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Microsoft Dynamics CRM 4.0

Microsoft Dynamics CRM 4.0. Multi Tenancy, Multilingual & Multi Currency . January 23 rd , 2008 Ben Vollmer http://blogs.msdn.com/MidAtlanticCRM. Agenda. Multi-Tenancy Multilingual Multi-Currency Q&A. CRM 4.0 | Tremendous Breadth of Investment. User Experience.

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Microsoft Dynamics CRM 4.0

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  1. Microsoft Dynamics CRM 4.0 Multi Tenancy, Multilingual & Multi Currency January 23rd, 2008 Ben Vollmer http://blogs.msdn.com/MidAtlanticCRM

  2. Agenda • Multi-Tenancy • Multilingual • Multi-Currency • Q&A

  3. CRM 4.0 | Tremendous Breadth of Investment User Experience • Customizable SmartNavnavigation • NewReporting Wizard for fast analysis • Presence integration for instant visibility • Offline reporting capabilities Marketing Sales Service & Support • Integrated data migration capabilities • Real-time and batch data de-duplication • Improved email merge and management • Complex many-to-many relationship support • Enhanced sales process management • Continuous background data synchronization • World-class contact center platform • Auto-resolution of problems w/SmartFind • Improved email handling for CSS Platform Capabilities • Multi-tenancy with advanced data privacy • Windows Workflow for process orchestration • User-selectable multi-language support • Pervasivemulti-currency support Performance & Management • Network/database performance optimization • Advanced clustering and mirroring support • Tighter System Center integration • Internet-facing deployments (no VPN)

  4. Multi-Tenancy

  5. Dynamics CRM 4.0 Servers On-Premise Multi-tenant architecture allows multiple instances of Microsoft Dynamics CRM 4.0 to be hosted on the same server

  6. Multi Tenancy – Multiple Approaches • The distinction between shared data and isolated data isn't binary.

  7. Microsoft Dynamics CRM’s Approach • Each Organization gets own database. • Each Database is separate for each organization. • Each Organization gets own Address. • http://crmserver/org1 • http://crmserver/org2

  8. Some Suggest Reading Multi-Tenant Data Architecture • http://msdn2.microsoft.com/en-us/library/aa479086.aspx Architecture Strategies for Catching the Long Tail • http://msdn2.microsoft.com/en-us/library/aa479069.aspx

  9. Upgrade & Migration PathDynamics CRM 3.0 Customers on SA On-Premise Microsoft Dynamics CRM 3.0 Professional Edition Microsoft Dynamics CRM 4.0 1 Named User CAL 1 Named User CAL or 1 Device CAL 1 Server 1 Professional Server or 2 Enterprise Servers * 1 External Connector 1 External Connector * SA at renewal will be calculatedbased on CRM 4.0 list prices. Microsoft Dynamics CRM Professional Edition Microsoft Dynamics CRM 3.0 Small Business Edition

  10. Demo Multi Tenancy

  11. Multi-Currency

  12. Intro to Multi Currency • Microsoft Dynamics CRM 4.0 supports multiple currencies with automatic exchange calculation for reporting purposes • Currency is defined on organization creation as a Base Currency. • Currency can also be defined by: • Organization • User • Account

  13. Intro to Multi Currency • All financial transactions to capture the value of the transaction in both the base currency and transaction currency. • System administrators to define transaction currencies and define an exchange rate to associate the base currency with the transaction • currency.

  14. Currency Order • The account's default currency is displayed if one has been defined. • If a default currency is not defined for the account, the user's default currency is displayed if one has been defined. • If a default currency is not defined for the user, the base currency is displayed.

  15. Currency Setup • Every organization must define its base currency, regardless of whether the organization uses a single currency or multiple currencies. • NOTE: The base currency selected during the Setup process cannot be changed by the organization. • However, you can change the base currency name and symbol. • Transaction currencies are related to the base currency with the definition of a currency exchange rate.

  16. What about updates? • Because exchange rates change frequently the following criteria to determine when to apply the latest exchange rate to the money fields on an entity: • When the entity is created • When any money field on the entity is updated • When the state of the entity changes • When the exchange rate is updated for a transaction currency, the existing entities assigned that currency are not updated.

  17. Demo Multi Currency

  18. Multilingual

  19. What is a MUI? • Multilingual User Interface (MUI) are packages that allow for the installation of multiple interface languages on a single deployment. • On a deployment with MUI, each user would be able to select his or her own preferred display language.

  20. Example • Contoso Worldwide • One office in US • One office in Mexico • For each language, there are separate MUI packs for both the Server and Outlook Client. • Administrator installs Server MUI on Server. • Microsoft Dynamics CRM for Outlook users can download the MUI language pack they need from Microsoft Downloads and install the pack on their computers. Spanish English Spanish English

  21. Deployment | International • Titan supports multi-lingual CRM deployment • Multi-lingual configuration rules • CRM • Base language of CRM server and CRM client has to match • Server • Server Stack has to be all in the same language • Server Stack has to either match the CRM Server base language, or be English • Client • Client Stack does not have to match the CRM Client base language • Client Stack can be in different languages in a single deployment

  22. Deployment | Multi-Lingual Server Stack Example 1 Example 2 German German German English German English German English German English

  23. Deployment | Multi-Lingual Client Stack Example 1 Example 2 German German Spanish French French Spanish German Spanish French Spanish

  24. But What about? • Custom Entities • MUI has no way of knowing what the translation of Sales Team to your other languages are. • Renamed Entities • MUI has no way of knowing that Company is Comercio in Spanish. • You have the ability to export ALL of the label and change them. • Anytime you do an export of your XML, MUI labels changed also get exported.

  25. Web References • Microsoft MUI / LIP Knowledge Center • http://www.microsoft.com/globaldev/reference/muizone.mspx • Doctor International • http://www.microsoft.com/globaldev/drintl/FAQs/muifaq.mspx • CRM Language Packs • http://www.microsoft.com/downloads/details.aspx?FamilyId=50761E58-6040-4CF3-853A-F5AB535F7194&displaylang=en

  26. Demo Multi Currency

  27. Questions? Ben Vollmer http://blogs.msdn.com/MidAtlanticCRM Ben.Vollmer@microsoft.com

  28. Thank you!

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