Managing the Solution Lifecycle for xRM Applications 7/18/2018 11:11 AM PR31 Managing the Solution Lifecycle for xRM Applications Andrew Bybee Principal Program Manager Lead Microsoft Corporation © 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.

Objectives Introduce xRM Application Framework enhancements for Dynamics CRM “5” Demonstrate lifecycle for model-driven business applications using xRM “Solutions”

xRM Application Framework http://www.dasblonde.net, http://www.idesign.net 7/18/2018 xRM Application Framework Client Declarative development of relational business applications using flexible models and dynamic services. Models encompass multiple Domain Specific Languages (DSLs) Business Application Services Forms / Views Workflow Security Entities Application models in metadata Multi-tenant controller SQL ©2005-2006 Michele Leroux Bustamante, IDesign Inc. All rights reserved

xRM “Solutions” Model and runtime services for xRM application management lifecycle Collection of components managed as coherent unit Models Business logic Templates Code extensions Configuration Supports packaging and portability across deployments Code Extensions Logic Templates Models Configuration

demo Solution Overview 7/18/2018 11:11 AM © 2009 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.

Solution Development Lifecycle Test Add/Edit Components Add/Edit Components Import/Export ISV/Partner Export managed package Create a Solution Update Solution Solution Development Lifecycle Distribute Feedback/Requirements Purchase Upgrade Import/Export Install Staging Production Customize Customer

PartnerUtils (managed) Solution Layers Active (calculated) “Default” Solution Customizations Shared (single layer) Sales HR Dept IT ProjMgmt (managed) Managed (multiple layers, one per solution) PartnerUtils (managed) System solution Note: Order of installation is still important

Managed Solution Update Updates are always applied to the corresponding Solution ‘Layer’. Maintains customizations performed by customers. Version info controlled by publisher at Solution level Uninstall removes the entire layer Components that support merging (e.g. Ribbon) are automatically recalculated upon updating a solution Support one version per layer Customizations Update ProjMgmt2.0 ProjMgmt1.0 PartnerUtils 1.0

Dependency Tracking Infrastructure Provides integrity of solutions across deployments and version updates Dependencies are calculated and tracked automatically in the system – no ability to directly manage dependencies Calculators provided per component type, evaluated per component event Entity Calculator Individual components Delete Add Existing (to a solution) Edit Solution Import Export Delete (uninstall) Dependency Tracking Infrastructure Form Calculator …

Mark Corley VP, Business Development InsideViewTM 7/18/2018 11:11 AM SalesView partner Mark Corley VP, Business Development InsideViewTM © 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.

SalesView Trial (v1) Customer installs SalesView Customer adds customizations over shared components Customizations ContosoIT Account (rename) Button SalesView v1 Account (diff) System solution Account Ribbon

SalesView Team (v2) Customer upgrades to solution with additional functionality Customer changes are preserved Customizations ContosoIT Account (rename) Button InsideView v1 InsideView v2 Account (diff) Lead (diff) Button System solution Account Lead Ribbon

Managing the Solution Lifecycle for SalesView 7/18/2018 11:11 AM Managing the Solution Lifecycle for SalesView demo Dependency tracking Shared components Versioning Update © 2009 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.

Summary xRM Application Framework supports complete lifecycle for business applications Use managed solutions to address complex dependency and upgrade scenarios with xRM applications

Q & A

xRM @ PDC 2009 Visit us at the booth in the pavilion Try hands on labs 7/18/2018 11:11 AM xRM @ PDC 2009 Visit us at the booth in the pavilion Try hands on labs Extending CRM5 and Solutions Packaging Building CRM5 Data Visualizations and Dashboards Attend sessions CODE TITLE TIME PLACE PR01 Developing xRM Solutions Using Windows Azure: Cloud-based Business Applications Thurs 3:00p 502A PR33 Build a .NET Business Application in 60 Minutes with xRM and SharePoint Thurs 12:45p © 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.

YOUR FEEDBACK IS IMPORTANT TO US! Please fill out session evaluation forms online at MicrosoftPDC.com

channel9.msdn.com/learn 7/18/2018 11:11 AM Learn More On Channel 9 Expand your PDC experience through Channel 9 Explore videos, hands-on labs, sample code and demos through the new Channel 9 training courses channel9.msdn.com/learn Built by Developers for Developers…. © 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.

7/18/2018 11:11 AM © 2009 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.

7/18/2018 11:11 AM © 2009 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.