Microsoft Dynamics XRM Workshop Contact Larry Tobin (086 7749881)

Overview of Codec-dss Group Privately owned Irish company founded in 1985 Solid Best Practice – 27th Year delivering Enterprise Solutions Microsoft Gold Certified Partner for 8 years Group consists of 106 employees Microsoft Dynamics C/XRM Partner of Year 1st Irish Partner to achieve Gold Competency for Dynamics CRM Largest Dynamics CRM Practice in Ireland with 70+ years experience Hardware Partners with HP & Dell

Our Microsoft Competencies Dynamics CRM/XRM Dynamics AX Business Intelligence Cloud Services - Office 365 & Azure SQL Server & Master Data Management Services Infrastructure Services Systems Management - Microsoft System Centre Desktop Platform - Windows 7, Office 2010 Virtualisation - Windows Server 2008, Hyper-V Server Platform - Windows Server Unified Communications – Exchange, Lync Server

Sample Clients (All Competencies)

What is Microsoft Dynamics XRM

Key IT Challenges Challenges with delivering sustainable business value Too much time and money is required to efficiently develop, deploy and maintain custom applications. Identifying the right application is costly. Maintaining applications from multiple vendors is cumbersome. Deliver and Demonstrate Business Value The pressures to achieve profitable growth has introduced a new mandate, the need to innovate Beyond product or service innovation, more CEOs are looking to business process innovation as a key competitive advantage. Innovation is driven through collaboration to solicit ideas (internal and external) The flexibility to rapidly implement innovation is the key enabler Limited budget and resources Too many issues with buying and building apps Not equipped to rapidly respond to business change Difficult to deliver business ROI and differentiators

it’s currently under way The Shift Toward Application Platforms Many organisations are embracing application platforms Don’t know 0.5% Organisations are converging what were once disparate, standalone applications and systems into an integrated, unified application platform. Approximately 75 percent of IT leaders across 412 companies in North America, Europe, Asia- Pacific, and Latin America anticipate a shift towards a buy and build approach Yes, it’s currently under way 41% but no plan is in place 35% No 24% Objective: Provide 3rd party evidence of the shift towards application platforms. Microsoft commissioned Forrester Consulting to conduct a study of 412 IT decision-makers in North America, Europe, Asia Pacific, and Latin America to examine how customers buy application platforms using Microsoft’s Application Platform Optimization model. The study looked at the six major categories of platform software: application servers, portal servers, data infrastructure, service oriented architecture (SOA) and business process management (BPM), application development tools, and business intelligence. Platform Convergence And Consolidation With about 75% of respondents answering yes to the question, “Do you anticipate a convergence of these application infrastructure capabilities including business intelligence, application servers, development tools, portals, integration, SOA, and BPM to occur within your organization?” the study findings suggest that the trend is toward convergence of application platform software. Forrester Research 2010 “Many Organizations Embrace Converged Application Platforms, But Adoption Barriers Remain”, a commissioned study conducted by Forrester Consulting

Buy v Build Both Buy and Build Benefits Come Locked in with ‘Costs’ Leap frog end-to-end development Configuration /OOB capabilities Earlier to maximize benefits Vendor provides maintenance Vendor delivers enhancements Locked into vendor / schedule Customized to fit business Business adjust their processes Must buy new software with new licenses for every application need Buy Tailor application to business needs Leverage existing infrastructure Not one size fits all program Greater control over dev process Not as reliant on a vendor Expensive to develop Compromise application capabilities High maintenance costs Inability to rapidly change / innovate Long delivery cycles Build

Buy & Build A better way to accelerate application development Rapidly innovate and grow your business Build Buy Development Tools Development Frameworks Dynamics XRM Packaged Applications Lower total cost of ownership (TCO)

One Framework : Many Applications xRM accelerates the development of many LOB applications Vendor Management Asset Management Employee Management Student Management Constituent Management BUILD many LOB applications ON a single framework WITH shared resources Donation Management Property Management Recruit Management Project Management Grant Management Contractor Management Fleet Management Resource Management Product Management License Management Partnership Management Contract Management Event Management Supplier Management Patient Management Consistent and Complete User Experience Shared Application and Data Services Shared Environments & Resources

xRM Enables IT & Business Success xRM delivers business results through 4 D’s of Differentiated IT Enable & Empower Differentiated IT Define & Prioritise Drive efficient & effective IT Develop flexible business applications Deliver rapid innovation & agility Demonstrate business success Business strategy and success means being different from the competition Being different relies on differentiated IT Differentiated IT commonly means delivering business applications with the following characteristics Fits the needs of the users and business Rapid innovation Agility & responsiveness Business applications need to be delivered from an optimized IT infrastructure, environments and resources xRM

xRM Application Framework http://www.dasblonde.net, http://www.idesign.net 3/31/2017 xRM Application Framework Client Application Layer – xRM is a business application framework designed to accelerate the development of line-of-business (LOB) applications through flexible dynamic application services Dynamic Application Services – Reusable application services that can be adapted and extended to create many unique applications Multi-Tenant Architecture – Multi-tenancy allows organizations to build and run many LOB applications on a single framework Microsoft Technology – xRM leverages familiar Microsoft technologies as building blocks, including Microsoft Office, Outlook, SQL Server, .NET and Windows Forms / Views Workflow Security Entities Application models in metadata Multi-tenant controller SQL ©2005-2006 Michele Leroux Bustamante, IDesign Inc. All rights reserved

Microsoft Technologies Maximize your existing technology investments & resources Intuitive user tools increase user adoption & productivity Standard tools optimizes IT resources and infrastructure xRM works like and with familiar Microsoft technologies xRM Foundational Technologies

Point & Click Customisation Components Point & Click Customisation Build your applications with nothing but a mouse Powerful and intuitive point & click allows organisations to rapidly build entire applications For technical and non-technical users Enables lightning fast deployments and agile iterative design and feedback Completely define each unique application through point & click Less developers focused on building infrastructure Point & Click Customisation Components Relational Data Schema Forms Designer & Navigation Feature Functionality Role-based Security Business Logic Process Automation Reporting Application Configuration

SharePoint and xRM are Complementary Combined strengths cover broad business needs Unstructured & Semi-structured Data Social Engagement & Collaboration Information Evolution & Storage Informal Rules Enterprise Search Across Teams & Domains SharePoint Structured Relational Data Interactions, Activities & Tasks Information Generation & Analytics Formalized Processes Data Query & Filter Within Teams & Domains xRM Business Insight / Business Information / Business Content / Business By-Products Gene Pfieffer (Gartner analyst – Collab) David Gootzit (Gartner analyst – Portal)

Extensible User Experiences Extend the UI to the environment that best fit your people Custom Web Portal Mobile Devices Silverlight / WPF SharePoint Microsoft Office Word Composite UI

Delivering Extended CRM Convergence 2010 3/31/2017 Delivering Extended CRM Winner 2010 Gartner CRM Excellence Awards Application Development Costs -60% Reduced Customisation Time -50% Reduce Support & Maintenance Costs - 40% © 2010 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.

xRM Delivers Benefits xRM provides both innovation and operational benefits Usability through Microsoft Office/Outlook Flexibility through Dynamic Application Services Choice through various delivery and usage options Productivity through point & click and Microsoft Fits people, business, environment and budget Enterprise-class scalability, availability and performance

Demonstration of Dynamics XRM