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PR31. Managing the Solution Lifecycle for xRM Applications. Andrew Bybee Principal Program Manager Lead Microsoft Corporation. Objectives. Introduce xRM Application Framework enhancements for Dynamics CRM “5”

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Managing the solution lifecycle for xrm applications

PR31

Managing the Solution Lifecycle for xRM Applications

Andrew Bybee

Principal Program Manager Lead

Microsoft Corporation


Objectives
Objectives

  • Introduce xRM Application Framework enhancements for Dynamics CRM “5”

  • Demonstrate lifecycle for model-driven business applications using xRM “Solutions”


Xrm application framework
xRM Application Framework

Client

  • Declarative development of relational business applications using flexible models and dynamic services.

  • Models encompass multiple Domain Specific Languages (DSLs)

  • Business Application Services

Forms / Views

Workflow

Security

Application

models

in metadata

Entities

Multi-tenant controller

SQL


Xrm solutions
xRM “Solutions”

  • Model and runtime services for xRM application management lifecycle

  • Collection of components managed as coherent unit

    • Models

    • Business logic

    • Templates

    • Code extensions

    • Configuration

  • Supports packaging and portability across deployments

Code Extensions

Logic

Templates

Models

Configuration



Test

Dev

Add/Edit Components

Import/Export

Add/Edit Components

ISV/Partner

Export managed package

Create a Solution

Update Solution

Solution Development

Lifecycle

Distribute

Feedback/Requirements

Purchase

Upgrade

Import/Export

Install

Customize

Customer

Staging

Production


Solution layers
Solution Layers

Active

(calculated)

“Default” Solution

Customizations

IT

HR

Dept

Sales

Shared

(single layer)

ProjMgmt (managed)

Managed

(multiple layers, one per solution)

PartnerUtils (managed)

System solution

Order of installation is still important

Note:


Managed solution update
Managed Solution Update

  • Updates are always applied to the corresponding Solution ‘Layer’.

    • Maintains customizations performed by customers.

    • Version info controlled by publisher at Solution level

    • Uninstall removes the entire layer

  • Components that support merging (e.g. Ribbon) are automatically recalculated upon updating a solution

  • Support one version per layer

Customizations

Update

ProjMgmt2.0

ProjMgmt1.0

PartnerUtils 1.0


Dependency tracking
Dependency Tracking

  • Provides integrity of solutions across deployments and version updates

  • Dependencies are calculated and tracked automatically in the system – no ability to directly manage dependencies

  • Calculators provided per component type, evaluated per component event

  • Individual components

    • Delete

    • Add Existing (to a solution)

    • Edit

  • Solution

    • Import

    • Export

    • Delete (uninstall)

Entity Calculator

Dependency Tracking Infrastructure

Form Calculator


Salesview

SalesView

partner

Mark Corley

VP, Business Development

InsideViewTM


Salesview trial v1
SalesView Trial (v1)

  • Customer installs SalesView

  • Customer adds customizations over shared components

Customizations

ContosoIT

Account (rename)

Button

SalesView v1

Account (diff)

System solution

Ribbon

Account


Sales view team v2
SalesView Team (v2)

  • Customer upgrades to solution with additional functionality

  • Customer changes are preserved

Customizations

ContosoIT

Account (rename)

Button

InsideView v2

InsideView v1

Lead

(diff)

Account (diff)

Button

System solution

Ribbon

Lead

Account


Managing the solution lifecycle for salesview

Managing the Solution Lifecycle for SalesView

demo

Dependency tracking

Shared components

Versioning

Update


Summary
Summary

  • xRM Application Framework supports complete lifecycle for business applications

  • Use managed solutions to address complex dependency and upgrade scenarios with xRM applications



Xrm @ pdc 2009
xRM @ PDC 2009

  • Visit us at the booth in the pavilion

  • Try hands on labs

    • Extending CRM5 and Solutions Packaging

    • Building CRM5 Data Visualizations and Dashboards

  • Attend sessions


YOUR FEEDBACK IS IMPORTANT TO US!

Please fill out session evaluation forms online at

MicrosoftPDC.com


Learn more on channel 9
Learn More On Channel 9

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  • Explore videos, hands-on labs, sample code and demos through the new Channel 9 training courses

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