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Architecture of Dynamics CRM with Office 365 and Azure

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In this session I explained the relationship between Dynamics 365, Office 365 and Microsoft Azure. Other goal is to explain of easy is to start to develop in this platform.

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Architecture of Dynamics CRM with Office 365 and Azure

  1. 1. 25-05-2017
  2. 2. About Me •13 years in Microsoft technologies • 6 years in Web, Desktop e Mobile • 7 working with CRMs •Head of Business Applications at Findmore (Nearshore Portugal) •Microsoft Partner company focused on providing CRM solutions, Sharepoint, Office 365 and Azure. Focus on Nearshore. •Business Solutions MVP 3.0 (Dynamics CRM)
  3. 3. Agenda CRM Market Dynamics CRM Dynamics CRM + Office365 Dynamics CRM + Azure
  4. 4. CRM Market
  5. 5. CRM Market Gartner CRM Market Share
  6. 6. CRM Market Gartner Magic Quadrant for Sales Force Automation Gartner Magic Quadrant for CRM Customer Engagement Center CRM Suites For Enterprise Organizations, Q4 2016 CRM Suites For Midsize Organizations, Q4 2016
  7. 7. Custom vs. Platform
  8. 8. Shop to Grow •Skype (2011) •Yammer (2012) •MarketingPilot (2012) – Microsoft Dynamics Marketing (MDM) •Netbreeze (2013) – Microsoft Social Engagement (MSE) •Parature (2014) •Mojo Surveys (2015) •FieldOne (2015) •FantasySalesTeam (2015) •Adxstudio (2015) •Linkedin (2016)
  9. 9. Dynamics CRM in Numbers •40,000+ companies with 4.4 million users •48 consecutive quarters growning more than 2 digits •Receipts of Dynamics 365 grow 81% (Q1 Fiscal 2017)
  10. 10. Architecture of Dynamics 365 •Platform for rapid development •Flexible data model •Security through roles •Processes •Customization point-and-click and declarative design •Developing tools
  11. 11. Microsoft Cloud Platform Platform Business Solutions (CRM e ERP) Productivity
  12. 12. Microsoft Dynamics 365 – Microsoft Customer Engagement
  13. 13. Dynamics 365 + Office 365 Dynamics CRM Sharepoint Office 365 Yammer Skype PowerBIOneDrive Exchange OneNote Delve
  14. 14. Azure
  15. 15. Deploy Dynamics CRM on Azure •Deployment on Microsoft Azure infrastructure as a service (IaaS) •DS-series of virtual machines •Preferred method for the deployment of Dynamics CRM onto Azure IaaS is using Microsoft Dynamics Lifecycle Services (LCS) •LCS, a cloud-based application life cycle management tool •LCS is Azure-based software as a service (SaaS) that’s free to Microsoft Dynamics customers •On-Premise •Azure Premium Storage •Locally redundant storage (LRS) and keeps three copies of the data in a single region •Premium Storage isn’t required for non-production environments
  16. 16. Microsoft Azure Service Bus •Dynamics CRM Online or On-Premise •Secure and reliable channel for communicating CRM run-time data to external cloud- based line-of-business (LOB) applications
  17. 17. Microsoft Azure Service Bus •Dynamics Marketing •Synchronization data between Dynamics Marketing and Dynamics CRM
  18. 18. Azure Event Hub •Microsoft Social Engagement •Highly scalable publish-subscribe event ingestor that can intake millions of events per second •Once you have the data ingested into the event hub, you can access the data from any application that you connected to your event hub.
  19. 19. Mobile Offline Tenant Admin CRM Admin Settings Query Config DB for End Point Post message to Service Bus Provision/ Org Worker role process message Update CRM Config DB (Org end point) Offline Provisioning
  20. 20. Azure offline mobility components •One Subscription per Geo •Separate deployments for prod and trial •Azure components deployed •Cloud Service •Queue – crm updates •Worker role – executes actions •SQL server DB •Two Storage accounts •Diagnostics •Sync Server Logs
  21. 21. Dynamics 365 Portal
  22. 22. Machine Learning •Service •Identify patterns, so employees can learn from consistent problems and improve over time •Sales •Using the Recommendations API, a native capability is added to the product catalog to generate automatic recommendations •Custom
