50
xRM – Dynamics CRM as a Line of Business Platform Chris J.T. Auld (@cauld) Director, Intergen Limited ([email protected]) New Zealand (Former All Blacks

xRM – Dynamics CRM as a Line of Business Platform

  • Upload
    reuel

  • View
    176

  • Download
    0

Embed Size (px)

DESCRIPTION

xRM – Dynamics CRM as a Line of Business Platform. Chris J.T. Auld (@cauld) Director, Intergen Limited ([email protected]) New Zealand (Former All Blacks Supporter). Agenda. A Line of Business Application Platform with Microsoft Dynamics CRM Compelling Experiences - PowerPoint PPT Presentation

Citation preview

Page 1: xRM – Dynamics CRM as a Line of Business Platform

xRM – Dynamics CRM as a Line of Business PlatformChris J.T. Auld (@cauld)Director, Intergen Limited ([email protected])New Zealand (Former All Blacks Supporter)

Page 2: xRM – Dynamics CRM as a Line of Business Platform

AgendaA Line of Business Application Platform with

Microsoft Dynamics CRMCompelling Experiences

Windows Presentation FoundationSilverlight

Familiar SkillsMicrosoft Office PlatformUnified Communications

Power of ChoiceSoftware + ServicesAzure Services Platform

Page 3: xRM – Dynamics CRM as a Line of Business Platform

Agenda in 5 Boxes

CRM

Services

Server

Client

Office

Page 4: xRM – Dynamics CRM as a Line of Business Platform

Microsoft Dynamics CRM – Think “xRM”

Sales Service

MarketingBusiness Application

Platform

Not just account/contact management

Complete CRM SuiteSales, Marketing, ServiceActivity TrackingRich Reporting, Analytics

Rich PlatformDeep process automationEasy configuration and customizationExtensible architectureSDK + Web Services

Page 5: xRM – Dynamics CRM as a Line of Business Platform

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

Page 6: xRM – Dynamics CRM as a Line of Business Platform

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

Security

Workflow

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

Page 7: xRM – Dynamics CRM as a Line of Business Platform

Custom Data Configuration

Page 8: xRM – Dynamics CRM as a Line of Business Platform

User Experience Configuration

Page 9: xRM – Dynamics CRM as a Line of Business Platform

Security Model Extensibility

Page 10: xRM – Dynamics CRM as a Line of Business Platform

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

Page 11: xRM – Dynamics CRM as a Line of Business Platform

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

Page 12: xRM – Dynamics CRM as a Line of Business Platform

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

Page 13: xRM – Dynamics CRM as a Line of Business Platform

Extending the Client

CRM

Services

Server

Client

Office

Page 14: xRM – Dynamics CRM as a Line of Business Platform

The Microsoft Client Platform

WPFSilverlight

Silverlight Mobile

.NET

XAMLDesktopWeb

Mobile

Page 15: xRM – Dynamics CRM as a Line of Business Platform

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

Page 16: xRM – Dynamics CRM as a Line of Business Platform

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 collaborationDevelopers add business logic

Page 17: xRM – Dynamics CRM as a Line of Business Platform

Graphic Design Institute WPF Client

Demo

Page 18: xRM – Dynamics CRM as a Line of Business Platform

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

Page 19: xRM – Dynamics CRM as a Line of Business Platform

Silverlight and CRMDemo

Page 20: xRM – Dynamics CRM as a Line of Business Platform

MSCRM + SilverlightEnhanced visualization capabilities – bring CRM data to life!Embed into CRMfor integrated functionalityConnect to CRM for advanced dashboards

Page 21: xRM – Dynamics CRM as a Line of Business Platform

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

Page 22: xRM – Dynamics CRM as a Line of Business Platform

Microsoft Office Platform

CRM

Services

Server

Client

Office

Page 23: xRM – Dynamics CRM as a Line of Business Platform

Provide users with relevant role-based information through contextual visibility into the applications that they use daily

Everyday Usability ComponentsNative Microsoft Office interfaceConnected and disconnected clientsWeb and mobile accessComposite 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

Page 24: xRM – Dynamics CRM as a Line of Business Platform

VSTO Add-inDemo

Page 25: xRM – Dynamics CRM as a Line of Business Platform
Page 26: xRM – Dynamics CRM as a Line of Business Platform

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

Page 27: xRM – Dynamics CRM as a Line of Business Platform

Server Side Integration

CRM

Services

Server

Client

Office

Page 28: xRM – Dynamics CRM as a Line of Business Platform

Portal for CRM using SharePointDemo

Page 29: xRM – Dynamics CRM as a Line of Business Platform

MSCRM + SharePoint – Document Management

Deliver robust integrated document management capabilitiesDrive collaboration through CRM SharePoint workspacesManage CRM document libraries in Outlook

Page 30: xRM – Dynamics CRM as a Line of Business Platform

MSCRM + SharePoint – Portals and Dashboards

Surface CRM data in configurable audience-specific SharePoint portalsCustom WebpartsSilverlight controls

Page 31: xRM – Dynamics CRM as a Line of Business Platform

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)

Page 32: xRM – Dynamics CRM as a Line of Business Platform

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

Page 33: xRM – Dynamics CRM as a Line of Business Platform

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

Page 34: xRM – Dynamics CRM as a Line of Business Platform

Unified Communications Integration

Demo

Page 35: xRM – Dynamics CRM as a Line of Business Platform

MSCRM + Unified CommunicationsEmbedded presence and collaboration capabilities within MSCRM

Page 36: xRM – Dynamics CRM as a Line of Business Platform

MSCRM + Unified CommunicationsStore important interactions with customers in MSCRMsuch as IM sessionsand voicemailsUtilize OCS as a CRM message/alert bus

Page 37: xRM – Dynamics CRM as a Line of Business Platform

Services Platform

CRM

Services

Server

Client

Office

Page 38: xRM – Dynamics CRM as a Line of Business Platform

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 PlatformMicrosoft SharePoint Services

Microsoft Dynamics CRM Services

http://www.azure.com

Page 39: xRM – Dynamics CRM as a Line of Business Platform

Visual Studio

and .NET

“Oslo” - Modeling

Partners

Page 40: xRM – Dynamics CRM as a Line of Business Platform

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

Page 41: xRM – Dynamics CRM as a Line of Business Platform

ezConferenceDemo

Page 42: xRM – Dynamics CRM as a Line of Business Platform

Scaling the Application

Page 43: xRM – Dynamics CRM as a Line of Business Platform

Software + Services Platform

CRM

Services

Server

Client

Office

Page 44: xRM – Dynamics CRM as a Line of Business Platform

question & answer

Page 45: xRM – Dynamics CRM as a Line of Business Platform

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

Page 46: xRM – Dynamics CRM as a Line of Business Platform

Complete a session evaluation and enter to win!

10 pairs of MP3 sunglasses to be won

Page 47: xRM – Dynamics CRM as a Line of Business Platform

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

Page 48: xRM – Dynamics CRM as a Line of Business Platform

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/

Page 49: xRM – Dynamics CRM as a Line of Business Platform

Silverlight ResourcesCommunity 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

Page 50: xRM – Dynamics CRM as a Line of Business Platform

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 modelParticipate in blogs and forums