. It describes the benefits of each training type and outlines the key elements included in Microsoft Dynamics training materials such as learning objectives, introductions, topics, tests, and labs. The document recommends reviewing certification exam preparation guides and learning plans to determine the best strategy for an individual's or organization's needs.
John Davis (1543-1605) was an English mariner and explorer born in Devon, England who made three attempts to find the northwest passage. On his first voyage he discovered what is now called the Davis Strait. He explored the east coast of Baffin Island and the west coast of Greenland, and sighted and landed on the Falkland Islands. Davis braved freezing temperatures, ferocious gales, and other hardships in his voyages and explorations. He made important contributions to navigation, cartography, and observations of Arctic weather and geography.
This owner's manual provides information about operating and maintaining a Škoda Fabia. It discusses controls, instruments, important safety features, basic functions, lights and visibility systems, seat and storage options, driving instructions, and communication devices. The manual aims to help the owner understand and properly care for their vehicle.
Keys to the Online Marketing Kingdom by Informed Web ContentSuzanne Delzio
The document discusses how businesses can get found online through various channels like websites, blogs, social media, local search, etc. It recommends that businesses create helpful content like blog posts, videos, photos and distribute it across channels to maximize reach. The content should focus on solving customer problems. It also suggests using free tools like Google Analytics to track performance and Google Website Optimizer to test changes. The goal is to help businesses establish an online presence and learn to independently manage their online marketing over time.
Dynamics Crm Reference Architecture Version 1.0dekini
This document provides an overview of the key architectural components of Microsoft Dynamics CRM 2011 including the core CRM components, extended CRM capabilities, deployment in the cloud, and considerations for performance and scalability. It describes Dynamics CRM 2011 as a set of logical components including the server architecture, integration points, and user authentication methods. The reference architecture is intended to help guide deployment and management of Dynamics CRM 2011 instances.
This presentation is dedicated to Microsoft Dynamics, its organizational and technical points.
This presentation by Dmytro Kuiavets, SPM at GlobalLogic Kharkiv, and Dmytro Golodiuk, Solution Architect at ZEPPELIN International, was delivered at IT Weekend in Kharkiv on May 27, 2017.
This document discusses the shift from traditional on-premise software to cloud-based applications and services. It notes that the era of monolithic on-premise systems is coming to an end, driven by factors like the consumerization of IT, marketplaces, and the economics of cloud computing. The document provides examples of how companies like Angry Birds and Zynga have built successful businesses in the cloud. It also discusses opportunities for Microsoft Dynamics CRM partners, including building add-on cloud services as independent software vendors or focusing on specialized cloud-based applications and services as systems integrators.
B. Munikishore is a Microsoft Dynamics CRM technical consultant with over 7 years of experience customizing, extending, and testing CRM applications. He has worked on numerous projects for clients in various industries, customizing CRM to meet requirements and automating processes using workflows, plugins, and JavaScript. His technical skills include C#, ASP.NET, SQL Server, and he holds a bachelor's degree in computer science and engineering.
Dynamics Day '11 - Dynamics CRM Update and RoadmapIntergen
Steven Foster presented a Dynamics CRM update and roadmap. He discussed Microsoft's positioning of Dynamics CRM as a flexible business application that helps organizations increase productivity through connections across people, processes, and ecosystems. Foster then reviewed highlights of the Dynamics CRM 2011 roadmap, including a focus on delivering familiar, intelligent, and connected experiences. He demonstrated several new features aimed at improving the user experience, sales, marketing, and customization capabilities.
How to implement Dynamics CRM to empower businesses?NexSoftsys
Microsoft Dynamics CRM implementation will empower your business with integrated tools for Customer management, Lead management, Task Automation, sales improvements, and enhanced visibility.
Raybiztech helps your organization’s digital transformation with Dynamics 365 to bring growth, velocity & transformation. We are one of the leading Microsoft Partners for you to capture new opportunities across your organization.
A fully managed service for fan, member and sponsor management with integrated athlete/player administration, marketing communications, website portals, events and ticketing.
