Sofia Event Center November 2013 Dynamics CRM Техническа перспектива и възможности за интеграция Николай Ефтимов

Agenda Overview What’s new Architecture Deployment options Accessibility and Integration MS technology Security Licensing options Customization and development Backup/Disaster recovery

Customer Relationship Management

Dynamics CRM Approach

What’s new Entirely new UI & experience Mobile Device and Touch-Optimized Screens Native Mobile Apps Business Rules Synchronous Workflows Business Process Flow Actions Image/Photo support Quick Create Forms Integrated Bing Maps Skype & Lync integration

CRM 2011

CRM 2013

DEMO User interface and experience

Business Process Flow

What’s new for developers Removal of the 2007 Endpoint and Legacy Features ISV folder support for custom web applications Microsoft Dynamics CRM 4.0 plug-ins Microsoft Dynamics CRM 4.0 client-side scripting Microsoft Dynamics CRM 4.0 custom workflow activities Removal of JavaScript Form Scripting Support (CRM 4.0) Changes to the Document Object Model (DOM) Removal of Some Ribbon Controls Microsoft Lync Presence Not Supported in Forms and Feeds Removal of Workplace and Personalization Options for New Customers Duplicate Detection during Record Create and Update Operations Not Supported

Actions Input and Output parameters Could be implemented as standard messages Could be manually triggered via Java Script Declarative business logic

DEMO – Say Goodbye to JS Business rules Synchronous Workflows Business rules Synchronous Workflows

Architecture

Platform

Architecture Drill Down

Architecture Multitenancy Roles

Deployment options On premise Cloud SPLA

Convenience of Cloud

CRM Online Limitations There is a limitation to maximum number of custom entities You have to pay for every GB of database usage Dynamics CRM online doesn't support custom workflow activity assemblies Fully trusted plugins are not supported. Custom ASPX pages are not supported for customizing Dynamics CRM online Custom SSRS reports which are based on "TSQL and filtered views" data sets are not supported. Dynamics CRM 2011 online only supports Fetch XML based custom reports

CRM Anywhere

Integration with MS Products Active Directory Exchange SharePoint Skype & Lync Bing Maps Yammer

Security Model Role-based security Record-based security Field-level security Access Teams Combine role-based security, record-level security and field-level security to define the overall security rights that users have within Microsoft Dynamics CRM

DEMO Roles Auditing Roles Auditing

Licensing options - on prem Professional: The most comprehensive license designed for users who are engaged in end -to-end customer relationship management scenarios. Licensed users can access full sales, service, and marketing capabilities within Microsoft Dynamics CRM. This license is highly recommended for CRM and extended CRM scenarios. Basic: The license is designed for entry level CRM users who need access to basic CRM functionality such as account, contact, lead, and case management. This license is also designed for business analysts who require reporting capabilities of Microsoft Dynamics CRM. Finally, this license is suited for users who are engaged in end-to-end custom application scenarios. Essential: The license is designed for organizational users who are not necessarily tied to sales, services, or marketing functions but still require light-weight access to custom applications.

Additive CALs

Licensing options - Server

Migration path

Licensing options - on line

Customization and development

Solutions and marketplace

Integration Call Center

Analytical CRM

Backup and …

Q&A

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Nikolay Eftimov Solutions Architect Nikolay Eftimov Solutions Architect