sofia event center 21-22 november 2013 dynamics crm Техническа перспектива и...

Sofia Event Center

21-22 November 2013

Dynamics CRM Техническа перспектива и възможности за интеграцияНиколай Ефтимов

AgendaAgenda

OverviewWhat’s newArchitectureDeployment optionsAccessibility and Integration MS technologySecurityLicensing optionsCustomization and developmentBackup/Disaster recovery

Customer Relationship ManagementCustomer Relationship Management

Dynamics CRM ApproachDynamics CRM Approach

What’s newWhat’s new

Entirely new UI & experience Mobile Device and Touch-Optimized ScreensNative Mobile AppsBusiness Rules Synchronous WorkflowsBusiness Process FlowActionsImage/Photo supportQuick Create FormsIntegrated Bing MapsSkype & Lync integration

CRM 2011CRM 2011

CRM 2013CRM 2013

DEMODEMO

User interface and experienceUser interface and experience

Business Process FlowBusiness Process Flow

Business Process FlowBusiness Process Flow

What’s new for developersWhat’s new for developers

Removal of the 2007 Endpoint and Legacy FeaturesISV folder support for custom web applicationsMicrosoft Dynamics CRM 4.0 plug-insMicrosoft Dynamics CRM 4.0 client-side scriptingMicrosoft Dynamics CRM 4.0 custom workflow activities

Removal of JavaScript Form Scripting Support (CRM 4.0)Changes to the Document Object Model (DOM)Removal of Some Ribbon ControlsMicrosoft Lync Presence Not Supported in Forms and Feeds Removal of Workplace and Personalization Options for New CustomersDuplicate Detection during Record Create and Update Operations Not Supported

ActionsActions

Input and Output parametersCould be implemented as standard messages Could be manually triggered via Java ScriptDeclarative business logic

DEMO – Say Goodbye to JSDEMO – Say Goodbye to JS

Business rules

Synchronous Workflows

Business rules

Synchronous Workflows

ArchitectureArchitecture

PlatformPlatform

Architecture Drill DownArchitecture Drill Down

ArchitectureArchitecture

MultitenancyRoles

Deployment optionsDeployment options

On premise CloudSPLA

Convenience of CloudConvenience of Cloud

Convenience of CloudConvenience of Cloud

CRM Online Limitations CRM Online Limitations

There is a limitation to maximum number of custom entitiesYou have to pay for every GB of database usageDynamics CRM online doesn't support custom workflow activity assembliesFully trusted plugins are not supported. Custom ASPX pages are not supported for customizing Dynamics CRM onlineCustom SSRS reports which are based on "TSQL and filtered views" data sets are not supported. Dynamics CRM 2011 online only supports Fetch XML based custom reports

CRM AnywhereCRM Anywhere

Integration with MS ProductsIntegration with MS Products

Active DirectoryExchange SharePoint Skype & LyncBing MapsYammer

Security ModelSecurity Model

Role-based security Record-based security Field-level security Access Teams

Combine role-based security, record-level security and field-level security to define the overall security rights that users have within Microsoft Dynamics CRM

DEMODEMO

Roles

Auditing

Roles

Auditing

Licensing options - on prem Licensing options - on prem

Professional: The most comprehensive license designed for users who are engaged in end -to-end customer relationship management scenarios. Licensed users can access full sales, service, and marketing capabilities within Microsoft Dynamics CRM. This license is highly recommended for CRM and extended CRM scenarios.Basic: The license is designed for entry level CRM users who need access to basic CRM functionality such as account, contact, lead, and case management. This license is also designed for business analysts who require reporting capabilities of Microsoft Dynamics CRM. Finally, this license is suited for users who are engaged in end-to-end custom application scenarios. Essential: The license is designed for organizational users who are not necessarily tied to sales, services, or marketing functions but still require light-weight access to custom applications.

Additive CALsAdditive CALs

Licensing options - ServerLicensing options - Server

Migration pathMigration path

Licensing options - on lineLicensing options - on line

Customization and developmentCustomization and development

Customization and developmentCustomization and development

Solutions and marketplaceSolutions and marketplace

IntegrationIntegration

Call Center

Analytical CRMAnalytical CRM

Backup and …Backup and …

Q&AQ&A

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Nikolay EftimovSolutions Architectneftimov@paraflow.bg

Nikolay EftimovSolutions Architectneftimov@paraflow.bg