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Continuous Delivery with
Dynamics CRM
Deliver business value more frequently in
a consistent and reliable manner
Wael Hamze
CRM Architect
@CRMUG
Agenda
▪ Manual Approach
▪ What is Continuous Delivery?
▪ Build Automation
▪ Deployment Automation
▪ Test Automation
▪ Release Automation
▪ Questions?
@CRMUG
Challenges and Issues
• Manual
• On Developer Workstation
Builds
• Manual
• Lots of documentation
Deployments
• Manual
• Lots of scripts
Testing
• No well defined process
• No ALM tools
Processes
• Inconsistencies
• Wasted time and
effort
• Long releases
• Long cycles
• Faulty
Deployments
@CRMUG
What is Continuous Delivery?
▪ Delivering small changes more frequently
▪ Continuous business value
▪ Ability to release every single successful
change to production
▪ One-click deployments
▪ Makes Agile methodologies possible
▪ Happy teams and customers
@CRMUG
What does it take?
Consistent
Repeatable
Fast
Build
Deploy
Test
Release
Build Deployment Test Release
@CRMUG
Build Automation
Compile Sources
Generate CRM Solutions
Generate other Packages
Version & Label
Verification
@CRMUG
Build Architecture
TFS
TFS Database
Build
Communicate
Build Service
Build Controller
Build Agent Build Agent
Store
Drop Location
Copy Packages
-Download Binaries
-Download Source
-Store Build Info
Build Server
Software Dependencies
Custom Assemblies
Queue Build
Process
Visual Studio
installed on
Build Server
Required by Build
Definition & Loaded
from Source Control
Coordinates
Build
Does the
Build
Build Definition
stored in Source
Control
Project Collection
-Source Control
-Build Information
-Work Items
-Test Runs
-CRM Solutions
-Dependencies
@CRMUG
CRM Online Build
• Requires CRM Server
• CRM is the golden source
• Works well with one stream of work & one shared server
• Store whole package in source control for reference
• No way to track changes to customisations
CRM Development
Source Files
Compile
CRM Solution
Components
-Plug-ins
-Workflow Assemblies
-Web Resources
-XAML Workflows
Deploy & Publish
CRM
Solution
Export
Developer
Customise
@CRMUG
Demo
CRM Online Build
@CRMUG
CRM Solution Packager
• Tool provided by the CRM SDK UR10
• Allows to extract the whole Solution Package into individual
files that can be tracked in source control
• Allows to re-create the Solution Package back from the
Extracted files
• Allow team development and merging customisations from
different sources
@CRMUG
CRM Offline Build
• Does not require a CRM Server
• Source Control is the golden source
• Works well with parallel work streams & multiple environments
• Store unpacked customisation files in source control
• Track changes to customisations in source control
@CRMUG
Demo
CRM Offline Build
@CRMUG
Deployment Automation
Import CRM Solutions
Post Import Customizations
Reference Data
External Components
Verification
@CRMUG
Automation Stack
Windows OS + .NET
File System
IIS
Third
Party
Hyper-V
Azure
SQL Server
Dynamics
CRM
API
(Web Services, COM, .NET)
PowerShell
(Cmdlets, Scripts, Modules)
Release Automation Tools
(TFS, InRelease, Nolio)
@CRMUG
Demo
PowerShell Deployment
@CRMUG
Release Automation
Environments Definition
Process Definition
Release Workflow Definition
Approvals & Conflicts
Deployment Automation
@CRMUG
Release Architecture
@CRMUG
Demo
InRelease
@CRMUG
Test Automation
▪ Run Automated Tests
frequently as part of
your Builds
▪ Favour Context
Driven Tests over full
Regression packs
▪ Fix defects as soon
as possible
Manual
Functional
Integration Tests
Unit Tests
@CRMUG
Target State – End to End CD
• Source Control
• Automated Build
• Project Management
• Test Management
• Automated Deployment
• Approval Gates
• Release Pipeline
• Environment Management
• CRM Build Template
• CRM PowerShell Cmdlets
• Samples
CI Framework
• Dynamics CRM
SDK Services
@CRMUG
Contact
▪ http://www.linkedin.com/in/waelhamze
▪ @WaelHamze
▪ Xrm CI Framework
– http://visualstudiogallery.msdn.microsoft.com/018
d3312-cc36-469e-95eb-79e066b0aa64
@CRMUG
Thank You
Questions?

