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Rapid Business Application Development with Dynamics CRM

BB32. Rapid Business Application Development with Dynamics CRM.  Andrew Bybee Principal Program Manager Microsoft Corporation.  Nirav Shah Senior Development Lead Microsoft Corporation. Objectives. Demonstrate rapid development of business applications with Dynamics CRM

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Rapid Business Application Development with Dynamics CRM

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  1. BB32 Rapid Business Application Development with Dynamics CRM  Andrew Bybee Principal Program Manager Microsoft Corporation  Nirav Shah Senior Development Lead Microsoft Corporation

  2. Objectives • 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

  3. Hiring Manager Candidate Recruiter Scoping the Project: Build vs. Buy Project Objectives • Online submission and tracking of applications • Improve effectiveness of candidate screening and scheduling • Streamline post-interview process to quickly close on candidates 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 Recruiting Process

  4. 4 Hiring Manager Recruiter Candidate Composing a Custom Solution Service Integration Recruiting Solution Resume Find Matches Create applications Create Additional Applications Create Additional Applications Candidates Positions Background checks … Candidate Applications Application UI Page:Find Matches Positions ISV Service 3rd Party Services Devices Follow up – Phone Call

  5. 5 Hiring Manager Recruiter Candidate Composing a Custom Solution Service Integration Recruiting Solution SQL .NET Resume Find Matches Create applications Create Additional Applications Create Additional Applications Candidates Positions Background checks … Candidate Applications Application UI ASP / XAML Page:Find Matches Positions ISV Service 3rd Party Services Devices Follow up – Phone Call

  6. 6 Hiring Manager Recruiter Composing a Custom Solution Recruiting Solution • Workflow • Security • Reporting • Outlook / Office • Communications • Configuration • Deployment • Scalability • Manageability • Extensibility • Upgrade SQL .NET Resume Find Matches Create applications Create Additional Applications Create Additional Applications Candidate Applications ASP / XAML Application UI Page:Find Matches Positions

  7. demo Building an App in under 10 minutes  Andrew Bybee Principal Program Manager Dynamics CRM

  8. Objectives • 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

  9. Integrated Applications Extensible UI (XML Config File) Reporting (Excel & SRS) Form Events (JavaScript) Pre-Event (.NET Assemblies) Custom Actions (.NET Assemblies) Post-Event (.NET Assemblies) Dynamics CRM Architecture Web Services Synchronous Business Logic Object Model Security Workflow Data Access Components Filtered SQL Views Data Access Platform Data Metadata

  10. 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

  11. CRM Sandbox Architecture Sandbox server Sandbox server Sandbox server CRM SDK SandboxHost Service Execute Pipeline Processing Assembly cache 1:N Worker Process Worker Process App domain

  12. demo Building Logic for the Cloud  Nirav Shah Senior Development Lead Dynamics CRM

  13. CRM 5 Transactions • Initiated by CRM server • Commit and rollback • CRM data only • No distributed transactions • New capabilities • Child Pipeline CreateCrmService(…) • IIsolatablePluginExcecutionContext.IsInTransaction • Caveats • Nested pipelines • Custom web service proxies

  14. Sandbox: Security • Code Access Security • Execution Permissions • Windows Security • Low privilege account • Limited database access • Isolation • Separate server role • Separate processes per tenant

  15. Sandbox: Maintainability • Build once, run anywhere • Isolate from future investments • Service provider model public interface IIsolatablePlugin { void Execute(IServiceProvider service); }

  16. Sandbox: Diagnostics • Tracing • Calling user requires privilege • Returned on plug-in exceptions public interface ITracingService { void Trace(string format, params object[] args); }

  17. 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

  18. Objectives • 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

  19. partner Building Custom Solutions with CRM and Cloud Services  Shan McArthur VP, Technology ADXStudio Inc

  20. 20 Travel Consultant Event Manager Attendee Composing a Conferencing Solution Service Integration ezConference Solution Events Site Content Flight Search Car / Hotel Reservations … Attendees Registrations Reservations Application UX ezGDS 3rd Party Services Devices Follow - up

  21. demo ezConference  Shan McArthur VP-Technology ADXSTUDIO, Inc.

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

  23. Next Steps • Get familiar with CRM 4.0 • Dynamics CRM v.Next engagement

  24. Useful Resources • MSDN Microsoft Dynamics CRM Developer Centerhttp://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

  25. Evals & Recordings Please fill out your evaluation for this session at: This session will be available as a recording at: www.microsoftpdc.com

  26. Q&A Please use the microphones provided

  27. © 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.

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