Weitere ähnliche Inhalte Ähnlich wie Microsoft X (20) Kürzlich hochgeladen (20) Microsoft X1. THE POWER OF PERSPECTIVE
The Microsoft xRM Development
Framework
Chris Griswold & Rick Gipson
Credera
Copyright © 2011 Credera. All Rights Reserved.
2. www.credera.com
About the Speakers
Chris Griswold: Manager with Credera
– Over 13 years of experience in custom software architecture design and development working with both Java and
Microsoft technologies.
– Five years with one of the largest technology consulting firms in the world building custom Java web applications for
clients in the telecom and energy industries
– Primarily architecting and building custom .NET web applications
– Implementing and customizing Microsoft Dynamics CRM.
– B.A. degree in Computer Science from Baylor University
– M.S. degree in Engineering Management from Southern Methodist University
– Certified Microsoft Dynamics CRM 4.0 Technical Specialist and Microsoft certified Business Management Solutions
Specialist
Rick Gipson: Manager with Credera
– 12 years of management and IT experience, specializing in Microsoft web development and solutions.
– Senior .NET Consultant/Architect with TEKsystems leading project teams at American Airlines, NEC, Tyco
Electronics, Siemens and Greyhound.
– Projects have included business process automation and web service integrations
– Microsoft Certified Professional Developer in .NET 3.5.
– BBA in Business Administration and Management from Angelo State University.
Copyright © 2011 Credera.
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T H E P O W E R O F P E R S P E C T I V E
3. www.credera.com
Agenda
Introduction to CRM and xRM
– xRM and Microsoft Dynamics CRM
– Microsoft UI & Outlook Integration
– System Architecture
Business Challenge of Siloed Software Applications
– Specialized Applications
– All-In-One Applications
– How xRM is Different
Key Components of the xRM Development Framework
– Easy Data Model and UI Creation
– Standard Functionality available to Custom Components
– Web Service Communication
– Linq Odata rest Service, FetchXML, Javascript, Silverlight, etc
Demo
Copyright © 2011 Credera.
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T H E P O W E R O F P E R S P E C T I V E
4. www.credera.com
Introduction to xRM and CRM
xRM and Microsoft Dynamics CRM
– CRM: Customer Relationship Management
Sales Force Automation
Lead Opportunity Quote Order Invoice
Marketing and Campaign Management
Customer Service Management and Scheduling
– xRM for Management: Asset, Property, Fleet, Land, Task, Event
– xRM for Relationship Management: Employee, Contractor, Supplier, Distributor, Partner
– Web and Outlook Interface
– Online and Offline Access
Offline mode downloads data for disconnected access
Core xRM server runs locally
– On-Premise Deployment and Cloud Deployment
Feature Parity
Online deployment utilizes the Azure App Fabric
Copyright © 2011 Credera.
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T H E P O W E R O F P E R S P E C T I V E
5. www.credera.com
Introduction to xRM and CRM
Microsoft UI and Outlook Integration
– Microsoft Office UI familiar from Word, Excel, etc
– Tightly integrated to IE for Windows App-like look & feel
– Native integration into Outlook
Track Emails and Appointments in CRM
Access your xRM application and E-mail from a single interface
xRM behavior is interface aware
o Web vs. Outlook
o Online vs. Offline
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System Architecture
Front End Integration
Web Outlook Mobile
Integrated Reporting
Applications Extensible Application: Form and client
side events, Ribbon, Sitemap, (Dashboards, Charts, Excel,
Web Resources, JS libraries… FetchXML and SRS)
Web Services
Back End Integration
server-to-server
Pre-Event Plug-ins Post-Event Plug-ins Custom Workflow
(.NET Assemblies) (.NET Assemblies) (.NET Assemblies)
Synchronous and Asynchronous Business Logic
Workflow
Business Entity Components
Security
Data Access Components
Data Access Platform
Filtered SQL Views
Metadata Data
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T H E P O W E R O F P E R S P E C T I V E
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System Architecture Simplified
Traditional Business Application Architecture CRM/xRM Application Architecture
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T H E P O W E R O F P E R S P E C T I V E
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Business Challenge of Siloed Software Applications
Specialized Applications
– Made for very specific business functions - little extensibility
– Custom Applications – difficult to maintain
All-In-One Applications
– Big, bloated and inefficient
– Extensible, but limited, difficult and slow compared to core
– Customizations risk version locking
xRM is Different
– Engineered on top of the same technology as core app
– Changes to existing system or net new objects and functionality
– Utilize internal components such as workflows, plugins, events, security and integration
components
– Little risk of version lock due to the nature of the system architecture
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T H E P O W E R O F P E R S P E C T I V E
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Key Components of the xRM Framework
Easy Data Model and UI Creation
– Entity Creation, Primary Field
– Field Creation: text, option set, date time, currency, etc
– Form Creation: Field placement, Mobile vs. Standard, Field Level security, menus
– Relationships: 1 to N, N to 1, N to N
– View Creation: Default, Associated, Quick Find, Custom, User Defined
Standard Functionality Available to Custom Components
– Workflow Engine, Guided Processes
– Field Level Security, data auditing, Mail Merge
– Full Web Service communication capability
Web Service Communication
– Token or Claims Based Authentication (Internet Facing)
– Linq based access to data
– All functionality included, CRUD, Workflow, Business Rules
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T H E P O W E R O F P E R S P E C T I V E
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Key Components of the xRM Framework
OData REST Service
– Perfect for Javascript or custom code
– Allows for better use of client side code and Ajax
Embedded Web Resources
– .GIF, .png, .html
– Javascript
– RibbonXML
– Silverlight
FetchXML
– New Query language for data
– Simple to use XML based query for Web Service interaction
Copyright © 2011 Credera.
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T H E P O W E R O F P E R S P E C T I V E
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Demo
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T H E P O W E R O F P E R S P E C T I V E
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Credera is a Business and Technology Consulting Firm that Focuses on Leveraging Proven
Technologies to Enable our Clients Business Strategy
Our Company Our People
– Full-service business and technology – Credera’s professionals possess a unique
consulting firm combination of deep technical expertise with
extensive business backgrounds
– Provide business and technology solutions
that offer measurable value to our clients – Backgrounds include business, technology, and
strategy management consulting with some of the
– Deliver value by leveraging our people’s most well-known and respected consulting firms
accumulated industry and management in the world
experience with their deep technical
expertise – Have served many influential corporations in a
variety of industries over the past 20 years
– Established in 1999
– Offices in Dallas, Austin, Denver
Sample Clients
Our Services
– Management Consulting
– Technology Solutions
– Business Intelligence
Copyright © 2011 Credera.
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T H E P O W E R O F P E R S P E C T I V E
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Q&A
Thank you for attending!
Contact Information:
Chris Griswold
cgriswold@credera.com
Rick Gipson
rgipson@credera.com
www.credera.com
Twitter:
Blog: http://blogs.credera.com/
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T H E P O W E R O F P E R S P E C T I V E
14. THE POWER OF PERSPECTIVE
Title
Speakers
Credera
Copyright © 2011 Credera. All Rights Reserved.