Dynamics CRM. Техническа перспектива и възможности за интеграция. Николай ЕФТИМОВ Архитект "Бизнес приложения" на Парафлоу

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1 Dynamics CRM Техническа перспектива и възможности за интеграция Николай ЕФТИМОВ Архитект "Бизнес приложения" на Парафлоу

2 Agenda Overview What s new Architecture Deployment options Accessibility and Integration MS technology Security Licensing options Customization and development Backup/Disaster recovery

3 Customer Relationship Management

4 Dynamics CRM Approach

5 What s new Entirely new UI & experience Mobile Device and Touch-Optimized Screens Native Mobile Apps Business Rules Synchronous Workflows Business Process Flow Actions Image/Photo support Quick Create Forms Integrated Bing Maps Skype & Lync integration

6 CRM 2011

7 CRM 2013

8 DEMO User interface and experience

9 Business Process Flow

10 Business Process Flow

11 What s new for developers Removal of the 2007 Endpoint and Legacy Features ISV folder support for custom web applications Microsoft Dynamics CRM 4.0 plug-ins Microsoft Dynamics CRM 4.0 client-side scripting Microsoft 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 Controls Microsoft Lync Presence Not Supported in Forms and Feeds Removal of Workplace and Personalization Options for New Customers Duplicate Detection during Record Create and Update Operations Not Supported

12 Actions Input and Output parameters Could be implemented as standard messages Could be manually triggered via Java Script Declarative business logic

13 DEMO Say Goodbye to JS Business rules Synchronous Workflows

14 Architecture

15 Platform

16 Architecture Drill Down

17 Architecture Multitenancy Roles

18 Deployment options On premise Cloud SPLA

19 Convenience of Cloud

20 Convenience of Cloud

21 CRM Online Limitations There is a limitation to maximum number of custom entities You have to pay for every GB of database usage Dynamics CRM online doesn't support custom workflow activity assemblies Fully trusted plugins are not supported. Custom ASPX pages are not supported for customizing Dynamics CRM online Custom 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

22 CRM Anywhere

23 Integration with MS Products Active Directory Exchange SharePoint Skype & Lync Bing Maps Yammer

24 Security 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

25 DEMO Roles Auditing

26 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.

27 Additive CALs

28 Licensing options - Server

29 Migration path

30 Licensing options - on line

31 Customization and development

32 Customization and development

33 Solutions and marketplace

34 Call Center Integration

35 Analytical CRM

36 Backup and

37 Q&A

38 Nikolay Eftimov Solutions Architect