Dynamics XRM. Building Applications Faster with. and SharePoint

Size: px

Start display at page:

Download "Dynamics XRM. Building Applications Faster with. and SharePoint"

Gerald O’Brien’
8 years ago
Views:

1 Building Applications Faster with Dynamics XRM and SharePoint Sue Demmer, Microsoft Ron Cooper, Microsoft Nelson Lopes, Microsoft Hugo Bernier, NetDexterity Steve Kopstick, NetDexterity

2 Agenda Overview of Dynamics Core capabilities What is XRM Public Sector Scenarios & Customers NetDexterity Customer Deployment SharePoint & Dynamics together Q&A

3 What is Dynamics? Extensibility App Platform managing relationships with people or things Examples: People Recruiting Personnel Vendor/Contractor * Property Citizen Relationship Examples: Things Outreach & Contact Grants & Contributions Permitting & Licensing Request & Task Complaint & Incident Field Inspections & Investigations

People Recruiting Personnel Vendor/Contractor * Property Citizen Relationship

and Workflow Request and Task Grants and Contributions Microsoft Dynamics

4 The Right Technology Outlook, Web & Mobile Clients Rich Analytics Reporting & Dashboards Outreach and Contact Complaint & Incident Configurable Schema, Forms and Workflow Request and Task Grants and Contributions Microsoft Dynamics Correspondence Tracking Field Inspections & Investigations Integrate with existing LOB Systems

5 What can Dynamics do?

6 What can Dynamics do? Create & update Structured data in records Add objects, attributes relationship with referrals, forms

7 What can Dynamics do? SharePoint is ideal for unstructured data like documents, images, video, etc...

8 Tracking with Record/Issue

9 What can Dynamics do? track/associate tasks, , faxes, appointments from Outlook

10 What can Dynamics do?

11 What is XRM? Sue Demmer

One Platform : Many Applications XRM accelerates the development of many LOB applications BUILD Vendor Asset Employee Program Retail Relationships many LOB applications Supplier Property Recruit

12 One Platform : Many Applications XRM accelerates the development of many LOB applications BUILD Vendor Asset Employee Program Retail Relationships many LOB applications Supplier Property Recruit Project Loyalty Programs ON Contractor Fleet Resource Product Warranty Programs a single platform Partnership Contract Lifecycle Task / Activity Dealer WITH shared resources Consistent and Familiar User Experience Shared Application Services Shared Environments & Resources

Contractor Fleet Resource Product Warranty Programs a single platform Partnership Contract Lifecycle Task / Activity

13 One Platform : Many Applications XRM applications deployed worldwide in Public Sector Call Center / 311 Constituent Contact Grant Defense Task Personnel Contract Legal Case Investigation Permitting & Licensing Student Information Systems (SIS) Recruiting Health & Human Services Case

Task Personnel Contract Legal Case Investigation Permitting &

14 XRM Visualizations Dashboards and extensive visualization capabilities Citizen s Issues Dashboard Recruit Compatibility Facility At-A-Glance Recruiting Scorecard Employee At-A-Glance Asset Dashboard 14

15 Public Sector Scenarios Ron Cooper

16 Revolutionizing Public Sector Interactions Outreach and Contact Complaint & Incident Request and Task Microsoft Dynamics Field Inspections & Investigations Grants and Contributions Correspondence Tracking

and Task Microsoft Dynamics Field Inspections &

17 Public Sector Interaction Platform The limits to our solutions are our customers imagination Tribunal Permits and Licensing Government Asset Maintenance Compliance Verification? Visitor or Checkpoint Tracking?? Microsoft Dynamics??? Ombudsman Healthcare Service Reference Models (MRM, GSRM)

Maintenance Compliance Verification? Visitor or Checkpoint Tracking?

