This document provides an overview of Microsoft Dynamics xRM (extended Relationship Management) and how it can be used to build custom applications on the Microsoft Dynamics CRM platform. It describes how xRM leverages the CRM platform and features like security, workflow, reporting and the user interface to accelerate application development. The document also discusses common ways xRM can integrate with Microsoft SharePoint, including using business connectivity services, the client object model, search and web parts to share data and functionality between the two platforms.

1. .
A tour of new features and integration
By: Ali Sharifi
sharifi.ali@hotmail.com
Xrm@mapnaboiler.com

2. .

3. Microsoft
SharePoint 2010
•What is sharePoint?
•History of sharePoint
versions.
•New features in
SharePoint 2010.
.

4. PowerPoint 2007

This presentation demonstrates the new capabilities of PowerPoint through
examples. You can view it in Slide Show or by browsing through the slides in
Normal View. These slides are designed to give you great ideas for the
presentations you’ll create in PowerPoint 2007!
Text, Graphics & Pictures
SmartArt
Themes & Quick Styles
New Layouts
.

5. PowerPoint 2007

This presentation demonstrates the new capabilities of PowerPoint through
examples. You can view it in Slide Show or by browsing through the slides in
Normal View. These slides are designed to give you great ideas for the
presentations you’ll create in PowerPoint 2007!
Text, Graphics & Pictures
SmartArt
Themes & Quick Styles
New Layouts
.

6. The SharePoint Wheel
PowerPoint 2007

This presentation demonstrates the new capabilities of PowerPoint through
examples. You can view it in Slide Show or by browsing through the slides in
Normal View. These slides are designed to give you great ideas for the
presentations you’ll create in PowerPoint 2007!
Text, Graphics & Pictures
SmartArt
Themes & Quick Styles
New Layouts
.

7. The SharePoint Wheel
Microsoft's SharePoint marketing refers to the “SharePoint Wheel" to help describe the package of functionality
built into the SharePoint platform. The wheel refers to six abstract functional capabilities:
07!
•The SharePoint platform fundamentally enables users to provision 'sites' (public or private) without a requirement for
specialized knowledge. SharePoint is designed to become the central location for management of sites in an organization.
Sites
Communities:
Content:
Search:
Insights:
Composites:
•SharePoint aims to support the formation of communities within an organization - these communities may form around
teams, projects, clients, geographic locations, etc. SharePoint also provides social features and social integration.
•SharePoint provides a central location to put content such as files, documents, or general information. This can be accessed and
modified within a web browser or using a client application (typically Microsoft Office) via desktop or smartphone. SharePoint
2010 also provides a concurrent edit ability with Office 2010.
•SharePoint provides a range of search abilities, including in documents, in external content (such as network shares or public
websites), and in user profiles.
•SharePoint provides data integration, data crawling, and report design to enable business decision making. SharePoint can
integrate with SQL Server Reporting Services to surface business intelligence.
• SharePoint provides an application platform based on ASP.NET 3.5 allowing no-code solutions to complex business problems
using SharePoint Designer. SharePoint also allows custom code solutions to be deployed using Visual Studio.
.

8. Features

This presentation demonstrates the new capabilities of PowerPoint through
examples. You can view it in Slide Show or by browsing through the slides in
Normal View. These slides are designed to give you great ideas for the
presentations you’ll create in PowerPoint 2007!
Text, Graphics & Pictures
SmartArt
Themes & Quick Styles
New Layouts
.

9. eXtended Relationship Management

10. Power your business productivity
Microsoft Dynamics is the business solutions arm of Microsoft
.

11. xRM
oneplatform, manyapplications
xRM is Anything(x) Relationship Management. It is the concept of leveraging a flexible and powerful platform, and the applications sitting on
that platform, to meet any and all business requirements.
.

