USING CRM SYSTEMS AS A RAD PLATFORM Vivek Joshi

Common CRM Modules  Sales  Marketing  Service

Core Dynamics CRM Objects  Core Dynamics Objects  Contacts  Accounts  Opportunities  Supporting Objects  Activities (Tasks, s, Appointment, Call)  Notes (Attach text comments, files etc)

Custom Objects – Demo Course Enrollment Record Course Section Department Student Instructor N:N 1:N N:1 Can be a

Other enterprise features  Multi-tenancy  Reporting Engine  Search  Workflow  Security & Sharing

Reporting  Only permissible stuff displayed  Can share your reports with others  Can set mail capabilities for the reports

Other  Outlook integration  Data import/export data from other systems  Deploying customizations.

Extending CRM  JavaScript.  Server side -.Net  Web Services .. and yes. iframes.

In the end… It is more than data and forms. Its is about a data model and extending that model  Declarative – Focus on what not the how.  Metadata driven – Point and click.  Iterative – Accelerates development of apps.