Rapid Application Development for Line of Business Applications using Microsoft CRM 2011 Chet Kloss CRM Customizations Architect A Shift in Value

xRM Enables (Any) Relationship Scenario Interactions & Activities Business Processes Task Automation Maintenance Automation Recruiting Automation Departments / Groups… OrganizationsRelationships “Anything” (x) Relationship Management People (dealers, vendors, employees…) Places (properties, locations, real-estate…) Things (assets, animals, displays, franchise…) Line of Business Applications

User Experience Designer Workflow Services Data Modeling Services Integration Services Security Services Reporting Services Solution Designer Services On-Premise Systems

History of CRM/Extended CRM/xRM

Over 22,000 customers from small to enterprise Over 1,100,000 users in more than 80 countries Global network of software and services partners Fast, flexible, and affordable Full CRM suite of marketing, sales, and service Native Office experience for rapid adoption Multi-language with more than 25 languages Advanced SOA / Web services architecture Microsoft Dynamics CRM at a Glance

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

Shared Application and Data Services Alternative Fee Arrangements Project Management Talent Management Proposal Management and Automation BUILD many LOB applications ON a single platform WITH shared resources Peer Evaluations Requisition Management Recruit Management Program Management M&A Litigation Support Management Resource Management Class Action Management Education/CLE Management Contract Management Asset Lifecycle Management Alumni Management Alumni Management Pro Bono Filing Requirements Legislation Management BI Dashboards Shared Environments & Resources Consistent and Complete User Experience One Platform. Many Applications xRM Accelerates the development of many LOB applications

xRM Architecture Overview Dynamics Application Services Service-Oriented Architecture Integration Services Extensibility Services User Experience Services Business Logic Services Metadata Services Database Services Analytical Services Granular role-based Security Business Process Modeling Windows Workflow Foundation Application Definition Portable Application Model Release & Upgrade Mgmt Declarative Data Modeling Referential integrity / relationship Dynamic Ripple Effect Dashboards KPIs Reporting/ OLAP Data Mining/ Predictive Visual Studio.NET Assemblies Client-side Jscript ASP.NET Custom Forms Custom Workflow Actions Event Framework/ Dynamic Code Plug-ins Server SDK Offline SDK Composite Applications Embedded User Interfaces/ IFrames Process Orchestration Data & Metadata APIs Prebuilt Connectors Enterprise-class scalability & performance Platform Management Tools Developer Tools Multi-tenancy Multi-lingual Multi-currency Online/ Offline Mobile/ Portal/Custom Custom User Features Microsoft Office/ Outlook

Microsoft Dynamics CRM Architecture Pre-Event Plug-ins (.NET Assemblies) Pre-Event Plug-ins (.NET Assemblies) Post-Event Plug-ins (.NET Assemblies) Post-Event Plug-ins (.NET Assemblies) Web Services Custom Workflow (.NET Assemblies) Custom Workflow (.NET Assemblies) Back End Integration server-to-server Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries… Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries… Integrated Applications Integrated Applications Reporting (Dashboards, Charts, Excel, FetchXML and SRS) Reporting (Dashboards, Charts, Excel, FetchXML and SRS) Front End Integration WebOutlookMobile Business Entity Components Data Access Components Synchronous and Asynchronous Business Logic Security Workflow MetadataData Filtered SQL Views Data Access Platform

Data Diagram for tonight's demo Properties Problems Vendors (Contacts) Activities

Let's take a spin…

Custom Web Portal Mobile Devices Silverlight / WPF SharePoint Microsoft Office Word Composite UI Extensible User Experiences Extend the UI to the environment that best fit your people 12

Citizen Services Portal Conservation Management Citizen Case Management CSP Tracking Agriculture Management Disaster Management One Framework : Many Applications Screenshots of xRM applications in government

Dynamics CRM Customers Across HLD

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Sonoma Partners 16 Working with Microsoft Dynamics CRM 2011 (for IT Pros) Programming Microsoft Dynamics CRM 2011 (for Developers)

Thank you

APPENDIX

Bellevue Seattle Portland Spokane Los Angeles Baltimore London PC Scout –

Accelerate Business Success With xRM xRM Event Pipeline Supports both online and offline customizations цззй йз Plug-ins are an example of how to developers can focus on building strategic business functionality, re-use it across many xRM applications in both online and offline mode and it is all upgradeable.  Allows for sophisticated business logic to be embedded  Assemblies run within core event pipeline  Plug-Ins can execute both online and offline for consistent use  Dynamic plug-in registration 21