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Microsoft Dynamics CRM Appealing Business Applications

BB08. Microsoft Dynamics CRM Appealing Business Applications.  Humberto Lezama Program Manager Microsoft Corporation.  Ben Riga Sr. Evangelism Manager Microsoft Corporation. Objectives.

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Microsoft Dynamics CRM Appealing Business Applications

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  1. BB08 Microsoft Dynamics CRM Appealing Business Applications  Humberto Lezama Program Manager Microsoft Corporation  Ben Riga Sr. Evangelism Manager Microsoft Corporation

  2. 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.Nexteven more appealing

  3. 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.Nexteven more appealing

  4. Sales Service Marketing Appealing Applications? • Microsoft Dynamics CRM: Appealing Business Applications • Multiple clients (web/ rich, online/offline) • Office Integration • Rich Reporting • Process automation • Configuration and customization • Robust Security • Extensible architecture • Services based APIs • Scalable • Upgradable • Manageable • Multiple deployment alternatives Developers? Users Customer Relationship Management

  5. The Power Of Choice Choose how you use, get, or buy it • Choose how you use itOutlook, browser, mobile • Choose how you get itSoftware or service • Choose how you buy itOwn it, rent itChange at any time On-premises CRM Online (Microsoft Hosted) Partner Hosted

  6. Reporting (Excel and SRS) Integrated Applications Extensible UI (XML Config File) Form Events (JavaScript) Pre-Event Plugins (.NET Assemblies) Custom Workflow (.NET Assemblies) Post-Event Plugins (.NET Assemblies) Microsoft Dynamics CRM Architecture Presentation Layer Options The Appealing Side  Forms Design, Client-Side Scripting and Custom UI Development Platform Layer Options Data Model Customization, Workflow, Custom Platform Development Web Services Synchronous and Asynchronous Business Logic Business Entity Components Security Workflow Data Access Components Data Access Platform Data Services Options Custom Reporting, Custom Analysis Filtered SQL Views Metadata Data

  7. Solution ScenarioEvent Management 0 Navigate 4 Browse Listings 1 CRM User 3 Create Campaign(Event) Participant Publish to Web CRM Custom Web Portal Campaign 2 Custom Event Details Event Data Model 7 Venue 5 Register Sponsor CRM Reporting … Follow up Task 6 Campaign Response

  8. demo Building A Solution With Microsoft Dynamics CRM HumbertoLezama

  9. Microsoft Dynamics CRM Extensibility Toolset Developers • Integration • Custom UI • Custom Bus. Logic • Business Intelligence Business Analysts • Workflow-Driven Business Processes • Views, Forms • Data Model System Administrators • Users, Organizations • Business Units • Security Roles • Settings • Templates, KB articles • Mail-Merge Templates for Documents and Emails

  10. demo Taking "Appealing" To The Next Level Ben Riga

  11. Objectives • Demonstrate how to quickly and easily build appealing business applications withMicrosoft 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.Nexteven more appealing

  12. Microsoft Dynamics CRM And The Azure Services Platform Azure™ Services Platform

  13. Microsoft Dynamics CRM + Windows Azure 0 Navigate 4 Browse Listings 1 CRM User 3 Create Campaign(Event) Participant Publish to Web CRM Custom Web Portal Campaign 2 Custom Event Details Event Data Model 7 Venue 5 Register Sponsor CRM Reporting … Follow up Task 6 Campaign Response

  14. demo Microsoft Dynamics CRM + Windows Azure HumbertoLezama

  15. 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.Nexteven more appealing

  16. 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

  17. demo CRM v.Next in Action Humberto Lezama

  18. 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

  19. 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-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en • CRM 4.0 Virtual PC Image • http://www.microsoft.com/downloads/details.aspx?FamilyID=DD939ED9-87A5-4C13-B212-A922CC02B469&displaylang=en • Trial Edition Downloads • http://www.microsoft.com/downloads/details.aspx?FamilyId=A9C110FD-AAC8-4D2A-B401-7801B1866E82&displaylang=en

  20. Q&A

  21. Evals & Recordings Please fill out your evaluation for this session at: This session will be available as a recording at: www.microsoftpdc.com

  22. © 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. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market 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.

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