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Using CRM Systems As A RAD Platform

Using CRM Systems As A RAD Platform. Vivek Joshi joshiviv@msu.edu. Common CRM Modules. Sales Marketing Service. Core Dynamics CRM Objects. Core Dynamics Objects Contacts Accounts Opportunities Supporting Objects Activities (Tasks, Emails, Appointment, Call)

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Using CRM Systems As A RAD Platform

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  1. Using CRM Systems As A RAD Platform Vivek Joshi joshiviv@msu.edu

  2. Common CRM Modules • Sales • Marketing • Service

  3. Core Dynamics CRM Objects • Core Dynamics Objects • Contacts • Accounts • Opportunities • Supporting Objects • Activities (Tasks, Emails, Appointment, Call) • Notes (Attach text comments, files etc)

  4. Custom Objects – Demo Course Course Section Instructor 1:N N:1 N:N Department N:1 Can be a Enrollment Record Student N:1

  5. Other enterprise features • Multi-tenancy • Reporting Engine • Search • Workflow • Security & Sharing

  6. Reporting • Only permissible stuff displayed • Can share your reports with others • Can set mail capabilities for the reports

  7. Other • Outlook integration • Data import/export data from other systems • Deploying customizations.

  8. Extending CRM • JavaScript. • Server side - .Net • Web Services • .. and yes. iframes.

  9. In the end… It is more than data and forms. Its is about a data model and extending that model • Declarative – Focus on what not the how. • Metadata driven – Point and click. • Iterative – Accelerates development of apps.

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