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