Olaf Feldkamp Development Platform Advisor Microsoft Schweiz GmbH

IntroductionAPIsExtensibilitySamples

CRM Core CRM investments in Sales Force Automation, Marketing automation and Customer Service “XRM” “XRM” capabilities forged from customization, configuration and business process automation investments Platform capabilities Instantiation of the core Microsoft technology foundation with an eye towards accelerated and scaled business solution development Platform capabilities Instantiation of the core Microsoft technology foundation with an eye towards accelerated and scaled business solution development Microsoft technology foundation Windows Server, SQL Server, and.NET Framework establish the foundation for enterprise success Microsoft technology foundation Windows Server, SQL Server, and.NET Framework establish the foundation for enterprise success 1 3 2

Custom application development Custom application based on Dynamics CRM 4.0 Custom business logic Base functionality Custom business logic Base functionality Development time Develop your custom web based, Office- integrated, multi-tenant business apps in less time!

Leverage Visual Studio and.NET to easily extend and integrate Dynamics CRM ≥IE6 SP1 SSRS.NET FW 3.0

Architecture Integrated to Microsoft Office Schema extension Custom UI Custom workflow Multi-lingual/ -currency/-tenant Offline support Extensible/support for Integration Active directory for SSO Enterprise capabilities with SQL Server Deployment Web, mobile and Outlook client On-premise/ partner hosted Support for upgrades Packaging solutions Management Data import/export Security Analytics and reporting Operations Enterprise scale

Performance and Scalability Components  Deployment choice  WAN performance optimization  Load balance clustering  Web farm clustering Leverage Microsoft technologies to meet XRM scale, availability and performance requirements Leverage Windows and SQL Server platform optimizations Scale up and out across application and data tiers 24,000 concurrent users Sub-second response times 1 million web requests/hour 1 billion rows in database  Exchange clustering  SQL Server clustering  SQL mirroring

IntroductionAPIsExtensibilitySamples

Web services CrmService Supports CRUD operations crmservice.asmx MetadataService Query and manipulate the data structure CrmDiscoveryService Query for information about the CRM installation Filtered views SQL Server database views, read-only

// Create an account entity and assign // data to some attributes account newAccount = new account(); newAccount.name = "Greg Bike Store"; newAccount.address1_postalcode = "98052"; newAccount.address1_city = "Redmond"; // Call the Create method to create an // account Guid accountId = service.Create(newAccount);

Guid id = new Guid("2B951FBC-1C B23B- 20A F3"); // Call the Retrieve method to retrieve an // existing contact ColumnSet cols = new ColumnSet(); cols.Attributes = new string[] { "firstname" }; contact myContact = (contact)service.Retrieve(EntityName.contact. ToString(), id, cols);

Assemblies Microsoft.Crm.SDK.dll Microsoft.Crm.SdkTypeProxy.dll Microsoft.Crm.Outlook.Sdk.dll Wrap Web service functionality and provide most of the Web services functionality Recommended for plugins and WF activities Microsoft.Crm.Outlook.Sdk.dll = Offline API Web services Dynamic, strongly typed objects for custom entities

Olaf Feldkamp Development Platform Advisor Development & Platform Group

IntroductionAPIsExtensibilitySamples

Users, Organizations Business Units Security roles Settings Templates, KB articles Integration Custom UI Custom BL Business Intelligence Data model Views, Forms Workflow Mailmerge templates for documents and s

Extensible UI, XML config file Extensible UI, XML config file Form events (JavaScript) Form events (JavaScript) Integrated Apps (OBA,..) Reporting (Excel/MOSS) Reporting (Excel/MOSS) Data access platform Business entity components Data access components Synchronous/asynchronous business logic Plugins (pre) (assemblies) Plugins (pre) (assemblies) Plugins (post) (assemblies) Plugins (post) (assemblies) Web services Security Workflow Custom activities (assemblies) Custom activities (assemblies) Filtered SQL views Metadata Data

Extensive schema customization Create/rename entities, attributes Customize forms and views Create relationships Parental, Referential, Referential but restricted Configurable cascading Offline entity data Schema management Web-based schema tool Publish customizations without reset Schema portability Import/export support Basic validation Entity 1 Entity 2 Entity 1 Entity 2 1

Allows coding against entities that were not available at design time Execute() works on a request/response model Example: CreateRequest and CreateResponse Used especially in plugins and workflow activities

// Create the request object AddItemCampaignRequest addReq = new AddItemCampaignRequest(); // Set the properties of the request object addReq.CampaignId = campaignId; addReq.EntityId = productId; addReq.EntityName = EntityName.product; // Execute the request AddItemCampaignResponse addRes = (AddItemCampaignResponse) service.Execute(addReq); // Get the ID of the new Campaign Item Guid id = addRes.CampaignItemId;

Olaf Feldkamp Development Platform Advisor Development & Platform Group Position Application Contact

Design, develop and test customizations in one environment and export into another Exportable customizations (per entity basis): Entity customizations (custom and system) Entity relationships and behavior (Forms, Views, Scripts) Schema changes , KB and contract templates Relationship roles Roles (new) Workflows (new) System settings (new) Not exportable: plugins, reports, custom web pages

CRM Customization Comparison Utility CRM Configuration Data Utility Transfer custom data from one CRM system to another Note: Import Data Wizard and Data Migration Manager are available out of the box Download on MSDNMSDN