18 Microsoft Dynamics Used Extensively in Public Sector US Air Force, Europe US Air Force, District of Washington US Air Force, Request for Forces State of Kansas, Dept of Administration State of Alaska, Dept of Administration State of Virginia, Center for Innov Tech County of King, WA Environment Canada Child Focus, Belgium City of Fontana California Teachers Association South Africa Tourism NC Department of Justice Montgomery County MD, Public Housing Cardean University Ivy Tech College Eastern Maine Technical College Request and Task Outreach and Contact Grants and Contributions US Dept of Agriculture, NRCS Welsh Assembly Govt, Dept of Economy and Transport Washington Department of Economic Development Microsoft Dynamics Complaint & Incident Correspondence Tracking Los Angeles County City of Bellevue, WA City of Moreno Valley, CA County of Kitsap, WA County of Osceola, FL County of Seminole, FL Field Inspections & Investigations State of Florida Highways US Dept of Veteran s Affairs County of Harris, Texas State of Maryland, Dept of Education Defense Treat Reduction Agency US DOD Inspector General City Of Houston, Nuisance Abatement Office of The Privacy Commissioner of Canada US Dept of Veterans Affairs State of California, Dept of Insurance Sate of California, Dept of Corporations State of Oklahoma, Dept of Commerce City of New York, Economic Development Port of Tacoma, WA Republican Party of California County of St. Louis, MO Yale University US Farm Credit Administration

NC Department of Justice Montgomery County MD, Public Housing Cardean University Ivy Tech College Eastern Maine Technical College Request and Task Outreach and Contact Grants and Contributions US

19 Customer Example Hugo Bernier, NetDexterity

20 Customer Example: LHIN Shared Services 15 Organisations 150 Users

21 Business Drivers Improve the efficiency and effectiveness of the LHINs Create a common knowledge repository available for future reference Contacts Relationship management Workflow Documents and other content Standardize on a common information sharing platform Create a framework for managing relationships and knowledge across multiple stakeholders Source: LSSO RFS #

22 Vision For LHIN staff across the province who are concerned with managing stakeholders, working groups and communications, develop a solution that will improve data quality, reduce workloads, and ensure accessibility and transparency of information

23 Goals and Objectives Standardize technology Improve data quality Reduce the workload Improve accessibility and transparency of contact information Enable users to manage groups Source: LSSO RFS #

24 Organization: General

25 Organisation: Long Term Care

26 HSIP Forms

27 SharePoint and XRM are Complementary Combined strengths cover broad business needs SharePoint Unstructured & Semistructured Data Social Engagement & Collaboration Information Evolution & Storage Informal Rules Enterprise Search Across Teams & Domains XRM Structured Relational Data Interactions, Activities & Tasks Information Generation & Analytics Formalized Processes Data Query & Filter Within Teams & Domains

28 The Approach Dynamics Relationship Structured Data Internal Only Manage Interactions Forms Services Collaboration with External Stakeholders Structured Forms Manage Data MOSS Internal Collaboration Manage Information Windows Workflow Foundation

29 SharePoint & Dynamics Better Together Nelson & Sue

Scenario Initiate Record Research Resolve Analyze Email History Contacts Phone Attach

30 Scenario Initiate Record Research Resolve Analyze History Contacts Phone Attach Meeting Case Search Meeting Minutes Case F2F Services Ministries Knowledge Base Workflow Case

31 Analytics = Visibility

32 OPS.NET Software Factory Business Architecture Models are Applications (MAPP) ROW 1 ROW 2 ROW 3 REQUIREMENTS SOFTWARE FACTORY e Software Product Line A Custom Development (FAN) APPLICATION ASSESSMENT WIZARD Software Product Line B (i.e. SharePoint) Software Product Line B (i.e. Dynamics) ENGINEERING RESEARCH AND DEVELOPMENT TEAM OPS.NET Application Framework, Workflow, BizTalk, Synchronization Framework, Common.NET Components, Centre of Shareable Excellence Assemblies and Services 32

Summary Dynamics is: ideal for managing relationships between people or things Structure data like records Familiar to use, integrates with Microsoft

33 Summary Dynamics is: ideal for managing relationships between people or things Structure data like records Familiar to use, integrates with Microsoft Outlook Can be built on and customized Dynamics & SharePoint are complimentary Think of an application you have today. The.NET COE can help you with that

Microsoft Dynamics CRM and the xrm Platform

Microsoft Dynamics CRM and the xrm Platform Sam Khoury Director Public Sector Solutions Guy Cavallo Senior Government Strategist Microsoft State & Local Government Agenda Microsoft CRM Overview Microsoft