Microsoft Dynamics 365 is the all-new next level of business applications that facilitates intelligence enabling organizations to evolve, grow, and completely transform.This powerful software suite amalgamates CRM and ERP functionalities by delivering new purpose-built applications that work and integrate together to accomplish specific business process workflows
This document provides an overview of Customer Relationship Management (CRM) and Microsoft Dynamics CRM. It defines CRM and describes how Dynamics CRM allows organizations to track customer interactions across the customer lifecycle. The document outlines the basics of Dynamics CRM including its features, modules for sales, marketing and service management, and new features in the 2016 release like the interactive service hub and one click document generation. It also discusses CRM terminology, the Dynamics application components, and career opportunities working with Dynamics CRM.
CRM Integration Options–Scribe, SmartConnect, Microsoft Connector. What's the...BDO IT Solutions
Integration of CRM to your financial or operational systems can increase overall value, reduce manual entry effort, and reduce errors. Integration will also accelerate the speed of your business. During this session learn about the integration options available, price points and implementation effort.
Microsoft dynamics 365 implementations shreyGupta87
Microsoft Dynamics 365 is a suite of Intelligent Business Applications from Microsoft that enable organizations run all aspects of their operations, and deliver ever improving results through predictive AI drive insights. Dynamics 365 covers the traditional scope of ERP and CRM, and stretches far beyond covering areas that were not conceived of until a couple of years ago.
Dynamics AX 2009 CRM Implementation : The fit gap analysis Julien Lecadou,MSc.
In this paper, we focused our attentions into the fit gap analysis and solutions related to the CRM implementation. This fit gap analysis is part of a broad range of activities that are needed to be processed in order to design, develop and deploy a CRM application.
We attended several meetings with the stakeholders in order to implement the solutions. And during those meetings, we understood that every CRM solution is unique and it should be tailored to the company overall business process and culture.
This document provides an introduction to Microsoft Dynamics CRM. It discusses what Microsoft Dynamics and CRM are, as well as the history and features of Microsoft Dynamics CRM. Key points covered include that Microsoft Dynamics CRM is a customer relationship management software from Microsoft focused on sales, marketing and service. It can be deployed on-premises or as Software as a Service. The document also summarizes customization and extension options, as well as how solutions can be used to package and distribute customizations.
1. Dynamics 365 provides CRM, ERP, and other business applications built on a common data model and platform.
2. It offers configurable applications for customers, products, operations, and employees across industries like sales, marketing, customer service, and field service.
3. The platform allows for extensibility, customization, and integration through tools like PowerApps, Microsoft Flow, and software development kits.
What Are the Various Solutions Provided by Microsoft Dynamics 365?Business Experts Gulf
Microsoft Dynamics 365 Dubai is a comprehensive suite of cloud-based business applications that help organizations streamline their operations, enhance customer engagement, and drive growth. Microsoft Dynamics 365 offers a unified platform that integrates various business functions, including sales, marketing, customer service, finance, operations, and more. Learn More!
Website - https://www.bemea.com/microsoft-dynamics-365-dubai/
Intergen offers a Rapid Results for CRM implementation service using Microsoft Dynamics CRM that provides the core functionality of CRM quickly within 10 days at a fixed cost of $15,000 NZD to deliver immediate results and a platform for future growth, focusing on data migration, configuration, training and post-go live support within a predefined scope and process.
The executive Guide to CRM architechturePivotal CRM
Explains the importance of flexible software architecture, and how the right CRM solution can support and even advance an organization’s ability to evolve in lock-step with changes as they occur—enabling them to attain and maintain a competitive advantage.
How to Setup Warehouse & Location in Odoo 17 InventoryCeline George
In this slide, we'll explore how to set up warehouses and locations in Odoo 17 Inventory. This will help us manage our stock effectively, track inventory levels, and streamline warehouse operations.
How to Make a Field Mandatory in Odoo 17Celine George
In Odoo, making a field required can be done through both Python code and XML views. When you set the required attribute to True in Python code, it makes the field required across all views where it's used. Conversely, when you set the required attribute in XML views, it makes the field required only in the context of that particular view.
