Building Web-Based Line-of-Business Applications on the Microsoft Dynamics Live CRM Platform

8/14/2019 Building Web-Based Line-of-Business Applications on the Microsoft Dynamics Live CRM Platform

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Ben RigaPlatform EvangelistMicrosoft [email protected]

Jason HuntCTOInvoke Systemsan Ascentium [email protected]


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Deep process automatio

Easy configuration and c

Extensible architecture

SDK + Web Services

Sales, Marketing, Service

Activity Tracking

Rich Reporting, Analytics

Sales Service

Marketing


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Data

Presentation

Process

Security

Extensibility

AnalyticReport

Data LiManag

Manag

SaaS/ On-Premise

Rich/ Web/ MobileClients


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Business Analysts

Simple Declarative Modeling of Business Processe

VARs

More Complex Data and Process intensive apps

Some extensibility

ISVs

Vertical and Specialized Business Applications

Server and SaaS models


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Jason HuntCTOInvoke Systemsan Ascentium Company


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Simple Declarative modeling ofComplex Business Entities


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Extensive Schema Customization

Create/Rename entities, attributes, relationships

Rich Attribute Type systemRelationships between entities

Offline entity data

Customize Activities

Support for both Web and Offline

Comprehensive Schema Management

Web-based schema toolsRole-based access, granular security

Publish customizations w/o reset

Schema Portability

Broad Import/Export support

Basic validation

Attribute namespace


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Easily Customized User Interface


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Form Customization

Customize Form Layout

IFrame supportUpgrade support for ISV extensions

Form Scripting

Field-level Events

DataValue property to get / set values

Methods to get client attributes / state

Pass record properties to custom pages

Navigation

Custom navigation via SiteMap

Custom entity integration

Consistency across web and Microsoft Office Outlook

Outlook menu extensions


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Security Model based on

User Roles and Organization Structure


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Custom User Roles

Organization StructureRecord Level Security

Record Level Ownership


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Data Access Platform

Metadata Data

Business Entity Components

Data Access Components

Synchronous Business Logic

Pre-Callouts(.NET Assemblies)

Post-Callouts(.NET Assemblies)

Web Services

Security

Extensible UI(XML Config File)

Form Events(JavaScript)

IntegratedApplications

Workflow

Custom(.NET Ass


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Authoring and Execution of

Business Processes


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Accessible Designer

Easy enough for a Business AnalystRich Event Types

Create, Update, Assign, Share, etc

Event Support for all entities


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Managed

Assembly

Work flow Rule

Return

Paramters

Input

Parameters

Work flow Rule

Extend Workflow with custom code

.NET basedEasy subscription and deployment

Workflow manager support

Integration with Visual Studio .NET & Microsoft Dynamics CRM W


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CRM Application

CRM Tools

CRM SDK

CRM Platform Method

Pre-callout

Post-callout

Platform CoreOperation

Custom logic extensions with Callouts

Post- and pre- synchronous eventsRich message context

Integration with Microsoft CRM Web Services

Easy subscription and deployment


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Getting data in

// Assuming you already have a configured CrmService class

// named service

// Create an account entity and assign data to some attribute

account newAccount = new account();

newAccount.name = "Greg Bike Store";

newAccount.address1_postalcode = "98052";

newAccount.address1_city = "Redmond";

// Call the Create method to create an account.

Guid accountId = service.Create(newAccount);


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Getting data out

// Assuming you already have a configured CrmService class// named service

Guid id = new Guid("2B951FBC-1C56-4430-B23B-20A1349068F3");

// Call the Retrieve method to retrieve an existing contact.

ColumnSet cols = new ColumnSet();

cols.Attributes = new string[] { "firstname" };

contact cont =

(contact)service.Retrieve(EntityName.contact.ToString(),id,c


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Jason HuntCTOInvoke Systemsan Ascentium Company


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Software + Services


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Choose where:

Outlook, browser

Choose how:

Software or servic

Choose when:

Own it or rent it

Change your min


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Single User Small Group(2-10)

Department(10+)

Division Organization InternSaaS


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DataPresentation

Process

Security

Extensibility

AnalyticReport

Data LiManag

Manag

SaaS/ On-Premise

Rich/ Web/ MobileClients


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2007 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 countThe information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market c

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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Building Web-Based Line-of-Business Applications on the Microsoft Dynamics Live CRM Platform