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Microsoft Dynamics CRM 4.0. Multi Tenancy, Multilingual & Multi Currency . January 23 rd , 2008 Ben Vollmer http://blogs.msdn.com/MidAtlanticCRM. Agenda. Multi-Tenancy Multilingual Multi-Currency Q&A. CRM 4.0 | Tremendous Breadth of Investment. User Experience.

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microsoft dynamics crm 4 0

Microsoft Dynamics CRM 4.0

Multi Tenancy, Multilingual & Multi Currency

January 23rd, 2008

Ben Vollmer

http://blogs.msdn.com/MidAtlanticCRM

agenda
Agenda
  • Multi-Tenancy
  • Multilingual
  • Multi-Currency
  • Q&A
crm 4 0 tremendous breadth of investment
CRM 4.0 | Tremendous Breadth of Investment

User Experience

  • Customizable SmartNavnavigation
  • NewReporting Wizard for fast analysis
  • Presence integration for instant visibility
  • Offline reporting capabilities

Marketing

Sales

Service & Support

  • Integrated data migration capabilities
  • Real-time and batch data de-duplication
  • Improved email merge and management
  • Complex many-to-many relationship support
  • Enhanced sales process management
  • Continuous background data synchronization
  • World-class contact center platform
  • Auto-resolution of problems w/SmartFind
  • Improved email handling for CSS

Platform Capabilities

  • Multi-tenancy with advanced data privacy
  • Windows Workflow for process orchestration
  • User-selectable multi-language support
  • Pervasivemulti-currency support

Performance & Management

  • Network/database performance optimization
  • Advanced clustering and mirroring support
  • Tighter System Center integration
  • Internet-facing deployments (no VPN)
dynamics crm 4 0 servers
Dynamics CRM 4.0 Servers

On-Premise

Multi-tenant architecture allows multiple instances of Microsoft Dynamics CRM 4.0 to be hosted on the same server

multi tenancy multiple approaches
Multi Tenancy – Multiple Approaches
  • The distinction between shared data and isolated data isn't binary.
microsoft dynamics crm s approach
Microsoft Dynamics CRM’s Approach
  • Each Organization gets own database.
    • Each Database is separate for each organization.
  • Each Organization gets own Address.
    • http://crmserver/org1
    • http://crmserver/org2
some suggest reading
Some Suggest Reading

Multi-Tenant Data Architecture

  • http://msdn2.microsoft.com/en-us/library/aa479086.aspx

Architecture Strategies for Catching the Long Tail

  • http://msdn2.microsoft.com/en-us/library/aa479069.aspx
upgrade migration path dynamics crm 3 0 customers on sa
Upgrade & Migration PathDynamics CRM 3.0 Customers on SA

On-Premise

Microsoft Dynamics CRM 3.0

Professional Edition

Microsoft Dynamics CRM 4.0

1 Named User CAL

1 Named User CAL

or

1 Device CAL

1 Server

1 Professional Server

or

2 Enterprise Servers *

1 External Connector

1 External Connector

* SA at renewal will be calculatedbased on CRM 4.0 list prices.

Microsoft Dynamics CRM

Professional Edition

Microsoft Dynamics CRM 3.0

Small Business Edition

slide10

Demo

Multi Tenancy

intro to multi currency
Intro to Multi Currency
  • Microsoft Dynamics CRM 4.0 supports multiple currencies with automatic exchange calculation for reporting purposes
  • Currency is defined on organization creation as a Base Currency.
  • Currency can also be defined by:
    • Organization
    • User
    • Account
intro to multi currency1
Intro to Multi Currency
  • All financial transactions to capture the value of the transaction in both the base currency and transaction currency.
  • System administrators to define transaction currencies and define an exchange rate to associate the base currency with the transaction
  • currency.
currency order
Currency Order
  • The account's default currency is displayed if one has been defined.
  • If a default currency is not defined for the account, the user's default currency is displayed if one has been defined.
  • If a default currency is not defined for the user, the base currency is displayed.
currency setup
Currency Setup
  • Every organization must define its base currency, regardless of whether the organization uses a single currency or multiple currencies.
  • NOTE: The base currency selected during the Setup process cannot be changed by the organization.
    • However, you can change the base currency name and symbol.
    • Transaction currencies are related to the base currency with the definition of a currency exchange rate.
what about updates
What about updates?
  • Because exchange rates change frequently the following criteria to determine when to apply the latest exchange rate to the money fields on an entity:
    • When the entity is created
    • When any money field on the entity is updated
    • When the state of the entity changes
  • When the exchange rate is updated for a transaction currency, the existing entities assigned that currency are not updated.
slide17

Demo

Multi Currency

what is a mui
What is a MUI?
  • Multilingual User Interface (MUI) are packages that allow for the installation of multiple interface languages on a single deployment.
  • On a deployment with MUI, each user would be able to select his or her own preferred display language.
example
Example
  • Contoso Worldwide
    • One office in US
    • One office in Mexico
  • For each language, there are separate MUI packs for both the Server and Outlook Client.
  • Administrator installs Server MUI on Server.
  • Microsoft Dynamics CRM for Outlook users can download the MUI language pack they need from Microsoft Downloads and install the pack on their computers.

Spanish

English

Spanish

English

deployment international
Deployment | International
  • Titan supports multi-lingual CRM deployment
  • Multi-lingual configuration rules
    • CRM
      • Base language of CRM server and CRM client has to match
    • Server
      • Server Stack has to be all in the same language
      • Server Stack has to either match the CRM Server base language, or be English
    • Client
      • Client Stack does not have to match the CRM Client base language
      • Client Stack can be in different languages in a single deployment
deployment multi lingual server stack
Deployment | Multi-Lingual Server Stack

Example 1

Example 2

German

German

German

English

German

English

German

English

German

English

deployment multi lingual client stack
Deployment | Multi-Lingual Client Stack

Example 1

Example 2

German

German

Spanish

French

French

Spanish

German

Spanish

French

Spanish

but what about
But What about?
  • Custom Entities
    • MUI has no way of knowing what the translation of Sales Team to your other languages are.
  • Renamed Entities
    • MUI has no way of knowing that Company is Comercio in Spanish.
  • You have the ability to export ALL of the label and change them.
  • Anytime you do an export of your XML, MUI labels changed also get exported.
web references
Web References
  • Microsoft MUI / LIP Knowledge Center
    • http://www.microsoft.com/globaldev/reference/muizone.mspx
  • Doctor International
    • http://www.microsoft.com/globaldev/drintl/FAQs/muifaq.mspx
  • CRM Language Packs
    • http://www.microsoft.com/downloads/details.aspx?FamilyId=50761E58-6040-4CF3-853A-F5AB535F7194&displaylang=en
slide26

Demo

Multi Currency

questions

Questions?

Ben Vollmer

http://blogs.msdn.com/MidAtlanticCRM

Ben.Vollmer@microsoft.com