Transcript Selling CRM Online

Rapid Application Development
for Line ofABusiness
Shift in Value
Applications
using Microsoft CRM 2011
Chet Kloss
CRM Customizations Architect
[email protected]
Line
Business
Applications
xRMofEnables
(Any)
Relationship Scenario
Organizations
Business Processes
Relationships
People (dealers,
vendors, employees…)
Task Automation
Places (properties,
locations, real-estate…)
Maintenance
Automation
Recruiting
Automation
Departments /
Groups…
Interactions & Activities
Things (assets, animals,
displays, franchise…)
“Anything” (x)
Relationship
Management
Solution Designer Services
User Experience
Designer
Security
Services
Integration
Services
Data Modeling
Services
Workflow
Services
Reporting
Services
On-Premise
Systems
History of CRM/Extended CRM/xRM
Microsoft Dynamics CRM at a Glance
•
•
Over 22,000 customers
Full CRM suite of
from small to enterprise
marketing, sales, and
Over 1,100,000 users in
service
more than 80 countries
•
•
•
for rapid adoption
Global network of
software and services
•
partners
• Fast, flexible, and
affordable
Native Office experience
Multi-language with more
than 25 languages
•
Advanced SOA / Web
services architecture
Microsoft Technologies
Maximize your existing technology investments & resources
Intuitive user tools increase Standard tools optimizes IT
user adoption & productivity resources and infrastructure
xRM Foundational
Technologies
One Platform. Many Applications
xRM Accelerates the development of many LOB applications
BUILD
many LOB
applications
ON
a single
platform
WITH
shared
resources
Alternative Fee
Arrangements
Project
Management
Talent
Management
Proposal
Management
and Automation
Alumni
Management
Peer Evaluations
Requisition
Management
Recruit
Management
Program
Management
Pro Bono
M&A
Litigation
Support
Management
Resource
Management
Class Action
Management
Filing
Requirements
Education/CLE
Management
Contract
Management
Asset Lifecycle
Management
BI Dashboards
Legislation
Management
Consistent and Complete User Experience
Shared Application and Data Services
Shared Environments & Resources
xRM Architecture Overview
Dynamics Application Services
User Experience Services
Integration
Services
Composite
Applications
Embedded User
Interfaces/ IFrames
Process Orchestration
Microsoft Office/
Outlook
Online/
Offline
Mobile/
Portal/Custom
Business
Logic
Services
Granular
role-based
Security
Business
Process
Modeling
Windows
Workflow
Foundation
Metadata
Services
Application
Definition
Portable
Application
Model
Release &
Upgrade
Mgmt
Visual Studio
.NET Assemblies
Database
Services
Declarative
Data
Modeling
Referential
integrity /
relationship
Dynamic
Ripple Effect
Custom Workflow
Actions
Data & Metadata APIs
Prebuilt Connectors
Custom User
Features
Extensibility
Services
Client-side Jscript
ASP.NET Custom
Forms
Event Framework/
Dynamic Code Plug-ins
Analytical
Services
Service-Oriented Architecture
Dashboards
KPIs
Multi-tenancy
Multi-lingual
Multi-currency
Reporting/
OLAP
Enterprise-class
scalability &
performance
Data Mining/
Predictive
Platform
Management
Tools
Server SDK
Offline SDK
Developer Tools
Microsoft Dynamics CRM Architecture
Front End Integration
Web
Integrated
Applications
Outlook
Mobile
Extensible Application: Form and client
side events, Ribbon, Sitemap,
Web Resources, JS libraries…
Reporting
(Dashboards, Charts, Excel,
FetchXML and SRS)
Web Services
Back End Integration
server-to-server
Pre-Event Plug-ins
(.NET Assemblies)
Post-Event Plug-ins
(.NET Assemblies)
Custom Workflow
(.NET Assemblies)
Synchronous and Asynchronous Business Logic
Data Access Components
Workflow
Security
Business Entity Components
Data Access Platform
Filtered SQL Views
Metadata
Data
Data Diagram for tonight's demo
Properties
Vendors
(Contacts)
Problems
Activities
Let's take a spin…
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
One Framework : Many Applications
Screenshots of xRM applications in government
Citizen Services Portal
Conservation Management
Citizen Case Management
CSP Tracking
Agriculture Management
Disaster Management
Dynamics CRM Customers Across HLD
http://www.thecrmbook.com/
Sonoma Partners
Programming Microsoft Dynamics CRM 2011 (for Developers)
Working with Microsoft Dynamics CRM 2011 (for IT Pros)
Thank you
APPENDIX
PC Scout – http://www.windows.com/pc-scout
Bellevue
Seattle
Portland
Spokane
Los Angeles
Baltimore
London
Event Pipeline
Supports both online and offline customizations
цззй
йз
Plug-ins are an example of how to developers can focus on building
strategic business functionality, re-use it across many xRM applications
in both online and offline mode and it is all upgradeable.
 Allows for sophisticated
business logic to be
embedded
 Assemblies run within core
event pipeline
 Plug-Ins can execute both
online and offline for
consistent use
 Dynamic plug-in registration
xRM
Accelerate Business Success With xRM
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