LAND USE LAND COVER AND NDVI OF MIRZAPUR DISTRICT, UPRAHUL
This Dissertation explores the particular circumstances of Mirzapur, a region located in the
core of India. Mirzapur, with its varied terrains and abundant biodiversity, offers an optimal
environment for investigating the changes in vegetation cover dynamics. Our study utilizes
advanced technologies such as GIS (Geographic Information Systems) and Remote sensing to
analyze the transformations that have taken place over the course of a decade.
The complex relationship between human activities and the environment has been the focus
of extensive research and worry. As the global community grapples with swift urbanization,
population expansion, and economic progress, the effects on natural ecosystems are becoming
more evident. A crucial element of this impact is the alteration of vegetation cover, which plays a
significant role in maintaining the ecological equilibrium of our planet.Land serves as the foundation for all human activities and provides the necessary materials for
these activities. As the most crucial natural resource, its utilization by humans results in different
'Land uses,' which are determined by both human activities and the physical characteristics of the
land.
The utilization of land is impacted by human needs and environmental factors. In countries
like India, rapid population growth and the emphasis on extensive resource exploitation can lead
to significant land degradation, adversely affecting the region's land cover.
Therefore, human intervention has significantly influenced land use patterns over many
centuries, evolving its structure over time and space. In the present era, these changes have
accelerated due to factors such as agriculture and urbanization. Information regarding land use and
cover is essential for various planning and management tasks related to the Earth's surface,
providing crucial environmental data for scientific, resource management, policy purposes, and
diverse human activities.
Accurate understanding of land use and cover is imperative for the development planning
of any area. Consequently, a wide range of professionals, including earth system scientists, land
and water managers, and urban planners, are interested in obtaining data on land use and cover
changes, conversion trends, and other related patterns. The spatial dimensions of land use and
cover support policymakers and scientists in making well-informed decisions, as alterations in
these patterns indicate shifts in economic and social conditions. Monitoring such changes with the
help of Advanced technologies like Remote Sensing and Geographic Information Systems is
crucial for coordinated efforts across different administrative levels. Advanced technologies like
Remote Sensing and Geographic Information Systems
9
Changes in vegetation cover refer to variations in the distribution, composition, and overall
structure of plant communities across different temporal and spatial scales. These changes can
occur natural.
A workshop hosted by the South African Journal of Science aimed at postgraduate students and early career researchers with little or no experience in writing and publishing journal articles.
How to Build a Module in Odoo 17 Using the Scaffold MethodCeline George
Odoo provides an option for creating a module by using a single line command. By using this command the user can make a whole structure of a module. It is very easy for a beginner to make a module. There is no need to make each file manually. This slide will show how to create a module using the scaffold method.
ISO/IEC 27001, ISO/IEC 42001, and GDPR: Best Practices for Implementation and...PECB
Denis is a dynamic and results-driven Chief Information Officer (CIO) with a distinguished career spanning information systems analysis and technical project management. With a proven track record of spearheading the design and delivery of cutting-edge Information Management solutions, he has consistently elevated business operations, streamlined reporting functions, and maximized process efficiency.
Certified as an ISO/IEC 27001: Information Security Management Systems (ISMS) Lead Implementer, Data Protection Officer, and Cyber Risks Analyst, Denis brings a heightened focus on data security, privacy, and cyber resilience to every endeavor.
His expertise extends across a diverse spectrum of reporting, database, and web development applications, underpinned by an exceptional grasp of data storage and virtualization technologies. His proficiency in application testing, database administration, and data cleansing ensures seamless execution of complex projects.
What sets Denis apart is his comprehensive understanding of Business and Systems Analysis technologies, honed through involvement in all phases of the Software Development Lifecycle (SDLC). From meticulous requirements gathering to precise analysis, innovative design, rigorous development, thorough testing, and successful implementation, he has consistently delivered exceptional results.
Throughout his career, he has taken on multifaceted roles, from leading technical project management teams to owning solutions that drive operational excellence. His conscientious and proactive approach is unwavering, whether he is working independently or collaboratively within a team. His ability to connect with colleagues on a personal level underscores his commitment to fostering a harmonious and productive workplace environment.
Date: May 29, 2024
Tags: Information Security, ISO/IEC 27001, ISO/IEC 42001, Artificial Intelligence, GDPR
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This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.