Organization specific Pre and post events Run synchronously or asynchronously Offline support Registration through a tool, Web service API, or command line Deployment options: database or server(s) Must be signed CRM Application CRM Platform Method CRM Tools Custom Application Platform Core Operation Pre-Plugin Post-Plugin 2

using Microsoft.Crm.Sdk; using Microsoft.Crm.SdkTypeProxy; namespace CrmPlugin { public class HelloWorld : IPlugin { public void Execute( IPluginExecutionContext context) { DynamicEntity entity = (DynamicEntity) context.InputParameters [ParameterName.Target]; if (entity.Properties.Contains("accountname")) entity[“accountname”] = “TechDays 2009”; } } }

Olaf Feldkamp Development Platform Advisor Development & Platform Group

V 1.1 just released CRM Explorer: Create/ update CRM entities Create a wrapper class Generate Plugin code Integrate the build and deploy process Deploy across multiple servers Download on MSDN (unsupported)MSDN

Web-based designer Easy enough for a business analyst Rich activities Create, Update, Assign, Share, etc Event support for all entities Workflow based on.NET 3.0 WF Can run on separate server Asynchronous  Scalable 3

Extend workflow with custom activities Workflow designer support Deployment works like deployment of plugins Workflow Activity 1 Workflow Activity 3 Custom Assembly Activity 2 Custom Assembly Activity 2 Input parameters Return parameters

Olaf Feldkamp Development Platform Advisor Development & Platform Group

Form editor Add IFRAMES to a form CRM passes the Object Type Code and GUID to the external URL SiteMap Controls the left-navigation area of home page Embed your own web pages within the CRM UI ISV.Config Add new menus and toolbar buttons to forms, grids and the application URL addressable forms Used by external apps to load specific CRM forms 4

Enables real-time feedback for users Reduces load on the server Supported/upgradable Only access documented client-side methods and properties Scripts are shared across all form types

Fieldaccess and methods crmForm.firstname.DataValue,.SetFocus() crmForm.Save(), crmForm.SaveAndClose()

Olaf Feldkamp Development Platform Advisor Development & Platform Group

IntroductionAPIsExtensibilitySamples

CRM 4.0 Accelerators Event Management Enterprise Search Analytics Foundation eService Business Process Pack CRM Notifications Extended Sales Forecasting Sales Methodology Support Available for free

Office development is part of Visual Studio 2008 SharePoint development: Download VSeWSS version 1.3 Feb 2009 CTP (64 bit support)

Olaf Feldkamp Development Platform Advisor Development & Platform Group

New Dynamics CRM 4.0 VPC DownloadDownload on PartnerSource Dynamics CRM Team BlogBlog

Development time Extensible platform and easy to integrate SOA based Web service APIs Schema extensions Server-side plugins and workflow activities UI integration and programming Custom business logic Base functionality Custom business logic Base functionality Development time

Präsentationen MSDN Events Presentationfinder MSDN Webcasts MSDN Events Presentationfinder MSDN Webcasts Nächste MSDN Events TFS-Event am 11. Juni im Swissôtel Zürich TFS-Event MSDN TechTalk "First look at Visual Studio 2010 and.NET 4.0“MSDN TechTalk "First look at Visual Studio 2010 and.NET 4.0“ am 16. Juni in Wallisellen MSDN Flash Anmeldung (erscheint alle 2 Wochen) Anmeldung MSDN Team Blog RSS: Developer User Groups & Communities Mobile Devices Microsoft Solutions User Group Switzerland.NET Managed User Group of Switzerland FoxPro User Group Switzerland Mobile Devices Microsoft Solutions User Group Switzerland.NET Managed User Group of Switzerland FoxPro User Group Switzerland

Expression Professional Subscription mit 25% Rabatt Expression Web 2 / Media 2 mit 40% Rabatt Visual Studio Pro zum Upgrade Preis für alle Step-up auf Visual Studio Team System oder Team Suite mit bis zu 30% Rabatt Mit MSDN Attach Visual Studio aufwerten Übersicht Promotionen jederzeit auf default.mspx

Workgroup Server* Same feature set as Microsoft Dynamics CRM 4.0 Professional Server Includes and supports a maximum of 5 Users Step-Up** to Microsoft Dynamics CRM 4.0 Professional Server is available Professional Server Rich feature set with no licensing based scalability limit Single tenant deployment Step Up** to Microsoft Dynamics CRM 4.0 Enterprise Server is available Enterprise Server Rich feature set with no licensing based scalability limit Multi-tenant deployments * Workgroup Server is ONLY available in Volume Licensing Programs – See Availability section for more information ** Step Ups are not available in Open Volume or Open Business Programs

Same CALs for both Professional Server and Enterprise Server With user CALs, each user may use multiple client interfaces (incl. mobile devices) With device CALs, each device may be shared by multiple users over time (as in a call center) User and device CALs may be mixed in a deployment Customers upgrading from CRM 3.0 can choose to convert from User CAL to Device CAL at time of SA renewal User CAL Device CAL

With full CALs, each user has full read-write access to all capabilities With limited-use CALs, a user has read-only access, e.g., for reports Full and limited-use CALs may be mixed within an environment Move from a Limited CAL to a Full CAL via an “Additive CAL” (step up) Full CAL Limited CAL read/write read-only