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Microsoft CRM Platform для разработчиков
Документ описывает разработку бизнес-решений на основе платформы Microsoft Dynamics CRM, включая облачное и локальное развертывание, а также поддержку различных устройств. Он охватывает функциональные возможности платформы, включая интеграцию, создание пользовательских интерфейсов, управление данными и безопасностью. Включены также упоминания о разработке приложений и инструментах для аналитики и отчетности.
Microsoft CRM Platform для разработчиков
- 1. Розробка бізнес-рішень на базіплатформи Microsoft Dynamics CRM Роман Савран
- 2. Планшеты ПК Телефоны ПлатформаMicrosoft CRM 2013 Облако Локальная установка
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- 4. Устройства Веб интерфейс Мобильные Планшеты Outlook Развертывание Облако Локально Хостинг партнеров Глобализация Мультиязычность Мультивалютность
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- 6. Приложения спутникиТач интерфейсыВебпорталы Microsoft OfficeSharePoint Composite UI
- 8. РазработчикиБизнес-аналитики Администраторы Интеграции Специальный UI Расширенный Business Intelligence Разработка бизнес-процессов Отчеты Представления и формы Метаданные Логика работы форм и бизнес- правила Роли безопасности Пользователи Управление доступом Организации Подразделения Настройки Статьи базы знаний Шаблоны слияния и почты Шаблоны документов
- 9. Отчеты (Рабочие столы, Диаграммы, Excel, SRS) Сторонние Приложения Pre-EventPlug-ins (.NET Assemblies) Post-Event Plug-ins (.NET Assemblies) Web сервисы Custom Workflow (.NET Assemblies) Интеграция сервер- сервер Расширения интерфейса: Формы, бизнес- логика форм, командная панель, карта сайта, Web-ресурсы, JavaScript… Интеграция интерфейсов Компоненты бизнес-сущностей Компоненты доступа к данным Синхронная и асинхронная бизнес-логика Metadata Data Платформа доступа к данным Mobile TabletOutlookВеб Процессы Безопасность
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- 11. Набор инструментов Разработка • SDKс документированным API • Visual Studio Developer Toolkit Управление • Управление при помощи SCSM • Облачное развертывание и управление Интеграция • Коннекторы к ERP • Microsoft BizTalk / Scribe • SQL Integration Services • DataWay Integration Service • интеграция с 1С и не только
- 12. Построение бизнес-приложениймышкой Быстрая декларативная разработка Удобно настраиваемые формы, процессы и отчеты Самообслуживание для продвинутых пользователей Миграция настроек между средами Управляемые решения для контроля поставок Настройка Расширение с помощью .NET / HTML / JS / Silverlight Инструменты для разработчиков, ALM, CI Business Process Management and Business Intelligence Интеграция с другими приложениями Инструменты для работы с большим кол-вом данных Песочница для исполняемого кода
- 14. Web сервисы SOAP/OData RESTendpoints Для CRUD и разработанных операций .NET класы позднего и раннего связывания Для упрощения разработки Соединение из не-.NET приложений Доступ из Java, PHP, … Аутентификация STS Для безопасного, управляемого доступа
- 15. Создание сущности Настройка форм и отображений Настройка бизнес иUI логики Настройка JavaScript логики Подключение из .net приложения Написание логики на .net
- 16. Microsoft CRM 2013SDK http://bit.ly/1g63ghU Microsoft CRM 2013 JavaScript Reference http://bit.ly/1m9KfAf XrmSvcToolkit http://xrmsvctoolkit.codeplex.com/
Editor's Notes
- #2 The applications we focus on are the 3 core CRM workloads of Sales, Marketing and Customer Care. In addition, a key differentiator is the Framework which allows customers and partners to rapidly build Extended CRM Applications. Extended CRM applications can be industry or vertical specific solutions such as Citizen Services Management, or they can be any number of relationship based-applications such as dealer management, patent management, employee self service, and asset management – pretty much any business process where there are records and relationships. These workloads and applications can be consumed from a variety of devices with modern form factors such as tablets and smartphones but also can be consumed via desktop browsers, an Outlook client and more. The core workloads we deliver and the Extended CRM applications take advantage of a declarative rapid application development framework providing the underlying relationships, interactions, processes and insights. Microsoft provides the “Power of Choice” with CRM deployments. With Microsoft Dynamics CRM, Deployment is usually an afterthought since all the capabilities of Microsoft Dynamics CRM are available regardless of whether you use on-premises installation or use CRM in the cloud with Microsoft Dynamics CRM Online. Even further, Microsoft provides the option for our customers to migrate from one deployment model (say cloud) to another (local on-premises) providing maximum flexibility for IT organizations. This allows customers to start their proof of concepts in the cloud and then move to on-premises environment at a later time if the business needs change.
