Microsoft Dynamics CRM as an S+S Platform Michael McClary Developer and Platform Group - Microsoft UK

Microsoft Dynamics CRM Not just account / contact management SalesService Marketing

Demo Real Estate Application

Business Application Platform Deployment Choice Workflow Foundation Web Services API Sync and Asynchronous.NET Plug-ins Multi-tenancy Multi-lingual Multi-currency Internet-scale performance Enhanced Reporting

Services AttachedAttached Streaming Platform

Server Roles Enable a range of scalable configurations

Multi-Tenancy Architecture Application server and application pool are shared Databases, schemas and metadata are completely isolated Configuration database hold registration / organization information

Data Extensive Schema Customization – Create/Rename entities, attributes, relationships – Rich Attribute Type system – Relationships between entities – Offline entity data – Customize Activities – Support for both Web and Offline Comprehensive Schema Management – Web-based schema tools – Role-based access, granular security – Publish customizations w/o reset Schema Portability – Broad Import/Export support – Basic validation – Attribute namespace

Presentation Form Customization Form Scripting Navigation Smart Client

Business Process Automation Workflow Foundation

CRM Clients Web Client Outlook Laptop Client Outlook Desktop Client Smart Client Frequently mashed

Offline API Web service APIs in offline mode Access to CRM data and major operations while CRM Outlook client is offline Offline programmability for plug-ins and custom CRM code Offline changes are automatically synced back when going online Offline reporting

Demo Customisation Tour

Resources Download the CRM4 Virtual Machine Microsoft Dynamics CRM 4.0 Software Development Kit Questions?