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Microsoft X

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Microsoft X

  1. 1. THE POWER OF PERSPECTIVE The Microsoft xRM Development Framework Chris Griswold & Rick Gipson Credera Copyright © 2011 Credera. All Rights Reserved.
  2. 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. -2- All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  3. 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  DemoCopyright © 2011 Credera. -3- All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  4. 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 FabricCopyright © 2011 Credera. -4- All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  5. 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. OfflineCopyright © 2011 Credera. -5- All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  6. 6. www.credera.com 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 DataCopyright © 2011 Credera. -6- All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  7. 7. www.credera.com System Architecture Simplified Traditional Business Application Architecture CRM/xRM Application ArchitectureCopyright © 2011 Credera. -7- All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  8. 8. www.credera.com 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 architectureCopyright © 2011 Credera. -8- All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  9. 9. www.credera.com 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 RulesCopyright © 2011 Credera. -9- All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  10. 10. www.credera.com 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 interactionCopyright © 2011 Credera. - 10 - All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  11. 11. www.credera.com DemoCopyright © 2011 Credera. - 11 - All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  12. 12. www.credera.com 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 IntelligenceCopyright © 2011 Credera. - 12 - All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  13. 13. www.credera.com 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/Copyright © 2011 Credera. - 13 - All Rights Reserved. T H E P O W E R O F P E R S P E C T I V E
  14. 14. THE POWER OF PERSPECTIVE Title Speakers Credera Copyright © 2011 Credera. All Rights Reserved.

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