1. Microsoft Dynamics XRM Workshop
Contact Larry Tobin ( )

2. 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

3. 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

4. Sample Clients (All Competencies)

5. What is Microsoft Dynamics XRM

6. 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

7. 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

8. 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

9. 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)

10. 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

11. 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

12. xRM Application Framework
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
© Michele Leroux Bustamante, IDesign Inc. All rights reserved

13. 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

14. 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

15. 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)

16. 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

17. 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.

18. 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

19. Demonstration of Dynamics XRM