Microsoft X

THE POWER OF PERSPECTIVE

The Microsoft xRM Development Framework

Chris Griswold & Rick GipsonCredera

Copyright © 2011 Credera. All Rights Reserved.

T H E P O W E R O F P E R S P E C T I V E- 2 -


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



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



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



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

www.credera.com



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

www.credera.com

System Architecture



System Architecture Simplified

www.credera.com

Traditional Business Application Architecture CRM/xRM Application Architecture



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



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

www.credera.com



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

www.credera.com



www.credera.com

Demo



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



Q&A

www.credera.com

Thank you for attending!

Contact Information:

Chris Griswold

[email protected]

Rick Gipson

[email protected]

www.credera.com

Twitter:

Blog: http://blogs.credera.com/

THE POWER OF PERSPECTIVE

Title

Speakers

Credera
