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xRM – Dynamics CRM as a Line of Business PlatformChris J.T. Auld (@cauld)Director, Intergen Limited ([email protected])New Zealand (Former All Blacks Supporter)
Agenda
A Line of Business Application Platform withMicrosoft Dynamics CRM
Compelling ExperiencesWindows Presentation FoundationSilverlight
Familiar SkillsMicrosoft Office PlatformUnified Communications
Power of ChoiceSoftware + ServicesAzure Services Platform
Agenda in 5 Boxes
CRM
Services
Server
Client
Office
Microsoft Dynamics CRM – Think “xRM”
Sales Service
Marketing
Business Application Platform
Not just account/contact management
Complete CRM SuiteSales, Marketing, Service
Activity Tracking
Rich Reporting, Analytics
Rich PlatformDeep process automation
Easy configuration and customization
Extensible architecture
SDK + Web Services
Better Together with the Microsoft “Stack”
Leverage common development and
management tools to easily extend and manage
Microsoft Dynamics CRM
Drive user adoption and end-user experience satisfaction with Office and client technologies
Collaboration andbusiness insight
Unified Communications across different channels
Extensible UI(XML Config
File)
Form Events(JavaScript)
IntegratedApplications
Reporting(Excel and SRS)
Data Access Platform
Metadata Data
Business Entity Components
Data Access Components
Synchronous and Asynchronous Business Logic
Plug-Ins (Pre)(.NET Assemblies)
Plug-Ins (Post)(.NET Assemblies)
Web Services
Secu
rity
Workfl
ow
Custom Actions(.NET Assemblies)
Filtered SQL Views
Microsoft Dynamics CRM Architecture
Platform Layer OptionsData Model Customization, Workflow,
Custom Platform Development
Data Services OptionsCustom Reporting, Custom Analysis
Presentation Layer OptionsForms Design, Client-Side Scripting,
and Custom UI Development
Custom Data Configuration
User Experience Configuration
Security Model Extensibility
CRM Application
CRM Tools
CRM SDK
CRM Platform Method
Pre-Plug-In
Post-Plug-In
Platform CoreOperation
Server Plugin ModelCustom logic extensions with Plug-Ins
Post- and pre- synchronous eventsRich message context Integration with Microsoft CRM Web servicesEasy subscription and deployment
Managed Assembly
Work flow Rule
ReturnParamters
InputParameters
Work flow Rule
Workflow PlatformExtend workflow with custom code
.NET basedEasy subscription and deploymentWorkflow manager supportIntegration with Visual Studio .NET and Microsoft Dynamics CRM Web services
Scalability Benchmarks
Scale users24,000 concurrent users1,051,920 web requests/hrSub-second response times
Scale data173 million contacts512 million contracts346 million addresses1.2 terabytes of dataSub-second response times
Two benchmarks were completed using the tools and features that are included with the platform – and the results were outstanding!
24,000 Concurrent Users
1 million+ web requests/hour
~1 billion rows of data in database
http://www.codeplex.com/crmperftoolkit
Extending the Client
CRM
Services
Server
Client
Office
The Microsoft Client Platform
WPFSilverlight
Silverlight Mobile
.NET
XAMLDesktopWeb
Mobile
Deciding What to Use When
WPF and .NET Framework is the best desktopapp platformWPF has full desktop powerSilverlight is the best RIA platformSilverlight is smaller-lighter
Easier to deployBut you reuse your skills and code between them
Designer-Developer Workflow Through XAML
• Microsoft Tools for Designers & Developers
• Declarative Programming through XAML
• Third Party Tools (e.g. Aurora by Mobiform, ZAM 3D by Electric Rain)
Designers design
With XAML designers & developers can streamline
their collaboration
Developers add business logic
Graphic Design Institute WPF Client
Demo
MSCRM + WPFEasily connect using CRM Web servicesBetter access to important CRM information fromthe desktopProvides a rich user interface for CRM usersDrive increaseduser adoption anduser productivity
Silverlight and CRM
Demo
MSCRM + SilverlightEnhanced visualization capabilities – bring CRM data to life!Embed into CRMfor integrated functionalityConnect to CRM for advanced dashboards
Summarizing Silverlight and WPF
SimplyWPF = Desktop clientSilverlight = Web client
Silverlight is subset of WPF and .NET FrameworkPlus a few extra web features and its own codecs
Reuse strategy Same skills Same tools Same XAML and UI
Microsoft Office Platform
CRM
Services
Server
Client
Office
Provide users with relevant role-based information through contextual visibility into the applications that they use daily
Everyday Usability ComponentsNative Microsoft Office interface
Connected and disconnected clients
Web and mobile access
Composite applications
Microsoft Dynamics CRM Client for Outlook
