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Accelerate Business Success With XRMXRM
XRM ApplicationArchitecture
NameTitle
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2Accelerate Business Success With XRMXRM
Success
XRM delivers business results through 4 Ds ofDifferentiated IT
BusinessIT
DifferentiatedDifferentiatedITIT
Define & Prioritize
Enable & Empower
eliver&rapid innovation agility
evelop
flexible business applicationsrive
&
ficient effective ITemonstratebusiness
success
XRM
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A Better WayRapidly develop relational business applicationswith XRM
Application Platform Layer XRM is a Microsoftapplication platform layer designed to acceleratethe development of relational business (or LOB)applications through flexible dynamic applicationservices
Dynamic Application Services Reusableapplication services that can be adapted andextended to create many unique applications
Multi-Tenant Architecture Multi-tenancy allowsorganizations to build and run many LOBapplications on a single platform
Microsoft Technology XRM leverages familiarMicrosoft technologies as building blocks,
including Microsoft Office, Outlook, SQL Server,
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XRM Ap plicationArchitectureDynamic Application Services
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yServicesReusable and adaptable
IntegrationServices
360 O View
icrosoft Technologies
( , ,Outlook Office , . )SQL Server NET
&Process AutomationOrchestration Services
&Point Click CustomizationServices
&
Data
Metadata
Se
rvi
ces
Use
r Expe
rience
Servic
es&
Access
Security
Services
Analytical
Servi
ces
Ar
chit
ectu
re
Serv
ices
Extensibility
Services
Platform
Management
Services
RM Applicationervicesapidly adapto fit yourpplicationrequirements Adaptable to fit
the uniqueneeds of every
application
Range from simple
to complexoptions Comprehensive
applicationdevelopment
environment
Mi f T h l i
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RM FoundationalTechnologies
Microsoft TechnologiesMaximize your existing technology investments &resources
XRM workslike and
withfamiliar
Microsofttechnologi
es
Intuitive user toolsincrease useradoption &
productivity
Standard toolsoptimizes ITresources andinfrastructure
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Powerful and intuitivepoint & click allowsorganizations to rapidlybuild entireapplications
For technical and non-technical users
Enables lightning fastdeployments andagile iterative designand feedback
Completely define eachunique applicationthrough point & click
Less developers focusedon buildin
Point & Click CustomizationBuild your applications with nothing but a mouse
&oint Click Customization Components Relational Data Schema &Forms Designer Navigation Feature Functionality -Role based Security
Business Logic Process AutomationReporting Application Configuration
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P i t & Cli k C t i ti
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R e le v a n t E n titie s
C on tex tu a lTa b s
Point & Click CustomizationsQuickly create and display the unique UI that youneed
N e ce ssa ry Fie ld s
XRM Ri l Eff t
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XRM Ripple EffectChanges Dynamically Propagate To ApplicationServices
The XRM RippleEffect increases ITresponsiveness tobusiness requests,
increasesproductivity andprovides low TCO
Ripple Effect - Create NewFieldNew field is dynamically madeavailable to:
Forms Designer (UI) Client-side Jscript
Workflow Engine (triggers,data)
Advanced Find & Query
Analytics Wizards (Workflow/Reporting)
Offline Synchronization
Web-Services (Data/MetadataAPI)
Mail Merge
D t M d li S i
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Data Modeling ServicesSimple declarative modeling of complex businessentities
ata Modeling Components SQL Server automation ( )Table creation entities ( : )Data Relationships n n Referential Integrity Rules
&Attribute definition rules Metadata management - Web based schema tools No SQL required
chema modeling andetadata definitionccelerates creation Every application is
.defined in metadata vsin code
Export applicationdefinition and import
into other servers Metadata architecture
simplifies upgrades Publish changes on the fly Applications built on XRM
will inherit newcapabilities as platform
evolves
U E i
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User ExperienceConsistent user experiences across multiple LOBapplications
ser Experience Components Microsoft Office Integration Microsoft Outlook Sync &Standard Clients Devices &Common Navigation SiteMap
&User Functionality Tools Offline Capabilities Language PacksAccessibility
ecrease training timend increase userdoption with aonsistent userexperience Use the user experience
that fits your users thebest
Consistent navigation andtools across all
applications
