A T C S C C O N F E R E N C E

H O S T E D B Y M I C R O S O F T

Smart Development using the CRM Platform

Debbie DeHart, Sr. ConsultantDebbie.DeHart@TCSC.com

Debbie DeHart

Sr. Consultant

MCTS, CRM 4.0, 2011, 2013

MCITP Dynamics GP, CRM

MCTS, Dynamics AX, SharePoint, SQL

120+ End to end implementations of ERP and CRM, 35 CRM, 400+ projects

Author, Articles for CRMUG Magazine

Speaker on CRM, ERP, and SharePoint

What’s so hot about CRM

as a Development Platform?

Dynamics 365 (CRM) is built on the XRM Framework

X is for extensibility

A powerful platform for building Line of Business Applications

Dynamics 365 Ecosystem

New modules:• Flow• PowerApps• Field Service• Project

Service Automation

ERP (Operations) modules:• Finance• Retail &

Commerce• Manufacturing

& Supply Chain

• Database

• Security model

• Optimization features

• Application Server• Design custom forms• Business rules and logic• Authentication methodology

• Upgradeability suspect• Long term care and maintenance costs

BUILDING APPLICATIONS

Without XRM – execute the following tasks.

• Database

• Security model

• Optimization features

• Application Server• Design custom forms• Business rules and logic• Authentication methodology

• Upgradeability suspect• Long term care and maintenance costs controlled

BUILDING APPLICATIONS

With XRM – All Included

• An Entity = a single database table

When you create an entity in CRM -

it creates a corresponding form for viewing and entering the associated data.

BUILDING APPLICATIONS

With XRM –

Elements out of the box:ListsFormsAdvanced Find with CriteriaImport/ExportDashboardsChartsActivities

BUILDING APPLICATIONS

With XRM –

• Compatible with all browsers

• Native tablet, phone, IOS and Android

• Full mobile experience

• Outlook integration

BUILDING APPLICATIONS

With XRM –

• User interface ready for International use• Support for many languages and

currencies

BUILDING APPLICATIONS

With XRM –

• Microsoft Office 365 Integration• Exchange and Outlook

• Email, scheduling and tasks

• Skype for Business• Instant messaging and phone calls

• Excel• Edit your data

• OneNote• Manage documents

• SharePoint• OneDrive• Office 365 Groups

BUILDING APPLICATIONS

With XRM –

• Business Intelligence• Power BI (at 2:30 join Kevin Carter for

more)• Dashboards• SSRS Reporting built in• Contextual charts

BUILDING APPLICATIONS

With XRM –

• Development tools• HTML• JavaScript• CSS• .NET Framework

BUILDING APPLICATIONS

With XRM –

• UI tools for customization

BUILDING APPLICATIONS

With XRM –

•Prisoner tracking• Including Medical and Legal

forms and information

BUILDING APPLICATIONS

Client Applications created with XRM –

Prisoner Tracking Application

Prisoner Tracking Application

•Cybersecurity Incident Response• Created by Prosoft Systems

BUILDING APPLICATIONS

Client Applications created with XRM –

Cybersecurity Incident Response

Cybersecurity Incident Response

• Manpower Tracking for Armed Services• Sophisticated Government Contracting

processes• Asset Management• Car Dealer Management• Events and Roadshow Management

BUILDING APPLICATIONS

More Client Applications created with XRM –Sales Entities

• Child Support Enforcement• Case tracking for many government

agencies• Citizen Case Management• Events and Roadshow Management

BUILDING APPLICATIONS

More Client Applications created with XRM –Service Entities

BUILDING APPLICATIONS

New tools for XRM –• Flow (at 1:30 join Andrea O’Hara for more on Flow and PowerApps)

• Automate Workflows between your favorite apps and services• Also use with On premise data

• PowerApps• Connect to many common data sources• Build Apps without code• Publish for use on the web and mobile devices

• Portals (ADXStudio)• Profile Management, online self service for your customers• Portal access to CRM entities• Content Management• Customer Service, and Knowledgebase• Communities, including Facebook integration• Channel Management• E-Commerce• Microsoft Technology Integrations

Your app idea featured here next year!

• Put together App Ideas for your business.

• Define the application and objectives.

• Create an actionable Plan.

• Set a date to Execute!

YOUR CALL TO ACTION

LET’S GET STARTEDWe’re ready as soon as you are.

THANK YOU

A T C S C C O N F E R E N C E

H O S T E D B Y M I C R O S O F T

Debbie DeHart, Sr. ConsultantDebbie.DeHart@TCSC.com