1. Chapter 1: Extensibility Overview
CHAPTER 1: EXTENSIBILITY OVERVIEW
Objectives
The objectives are:
• Understand how Microsoft Dynamics CRM is designed to be
extended.
• Tried Removing Lesson Objetive for Extensibility Features
• Examine the skills developers will use to extend Microsoft Dynamics
CRM.
• Identify the resources that are available to support developers.
Introduction
Microsoft Dynamics® CRM is designed for extensibility. Business applications
must support the specific business practices and interconnected processes that are
unique to each business. The unique requirements of each implementation
require capabilities that allow the application to enable solutions that meet the
needs of the organization.
This course provides an introduction to the following courses with a high level
overview of features provided to extend Microsoft Dynamics CRM 4.0.
1-1
2. Extending Microsoft Dynamics® CRM 4.0
Microsoft Dynamics CRM Design Focus
Microsoft Dynamics CRM is designed to enable two key concepts:
• Affordable Adaptability
• Adaptive Process
Affordable Adaptability
Microsoft Dynamics CRM enables an organization to achieve a CRM solution
that fits its unique needs at an affordable cost. It is designed to:
• Work the way you do. Microsoft Dynamics CRM is tightly
integrated with Microsoft® Office and Microsoft® Office Outlook®. It
overcomes possible adoption issues by providing CRM features and
functionality in a manner that is familiar to the Microsoft
applications many organizations already use.
• Work the way your business does. Microsoft Dynamics CRM 4.0
introduces several new features in addition to the CRM features
included in earlier versions. These new features include the
following:
o Multi-Currency
o Multilingual User Interface
o Multi-Tenancy
o New entity relationship types, including Many-to-Many
relationships
o Improved Workflow and Reporting
o Availability of Workflow maintenance to end-users
o Improved Data Migration and Data Importation
The core customization features of Microsoft Dynamics CRM allow for many
features to be easily and inexpensively customized meeting the needs of most
organizations.
• Work the way technology should. Microsoft Dynamics CRM
works the way an IT staff wants it to because it is based on proven,
industry-standard Microsoft technology that is easy to learn and
work with. For developers, the Software Development Kit (SDK)
provides a deep integration with Microsoft® Visual Studio® .NET. By
using IntelliSense and strongly typed classes, it allows for code to be
developed more quickly and at a reduced cost.
1-2
3. Chapter 1: Extensibility Overview
Adaptive Process
Although Microsoft Dynamics CRM has introduced new features in version 4.0,
no CRM product can ever create a solution to meet the needs of every
organization without some configuration or extension. As a business evolves, its
CRM solution must be adaptable to stay synchronized with the business.
Microsoft Dynamics CRM is designed to be adapted to meet these requirements
depending on the area of expertise for:
• Non-Developers. The ability to create new entities in Microsoft
Dynamics CRM, without the requirement to write custom code,
enables businesses to customize Microsoft Dynamics CRM
according to their own business model. Microsoft Dynamics CRM
continues to allow for easy customizations of forms and views
through an easy to use interface. Finally, Workflow tools in
Microsoft Dynamics CRM can be used to create powerful automated
business processes.
• Developers. For developers, the adaptive process goes even further.
It is much easier for developers to interact with the Microsoft
Dynamics CRM Web services. The capabilities to include Plug-ins
are improved with a new Plug-in model. Workflows can now use an
extended set of .NET assemblies to provide more flexibility.
Extensibility Features
There are five features where a developer can extend the functionality of
Microsoft Dynamics CRM:
• Custom Workflow Activities
• Plug-ins
• Client-side scripting
• Web service programming
• Hosting custom Web pages within the Microsoft Dynamics CRM
Web site
NOTE: Developing Microsoft Dynamics CRM reports using SQL Server
Reporting Services could be considered the fifth extensibility feature found in
Microsoft Dynamics CRM 4.0. However, because that capability is primarily
related to tools found within SQL Server Reporting Services, it is not included in
this course.
1-3
4. Extending Microsoft Dynamics® CRM 4.0
Custom Workflow Activities
A workflow action can be defined to include appropriate business logic. The
assembly can accept parameters from the workflow that can be used in the
business logic and return values to the workflow.