  23. 23. Voice of Customer •Cloud Services •Designer Service (Web Role) • Web Services for communication between a CRM organization and the multi-tenanted Voice of the Customer Azure components. •Survey Runtime (Web Role) • Submitted survey responses are stored temporarily on an Azure Service Bus queue before being processed retrieved by CRM. •Response Processor (Worker Role) • Worker role is responsible for processing the raw completed surveys into valid survey responses that can be created in CRM. •Azure Key Vault •All cloud services store configuration data in Azure Key Vault. Organization, tenant data is stored in SQL Azure. •Azure SQL Database •Voice of the Customer uses SQL Azure to store: Piped data; Survey metadata; Organization (tenant) data •Azure Blob Storage •Survey definitions and partially completed (saved) responses are stored to Azure Blob storage.
  24. 24. Voice of Customer •Azure Content Delivery Network (CDN) •Static content to the survey runtime such as images, JavaScript and CSS. •Azure Active Directory •The Voice of the Customer solution uses Azure Active Directory Service to authenticate web services. •Azure Service Bus •Messages created when a survey is displayed / submitted are stored temporarily to an organization’s (tenant’s) Azure Service Bus Queue
  25. 25. Data Export Service •Replicate Dynamics 365 CRM data to an Azure database •Azure analytics tools (without the added complexity of managing an ETL tool) •Use Power BI based reporting over the entire Dynamics 365 organization data
  26. 26. Customer Insights •Bring together data from multiple sources and generate knowledge and insights to build a holistic 360° view of their customers
  27. 27. Connected Field Service •Integrates Internet of Things (IoT) devices with Dynamics 365 to enable integration of their registration, monitoring and management into established business processes
  28. 28. Relevance Search •Dynamics 365 is one of the largest deployments of Azure Search •Get comprehensive search results quickly in a single list, sorted by relevance
  29. 29. Microsoft Bot framework •Business process of an insurance company where users have applied for the policy online
  30. 30. Business Application Platform
  31. 31. Common Data Service
  32. 32. PowerBI •Out-of-the-box connector and templates for Power BI •Analyze sales performance, drive pipeline goals and prepare forecasts
  33. 33. Azure WebJobs & Azure Functions •Code-first integration services and designed for developers •They enable you to run a script or a piece of code in response to various events as background processes in the context of an Web app, API app or Mobile app. •Here are their similarities: • Both are built on Azure App Service and enjoy features such as source control, authentication, and monitoring. • Both are developer-focused services. • Both support standard scripting and programming languages. •Functions is the natural evolution of WebJobs
  34. 34. Microsoft PowerApps •Quickly generate, customize, share, and run mobile apps with little or no code
  35. 35. Azure Logic Apps & Microsoft Flow •Connect Dynamics 365 and create useful business flows that create records, update items, or return a list of records •Flow is built on top of Logic Apps •They have the same workflow designer •Connectors that work in one can also work in the other Flow Logic Apps Audience office workers, business users IT pros, developers Scenarios Self-service Mission-critical Design Tool In-browser, UI only In-browser and Visual Studio, Code view available DevOps Ad-hoc, develop in production source control, testing, support, and automation and manageability in Azure Resource Management Admin Experience https://flow.microsoft.com https://portal.azure.com Security Standard practices: data sovereignty, encryption at rest for sensitive data, etc. Security assurance of Azure: Azure Security, Security Center, audit logs, and more.
  36. 36. Azure Blob Storage •Move your CRM file attachments to Azure Blob Storage to save money •CRM storage can be expensive
  37. 37. Others •Express Route •Azure Active Directory •Web API •Users •Office 365 Groups •Key Vault •Azure Key Vault service you can encrypt the keys as well •Multi-factor Authentication
  38. 38. Pricing •Is Price Important?
  39. 39. CONTACTS http://www.psazevedo.com/ pedro.azevedo@findmore.eu http://xptcrm.com/ @azevedo_pedro

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