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Continuous Delivery with Dynamics CRM - CRMUG Webinar 2014

  • 1. Continuous Delivery with Dynamics CRM Deliver business value more frequently in a consistent and reliable manner Wael Hamze CRM Architect
  • 2. @CRMUG Agenda ▪ Manual Approach ▪ What is Continuous Delivery? ▪ Build Automation ▪ Deployment Automation ▪ Test Automation ▪ Release Automation ▪ Questions?
  • 3. @CRMUG Challenges and Issues • Manual • On Developer Workstation Builds • Manual • Lots of documentation Deployments • Manual • Lots of scripts Testing • No well defined process • No ALM tools Processes • Inconsistencies • Wasted time and effort • Long releases • Long cycles • Faulty Deployments
  • 4. @CRMUG What is Continuous Delivery? ▪ Delivering small changes more frequently ▪ Continuous business value ▪ Ability to release every single successful change to production ▪ One-click deployments ▪ Makes Agile methodologies possible ▪ Happy teams and customers
  • 5. @CRMUG What does it take? Consistent Repeatable Fast Build Deploy Test Release Build Deployment Test Release
  • 6. @CRMUG Build Automation Compile Sources Generate CRM Solutions Generate other Packages Version & Label Verification
  • 7. @CRMUG Build Architecture TFS TFS Database Build Communicate Build Service Build Controller Build Agent Build Agent Store Drop Location Copy Packages -Download Binaries -Download Source -Store Build Info Build Server Software Dependencies Custom Assemblies Queue Build Process Visual Studio installed on Build Server Required by Build Definition & Loaded from Source Control Coordinates Build Does the Build Build Definition stored in Source Control Project Collection -Source Control -Build Information -Work Items -Test Runs -CRM Solutions -Dependencies
  • 8. @CRMUG CRM Online Build • Requires CRM Server • CRM is the golden source • Works well with one stream of work & one shared server • Store whole package in source control for reference • No way to track changes to customisations CRM Development Source Files Compile CRM Solution Components -Plug-ins -Workflow Assemblies -Web Resources -XAML Workflows Deploy & Publish CRM Solution Export Developer Customise
  • 10. @CRMUG CRM Solution Packager • Tool provided by the CRM SDK UR10 • Allows to extract the whole Solution Package into individual files that can be tracked in source control • Allows to re-create the Solution Package back from the Extracted files • Allow team development and merging customisations from different sources
  • 11. @CRMUG CRM Offline Build • Does not require a CRM Server • Source Control is the golden source • Works well with parallel work streams & multiple environments • Store unpacked customisation files in source control • Track changes to customisations in source control
  • 13. @CRMUG Deployment Automation Import CRM Solutions Post Import Customizations Reference Data External Components Verification
  • 14. @CRMUG Automation Stack Windows OS + .NET File System IIS Third Party Hyper-V Azure SQL Server Dynamics CRM API (Web Services, COM, .NET) PowerShell (Cmdlets, Scripts, Modules) Release Automation Tools (TFS, InRelease, Nolio)
  • 16. @CRMUG Release Automation Environments Definition Process Definition Release Workflow Definition Approvals & Conflicts Deployment Automation
  • 19. @CRMUG Test Automation ▪ Run Automated Tests frequently as part of your Builds ▪ Favour Context Driven Tests over full Regression packs ▪ Fix defects as soon as possible Manual Functional Integration Tests Unit Tests
  • 20. @CRMUG Target State – End to End CD • Source Control • Automated Build • Project Management • Test Management • Automated Deployment • Approval Gates • Release Pipeline • Environment Management • CRM Build Template • CRM PowerShell Cmdlets • Samples CI Framework • Dynamics CRM SDK Services
  • 21. @CRMUG Contact ▪ http://www.linkedin.com/in/waelhamze ▪ @WaelHamze ▪ Xrm CI Framework – http://visualstudiogallery.msdn.microsoft.com/018 d3312-cc36-469e-95eb-79e066b0aa64