Productivity tools areoptimized for users Consistent user
,experience even in( ,offline mode data
, ,reports workflow)custom
U E i
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RM Foundational Capabilities
Prebuilt and reusable user functionality providesconsistent experiences and standard productivitytools across all XRM applications
User ExperienceStandard user functionality comes in every XRMapplication
Custom Views
( )Personal
OutlookSynchronization&Advanced Find Query
&Task ActivityManagement
Issue TrackingScheduling Management
Smart Search
Interaction Management
Email ProductivityTools
Reporting Wizard( )Personal
User Queues
Workflow Wizard( )Personal
Presence Visibility
Event Management
Outbound Bulk EmailMail Merge
List Management
Knowledge Base
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User ExperienceComplete Visibility and Actionable Guidance
-m p ro v e in sig h t a n d d e cisio n m a k in g th ro u g hre le va n t 3 6 0 d e g re e v ie w in e ach X R Ma p p lica tio n
:xample Real Estate DevelopmentManagement ep l a c e w i t h An y t h i n g b e i n g
a n a g e d
Attributes( / )Profile Details
History( , )Interactions Transactions
Insight( , )Analysis Prediction
Context( , )Processes Relationships
ctionable Guidance( , )Proactive Reactive
S it S i
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Security ServicesGranular security model for role-based access andcontrols
&ccess Security Components Active Directory /Access Controls Authentication - ( )VPN less Accessible SSL Bulk User Management
Role Management -Role based Security Hierarchical Security Deep data controls
Simplify useradministration withrole-based accesscontrols and datasecurity logic
Rapidly add multipleusers directly fromActive Directory
Create role profiles andassign appropriatesecurity access
Export and use securityroles across allenvironments (Dev,
Test, Staging,Production)
A l ti l S i
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Empower every dayusers with easyreporting, visualinsight and actionableanalytics
Combine analytics withworkflow foractionableintelligence
Minimize costs byleveraging existingMicrosoft technologyinvestments
Deliver business insight
through familiarproductivity tools
xtensibility Components / /Microsoft SQL Server SRS SAS Microsoft Excel Report Creation Wizard &Scheduled Offline Reporting
Ad Hoc Analytics /Dashboards KPIsOLAP /Predictive Data Mining
Analytical ServicesEnsure data and insight consistency across all LOBapplications
XRM Vi li ti
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XRM VisualizationsDashboards and extensive visualizationcapabilities
it i zen s I ss ue sD a s h b o a r d
e cr ui t C om pa ti bi li ty - -a c il it y A t A Gl a nc e
e cr ui ti ng S co re ca rd - -mp l oy ee At A G la n ce s se t D as hbo ar d
P A t ti S i
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Process Automation ServicesAutomate and orchestrate line-of-businessprocesses
rocess Automation Components Windows Workflow Foundation &Process Modeling Design Workflow Wizard Workflow Stages
Workflow Triggers Workflow Logic Workflow Actions Workflow Tracking
educe costs andncrease userroductivity throughptimized processesnd procedures Configure process models
the way it fits yourbusiness
Capture andoperationalize process
best practices
Measure and improvebusiness processes Wizard makes it easy for
-end users to createpersonal workflow
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Windows Workflow FoundationCommon foundation for workflow
in d o w s W o rk flo wo u n d a tio n p ro v id e s ao w e rfu l w o rk flo w p la tfo rm toa ck le th e m o st ch a lle n g in gu to m a tio n ta sk s S h a re d w o rkflo w e n g in e a cro ss
o th e r M icro so ft te ch n o lo g ie s( & )including SharePoint BizTalk
for e n h an ced p roce ssfe d e ra tio n
-B u sin e ss le ve l co n fig u ra tio n-e n viro n m e n t fo r e n d u sers
-IT le v e l d e sig n e n viro n m e n t fo rso p h istica te d u se rs
Extensibility Services
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Extensibility ServicesEmpowers IT to support many different businessrequirements
Rapidly and deeplycreate extensions tofit the unique needsof every application
Extension points
throughoutarchitecture
Leverages commondevelopment toolsand resources
Enables reusability
Simplifies addingfeatures throughregistration tool
and ensuresu radeabilit
xtensibility Components Visual Studio Integration.NET Assemblies .ASP NET custom forms - / -Client side Jscript ISV Add ins
/Server Offline SDK Custom Workflow Actions / -Event Framework Plug ins Dynamic Registration
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Event PipelineSupports both online and offline customizations
Plug-ins are an example of how to developers can focus on buildingstrategic business functionality, re-use it across many XRM applicationsin both online and offline mode and it is all upgradeable.
