1. Microsoft Dynamics CRM 4.0
Multi Tenancy, Multilingual & Multi Currency
January 23rd, 2008
Ben Vollmer

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

3. CRM 4.0 | Tremendous Breadth of Investment
User Experience
Customizable SmartNav navigation
New Reporting 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 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 handling for CSS
Platform Capabilities
Multi-tenancy with advanced data privacy
Windows Workflow for process orchestration
User-selectable multi-language support
Pervasive multi-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
Server
Multi Currency
Multi Languages
Multi Tenancy
Workgroup Server  
Professional Server
Enterprise 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.

8. Some Suggest Reading Multi-Tenant Data Architecture
Architecture Strategies for Catching the Long Tail

9. Upgrade & Migration Path Dynamics 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 calculated based on CRM 4.0 list prices.
Microsoft Dynamics CRM
Professional Edition
Microsoft Dynamics CRM 3.0
Small Business Edition

10. Demo
Multi Tenancy

13. Multi-Currency

14. 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

15. 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.

16. 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.

17. 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.

18. 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.

19. Demo
Multi Currency

20. Multilingual

21. 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.

22. 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

23. 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

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

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

26. But What about? Custom Entities Renamed 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.

27. Web References Microsoft MUI / LIP Knowledge Center
Doctor International
CRM Language Packs

28. Demo
Multi Currency

29. Questions? Ben Vollmer http://blogs.msdn.com/MidAtlanticCRM

30. Thank you!