Rapid Business Application Development with Dynamics CRM

Andrew BybeePrincipal Program ManagerMicrosoft Corporation

Nirav ShahSenior Development LeadMicrosoft Corporation

BB32

Demonstrate rapid development of business applications with Dynamics CRM

Introduce new capabilities for extending business logic in Dynamics CRM “v.Next”

Think “XRM” instead of CRM

Objectives

Expectations• Quickly build prototype solution to help approve the project• Meet customer requirements with foundation for future releases• Build credibility and trust with predictable delivery

Project Objectives• Online submission and tracking of applications• Improve effectiveness of candidate screening and scheduling• Streamline post-interview process to quickly close on candidates

Candidate

Applies

Screen / match

candidate

Schedule /

complete interviews

Finalize hiring

decision

Close out

candidate

Candidate Hiring Manager

Recruiter

Recruiting Process

Scoping the Project: Build vs. Buy

Composing a Custom Solution4

Candidate

Recruiting Solution

Resume

Candidate

Applications

Positions

Follow up – Phone Call

Hiring Manager

Recruiter

Page: Find Matches ISV Service

Service Integration

CandidatesPositions

Background checks

…3rd Party Services

Devices

Create Additional

Applications

Create Additional

Applications

Find MatchesCreate

applications

Application UI

Composing a Custom Solution5

Candidate

Recruiting Solution

Resume

Candidate

Applications

Positions

Follow up – Phone Call

Hiring Manager

Recruiter

Page: Find Matches ISV Service

Service Integration

CandidatesPositions

Background checks

…3rd Party Services

Devices

Create Additional

Applications

Create Additional

Applications

Find MatchesCreate

applications

Application UI

SQL.NET

ASP / XAML

Composing a Custom Solution6

Recruiting Solution

Resume

Candidate

Applications

Positions

Hiring Manager

Recruiter

Page: Find Matches

Create Additional

Applications

Create Additional

Applications

Find MatchesCreate

applications

Application UI

SQL.NET

ASP / XAML

Workflow Security Reporting Outlook / Office Communications Configuration Deployment Scalability Manageability Extensibility Upgrade

Building an App in under 10 minutes

Andrew BybeePrincipal Program ManagerDynamics CRM

demo

Demonstrate rapid development of business applications with Dynamics CRM

Introduce new capabilities for extending business logic in Dynamics CRM “v.Next”

Think “XRM” instead of CRM

Objectives

Dynamics CRM Architecture

Data Access Platform

Metadata

Data

Object Model

Data Access Components

Synchronous Business Logic

Secu

rity

Workfl

ow

Pre-Event(.NET Assemblies)

Post-Event(.NET Assemblies)

Web Services

Custom Actions(.NET Assemblies)

Extensible UI(XML Config File)

Form Events(JavaScript)

IntegratedApplications

Reporting(Excel & SRS)

FilteredSQL

Views

Extending Business Logic in CRM v.Next

Partial-trust code in hosted environments (aka “The Sandbox”)

Transaction support Integration with Internet Service Bus Single-sign-on, impersonation, and

delegation via Zermatt STS

Sandbox server

Sandbox server

CRM Sandbox Architecture

CRM SDKSandbox server

Worker Process

Worker ProcessApp domain

1:NAssembly

cache

Pipeline Processing

Sandbox HostService

Execute

Building Logic for the Cloud

Nirav ShahSenior Development LeadDynamics CRM

demo

CRM 5 Transactions

Initiated by CRM server Commit and rollback

CRM data only No distributed transactions

New capabilities Child Pipeline CreateCrmService(…) IIsolatablePluginExcecutionContext.IsInTransact

ion Caveats

Nested pipelines Custom web service proxies

Sandbox: Security

Code Access Security Execution Permissions

Windows Security Low privilege account Limited database access

Isolation Separate server role Separate processes per tenant

Sandbox: Maintainability

Build once, run anywhere Isolate from future investments

Service provider model

public interface IIsolatablePlugin{

void Execute(IServiceProvider service);}

Sandbox: Diagnostics

Tracing Calling user requires privilege Returned on plug-in exceptions

public interface ITracingService{

void Trace(string format, params object[] args);}

Sandbox: Reliability

Plug-in Monitoring Build Plug-in profile

Unexpected results & exceptions Excessive resource consumption Security constraint violations

Profile visibility CRM Support Advisory notifications

Disable Plug-in assemblies Runtime exceptions

Demonstrate rapid development of business applications with Dynamics CRM

Introduce new capabilities for extending business logic in Dynamics CRM “v.Next”

Think “XRM” instead of CRM

Objectives

Building Custom Solutions with CRM and Cloud Services Shan McArthur

VP, TechnologyADXStudio Inc

partner

Composing a Conferencing Solution20

Attendee

ezConference Solution

Events

Attendees

Registrations

Reservations

Follow - up

Travel Consultant

Event Manager

Application UX

ezGDS

Service Integration

Flight SearchCar / Hotel

Reservations

…3rd Party Services

Devices

Site Content

ezConference

Shan McArthurVP-TechnologyADXSTUDIO, Inc.

demo

Build vs. Buy vs. ‘Compose’ Azure Services Platform for Business Solutions Think “XRM” instead of CRM

Summary

Next Steps

Get familiar with CRM 4.0Dynamics CRM v.Next engagement

Useful Resources

MSDN Microsoft Dynamics CRM Developer Center http://msdn.microsoft.com/en-us/dynamics/crm/default.aspx

Microsoft Dynamics CRM Team Blog http://blogs.msdn.com/crm

Microsoft Dynamics CRM 4.0 SDK http://www.microsoft.com/downloads/details.aspx?FamilyID=82E632A7-FAF9-41E0-8EC1-A2662AAE9DFB&displaylang=en

Microsoft Dynamics CRM 4.0 Virtual PC Image http://www.microsoft.com/downloads/details.aspx?FamilyID=DD939ED9-87A5-4C13-B212-A922CC02B469&displaylang=en

Microsoft CRM Trial Edition Downloads http://www.microsoft.com/downloads/details.aspx?FamilyId=A9C110FD-AAC8-4D2A-B401-7801B1866E82&displaylang=en

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© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market

conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.