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USING CRM SYSTEMS AS A RAD PLATFORM Vivek Joshi joshiviv@msu.edu
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Common CRM Modules Sales Marketing Service
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Core Dynamics CRM Objects Core Dynamics Objects Contacts Accounts Opportunities Supporting Objects Activities (Tasks, Emails, Appointment, Call) Notes (Attach text comments, files etc)
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Custom Objects – Demo Course Enrollment Record Course Section Department Student Instructor N:N 1:N N:1 Can be a
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Other enterprise features Multi-tenancy Reporting Engine Search Workflow Security & Sharing
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Reporting Only permissible stuff displayed Can share your reports with others Can set mail capabilities for the reports
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Other Outlook integration Data import/export data from other systems Deploying customizations.
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Extending CRM JavaScript. Server side -.Net Web Services .. and yes. iframes.
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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.
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