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In this session, we explore how developing applications on the Microsoft Dynamics Live CRM platform can speed up delivery of applications in the cloud. We look at the basics of the Microsoft Dynamics CRM platform and delve into how that extends into the cloud in hosted environments or on the Microsoft hosted Dynamics Live CRM. Finally we look at real-life customer scenarios of loosely coupled systems that extend Microsoft CRM or connect with Microsoft CRM over the cloud.
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Building Web-Based Line-of-Business Applications on theMicrosoft Dynamics Live CRM Platform
Ben RigaPlatform EvangelistMicrosoft [email protected]
Jason HuntCTOInvoke Systemsan Ascentium [email protected]
Microsoft Dynamics CRMBusiness Application Development Platform
Ben RigaPlatform EvangelistMicrosoft [email protected]
Jason HuntCTOInvoke Systemsan Ascentium [email protected]
Rich PlatformDeep process automationEasy configuration and customizationExtensible architectureSDK + Web Services
Microsoft Dynamics CRMNot just account / contact management
Complete CRM SuiteSales, Marketing, ServiceActivity TrackingRich Reporting, Analytics
Sales Service
Marketing
Business Application Platform
Essentials of a Platform
ArchitectureData
Presentation
Process
Security
Extensibility
ManagementAnalytics and Reporting
Data Lifecycle Management
Manageability
DeploymentSaaS/ On-Premise
Rich/ Web/ Mobile Clients
The Audience for a Biz Platform
Business AnalystsSimple Declarative Modeling of Business Processes
VARsMore Complex Data and Process intensive appsSome extensibility
ISVsVertical and Specialized Business ApplicationsServer and SaaS models
Customization SpectrumSimple Moderate Complex
Settings User Organization Security
Data AttributesEntities,
RelationshipsCross-DB
Processes Workflow .NET Assembly SDK, Plug-Ins
Experience Forms, ViewsNavigation,
ReportsScript, Controls
Integration None 1-way 2-way
Embrace Pet Insurance
Jason HuntCTOInvoke Systemsan Ascentium Company
partner
Simple Declarative modeling of Complex Business Entities
Data
Custom Data ModelsExtensive Schema Customization
Create/Rename entities, attributes, relationshipsRich Attribute Type systemRelationships between entitiesOffline entity dataCustomize ActivitiesSupport for both Web and Offline
Comprehensive Schema ManagementWeb-based schema toolsRole-based access, granular securityPublish customizations w/o reset
Schema PortabilityBroad Import/Export support Basic validationAttribute namespace
Easily Customized User Interface
Presentation
Customized ExperienceForm Customization
Customize Form LayoutIFrame supportUpgrade support for ISV extensions
Form ScriptingField-level EventsDataValue property to get / set values Methods to get client attributes / statePass record properties to custom pages
NavigationCustom navigation via SiteMapCustom entity integrationConsistency across web and Microsoft Office OutlookOutlook menu extensions
Security Model based on User Roles and Organization Structure
Security
Security Model
Custom User RolesOrganization StructureRecord Level SecurityRecord Level Ownership
Dynamics CRM Architecture
Data Access Platform
Metadata Data
Business Entity Components
Data Access Components
Synchronous Business Logic
Pre-Callouts(.NET Assemblies)
Post-Callouts(.NET Assemblies)
Web Services
Secu
rity
Extensible UI(XML Config File)
Form Events(JavaScript)
IntegratedApplications
Reporting(Excel & SRS)
Work
flow
Custom Actions(.NET Assemblies)
FilteredSQL Views
Authoring and Execution of Business Processes
Process
Business Process Definition
Accessible DesignerEasy enough for a Business Analyst
Rich Event TypesCreate, Update, Assign, Share, etc
Event Support for all entities
Managed Assembly
Work flow Rule
ReturnParamters
InputParameters
Work flow Rule
Extending Workflow
Extend Workflow with custom code.NET based
Easy subscription and deployment
Workflow manager support
Integration with Visual Studio .NET & Microsoft Dynamics CRM Web Services
CRM Application
CRM Tools
CRM SDK
CRM Platform Method
Pre-callout
Post-callout
Platform CoreOperation
Server Programmability
Custom logic extensions with CalloutsPost- and pre- synchronous events
Rich message context
Integration with Microsoft CRM Web Services
Easy subscription and deployment
Extensibility
The Basics - CreateGetting data in…
// Assuming you already have a configured CrmService class// named “service”
// Create an account entity and assign data to some attributes.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);
The Basics - RetrieveGetting 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,cols);
Citizenship Relationship ManagementJason HuntCTOInvoke Systemsan Ascentium Company
partner
Software + Services
Deployment
Software+Service: Power of Choice
Dynamics CRM
Choose where:Outlook, browser, mobile
Choose how:Software or service
Choose when:Own it or rent it
Change your mind any time
Single User
Small Group (2-
10)
Department (10+)
DivisionOrganizat
ionInternal
SaaS
IT Outsourci
ng
(NA Only Initially)
Deployment Choices
Partner Hosted
On Premise
Essentials of a Platform
ArchitectureData
Presentation
Process
Security
Extensibility
ManagementAnalytics and Reporting
Data Lifecycle Management
Manageability
DeploymentSaaS/ On-Premise
Rich/ Web/ Mobile Clients
Building Web-Based Line-of-Business Applications on theMicrosoft Dynamics Live CRM Platform
Ben RigaPlatform EvangelistMicrosoft [email protected]
Jason HuntCTOInvoke Systemsan Ascentium [email protected]
© 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 countries.The 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 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.