Microsoft AdvantageAchieve high user adoptionby making CRM a natural extension of user habitsImprove productivityby consolidatingcustomer informationto a single locationReduce training and transition costs with easy-to-learn applications
VSTO Add-in
Demo
VSTOThe rationale for theVSTO architecture
Bring together Office and .NETProvide a sophisticated developer experienceProvide a solid baseline runtime infrastructure
Easily connects with CRM using Web servicesConnect with external services
Server Side Integration
CRM
Services
Server
Client
Office
Portal for CRM using SharePoint
Demo
MSCRM + SharePoint – Document Management
Deliver robust integrated document management capabilitiesDrive collaboration through CRM SharePoint workspacesManage CRM document libraries in Outlook
MSCRM + SharePoint – Portals and Dashboards
Surface CRM data in configurable audience-specific SharePoint portalsCustom WebpartsSilverlight controls
MSCRM + SharePoint – Enterprise Search
Enterprise Search Acceleratorhttp://codeplex.com/crmaccelerators
Expose CRM data to MOSS enterprise searchRapidly configure portalviews of Microsoft Dynamics CRM dataConnect using Business Data Catalog (BDC)
Microsoft Unified Communications
Instantmessaging
Application integration
Team workspaces
Across networks
Across devices
E-Mail/calendaring
Conferencing VoIP Identityand presence
Streamlinedcommunications
Operationalefficiency
Built-inprotection
Future-readysoftware
foundation
Contextual Collaboration
Business Process Communications
Anywhere Information Access
Enable business process-activated Machine-to-human communications
Enable remote human-to-machine communications
Enable human-to-human communicationEnhanced with context
Solution Scenarios for Communications
Unified Communications Integration
Demo
MSCRM + Unified CommunicationsEmbedded presence and collaboration capabilities within MSCRM
MSCRM + Unified CommunicationsStore important interactions with customers in MSCRMsuch as IM sessionsand voicemailsUtilize OCS as a CRM message/alert bus
Services Platform
CRM
Services
Server
Client
Office
Introducing AzureAn internet-scale cloud services platform hosted in Microsoft data centers,which provides an operating system and a set of developer services that canbe used individually or together
Azure™ Services Platform
Microsoft SharePoint Services
Microsoft Dynamics CRM Services
http://www.azure.com
Visual Studio
and .NET
“Oslo” - Modeling
Partners
Composing a Conferencing Solution
Attendee
ezConference solution
Events
Attendees
Registrations
Reservations
Follow - up
Travel consultant Event manager
Application UX
ezGDS
Service integration
Flight searchCar/Hotel
reservation
3rd Party services
Site Content
ezConference
Demo
Scaling the Application
Software + Services Platform
CRM
Services
Server
Client
Office
question & answer
www.microsoft.com/teched
Sessions On-Demand & Community
http://microsoft.com/technet
Resources for IT Professionals
http://microsoft.com/msdn
Resources for Developers
www.microsoft.com/learningMicrosoft Certification and Training Resources
www.microsoft.com/learning
Microsoft Certification & Training Resources
Resources
Complete a session evaluation and enter to win!
10 pairs of MP3 sunglasses to be won
Microsoft Dynamics CRM 4.0 Resources
Developer Ramp-up Kit12 Presentations on Development12 Hands on Labs
ISV Platform Whitepaper on CRMChannel 9.msdn.com
Dynamics Duo Videos on CRM PlatformScreencasts – CRM with WPF, Silverlight, OBA,… dev. walkthroughs
Dynamics Evangelism Blogshttp://blogs.msdn.com/benrigahttp://blogs.msdn.com/girishr
WPF Resources
Windowsclient.net website http://www.windowsclient.net
WPF codeplex sitehttp://www.codeplex.com/wpf http://www.codeplex.com/wpffx
WPF Bootcampshttp://visitmix.com/university/wpf/wpfbootcamp.htmhttp://visitmix.com/university/wpf/bc08/
Silverlight Resources
Community Site: http://silverlight.net Main Product Site: http://www.microsoft.com/silverlight MSDN Center: http://msdn.microsoft.com/silverlight Online Forums: http://silverlight.net/forumsOnline SDK: http://msdn2.microsoft.com/bb188266.aspx
Top Silverlight BlogsTim Sneath: http://blogs.msdn.com/tims Mike Harsh: http://blogs.msdn.com/mharsh Joe Stegman: http://blogs.msdn.com/jstegman Laurence Moroney: http://blogs.msdn.com/webnext Ernie Booth: http://blogs.msdn.com/ebooth
Azure Resources
Learn Build ExtendFind out more at www.azure.com
Use MSDN resources msdn.microsoft.com/en-us/azure
Participate in readiness activities
Download the SDKs and build your service/application
Provision and deploy your service on Azure
Provide feedback on technology and model
Participate in blogs and forums