Allows for
sophisticatedbusiness logic to beembedded inplatform
Assemblies run within
core event pipeline Plug-Ins can execute
both online andoffline for consistentuse
Dynamic plug-in
Extensibility Spectrum
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Extensibility SpectrumExtend each XRM application to fit your uniqueneeds
S im p le M o d e ra te C o m p le xSettingsSettings UserUser OrganizationOrganization SecuritySecurityDataData AttributesAttributes ,Entities,Entities
RelationshipsRelationships-Cross DB-Cross DB
ProcessesProcesses WorkflowWorkflow .NET Assembly.NET Assembly , -SDK Plug Ins, -SDK Plug InsExperienceExperience ,Forms Views,Forms Views ,Navigation Reports,Navigation Reports ,Script Controls,Script Controls
IntegrationIntegration Data Import WizardData Import Wizard -1 way-1 way -2 way-2 way
Examples of what you canbuild
Custom ASPX Pages
Feature Plug-ins
Application extensions
Server-side validation and ruleenforcement
External Web Services
Workflow Assemblies
Extensible User Experiences
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us t om W eb P o rt a l ob ile D evi ce s /il v er li g ht WP F
S h a r e P o i n t i cr o so ft Of fi c e W o r d o m po s i t e UI
Extensible User ExperiencesExtend the UI to the environment that best fit your
people
Integration Services
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Integration ServicesRapidly innovate with a wide range of integrationcapabilities
C o m p o siteA p p lica tio n s
In te g ra te d U I( ,sitemap
)IS V &Low C ost
M a in te n a n ce
E m b e d d e d
D y n a m ica llygenerated
-w e b se rv ice s
C all o u ts w ithParam eters
G e t re su ltsb a c k
Tra d itio n a lA p proa ch
Fu lly
o p e ra tio n alA P Is( )CRUD
D ata A PI M etadata
A P I
Fu ll b lo w nin te g ra tio n
-Pre b u iltco n n e ctio n s
w ithin te g ra tio n
p la tfo rm s( )BizTalk
User Experience Relatederprise Mash-ups Leverage logic from other appsBusiness Logic Data needs to be synchronizedData Integration Processes flows across appliProcess Integration
Architecture Services
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Architecture ServicesSupport broad set of global business application
needsMulti-tenant
Architecture
Supports multipleisolated applications(database instances)in a single platform
Administration across
appsMulti-language
40+ availablelanguages
Right to left andUnicode
Multi-currency
Base currency for roll-up
Transactional currencies
Work DepartmentsExample: ACME Procurement
Corporate DivisionsExample: ACME EuropeanOperations
Work TeamsExample: ACME AccountTeam
Organization-wideExample: ACME, Inc
XRM C l A hi
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Multi-tenantController
XRM Conceptual ArchitectureDesigned for flexibility and extensibility
Data Access Platform
Metadata Data
Business Entity Components
Data Access Components
Synchronous Business Logic
Custom Synchronous Actions(.NET Assemblies)
Web Services
Role-Based
Security
Standard UI(Outlook, Web, Mobile)
Custom UI & Mash-Ups(ASP.NET, SharePoint, Silverlight/WPF)
IntegratedApplications
Reporting(Excel & SRS)
Workflow
Custom Asynchronous Actions(.NET Assemblies)
C lo u d Server
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erformance and Scalability Components Service grid architecture Deployment choice WAN performance optimization Load balance clustering
PerformanceEnterprise-class capabilities enable globaldeployments
Leverage Microsofttechnologies to meetXRM scale, availabilityand performancerequirements
Leverage Windows andSQL Server platformoptimizations
Scale up and out acrossapplication and datatiers
24,000 Concurrent Users
Sub-second responsetimes
1 million web requests/ hour
W e b fa rm clu ste rin g E xch an g e clu ste rin g S Q L S e rve r clu ste rin g S Q L m irro rin g
a orm anagemen
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a orm anagemenServices
Streamline LOB application administration with XRM educe administrativeosts with tools thattreamline andimplify operations Integrates with
Microsoft tools andheterogeneousenvironments
Full applicationportability
streamlines dev-test-staging-production release
Backwardscompatibility
Keep all XRM
latform Management Components Portable Application Model Release Management Upgrade Management &Job Monitoring Controls
/ -Data Management De dup &Diagnostic Tools Alerts Federated Updates /MOM System Center
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EXTENDED PROCESS SCENARIOSSharePoint and XRM Have Complementary StrengthsSharePoint and XRM Have Complementary Approaches
Better Together with Microsoft Technologies
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SharePoint
XRM
& -nstructured Semi structured Data&ocial Engagement Collaboration &nformation Evolution Storagenformal Rules nterprise Search &cross Teams Domains
tructured Relational Data &nteractions Activities Tasks &nformation Generation Analyticsormalized Processes &ata Query Filter &ithin Teams Domains
ComplementaryCombined strengths cover broad business needs
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SharePoint
/anage View
/ccess SearchCollaborate
nternalrocessAudience( ,Business Units
, )Departments Teams
xternal Process Audience( , )Internal Organization External
& -nstructured Semi Structured Data( , , , ) Information Content Documents Lists
usinessrocessAutomation
Social EngagementroadcastPublish
tructuredelationalData( +5 data tables
with data)relationships
/ct Interact
&ntegrate Extend( , - , ) BCS Web Parts Enterprise Search
ComplementaryEach enable different parts of process to different
audiences
XRM
Mi ft T h l i
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Unstructured Data
&BroadcastPublish
Business Process
Automation
Relational Data
Breadth of Capabilities
External ProcessAudience
&Access Search
&Query Analyze
Internal ProcessAudience
AND
SharePoint
XRM
Microsoft TechnologiesComplementary strengths for extended process scenarios
Feature Gaps
Usability&Productivi
ty Gaps
.NET OfficeExtensions /Familiarity Usabili
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2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporat ion as of the date of this presentation. Because Microsoft must respond to changing market
conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.
MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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