- #3 Microsoft Dynamics CRM is a modern business application that is designed to be highly scalable and extensible to support customers in all different segments. This slide is an over-simplified architecture diagram for TDMs to understand various building blocks of CRM. All these components come together to create a robust framework for line of business applications. Fundamentally the CRM architecture is split into three:Core: Microsoft Dynamics CRM is built on a three-tiered architecture that is designed for scale and efficiency. It leverages a robust platform with Microsoft technologies such as SQL Server for data and metadata, IIS and .NET for the web platform. This platform can be extended mostly by configuration and with custom code in some cases. The balance between configuration and code really depends on the specific customer scenario and requirements. However it is not uncommon for customers to achieve 80% of their requirements by simple web-based configuration needing custom code only for the remaining 20%. All of these functionalities are then available through a wide variety of client experiences including slates, tablets, smartphones, desktops, web browsers and custom user experiences.Services: Dynamics CRM offers a rich set of application services that automates, simplifies, integrates and enhances the core foundation. Dynamics CRM services are essential for facilitating communication inside and outside an organization, for automating business processes, analyzing data and integrating CRM with other systems in the enterprise such as ERP, HR, etc. For example, Workflows can be built to automate the routing of a lead or service case to the right departmentBI capabilities can be used to built real-time interactive dashboards for KPIsPlugins, connectors & web services can be used to integrate customer orders with supply chain systemsCommunication channels like social or tracked emails could be used to collaborate with business partners and external stakeholders so that everyone is on the same page on the communication channel of customer’s choiceTools: All of the above mentioned functionality can be easily utilized by customers with a rich and powerful toolset that comes along with the solution. With tools for everyone in the organization, Microsoft provides the right tool for the right job.Simple web-based tools for configuration of data model, forms, views, reports, workflow & security.Management tools like Systems Center Configuration Manager for IT operations and administrationIntegration tools to simplify data & business process orchestration across CRM and other enterprise systems like ERP (AX, SAP) and many more. There are several integration tools to choose from Microsoft like Biztalk, SSIS and Dynamics Connectors and 3rd party tools like Scribe, Informatica, etc to help simplify the time and cost required to implement enterprise integration.Visual Studio toolkit, solution packager and other open source community developer tools helps to drastically reduce the amount of time and effort needed to extend Dynamics CRM to fit your needs.
- #4 Dynamics CRM provides the power of choice to the customer so that they are not held hostage with one choice. The needs of an enterprise change often and Dynamics CRM allows organizations to be flexible.Dynamics CRM can be consumed from a variety of devices depending on the users’ preference.Dynamics CRM can be deployed on-premises, online and can even be migrated from one deployment model to another.Dynamics CRM works is available over 40 markets and 41 languages.In summary, Dynamics CRM is ready for all kinds of enterprises from mid-size to large global organizations.
- #5 Dynamics CRM is flexible enough to be consumed through multiple Web browsers on Windows PCs, iPads and Apple Macintosh computers. For people on the go, we provide mobile solutions to improve user productivity even when they’re away from their desk. For more on the CRM mobility roadmap, please see https://mbs.microsoft.com/partnersource/marketing/marketingcollateral/presentationdecks/MSDCRMMObilityRMap.htmDynamics CRM’s Outlook client works both Online and Offline so that you can use the application (read & write capabilities) even when you’re offline. When offline users come back online, Outlook seamlessly synchronizes all the changes back to CRM.
- #6 Customers however are not just bound by the out of box user experiences. In many cases, customers can easily extend the user experiences to fit their need.Custom Web Portal is a good example of an extensible user experience built on Dynamics CRM. Microsoft offers a toolkit for customers to easily generate customizable portals that connect back to Dynamics CRM. Microsoft partners have also built additional apps for Office, SharePoint, Windows and non-Windows devices like iPad that seamless connect with Dynamics CRM to provide a tailored user experience.
- #8 Most of our enterprise customers implementing the Application Framework doesn’t use Dynamics CRM for just one workload, they also use it for several additional scenarios like vendor management, personnel management and more besides the sales, marketing and customer service workloads. Also this approach has been proven successful by many Dynamics CRM customers across a variety of industries and geographies.For example, Pennsylvania Office of the Attorney General started building one application on the framework but immediately realized the benefits of the framework and quickly built over 25 different applications. This approach cut their development time by 75 percent and helps their IT staff to respond far more quickly to the business needs.Please showthe video case study here for http://www.microsoft.com/casestudies/Case_Study_Detail.aspx?casestudyid=4000004390
- #10 Classic 3-tiered architecture. Gear symbol within the slide indicates extensibility points. As you can see there are plenty of possibilities to extend the system.
- #12 All of Microsoft Dynamics CRM’s functionalities can be easily utilized by customers with a rich and powerful toolset that comes along with the solution. Simple web-based tools for configuration of data model, forms, views, reports, workflow & security.Management tools like Systems Center Configuration Manager for IT operations and administrationIntegration tools to simplify data & business process orchestration across CRM and other enterprise systems like ERP (AX, SAP) and many more. There are several integration tools to choose from Microsoft like Biztalk, SSIS and Dynamics Connectors and 3rd party tools like Scribe, Informatica, etc to help simplify the time and cost required to implement enterprise integration.Visual Studio toolkit, solution packager and other open source community developer tools helps to drastically reduce the amount of time and effort needed to extend Dynamics CRM to fit your needs.
- #13 Microsoft provides simple web-based tools for configuration of data model, forms, views, reports, workflow & security. Dynamics CRM can be extended mostly by configuration and with custom code in some cases. The balance between configuration and code really depends on the specific customer scenario and requirements. However it is not uncommon for customers to achieve 80% of their requirements by simple web-based configuration needing custom code only for the remaining 20%.
- #14 Visual Studio ExtensibilityFor advanced developmentCustom .NET Workflow ActivitiesPackaged custom actions (Send SMS, etc.)