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MS Dynamics CRM - Architecture
2010/3/8 | Petr Čermák
BIMetadataNative Multi-tenantArchitecture,
MS Dynamics CRM● Indicate the future of application
design…● A shop window of MS technologies● Practical show case of MS
technological strategy and direction
WFCWCFWorkflow FundationLINQ
Cloud Computing
SaaS, PaaS(Platform as Service)
Declarative
customization
SOAComposite ApplicationBPM
OBA – Office Business Apps
Next gen .CRM XRMSocial CRMCommunity driven dev.
A common web apps architecture
CRM DB
Data Services
Client tier
A web based CRM Applications
Sales Service Marketing
InfrastructureFile system ADNetworking
Presentation tier
Data tier
OLE-DB
HTTP
. ASPx
CRM Architecture I - web services
CRM DB
Business UnitsTeamsUsersAccounts ContactsOpportunities
Data Services
Client tier
MS Dynamic CRM Applications
Sales Service Marketing
InfrastructureFile system ADNetworking
ReportingServices
Data Services(CRUD )
Workflow Services
Platform Services
Presentation tier
Data tier
Business Logic tier
HTTP
HTTP
CRM Architecture II - customization
Metadata CRM DB
Entities RelationsSchemas Objects Forms Views Processes
Business UnitsTeamsUsersAccounts ContactsOpportunities
Data Services
Client tier
MS Dynamic CRM Applications
Sales Service Marketing Custom Apps
InfrastructureFile system ADNetworking
CustomEntities
CustomWorkflow
CustomForms
Business Designer
ReportingServices
Data Services(CRUD )
Workflow ServicesMetadata Services
Platform Services
Presentation tier
Data tier
Business Logic tier
HTTP
HTTP
The CRM Entity object model
The Entity “M”
Attributes (Data fields)
Relations to
other entities
Forms (layouts, controls)
Views
The Entity „N“
Attributes (Data fields)
Relations to other entities
Forms (Layouts, Controls)
Views
1:M / N:1 M:N
Relationship
Data Processes Business Logic
Customization
DB schema extension
Entities & Relationship
s
Creating forms
UI modification
External apps wrapping (Mashup )
Client side scripting
Reports
Build in Wizard
MS SQL Reporting Services
Workflow definition
Events, Alerts, Tasks
MS Workflow Foundation
Development
External code
Manipulation with CRM via web services
SOAP/CRUD
Internal code
Plug ins (call out)
CRM Business designer
Metada
Fully upgradable and system to system portable
MS Visual Studio
Dynamics CRM SDK
CRM Extensibility overview
CRM extensibility model
Microsoft CRMExtensibility Model
Data Access ComponentsQueryPlans
O/RQuery
Builder / QP
CRM Business Logic
Users
ReportingSRS
Data Access Platform (ADO.NET)
Data
Web Services (WSDL, WS-I, BP v1.1)
Server Machine
Metadata
Business Entity Components
Pre-Callout.NET assembly
Post-Callout.NET assembly
Customization Tools
CRM Forms
ISV Script
Filtered Views
Security
ISV Business Logic
UI Customization
ISV Customization
Customization Tools
Web Service Client
ISV CodePlug-in code.NET Assembly
Workflow Services
Remote Servers
Integration options
R/3
FI/CO
MM
SD
SAP Xi Exhange
Infrastructure
SAP .NET Connector
REST SOAP
MS BizTalkBizTalk adapter for SAP
CRM
WS WS WS
WS
WS
SAP WAS
Web Apps Server
RFC, BAPI, IDOCs
CallOut - plug in
ASPx
Metadata CRM DB
Entities RelationsSchemas Objects Forms Views Processes
Business UnitsTeamsUsersAccounts ContactsOpportunities
Data Services
InfrastructureFile system ADNetworking
CRM Platform Services
ReportingServices
Data Services(CRUD )
Workflow ServicesMetadata Services
Platform Services
BPM
Foreign apps
(composite)
Foreign apps
(composite)
MS Dynamics CRM part of SaaS strategy
Utility computing• Virtual
storage and servers
• Elastic Servers
Cloud WSWeb services• APIs offered
via web• Live Search• Live Map• Mashup – MS
Popfly
SAAS Software As Service• Application
through the browser
• MS Office Live
PAAS Platform as a service• Development
environment as a service.
• MS Azure Services
SaaS delivers return
*before* investment
MS Dynamics CRM
MS Cloud Platform - Windows Azure
Maintenance freeAuto scalable and HASelf repairable, Automated provisioningEconomy of scale
Windows Azure
CRM On Premise Scenario
Service management
MS SQL
CRM Hybrid Scenario
Service management
MS SQL
Custom .NET Apps
CRM - Windows Azure integration
Service Bus
Access Control Service
Workflow Service
On line
MS SQL
SOAPRESTXML
Small CRM Deployment Option
Corporate LAN
CRM web server
ADServer
SQLServer
SharePoint Server
Exchange &OCSserver
2000 concurrent Users Test
Transaction Rate: 15,000/hourDatabase Size: 80 GB, 8.3 M rows
115,000 accounts175,000 contacts1.4 M opportunities8 M tracked activities
Single application serverSingle database server
2000 UsersBusiness transaction example
Start at Homepag
e
Select Accounts
Perform “Find”
Open Account
Select Activities
Each transaction takes 5–10 atomic commands1–41 seconds to execute
2000 User HardwareHardwareClient System
Windows Server 20032-processors; 3.4 GHz8 GB RAMVisual Studio 2005, Testing Toolkit
CRM Application Server (IIS)Windows 2003 Server; Enterprise4-processors; 3.0 GHz, 32 GB RAM
HTTP Load
Front end IIS Server
Test workstation
2000 UsersHardware
Database Server:64-bit Windows 2003 Enterprise64-bit Microsoft SQL Server 20054-processor dual-core; 3.0 GHz32 GB RAM
Attached Disk Array
DB Traffi
c
IIS Server
DB Server
2000 UsersResults
Parameters of the testSimulate 2000 concurrent users7.5 business transactions/hr/user
Atomic response time: 319 ms averageBusiness transaction execution: 3.63 sec. averageApplication server CPU:20% CPU UtilizationDatabase server CPU:41% CPU Utilization
Large CRM deployment
CRM like a Swiss Army knife? Configuration
Security
Reporting
Outlook / Office Integration (OBA)
Offline accessCommunications
Workflow
Scalability
Multi-tenancy
xRM - CRM as Apps platform
Best fit – CRM + vertical templatesMARKETING
SALES
Customers &Filed
SERVICES
Suitable - xRM + LOB apps.
Capturing Interactions
People and communication
centric appsAll record
keeping Apps with basic UI
Off line Access
Less ApplicableComplex
transactions like (ERP, Accounting
)
Complex or massive
calculations
Specific data model and/or UI
requirements
MS Dynamics CRM as LOB apps platform
● One CAL accesses any server or servers
● CRM multi tenancy allows you to scale out
● Maximize the value of your CRM CALs
CRM
Time and Billing
Facilities Management
Recruiting
1 CAL
1 CAL
1 CAL
CommonApplicatio
n Platform
Secu
rity
Workfl
ow
Reportin
g(E
xcel a
nd
SR
S)
Data +meta data
