BB08

Microsoft Dynamics CRM Appealing

Business Applications

 Humberto Lezama
Program Manager
Microsoft Corporation

 Ben Riga
Sr. Evangelism Manager
Microsoft Corporation
Objectives

 Demonstrate how to quickly and easily

build appealing business applications with
Microsoft Dynamics CRM
 Explain how Microsoft Dynamics CRM can
be leveraged as both a “finished” service
and as a “developer” service
 Introduce key capabilities that will make
applications built on top of CRM v.Next
even more appealing
Objectives

 Demonstrate how to quickly and easily

build appealing business applications with
Microsoft Dynamics CRM
 Explain how Microsoft Dynamics CRM can
be leveraged as both a “finished” service
and as a “developer” service
 Introduce key capabilities that will make
applications built on top of CRM v.Next
even more appealing
Appealing Applications?

Developers? Microsoft Dynamics CRM: Appealing Users

Business Applications
Sales
Service
• Multiple clients (web/ rich, online/offline)
• Office Integration
• Rich Reporting
Marketing
• Process automation
• Customer
ConfigurationRelationship Management
and customization
• Robust Security
• Extensible architecture
• Services based APIs
• Scalable
• Upgradable
• Manageable
• Multiple deployment alternatives
The Power Of Choice

Choose how you use, get, or buy it

• Choose how you use it

On-premises Outlook, browser, mobile
• Choose how you get it
Software or service
• Choose how you buy it
Own it, rent it

CRM Online Change at any time

Partner
(Microsoft
Hosted
Hosted)
Microsoft Dynamics CRM Architecture

Presentation Layer Options

Presentation Layer Options
The Appealing Side 
TheExtensible
Appealing Side 
Integrated
Forms Design, UI
Client-Side
Form Events
Scripting Reporting
Applications
Integrated
Applications Forms Design,
(XML Config
Extensible
Client-Side
UI File)
(XML Config File)
Form Events
(JavaScript) Scripting
(JavaScript) (Excel and SRS)
Reporting
(Excel and SRS)
and Custom UI Development
and Custom UI Development
Web Services
Web Services

Pre-Event Plugins Post-Event Plugins Custom Workflow

(.NET Assemblies) (.NET Assemblies) (.NET Assemblies)
Platform Layer Options
Pre-Event Plugins
(.NET Assemblies)
Post-Event Plugins
(.NET Assemblies)
Custom Workflow
(.NET Assemblies)
Platform Layer Options
Data Model Customization,
Data Model
Synchronous
Customization,
and Asynchronous Business Logic
Synchronous and Asynchronous Business Logic
Workflow, Custom Platform Development
Workflow, Custom Platform Development

Workflow
Business Entity Components
Security

Workflow
Business Entity Components
Security

Data Access Components

Data Access Components
Data Access Platform
Data Access Platform

Data Services Options

Data Metadata
Services Options
Data Filtered SQL Views
Custom Reporting, Custom Analysis Filtered SQL Views
Custom Reporting, Custom Analysis
Solution Scenario
Event Management
0
Navigate
4
1 Browse
CRM User
Create 3 Listings Participant
Campaign(Event) Publish to Web
CRM
Custom Web Portal
2 Campaign
Event Data Custom Event
Model Details
7
Venue 5
Register
Sponsor
CRM Reporting
…

Follow up
Task
6
Campaign
Response
demo
Building A Solution
With Microsoft
Dynamics CRM
Humberto Lezama
Microsoft Dynamics CRM Extensibility Toolset

 Integration
 Custom UI
 Custom Bus. Logic
 Business Intelligence

 Workflow-Driven
Business Processes
 Views, Forms
 Users, Organizations  Data Model
 Business Units
 Security Roles
 Settings  Mail-Merge Templates for
 Templates, KB articles Documents and Emails
demo
Taking "Appealing" To
The Next Level

Ben Riga
Objectives

 Demonstrate how to quickly and easily build

appealing business applications with
Microsoft Dynamics CRM
 Explain how Microsoft Dynamics CRM can be
leveraged as both a “end-user” service
and as a “developer” service
 Introduce key capabilities that will make
applications built on top of CRM v.Next
even more appealing
Microsoft Dynamics CRM
And The Azure Services Platform

Azure Services Platform

™
Microsoft Dynamics CRM + Windows Azure

0
Navigate
4
1 Browse
CRM User
Create 3 Listings Participant
Campaign(Event) Publish to Web

CRM
2 Custom Web Portal
Campaign
Event Data Custom Event
Model Details
7
Venue 5
Register
Sponsor
CRM Reporting
…

Follow up
Task
6
Campaign
Response
demo
Microsoft Dynamics
CRM + Windows
Azure
Humberto Lezama
Objectives

 Demonstrate how to quickly and easily build

appealing business applications with
Microsoft Dynamics CRM
 Explain how Microsoft Dynamics CRM can be
leveraged as both a “finished” service
and as a “developer” service
 Introduce key capabilities that will make
applications built on top of CRM v.Next
even more appealing
CRM v.Next Main Features
(First Milestone)
 User Experience
 Enhanced navigation and form models
 Contextual command presentation
 Inline visualizations
 Collaboration
 Unstructured relationships
 Team ownership
 Native SharePoint integratio
 Platform
 Solution management
 Richer control set and better tooling support
 Sub grids, Smarter Lookups, Multiple-option Sets, and Form editor
 Sandboxed code in the cloud
demo
CRM v.Next
in Action
Humberto Lezama
Related Sessions

 BB58 - Bridging On-Premises with the Cloud

 Learn how CRM has designed and architected
a single code-base to target a cloud-based
and on-premises offering
 BB32 - Building Line-of-Business
Applications
 Data Modeling, Plug-ins, Code on the
Server (cloud), CRM5 and more
Useful Resources
 MSDN CRM Developer Centre
 http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx
 Team Blog
 http://blogs.msdn.com/crm
 CRM 4.0 SDK
 http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8E
C1-A2662AAE9DFB&displaylang=en

 CRM 4.0 Virtual PC Image

 http://www.microsoft.com/downloads/details.aspx?FamilyID=DD939ED9-87A5-4C13-B
212-A922CC02B469&displaylang=en

 Trial Edition Downloads

 http://www.microsoft.com/downloads/details.aspx?FamilyId=A9C110FD-AAC8-4D2A-B
401-7801B1866E82&displaylang=en
Q&A
Evals & Recordings

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 © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.
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conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT
MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.