THE POWER OF PERSPECTIVE
The Microsoft xRM Development Framework
Chris Griswold & Rick GipsonCredera
Copyright © 2011 Credera. All Rights Reserved.
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Copyright © 2011 Credera. All Rights Reserved.
About the Speakers
Chris Griswold: Manager with Credera
– Over 13 years of experience in custom software architecture design and development working with both Java and
Microsoft technologies.
– Five years with one of the largest technology consulting firms in the world building custom Java web applications for
clients in the telecom and energy industries
– Primarily architecting and building custom .NET web applications
– Implementing and customizing Microsoft Dynamics CRM.
– B.A. degree in Computer Science from Baylor University
– M.S. degree in Engineering Management from Southern Methodist University
– Certified Microsoft Dynamics CRM 4.0 Technical Specialist and Microsoft certified Business Management Solutions
Specialist
Rick Gipson: Manager with Credera
– 12 years of management and IT experience, specializing in Microsoft web development and solutions.
– Senior .NET Consultant/Architect with TEKsystems leading project teams at American Airlines, NEC, Tyco
Electronics, Siemens and Greyhound.
– Projects have included business process automation and web service integrations
– Microsoft Certified Professional Developer in .NET 3.5.
– BBA in Business Administration and Management from Angelo State University.
www.credera.com
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Copyright © 2011 Credera. All Rights Reserved.
Agenda
Introduction to CRM and xRM
– xRM and Microsoft Dynamics CRM
– Microsoft UI & Outlook Integration
– System Architecture
Business Challenge of Siloed Software Applications
– Specialized Applications
– All-In-One Applications
– How xRM is Different
Key Components of the xRM Development Framework
– Easy Data Model and UI Creation
– Standard Functionality available to Custom Components
– Web Service Communication
– Linq Odata rest Service, FetchXML, Javascript, Silverlight, etc
Demo
www.credera.com
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Copyright © 2011 Credera. All Rights Reserved.
Introduction to xRM and CRM
xRM and Microsoft Dynamics CRM
– CRM: Customer Relationship Management
Sales Force Automation
Lead Opportunity Quote Order Invoice
Marketing and Campaign Management
Customer Service Management and Scheduling
– xRM for Management: Asset, Property, Fleet, Land, Task, Event
– xRM for Relationship Management: Employee, Contractor, Supplier, Distributor, Partner
– Web and Outlook Interface
– Online and Offline Access
Offline mode downloads data for disconnected access
Core xRM server runs locally
– On-Premise Deployment and Cloud Deployment
Feature Parity
Online deployment utilizes the Azure App Fabric
www.credera.com
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Copyright © 2011 Credera. All Rights Reserved.
Introduction to xRM and CRM
Microsoft UI and Outlook Integration
– Microsoft Office UI familiar from Word, Excel, etc
– Tightly integrated to IE for Windows App-like look & feel
– Native integration into Outlook
Track Emails and Appointments in CRM
Access your xRM application and E-mail from a single interface
xRM behavior is interface aware
o Web vs. Outlook
o Online vs. Offline
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Pre-Event Plug-ins(.NET Assemblies)
Post-Event Plug-ins(.NET Assemblies)
Web Services
Custom Workflow(.NET Assemblies)
Back End Integration
server-to-server
Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries…
IntegratedApplications
Reporting(Dashboards, Charts, Excel,
FetchXML and SRS)
Front End Integration
Web Outlook Mobile
Business Entity Components
Data Access Components
Synchronous and Asynchronous Business Logic
Secu
rity
Work
flow
Metadata Data
Filtered SQL Views
Data Access Platform
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System Architecture
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System Architecture Simplified
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Traditional Business Application Architecture CRM/xRM Application Architecture
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Copyright © 2011 Credera. All Rights Reserved.
Business Challenge of Siloed Software Applications
Specialized Applications
– Made for very specific business functions - little extensibility
– Custom Applications – difficult to maintain
All-In-One Applications
– Big, bloated and inefficient
– Extensible, but limited, difficult and slow compared to core
– Customizations risk version locking
xRM is Different
– Engineered on top of the same technology as core app
– Changes to existing system or net new objects and functionality
– Utilize internal components such as workflows, plugins, events, security and integration components
– Little risk of version lock due to the nature of the system architecture
www.credera.com
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Copyright © 2011 Credera. All Rights Reserved.
Key Components of the xRM Framework
Easy Data Model and UI Creation
– Entity Creation, Primary Field
– Field Creation: text, option set, date time, currency, etc
– Form Creation: Field placement, Mobile vs. Standard, Field Level security, menus
– Relationships: 1 to N, N to 1, N to N
– View Creation: Default, Associated, Quick Find, Custom, User Defined
Standard Functionality Available to Custom Components
– Workflow Engine, Guided Processes
– Field Level Security, data auditing, Mail Merge
– Full Web Service communication capability
Web Service Communication
– Token or Claims Based Authentication (Internet Facing)
– Linq based access to data
– All functionality included, CRUD, Workflow, Business Rules
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Key Components of the xRM Framework
OData REST Service
– Perfect for Javascript or custom code
– Allows for better use of client side code and Ajax
Embedded Web Resources
– .GIF, .png, .html
– Javascript
– RibbonXML
– Silverlight
FetchXML
– New Query language for data
– Simple to use XML based query for Web Service interaction
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www.credera.com
Demo
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Copyright © 2011 Credera. All Rights Reserved.
Our Company
– Full-service business and technology consulting firm
– Provide business and technology solutions that offer measurable value to our clients
– Deliver value by leveraging our people’s accumulated industry and management experience with their deep technical expertise
– Established in 1999
– Offices in Dallas, Austin, Denver
Our Services
– Management Consulting
– Technology Solutions
– Business Intelligence
Our People
– Credera’s professionals possess a unique combination of deep technical expertise with extensive business backgrounds
– Backgrounds include business, technology, and strategy management consulting with some of the most well-known and respected consulting firms in the world
– Have served many influential corporations in a variety of industries over the past 20 years
Sample Clients
Credera is a Business and Technology Consulting Firm that Focuses on Leveraging Proven Technologies to Enable our Clients Business Strategy
www.credera.com
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Copyright © 2011 Credera. All Rights Reserved.
Q&A
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Thank you for attending!
Contact Information:
Chris Griswold
Rick Gipson
www.credera.com
Twitter:
Blog: http://blogs.credera.com/
THE POWER OF PERSPECTIVE
Title
Speakers
Credera
Copyright © 2011 Credera. All Rights Reserved.