The document discusses the benefits and processes of one-click deployments for CRM solutions, emphasizing automation and continuous integration to improve efficiency and reliability in deployment cycles. It highlights challenges faced during manual deployments, offers insights on building and deploying CRM solutions, and introduces tools like the configuration migration tool and TFS release management. Ultimately, the focus is on enhancing productivity, quality, and agility in CRM deployments.

1. One-Click Deployments
Deliver CRM more frequently in a
consistent and reliable way
Wael Hamze

2. @CRMUG
Wael Hamze
▪ @WaelHamze
▪ http://www.linkedin.com/in/waelhamze
▪ Solution Architect
▪ Specializes in Dynamics CRM, Application
Lifecycle Management & Microsoft
Technology Stack

3. @CRMUG
One-Click Deployments ?

4. @CRMUG
Sample Deployment
▪ CRM Solutions
– Core Solution
– Sample CRM Solution
▪ Configuration Data
▪ Duplicate Detection Rule
▪ Sample Web Portal
Build Deploy Test Release
One
Click

5. @CRMUG
Challenges & 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

6. @CRMUG
CRM Build?
▪ Compile Sources
▪ Generate Solutions
▪ Configuration Data
▪ Other Packages
▪ Version & Label
▪ Verification & Testing
Package CRM
Components

7. @CRMUG
CRM Deployment?
▪ Import CRM Solutions
▪ Pre/Post Import Steps
▪ Configuration Data
▪ Deploy Other
Components
▪ Verification & Testing
Deploy CRM Components

8. @CRMUG
How to Build CRM Solutions?
Online Build Offline Build
▪ Requires CRM Server
▪ CRM is the golden source
▪ Export Solution from CRM using a
tool
▪ Update Version before Export
▪ Ideal for one stream of work and
a shared environment
▪ Not easy to track changes to
customizations
▪ Does not require CRM Server
▪ TFS is the golden source
▪ Package Solution from TFS using
Solution Packager
▪ Update Version before Pack
▪ Ideal for parallel streams of work
and multiple environments
▪ Track changes to customizations
in Source Control

9. @CRMUG
CRM
Communicate
-Update Version
-Publish Customizations
-Export Solutions
TFS
TFS Database
Get source
Build Service
Build Controller
Build Agent Build Agent
Store
Drop Location
Copy Packages
-Download Binaries
-Download Source
-Store Build Info
Build Server
Software Dependencies
Queue Build
Process
-Visual Studio
-Other Tools
Coordinates
Build
Does the
Build
Build Definition
stored in Source
Control
Project Collection
-Source Control
-Build Information
-Work Items
-Test Runs
Extend
Template
CRM Tools
Online
Build
Target CRM
Trigger
Deployment
Test

10. @CRMUG
Automation Stack
Automation Products
(TFS Build, Release Management)
Automation Tools
(PowerShell, CMD, EXE)
API (Web Services, Assemblies, COM)
(CRM Services, SDK Assemblies, PowerShell Extensions)
Products
Dynamics CRM, SQL Server, Azure, Hyper-V, Azure
Windows OS Platform
File System, Windows Services, IIS

11. @CRMUG
CI Framework?
▪ Custom PowerShell Extensions (Cmdlets) for
Dynamics CRM
▪ Custom TFS Build Template for Dynamics CRM
▪ Sample Scripts
▪ https://xrmciframework.codeplex.com/

12. @CRMUG
Demo 1
Continuous Integration
using
xRM CI Framework
One
Click

13. @CRMUG
What about the rest?
▪ Data
▪ Other Solutions
▪ Duplicate Detection Rules

14. @CRMUG
Configuration Migration Tool
▪ Available with Dynamics CRM
2013 SP1 SDK
▪ Move configuration data
between CRM organizations
– Define Schema
– Export
– Import
Schema
Entities
Attributes
Relationships

15. @CRMUG
CRM Deployment Package
▪ Available with Dynamics CRM 2013 SP1 SDK
▪ Contains CRM Deployment Components
– CRM Solutions
– Flat Data Files
– Data exported using Configuration Migration Tool
– Custom code executed during deployment
– HTML content shown at start/end of Deployment

16. @CRMUG
Demo 2
Configuration Migration &
Deployment Package
One
Click

17. @CRMUG
What about the rest?
▪ Other Environments
▪ Portal
▪ Other things?

18. @CRMUG
Release Automation
▪ Environments Definition
▪ Components and Workflow Definition
▪ Release Path Definition
▪ Approvals & Security
▪ Deployment Execution
▪ Audit

19. @CRMUG
TFS
Release
Management
Drop Location
Produce
Utility Server
Deployment
Tools
-xRM CI Framework
-SDK Tools
CRM
DeployUse
Coordinate Release
Release
Clients
Release
Agent
Manage
Release
Manage
Builds
Release
Agents

20. @CRMUG
Demo 3
Visual Studio
Release Management
For Dynamics CRM
Releases
One
Click

21. @CRMUG
Conclusion
• Focus on Business
Value
• Productivity &
Efficiency
• Quality & Consistency
• Faster Delivery
• Support for Agile
• Security & Audit
• Transparency &
Visibility
Toolkit
CRM SDK Tools
TFS Build & Release
Management
CI Framework
Automated
Consistent
Repeatable
Fast
Build
Deploy
Test
Release
Process Benefits

22. @CRMUG
Thank You
https://xrmciframework.codeplex.com/
https://xrmtestframework.codeplex.com/
▪ @WaelHamze
▪ http://www.linkedin.com/in/waelhamze