There is almost no limit to what can be performed programmatically in the
activity. As soon as the processing is finished, the activity can return data that
can be included in additional logic in the workflow.
Plug-ins
Plug-ins are a way of adding custom business logic to the Microsoft Dynamics
CRM system. A Plug-in component is a .NET assembly that contains custom
Plug-in event handlers. These event handlers are registered with Microsoft
Dynamics CRM and invoked when a particular event occurs on an entity in the
system.
The following are some actions that represent events:
• Create
• Update
• Delete
• Assign
• Retrieve
The assembly can access information about the object that the action is being
performed on and include that information in the logic and actions that are
contained in the assembly. There are two types of Plug-ins in Microsoft
Dynamics CRM:
• Pre-event plug-in. A pre-event plug-in is invoked by the system in
response to an event, but before the event is processed by the system.
For example, a PreCreate Plug-in is invoked before a new entity
instance is created. This provides an opportunity to work with the
data before it is saved to the database. This provides opportunities to:
o Create record numbers.
o Perform Address verification.
o Populate fields not exposed to the user.
• Post-event plug-in. A Post-event plug-in occurs after the action is
completed in Microsoft Dynamics CRM. Data from the object that
the action is performed on can be passed to the assembly to use in
logic and additional actions performed by the assembly. A Post-
event plug-in is typically used to initiate integration with another
system.
1-4
5. Chapter 1: Extensibility Overview
Client-side Scripting
Client-side scripting includes the capabilities to perform business logic and
actions from the Microsoft Dynamics CRM Web or Outlook clients. It also
includes capabilities to add the user interface elements to integrate Microsoft
Dynamics CRM with other applications.
Including business logic and actions on the client allows for immediate
processing without requiring the user to save a record. It uses the user's computer
instead of the server. This results in immediate processing and improved
performance.
Client-side scripting supports the use of JScript code to Microsoft Dynamics
CRM forms. The Microsoft Dynamics CRM SDK provides a scripting guide that
documents how to write and add JScript to read and set data values stored in
form fields. These scripts are added to a form in the Form Customization area
and are invoked in response to one of the following form or field related events:
• OnSave
• OnLoad
• OnChange
Custom buttons, menus, navigation items, and IFrames can also be added to
integrate new capabilities into Microsoft Dynamics CRM.
Web Service Programming
All the extensibility features mentioned enable actions performed in Microsoft
Dynamics CRM to initiate custom business logic and perform actions to extend
Microsoft Dynamics CRM's capabilities. Web service programming enables
other applications to interact with Microsoft Dynamics CRM.
These applications can include the assemblies included in workflow or Plug-ins,
and they can also be ISV solutions or integrations with other business
applications. Or they can be a small executable that performs a specific regularly
scheduled task.
Custom Web Pages
Microsoft Dynamics CRM supplies a mechanism whereby custom Web pages
can be hosted within the Microsoft Dynamics CRM Web site. Links to these
custom pages can be added in several places within the Microsoft Dynamics
CRM application.
The custom Web pages can perform actions against the Microsoft Dynamics
CRM data using Microsoft Dynamics CRM Web services, or can form an
interface to data in separate applications.
1-5
6. Extending Microsoft Dynamics® CRM 4.0
Required Skills
To use all the extensibility features for Microsoft Dynamics CRM a developer
needs the following skills:
• Developing .NET-connected applications by using Visual Studio
• JScript
• DHTML
• XML
• Transact - SQL
• Using the Microsoft Dynamics CRM Customization features
• Using the Microsoft Dynamics CRM Web services.
Developing .NET-connected applications using Visual
Studio
To create plug-ins or custom workflow activities, developers must be able to use
a .NET language such as Visual Basic .NET or C#. Other .NET languages may
also be used.
Technically, .NET-connected applications can be developed and compiled
without Visual Studio . Given the advantages that Visual Studio provides, it is
expected that most developers will use it.
JScript
Client-side scripting must use JScript . JScript is the Microsoft implementation of
the ECMA 262 language specification. With only minor exceptions JScript is a
full implementation of the ECMA standard.
