CRM meets BPM, AgileXRM

AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrmAgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
CRM meets BPM:

AgilePoint, Inc. agilexrm@agilepoint.com www.agilepoint.com/agilexrm
Management-by-Data
When a user opens CRM, he/she
shouldn’t need to think “What do I
have to do?” or “How do I do it?”,
rather,
the user should be prompted by a
list of tasks to complete, with each
task having all the info needed for
completing the task and including
information from external sources.
Management-by-Process

CRM platform
… things like implementing end-to-end processes are hard because
disparate techniques like workflow, plug-ins or JavaScript need to be
used.
To involve external systems and people requires more custom coding
which in turn means high dependency on qualified developers;
and with coding there is always “loss of agility”.
Challengesinthe
When business logic in
plug-ins needs
changing, this causes
unmanageable
deployment issues,
… a DLL hell.
overcomes these
challenges keeping the xRM platform
purely metadata-driven and converts
it into a management-by-process
framework, where configuring
replaces coding, bringing back Agility
to the whole platform

Process is everywhere!
“Process - the backbone of
business. Every unit of execution
in a business can be distilled into
some kind of process. It could be
an order approval, an expense
report submission, a workflow,
the fact of the matter is that
process is everywhere!”
Kirill Tatarinov
Corporate VP, Microsoft Business Solutions

Microsoft xRM provides with
Dynamics CRM a flexible
platform that combines
prebuilt configurable
functionality on a highly
flexible service-oriented
architecture that rapidly
accelerates application
delivery:
• the data model,
• the security model,
• the relationships between
elements in the system,
• the presentation layer
AgileXRM extends the
Dynamics CRM/xRM
platform by enabling
modeling and
deploying end-to-end
business processes and
dialogs using Microsoft
Visio: full processes
management that can
be rapidly and easily
adapted to respond to
the changes demanded
by the modern
organizations
AgilePoint is a true,
model-driven .NET
BPMS with a clean and
open architecture. It
enables the support of
dynamic processes
throughout the entire
Microsoft software
stack (*)
(*) Gartner Magic Quadrant for Business Process Management Suites, Jim Sinur,
Janelle B. Hill. Publication Date: 18 October 2010/ID Number: G00205212
meets BPMCRM

PROCESSES
FORMS
DIALOGS
REPORTING +
Extended value for the xRM platform

PROCESSES
Comprehensive and visual Process Designer using MS
Visio
End-to-end business process design: Full data life-cycle
management inside xRM
Zero down-time for deployment of new versions of
processes
Simplified Exception management
Full Version Control, Multiple versions can run
simultaneously
Powerful Runtime management
• Rollback or Roll-forward within a running process
• On-the-fly visual Migration of running instance(s) from one
version to another
Easily interact with external users
Simple to involve external systems: SAP, SharePoint, DBs,
WS, etc.
Extensive Workflow patterns supported
• Covers the majority of business use cases out-of-the-box
Make sure processes move forward
• Multiple Notification mechanisms to make sure users are duly
reminded of their tasks
• Create escalation routes after timeouts
Existing xRM Workflows are reusable within the processes
Further extendable with Visual Studio
• For adding custom steps or connectors using .NET
The model is the application: Design in MS Visio …
… and straight Execute within Dynamics CRM

FORMS
Simple and familiar Form Designer for non-
developers
• Create with Point-and-Click, and Deploy with
no compilation
• Forms designed and rendered using Silverlight
Activity-based forms
• Because different info is needed at different
steps of the process
Compound Forms
• Expose all related data necessary for the user
 Via chaining of relations of entities
 Via external data sources
 Embed child-entity grids anywhere on your
forms
• Filtered Lookups
• Hierarchical Picklists
• Advanced Validation at UI level
Further customizable and extendable
• With Expression Blend
 For changing Look & Feel
• With Visual Studio
 For adding custom logic in .NET
• Third-party Silverlight controls can be added
For CRM users, as well as external users
AgileLightForms, Silverlight Form Designer
AgileLightForms can be consumed within Dynamics
CRM as well as in Web

