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Chris JT Auld Dynamics CRM “5” + xRM
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Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

Aug 16, 2018

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Page 1: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

Chris JT Auld

Dynamics CRM “5” + xRM

Page 2: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

CHRIS J.T. AULD

Touching ON the technology

• Key Global CRM Expert

• Director @ Intergen

• Director @ MedRecruit

246 Days on the road in CY2009 478,000 km in CY2009 Lead development of CRM 4 training Lead development of CRM 5 content

GLOBAL CRM TRAINER Microsoft Regional Director Microsoft MVP Lead Intergen Engagement with MSFT Key global expert on Dynamic CRM

INTERGENITE A founder of MedRecruit in 2006 2nd fasted growing company in 2009 Adding staff at a raid pace Built on CRM 4.0

ENTREPRENUER

Page 3: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

CRM “5” + xRM

Good News

+

Bad News

Page 4: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

4

Candidate Follow up – Phone Call Hiring

Manager Recruiter

Page: Find

Matches

Portal

Candidates

Background checks

3rd Party

Services Devices

Create

Additional

Applications

Create

Additional

Applications

Find Matches

Create

applications

Application

UI

Hiring Orgs

Service Integration

Positions Resume

Candidate

Applications

Positions

Skills

Page 5: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

CRM “5” + xRM

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

Models encompass multiple domains Data, Presentation, workflow, security

Business Application Services

Multi-tenant controller Robust web services Enterprise-scale, role-based deployment

Portable across on-premises and hosted

deployments

Multi-tenant controller

Entities

SQL

Workflow Security

Portal Front End

Forms / Views

Page 6: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

MedRecruit An Example of xRM

Page 7: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?
Page 8: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?
Page 9: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?
Page 10: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?
Page 11: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?
Page 12: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?
Page 13: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

CRM “5” + xRM

2 column comparison list Pain Points

Lifecycle Management

Lightweight Analytics

Workflow Management

Lots of ‘Wrapper’ Code

Page 14: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

CRM “5” + xRM

Page 15: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

CRM “5” + xRM

The CRM 4.0.12 SDK

Much more than a point release

‘Advanced Developer Extensions’

LINQ Based Querying

Robust strongly typed entities via ICrmEntity and CrmSvcUtil

Native .NET Types – int? == hallelujah

DataContext + Batch Updates Get multiple entities

Do some stuff

Save all changes

Page 16: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

CRM “5” Publicly Announced Feature Grab Bag

Page 18: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

Filterable Views

Page 20: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

Flexible Form Layouts

Page 23: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

xRM + CRM in the Cloud

Page 24: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

As well as making The Phone Company demo look great we wanted to ensure it gave good architectural guidance. We use queues to buffer requests out of the cloud to the on-premise systems. Without this approach you run the risk of scaling up in the cloud and ‘Slashdotting’ your on premise applications.

CRM5 AT PDC09 : The power of CRM 5 software + Windows Azure services

EVIDENCE

GOAL OUTCOME How do you combine the massive elastic scalability of the cloud with the power and flexibility of the Dynamics CRM5 platform? How do you make something business functional but still look fantastic?

As proven experts in, Windows Azure, Dynamics CRM and Silverlight Intergen delivered a showcase that not only looked great but setout architectural good practice for Software + Services applications.

REALIZE SOFTWARE + SERVICES COMBINE CRM5 + AZURE

SharePoint 2010 Silverlight SQL Azure

THE ENGINE ROOM

Peter Jones Developer Lead

Page 25: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

EVIDENCE

THE PHONE COMPANY DEMO: CRM5 + Windows Azure + Silverlight + MVC

ASP.NET MVC Portal Silverlight Mapping Components

Hosted in Windows Azure

CRM 5 Silverlight Mapping included via new Web Resource functionality

Mayhem Load Test Tool Silverlight + Azure Workers

Native CRM 5 Dashboard

including Custom Silverlight http://channel9.msdn.com/posts/girishr/Phone-Company-CRM--Azure-Demo/

Page 26: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

Local Server

Windows Azure

Web Role Worker Role Web

Browser

SilverLight Controls WCF

Services

Azure Storage

.Net Service Bus

WCF Services

Extension Database

for Lat/Long

CRM Services CRM Storage

Workflow

Page 27: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

Scaling Up Our Applications

xRM enables apps to flexibly scale in multiple dimensions # of Users

Data (multi-TB)

Transactions (1000’s / sec)

‘CloudBursting’ with Windows Azure Multiple instances

Queuing

Page 28: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

Questions

Page 29: Dynamics CRM “5” - Intergen · Flexible Form Layouts . ... to ensure it gave good architectural guidance. We use queues to ... flexibility of the Dynamics CRM5 platform?

Thank you [email protected] @cauld

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