NOTE: VBScript cannot be used in Client-side scripting.
DHTML
DHTML refers to capabilities to work with the Document Object Model (DOM)
in a browser by using style sheets and JScript code.
When performing Client-side scripting with Microsoft Dynamics CRM,
developers reference and set values for objects in the CRM forms and grids.
These objects are displayed within Microsoft® Internet Explorer or within HTML
pages displayed in Outlook.
1-6
7. Chapter 1: Extensibility Overview
XML
Microsoft Dynamics CRM is built upon XML and a developer should
understand how to work with XML documents manually and programmatically.
Transact-SQL
Opportunities to use Transact-SQL in Microsoft Dynamics CRM are limited, but
there are some tasks which may require it, such as writing custom reports. There
are opportunities to retrieve data from specific SQL Server database views within
Microsoft Dynamics CRM. Using Transact-SQL to insert, update, or delete
records in the Microsoft Dynamics CRM database is not supported; these
operations must be performed by using the Microsoft Dynamics CRM Web
services.
Using Microsoft Dynamics CRM Customization Features
The Microsoft Dynamics CRM application includes several core customization
features. These include the following:
• Form Customization
• View Customization
• Creating custom Entities
• Creating custom entity Attributes
• Defining custom entity Relationships
• Creating Workflow rules
• Configuring Event code
This course assumes that participants have completed the prerequisite Microsoft
Dynamics CRM Customization and Configuration training offering or have
equivalent experience. Details on how to perform these tasks is not included in
this course.
Using Microsoft Dynamics CRM Web Services
This course is designed to help developers learn how to use the Microsoft
Dynamics CRM Web services and other skills relevant to extending Microsoft
Dynamics CRM.
1-7
8. Extending Microsoft Dynamics® CRM 4.0
Resources
There are several resources available for developers. There are several resources
available for developers; currently these are the most important.
• Microsoft Dynamics CRM SDK
• Microsoft Dynamics CRM Communities
• MSDN Code Gallery
• MSDN Technical Articles
• Microsoft Dynamics CRM Technical and Developer Support
• Extending Microsoft Dynamics CRM Certification Exam
• ISV Application Certification
• Microsoft Dynamics CRM Implementation Guide
• Microsoft SQL Server Reporting Services
Microsoft Dynamics CRM SDK
The Microsoft Dynamics CRM 4.0 SDK is the most important and definitive
resource for extending Microsoft Dynamics CRM. The Microsoft Dynamics
CRM SDK is frequently updated. Therefore, it is recommended to check
periodically to see whether a new version is going to be released.
The online SDK is available at http://msdn2.microsoft.com/en-
us/library/bb928212.aspx
It is also available as a downloadable executable file from
http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-
41E0-8EC1-A2662AAE9DFB&displaylang=en
The Executable file extracts files and folders described in the following table:
Resource Description
SDKReadme.htm Contains release notes.
CrmSdk4_0.chm The documentation Help file for
the SDK.
Binmsidcrl40.dll Types and methods needed for
Windows Live (formerly called
Passport) authentication.
Client Sample code to demonstrate key
topics for the client programming
guide.
1-8
9. Chapter 1: Extensibility Overview
Resource Description
CRM4 UX Design Guide.pdf User interface design guide to help
build applications that are visually
consistent with Microsoft
Dynamics CRM
Server Sample code to demonstrate key
topics for the server.
Tools Tools used for plug-ins.
Walkthroughs Sample code that accompanies
step-by-step instructions.
LicenseTerms.doc The Microsoft Software License
Terms for the SDK.
BinMicrosoft.Crm.Sdk.dll Types and methods needed for
developing plug-ins and
workflows.
BinMicrosoft.Crm.SdkTypeProxy.dll Types and methods needed for
developing plug-ins and
workflows.
Binmsidcrl40.dll Types and methods needed for
Windows Live (formerly called
Passport) authentication.
Installing the SDK allows it to be viewed from Visual Studio .NET 2005. The
Help file cannot be viewed from Visual Studio 2005.
The SDK provides sample code of several Server and Client-side scripting
examples in addition to helper code that can make the development experience
easier.
