Microsoft Dynamics CRM 4.0 Multi Tenancy, Multilingual & Multi Currency January 23rd, 2008 Ben Vollmer http://blogs.msdn.com/MidAtlanticCRM

Agenda Multi-Tenancy Multilingual Multi-Currency Q&A

CRM 4.0 | Tremendous Breadth of Investment User Experience Customizable SmartNav navigation New Reporting Wizard for fast analysis Presence integration for instant visibility Offline reporting capabilities Marketing Sales Service & Support Integrated data migration capabilities Real-time and batch data de-duplication Improved email merge and management Complex many-to-many relationship support Enhanced sales process management Continuous background data synchronization World-class contact center platform Auto-resolution of problems w/SmartFind Improved email handling for CSS Platform Capabilities Multi-tenancy with advanced data privacy Windows Workflow for process orchestration User-selectable multi-language support Pervasive multi-currency support Performance & Management Network/database performance optimization Advanced clustering and mirroring support Tighter System Center integration Internet-facing deployments (no VPN)

Multi-Tenancy

  Dynamics CRM 4.0 Servers On-Premise Multi-tenant architecture allows multiple instances of Microsoft Dynamics CRM 4.0 to be hosted on the same server Server Multi Currency Multi Languages Multi Tenancy Workgroup Server   Professional Server Enterprise Server

Multi Tenancy – Multiple Approaches The distinction between shared data and isolated data isn't binary.

Microsoft Dynamics CRM’s Approach Each Organization gets own database. Each Database is separate for each organization. Each Organization gets own Address. http://crmserver/org1 http://crmserver/org2

Some Suggest Reading Multi-Tenant Data Architecture http://msdn2.microsoft.com/en-us/library/aa479086.aspx Architecture Strategies for Catching the Long Tail http://msdn2.microsoft.com/en-us/library/aa479069.aspx

Upgrade & Migration Path Dynamics CRM 3.0 Customers on SA On-Premise Microsoft Dynamics CRM 3.0 Professional Edition Microsoft Dynamics CRM 4.0 1 Named User CAL 1 Named User CAL or 1 Device CAL 1 Server 1 Professional Server or 2 Enterprise Servers * 1 External Connector 1 External Connector * SA at renewal will be calculated based on CRM 4.0 list prices. Microsoft Dynamics CRM Professional Edition Microsoft Dynamics CRM 3.0 Small Business Edition

Demo Multi Tenancy

Multi-Currency

Intro to Multi Currency Microsoft Dynamics CRM 4.0 supports multiple currencies with automatic exchange calculation for reporting purposes Currency is defined on organization creation as a Base Currency. Currency can also be defined by: Organization User Account

Intro to Multi Currency All financial transactions to capture the value of the transaction in both the base currency and transaction currency. System administrators to define transaction currencies and define an exchange rate to associate the base currency with the transaction currency.

Currency Order The account's default currency is displayed if one has been defined. If a default currency is not defined for the account, the user's default currency is displayed if one has been defined. If a default currency is not defined for the user, the base currency is displayed.

Currency Setup Every organization must define its base currency, regardless of whether the organization uses a single currency or multiple currencies. NOTE: The base currency selected during the Setup process cannot be changed by the organization. However, you can change the base currency name and symbol. Transaction currencies are related to the base currency with the definition of a currency exchange rate.

What about updates? Because exchange rates change frequently the following criteria to determine when to apply the latest exchange rate to the money fields on an entity: When the entity is created When any money field on the entity is updated When the state of the entity changes When the exchange rate is updated for a transaction currency, the existing entities assigned that currency are not updated.

Demo Multi Currency

Multilingual

What is a MUI? Multilingual User Interface (MUI) are packages that allow for the installation of multiple interface languages on a single deployment. On a deployment with MUI, each user would be able to select his or her own preferred display language.

Example Contoso Worldwide One office in US One office in Mexico For each language, there are separate MUI packs for both the Server and Outlook Client. Administrator installs Server MUI on Server. Microsoft Dynamics CRM for Outlook users can download the MUI language pack they need from Microsoft Downloads and install the pack on their computers. Spanish English Spanish English

Deployment | International Titan supports multi-lingual CRM deployment Multi-lingual configuration rules CRM Base language of CRM server and CRM client has to match Server Server Stack has to be all in the same language Server Stack has to either match the CRM Server base language, or be English Client Client Stack does not have to match the CRM Client base language Client Stack can be in different languages in a single deployment

Deployment | Multi-Lingual Server Stack Example 1 Example 2 German German German English German English German English German English

Deployment | Multi-Lingual Client Stack Example 1 Example 2 German German French Spanish French Spanish German Spanish French Spanish

But What about? Custom Entities Renamed Entities MUI has no way of knowing what the translation of Sales Team to your other languages are. Renamed Entities MUI has no way of knowing that Company is Comercio in Spanish. You have the ability to export ALL of the label and change them. Anytime you do an export of your XML, MUI labels changed also get exported.

Web References Microsoft MUI / LIP Knowledge Center http://www.microsoft.com/globaldev/reference/muizone.mspx Doctor International http://www.microsoft.com/globaldev/drintl/FAQs/muifaq.mspx CRM Language Packs http://www.microsoft.com/downloads/details.aspx?FamilyId=50761E58-6040-4CF3-853A-F5AB535F7194&displaylang=en

Demo Multi Currency

Questions? Ben Vollmer http://blogs.msdn.com/MidAtlanticCRM Ben.Vollmer@microsoft.com

Thank you!