Comprehensive Dialogs
• Dialog Page steps: for user interaction
• Automatic System steps: for system interaction
User Navigation
• Navigating around pages
 Back & Next, History, Option buttons
• Session Persistence
 if the browser closes unexpectedly, the session
resumes in the same point when the browser reopens.
Controlled Data Entry
• Text, Password, Date Time, File Upload, Tip-Help controls
• Validation associated to control, Conditional Behavior
Flexible Selection of Dynamic Data
• OptionSet & Dynamic LookUp filtered values
• Simple & Multiple selection, Drop-down, Radio button,
check-boxes, Selection Grid, List value, Look-up list value
Flow Control
• Every Dialog is part of a dynamic visual process. It is the
process that governs the Dialogs
• Elements in the Flow include: Single Condition, Multiple
Condition, SubDialogs
Synchronous & Asynchronous External Calls
• Interaction with other Dynamics CRM data and other
systems using Web Service Calls.
Extendable Customization with Visual Studio
• Use third party controls In the Dialog Pages to extend the
way data is captured and/or presented
Dynamic Dialogs are web-based and configurable by the
user
“Create and deploy” with no compilation
Dialogs get contextual data in and out different systems:
combine and integrate seamlessly with Dynamics CRM
Every Dialog is part of a visual Process with full track history
and versioning
DIALOGS
AgileDialog Sample screens and using a Bing Maps control
AgileXRM flow for a sample
AgileDialog

REPORTING
& MONITORING
Graphical Business Process Monitoring
customized by configuration
Metadata based dynamic filtering
Real Time process status monitoring
• Allows projecting any process data on the
model
SLA type on demand report
Drill down to process instance and real
time process management
• Directly from the model, the user can take
actions on the process flow (i.e. reassign,
roll-back, jump forward etc.)
Role based data access
AgileMonitor allows the user define data points for
further analysis on time and take action upon it.
AgileMonitor allows the user to project process
data on the filter view.

“AgilePoint has enabled
many companies to deliver
mission-critical, process-
based applications. In many
cases, it is also being
adopted as a global or
regional platform on which
customers can create
processes numbering from
the dozens to more than 100
in record time (including
many mission-critical, cross-
functional or B2B core
business processes)”
Publication Date: 13 April 2011 ID Number: G00211323. Gartner
Cool Vendors in Business Process Management, 2011
Michele Cantara, John Dixon, Janelle B. Hill, David W. McCoy, Jim Sinur
“Many Gartner clients
continue to report a range of
benefits from AgilePoint's
product. The positive
attributes articulated most
often include the product's
intuitive interface and ease of
use by both business and IT
roles; rich semantic
expressiveness; effective
integration with other
Microsoft platform
technologies (including
SharePoint, Office, SQL Server
and BizTalk)”
About Us

About Us
Microsoft Office/SharePoint "14"
TAP Program
Microsoft Business Process Alliance
Charter Member (Feb 2007)
Microsoft Dynamics CRM
Metro Program
“AgilePoint is a true, model-driven .NET BPMS with a
clean and open architecture. It enables the support of
dynamic processes throughout the entire Microsoft
software stack…”
“AgilePoint customers are some of the most advanced
BPM organizations we find — which is especially unusual
among Microsoft-centric, midsize companies. Customer
references use AgilePoint with mission-critical
processes and broad deployments.”
18 October 2010/ID Number: G00205212, Gartner
Magic Quadrant for Business Process
Management Suites
Jim Sinur, Janelle B. Hill
Microsoft Managed ISV Certified
Partner
BPM Solution for the Microsoft
Citizen Service Platform
AgilePoint & Microsoft

AgilePoint, Inc.
1916C Old Middlefield Way
Mountain View, CA 94043, USA
Tel: +1 650-968-6789 - Fax: +1 650-968-6785
agilexrm@agilepoint.com
www.agilepoint.com/agilexrm
All company and product names contained in this document might be protected trademarks of the respective entities.
All information contained herein may be changed at any time if required, without any prior notification and may not be
reproduced or circulated in any form without the prior written approval of AgilePoint, Inc..
In no event shall AgilePoint, Inc. be liable for the completeness of the information contained in this document.
Our Objective:
To help any business attain the highest level of end-to-end business operational
efficiency by becoming a process-managed enterprise faster, better, and cheaper
Contact us at agilexrm@agilepoint.com
Thank you
for your time

CRM meets BPM, AgileXRM

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