Web service programming examples are provided in both Visual Basic .NET and
C#.
Microsoft Dynamics CRM Communities
There are several communities related to Microsoft Dynamics products and
these can be accessed from the Microsoft Dynamics Web site.
Included in this is the Microsoft Dynamics CRM Developer community at
http://forums.microsoft.com/Dynamics/ShowForum.aspx?ForumID=489&SiteID
=27.microsoft.com/newsgroups/default.aspx.
1-9
10. Extending Microsoft Dynamics® CRM 4.0
MSDN Code Gallery
The MSDN Code Gallery provides another type of community with advanced
capabilities. There are message boards on more targeted topics than the
communities’ page and users can post code and projects for others. There are also
links to several different resources that include Blogs, and technical articles.
To use the MSDN Code Gallery, visit the following Web site:
http://code.msdn.microsoft.com/Project/ProjectDirectory.aspx?TagName=CRM
Microsoft Dynamics CRM Technical and Developer
Support
There are several available service plans for technical support for Microsoft
Dynamics CRM. Refer to
http://www.microsoft.com/dynamics/crm/support/serviceplans.mspx for more
information.
In the Microsoft Dynamics CRM Technical Support team there is a group
dedicated to supporting developers. If a technical support request involves the
Microsoft Dynamics CRM SDK, the request is routed to them.
Extending Microsoft Dynamics CRM Certification Exam
The primary training course prepares a developer with a good understanding of
methods to extend Microsoft Dynamics CRM and leads to the Extending
Microsoft Dynamics CRM certification exam. This certification allows for an
individual to demonstrate to employers and customers that they have the
knowledge and skills required to develop extensions to Microsoft Dynamics
CRM.
This exam is required for the Microsoft Business Solutions Certified Master -
Microsoft Dynamics CRM Developer certification.
For more information about the Microsoft Business Solutions Certified Master -
Microsoft Dynamics CRM Developer certification refer to:
https://mbs.microsoft.com/partnersource/communities/training/Certifications/exa
mpreparation/MBS_Master_CRM_Dev.htm
ISV Application Certification
Independent Software Vendors (ISVs) who create an application for re-sale
should have their solution certified. This certification is performed by an
independent testing company. The primary criteria are that the solution uses only
supported methods. It does not certify the solution for suitability of purpose.
1-10
11. Chapter 1: Extensibility Overview
When a solution uses only supported methods, organizations who install it can be
assured that it is upgradeable to future versions of Microsoft Dynamics CRM.
Microsoft Dynamics CRM Implementation Guide
The Microsoft Dynamics CRM Implementation Guide is available from the
Microsoft Download Center. The Implementation Guide consists of:
• The Installation Guide: Which provides information about installing
and troubleshooting Microsoft Dynamics CRM.
• The Planning Guide and tools: Which is a guide through several
planning tools that consist of spreadsheets, flowcharts and
worksheets that help to plan and execute a Microsoft Dynamics
CRM Implementation.
Microsoft SQL Server Reporting Services
This course does not focus on opportunities to develop or customize Microsoft
SQL Server Reporting Services Reports for Microsoft Dynamics CRM.
For training on Microsoft SQL Server Reporting Services refer to the Microsoft
Learning Course “Designing a Reporting Solution Architecture using Microsoft
SQL Server 2005 Reporting Services”
http://www.microsoft.com/learning/syllabi/en-us/2797bfinal.mspx. The
Microsoft Dynamics CRM SDK includes the Report Writers Guide that provides
information a report writer can use to create or customize Microsoft Dynamics
CRM reports.
Summary
This course introduced the following:
• Microsoft Dynamics CRM Extensibility features.
• How Microsoft Dynamics CRM is designed to be extended.
• The four main extensibility features for developers.
• The skills that developers need.
• Several resources for developers.
1-11
12. Extending Microsoft Dynamics® CRM 4.0
Test Your Knowledge
1. You want to give non-developers the option to apply custom business logic
during an automated process. What Microsoft Dynamics CRM feature lets
you do this?
