Microsoft Dynamics CRM Appealing Business Applications

Humberto LezamaProgram ManagerMicrosoft Corporation

Ben RigaSr. Evangelism ManagerMicrosoft Corporation

BB08

Objectives

Demonstrate how to quickly and easily build appealing business applications with Microsoft Dynamics CRM

Explain how Microsoft Dynamics CRM can be leveraged as both a “finished” service and as a “developer” service

Introduce key capabilities that will make applications built on top of CRM v.Next even more appealing

Objectives

Demonstrate how to quickly and easily build appealing business applications with Microsoft Dynamics CRM

Explain how Microsoft Dynamics CRM can be leveraged as both a “finished” service and as a “developer” service

Introduce key capabilities that will make applications built on top of CRM v.Next even more appealing

Appealing Applications?

UsersDevelopers?

SalesService

Marketing

Customer Relationship Management

Microsoft Dynamics CRM: Appealing Business Applications

• Multiple clients (web/ rich, online/offline)• Office Integration• Rich Reporting• Process automation• Configuration and customization• Robust Security• Extensible architecture• Services based APIs• Scalable• Upgradable• Manageable• Multiple deployment alternatives

• Choose how you use itOutlook, browser, mobile

• Choose how you get itSoftware or service

• Choose how you buy itOwn it, rent it

Change at any time

Choose how you use, get, or buy it

On-premises

CRM Online(Microsoft

Hosted)

Partner Hosted

The Power Of Choice

Microsoft Dynamics CRM Architecture

Data Access Platform

Metadata Data

Business Entity Components

Data Access Components

Synchronous and Asynchronous Business Logic

Pre-Event Plugins(.NET Assemblies)

Post-Event Plugins(.NET Assemblies)

Web Services

Secu

rity

Extensible UI(XML Config

File)

Form Events(JavaScript)

IntegratedApplications

Reporting(Excel and

SRS)

Workfl

ow

Custom Workflow(.NET Assemblies)

Filtered SQL Views

Presentation Layer OptionsThe Appealing Side

Forms Design, Client-Side Scripting and Custom UI Development

Platform Layer OptionsData Model Customization,

Workflow, Custom Platform Development

Data Services OptionsCustom Reporting, Custom Analysis

Solution ScenarioEvent Management

Custom Web Portal

3Publish to Web

Campaign Response

5Register

Participant

BrowseListings

4

Sponsor

CampaignCustom Event Details

Venue

2Event Data

Model

…

CRM Reporting

7

6

Follow up Task

CRM User

CRM

1Create

Campaign(Event)

0Navigate

Building A Solution With Microsoft Dynamics CRMHumberto Lezama

demo

Microsoft Dynamics CRM Extensibility Toolset

Users, Organizations Business Units Security Roles Settings Templates, KB articles

Mail-Merge Templates for Documents and Emails

Integration Custom UI Custom Bus. Logic Business Intelligence

Workflow-Driven Business Processes

Views, Forms Data Model

Taking "Appealing" To The Next LevelBen Riga

demo

Objectives

Demonstrate how to quickly and easily build appealing business applications withMicrosoft Dynamics CRM

Explain how Microsoft Dynamics CRM can be leveraged as both a “end-user” service and as a “developer” service

Introduce key capabilities that will make applications built on top of CRM v.Next even more appealing

Azure™ Services Platform

Microsoft Dynamics CRM And The Azure Services Platform

Microsoft Dynamics CRM + Windows Azure

Custom Web Portal

3Publish to Web

Campaign Response

5Register

Participant

BrowseListings

4

Sponsor

CampaignCustom Event Details

Venue

2Event Data

Model

…

CRM Reporting

7

6

Follow up Task

CRM User

CRM

1Create

Campaign(Event)

0Navigate

Microsoft Dynamics CRM + Windows AzureHumberto Lezama

demo

Objectives

Demonstrate how to quickly and easily build appealing business applications with Microsoft Dynamics CRM

Explain how Microsoft Dynamics CRM can be leveraged as both a “finished” service and as a “developer” service

Introduce key capabilities that will make applications built on top of CRM v.Next even more appealing

CRM v.Next Main Features (First Milestone)

User Experience Enhanced navigation and form models Contextual command presentation Inline visualizations

Collaboration Unstructured relationships Team ownership Native SharePoint integratio

Platform Solution management Richer control set and better tooling support

Sub grids, Smarter Lookups, Multiple-option Sets, and Form editor Sandboxed code in the cloud

CRM v.Next in Action

Humberto Lezama

demo

Related Sessions

BB58 - Bridging On-Premises with the Cloud Learn how CRM has designed and architected

a single code-base to target a cloud-based and on-premises offering

BB32 - Building Line-of-Business Applications Data Modeling, Plug-ins, Code on the

Server (cloud), CRM5 and more

Useful Resources

MSDN CRM Developer Centre http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx

Team Blog http://blogs.msdn.com/crm

CRM 4.0 SDK http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8E

C1-A2662AAE9DFB&displaylang=en

CRM 4.0 Virtual PC Image http://www.microsoft.com/downloads/details.aspx?FamilyID=DD939ED9-87A5-4C13-B

212-A922CC02B469&displaylang=en

Trial Edition Downloads http://www.microsoft.com/downloads/details.aspx?FamilyId=A9C110FD-AAC8-4D2A-B

401-7801B1866E82&displaylang=en

Q&A

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© 2008 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.