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BB

08

Microsoft Dynamics CRM


Appealing Business Applications

 Humberto
Lezama
Program
Manager
  Microsoft
Be n Riga
Corporation
 Sr. Evang e lism 
Manage r
 Mic ro so ft 
Objectives

l Demonstrate how to quickly and


easily build appealing business
applications with
Microsoft Dynamics CRM
l Explain how Microsoft Dynamics
CRM can be leveraged as both a
“finished” service and as a
“developer” service
l Introduce key capabilities that will
make applications built on top of
CRM v.Next
even more appealing
Objectives

l Demonstrate how to quickly and


easily build appealing business
applications with
Microsoft Dynamics CRM
l Explain how Microsoft Dynamics
CRM can be leveraged as both a
“finished” service and as a
“developer” service
l Introduce key capabilities that will
make applications built on top of
CRM v.Next
even more appealing
Appealing Applications?

De ve lo pe rs?M icro so ft D yn a m ics C R M : A p p e a lin g Use r


B u sin e ss A p p lica tio n s s
 Sale
Se rvic
M u ltip les clie n ts ( w e b / rich , eo n lin e / o fflin e )
O ffice In te g ra tio n
R ich R e p o rtin g
Marke tin
Pro ce ss a u to m a ti go n
Custo
C o n fime
g u rar Re
tio n alatio
n d cunship 
sto m iza tio n
Manag
R o b u steSme
e cuntrity
E xte n sib le a rch ite ctu re
S e rvice s b a se d A P Is
S ca la b le
U p g ra d a b le
M a n a g e a b le
M u ltip le d e p lo ym e n t a lte rn a tive s
The Power Of Choice

Choose how you use, get, or buy it

C h o o se h o w yo u u se it
On­premises O u tlo o k , b ro w se r, m o b ile
C h o o se h o w yo u g e t it
S o ftw a re o r se rvice
C h o o se h o w yo u b u y it
O w n it, re n t it

Change at any time


CRM 
Partne
Online

(Microsoft 
Hosted
Hosted)
Microsoft Dynamics CRM Architecture

Presentation Layer Options
The Appealing Side 
Integrated
Applications Forms Design, Client­Side Scripting 
  Extensible UI
(XML Config File)
Form Events
(JavaScript)
Reporting
(Excel and SRS)

and Custom UI Development
Web Services

Pre­Event Plugins Post­Event Plugins Custom Workflow


Platform Layer Options
(.NET Assemblies) (.NET Assemblies) (.NET Assemblies)

Data Model Customization, 
Synchronous and Asynchronous Business Logic

Workflow, Custom Platform Development

Workflow
Business Entity Components
Security

Data Access Components

Data Access Platform

Data Services Options
Metadata Data Filtered SQL Views
Custom Reporting, Custom Analysis
Solution Scenario
Event Management
0
Navigate
4
1 CRM User
Brows
Create  3 e Participant
Campaign(Event Publish to  Listin
) Web gs
CRM
2 Campaign
Custom Web Portal

Event Custom Event Details


Data 
7
Model Venue 5
Register
Sponsor
CRM Reporting

Follow up Task
6
Campaign Response
 demo
Building A
Solution With
Microsoft
Dynamics CRM
Humberto
Lezama
Microsoft Dynamics CRM Extensibility
Toolset

Developers
lIntegration
lCustom UI
lCustom Bus. Logic
rs

Bu
lBusiness
to

Intelligence

s
ra

in
es
ist

lWorkflow-Driven

s A
n

Business Processes
mi

na
lViews, Forms
d

lData Model

ly
 A

lUsers, Organizations

sts
m

lBusiness Units
ste

 
lSecurity Roles
lSettings
Sy

lTemplates, KB lMail-Merge Templates


articles for Documents and
Emails
 demo
Taking
"Appealing" To
The Next Level
Ben Riga
Objectives

l Demonstrate how to quickly and easily


build appealing business applications
with
Microsoft Dynamics CRM
l Explain how Microsoft Dynamics CRM
can be leveraged as both a “end-
user” service
and as a “developer” service
l Introduce key capabilities that will make
applications built on top of CRM
v.Next
even more appealing
Microsoft Dynamics CRM 
And The Azure Services Platform

Azure Services Platform



Microsoft Dynamics CRM + Windows Azure

0
Navigate
4
1 CRM User
Brows
Create  3 e Participant
Campaign(Event Publish to  Listin
) Web gs
CRM
2 Campaign
Custom Web Portal

Event Custom Event Details


Data 
7
Model Venue 5
Register
Sponsor
CRM Reporting

Follow up Task
6
Campaign Response
 demo
Microsoft
Dynamics CRM
+ Windows
Azure
Humberto
Lezama
Objectives

l Demonstrate how to quickly and easily


build appealing business applications
with
Microsoft Dynamics CRM
l Explain how Microsoft Dynamics CRM
can be leveraged as both a “finished”
service
and as a “developer” service
l Introduce key capabilities that will make
applications built on top of CRM
v.Next
even more appealing
CRM v.Next Main Features
(First Milestone)
l User Experience
l Enhanced navigation and form models
l Contextual command presentation
l Inline visualizations
l Collaboration
l Unstructured relationships
l Team ownership
l Native SharePoint integratio
l Platform
l Solution management
l Richer control set and better tooling support
l Sub grids, Smarter Lookups, Multiple-option Sets,
and Form editor
l Sandboxed code in the cloud
l
l


 demo
CRM v.Next
in Action
Humberto
Lezama
Related Sessions

l BB58 - Bridging On-Premises with


the Cloud
l Learn how CRM has designed and
architected
a single code-base to target a
cloud-based
and on-premises offering
l BB32 - Building Line-of-Business
Applications
l Data Modeling, Plug-ins, Code on
the
Server (cloud), CRM5 and more
Useful Resources
l MSDN CRM Developer Centre
l http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx
l Team Blog
l http://blogs.msdn.com/crm
l CRM 4.0 SDK
l http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-F

l CRM 4.0 Virtual PC Image


l http://www.microsoft.com/downloads/details.aspx?FamilyID=DD939ED9-

l Trial Edition Downloads


l http://www.microsoft.com/downloads/details.aspx?FamilyId=A9C110FD-A
 Q&A
Evals & Recordings

e a s e fill T h is se
Pl ssio n
t y o u r
ou o n w ill b e
lu a ti a v a ila b
eva le a s
s
fo r th i a t: a re c o r
d in g
n
se ssio a t:

w w w . m icro so ftp d c . co m
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