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Managing the Solution Lifecycle for xRM Applications

PR31. Managing the Solution Lifecycle for xRM Applications. Andrew Bybee Principal Program Manager Lead Microsoft Corporation. Objectives. Introduce xRM Application Framework enhancements for Dynamics CRM “5”

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Managing the Solution Lifecycle for xRM Applications

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  1. PR31 Managing the Solution Lifecycle for xRM Applications Andrew Bybee Principal Program Manager Lead Microsoft Corporation

  2. Objectives • Introduce xRM Application Framework enhancements for Dynamics CRM “5” • Demonstrate lifecycle for model-driven business applications using xRM “Solutions”

  3. xRM Application Framework Client • Declarative development of relational business applications using flexible models and dynamic services. • Models encompass multiple Domain Specific Languages (DSLs) • Business Application Services Forms / Views Workflow Security Application models in metadata Entities Multi-tenant controller SQL

  4. xRM “Solutions” • Model and runtime services for xRM application management lifecycle • Collection of components managed as coherent unit • Models • Business logic • Templates • Code extensions • Configuration • Supports packaging and portability across deployments Code Extensions Logic Templates Models Configuration

  5. Solution Overview demo

  6. Test Dev Add/Edit Components Import/Export Add/Edit Components ISV/Partner Export managed package Create a Solution Update Solution Solution Development Lifecycle Distribute Feedback/Requirements Purchase Upgrade Import/Export Install Customize Customer Staging Production

  7. Solution Layers Active (calculated) “Default” Solution Customizations IT HR Dept Sales Shared (single layer) ProjMgmt (managed) Managed (multiple layers, one per solution) PartnerUtils (managed) System solution Order of installation is still important Note:

  8. Managed Solution Update • Updates are always applied to the corresponding Solution ‘Layer’. • Maintains customizations performed by customers. • Version info controlled by publisher at Solution level • Uninstall removes the entire layer • Components that support merging (e.g. Ribbon) are automatically recalculated upon updating a solution • Support one version per layer Customizations Update ProjMgmt2.0 ProjMgmt1.0 PartnerUtils 1.0

  9. Dependency Tracking • Provides integrity of solutions across deployments and version updates • Dependencies are calculated and tracked automatically in the system – no ability to directly manage dependencies • Calculators provided per component type, evaluated per component event • Individual components • Delete • Add Existing (to a solution) • Edit • Solution • Import • Export • Delete (uninstall) Entity Calculator Dependency Tracking Infrastructure Form Calculator …

  10. SalesView partner Mark Corley VP, Business Development InsideViewTM

  11. SalesView Trial (v1) • Customer installs SalesView • Customer adds customizations over shared components Customizations ContosoIT Account (rename) Button SalesView v1 Account (diff) System solution Ribbon Account

  12. SalesView Team (v2) • Customer upgrades to solution with additional functionality • Customer changes are preserved Customizations ContosoIT Account (rename) Button InsideView v2 InsideView v1 Lead (diff) Account (diff) Button System solution Ribbon Lead Account

  13. Managing the Solution Lifecycle for SalesView demo Dependency tracking Shared components Versioning Update

  14. Summary • xRM Application Framework supports complete lifecycle for business applications • Use managed solutions to address complex dependency and upgrade scenarios with xRM applications

  15. Q & A

  16. xRM @ PDC 2009 • Visit us at the booth in the pavilion • Try hands on labs • Extending CRM5 and Solutions Packaging • Building CRM5 Data Visualizations and Dashboards • Attend sessions

  17. YOUR FEEDBACK IS IMPORTANT TO US! Please fill out session evaluation forms online at MicrosoftPDC.com

  18. Learn More On Channel 9 • Expand your PDC experience through Channel 9 • Explore videos, hands-on labs, sample code and demos through the new Channel 9 training courses channel9.msdn.com/learn Built by Developers for Developers….

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