( ) Plug-ins
( ) Web service programming
( ) Client-side scripting
( ) Custom Workflow Activities
2. You want to develop an integration between Microsoft Dynamics CRM and
another business system. When a record is created or updated in Microsoft
Dynamics CRM, you want that data to be synchronously added or updated in
the other system. What Microsoft Dynamics CRM feature is the best choice
to achieve this?
( ) Plug-ins
( ) Web service programming
( ) Client-side scripting
( ) Custom Workflow Activities
3. You want to include some data validation in Microsoft Dynamics CRM that
will prevent users from saving a record that does not meet specified criteria.
These criteria depend on data found in the record. Which of the following
represent ways this can be achieved? Select all that apply. (Select all that
apply.)
( ) Plug-ins
( ) Web service programming
( ) Client-side scripting
( ) Custom Workflow Activities
4. You want to develop an integration between another business system and
Microsoft Dynamics CRM. When a record is created or updated in the other
Business system, you want that data to be added or updated in Microsoft
Dynamics CRM. What Microsoft Dynamics CRM feature is the best choice
to achieve this?
( ) Plug-ins
( ) Web service programming
( ) Client-side scripting
( ) Custom Workflow Activities
1-12
13. Chapter 1: Extensibility Overview
5. Which of the following programming languages can be used to develop
assemblies that can be executed from Workflow? Select all that apply.
(Select all that apply.)
( ) Visual Basic 6.0
( ) Visual Basic .NET
( ) C#
( ) C++
6. Which language is used in Client-side scripting in Microsoft Dynamics
CRM?
( ) C#
( ) Visual Basic .NET
( ) JScript
( ) VBScript
7. If you want to download some sample code for Microsoft Dynamics CRM,
or want to upload some code you have written, which resource can you use?
( ) Microsoft Dynamics CRM Communities
( ) Microsoft Download
( ) MSDN Code Gallery
( ) MSDN Communities
1-13
14. Extending Microsoft Dynamics® CRM 4.0
Quick Interaction: Lessons Learned
Take a moment and write down three key points you have learned from this
chapter:
1.
2.
3.
1-14
15. Chapter 1: Extensibility Overview
Solutions
Test Your Knowledge
1. You want to give non-developers the option to apply custom business logic
during an automated process. What Microsoft Dynamics CRM feature lets
you do this?
( ) Plug-ins
( ) Web service programming
( ) Client-side scripting
(•) Custom Workflow Activities
2. You want to develop an integration between Microsoft Dynamics CRM and
another business system. When a record is created or updated in Microsoft
Dynamics CRM, you want that data to be synchronously added or updated in
the other system. What Microsoft Dynamics CRM feature is the best choice
to achieve this?
(•) Plug-ins
( ) Web service programming
( ) Client-side scripting
( ) Custom Workflow Activities
3. You want to include some data validation in Microsoft Dynamics CRM that
will prevent users from saving a record that does not meet specified criteria.
These criteria depend on data found in the record. Which of the following
represent ways this can be achieved? Select all that apply. (Select all that
apply.)
(√) Plug-ins
( ) Web service programming
(√) Client-side scripting
( ) Custom Workflow Activities
4. You want to develop an integration between another business system and
Microsoft Dynamics CRM. When a record is created or updated in the other
Business system, you want that data to be added or updated in Microsoft
Dynamics CRM. What Microsoft Dynamics CRM feature is the best choice
to achieve this?
( ) Plug-ins
(•) Web service programming
( ) Client-side scripting
( ) Custom Workflow Activities
1-15
16. Extending Microsoft Dynamics® CRM 4.0
5. Which of the following programming languages can be used to develop
assemblies that can be executed from Workflow? Select all that apply.
(Select all that apply.)
( ) Visual Basic 6.0
(√) Visual Basic .NET
(√) C#
( ) C++
6. Which language is used in Client-side scripting in Microsoft Dynamics
CRM?
( ) C#
( ) Visual Basic .NET
(•) JScript
( ) VBScript
7. If you want to download some sample code for Microsoft Dynamics CRM,
or want to upload some code you have written, which resource can you use?
( ) Microsoft Dynamics CRM Communities
( ) Microsoft Download
(•) MSDN Code Gallery
( ) MSDN Communities
1-16