12. xRM is a platform that use Microsoft Dynamics CRM and extend it for building Custom applications.
Just like the .net framework libraries
Which ease the work of programmers with
Its predefined methods, Dynamics xRM
Would change the hardship of designing LOB
Applications.
There are a couple of different definitions for XRM. One is that the “x” stands for extended , as in extended relationship
management. The other definition is that the “x” is a variable, and means “anything” relationship management, such as
partner relationship management, constituent relationship management, employee relationship management, etc. Both of these
definitions are referring to building any application on top of the Microsoft Dynamics CRM platform. Building an XRM
application can take the form of customizing the existing customer relationship management applications that are included in
Microsoft Dynamics CRM, or by designing completely new line-of-business applications that are not based on the
sales, service, or marketing capabilities included in Microsoft Dynamics CRM. The common thread to all the definitions of XRM
and methods of extending it is that your application will use the Microsoft Dynamics CRM as a platform, leveraging the capabilities
of the platform to deliver business value to your users.
.

13. The top ten reasons organizations choose Microsoft Dynamics CRM
Value
Productivity
Familiarity
Innovation
The Cloud
Partner
Network
Global
Availability
Microsoft
Office
Business
Insights
Extended
CRM
Industries
.

14. Microsoft CRM Core Modules
.

15. Marketing
Data
Segmentation
Planning
Execution
Response
Leads
Timesavers
Workflows
Mobility
Analytics
Streamline campaign planning
Manage your data management
Streamline lead for decision making
Improve your for execution
Pinpoint campaigneffectively
Extend value with Microsoft Dynamics CRM
Gain key insights tracking
Mobile Expressmarketing efforts
AutomateresponseMicrosoft Office
Simplify workflows
• Plan and track activities, tasks, budgets and details for each marketing
Measure and importwithpersonal,tracking performance instantly. improved
• •Use Microsoft marketingsalesresponsescommunicationsindicators system.
Effortlessly distribute campaignsteam,for organizational workflows.
Boostnatural-language track byweb-enabledinto one Outlook for prospects.
Better coordinate data from
Centrally capture with success instantly marketing centralized
Use productivity and queries other sources device customers or (KPIs).
activity.your Dynamics CRM within Microsoft Office campaigns.
•Access customer data from anytowith keyleads in Microsoft
Initiate
and or segment anywhere, anytime.
productivity. assignpush and theleads basedthem with campaigns.
• •Trackup productcapture through approvals discountstheInternetfly.
Use predefinedcatalogues, categorizeand detailsfrom optimal offers.
Dynamically and tasks score rules or responses resource usinglanding
Automatically data-mapping most create and inline data
Create highly targeted lists price listsappropriate in for on the platform.
•Gain business insight with flexiblecustomer while ononesroad. visualization.
Set budgets assign or to and associate on predefinedcentral
Track and manage all event and dashboards new one workflows.
• •Instantly findrules.the objectivesthe fly.leads with conditional formatting.
pages. personal campaigns on with comprehensive goal-tracking
• •configurable theMail Mergepromising with e-mail notification.
Follow keylightimport offers to highly targeted lists. send mass
Create or update or public views for reuse. instantly panes, personal
Confirm data upand status capabilities
Instantly marketing most with need
Set upmessages information you automatic preview
Tailorrecord pinning and Most Recently to
Use embedded
Used lists.
• •views, timeapprovalsto streamline eliminateroad.
Score responses assign leads while lead vendors.
Update, qualify money with colleagues andduplications and
Intelligently cleanse using predefined workflows.
•capabilities. dialogslistspredefinedthecampaign templates. decrease your
Use guided
Easily
communications. your
•Accelerate and orusingwith reusableon thequalification process.
Save share target email data to rules. Office Outlook synchronization
• •Eliminate engagement(CPE). most built-in reports.
cost key redundant metrics are working on resources for follow-up.
• •Automatecampaign withstaffwhile for the road withandcurrent leads with
Instantly assign responsestracking through tasks andoffline
Track per marketingindicators streamline processesrichleads.
•Trackpredefined workflows assign marketingthe or direct-mail reporting.
Ensure your marketing predefined triggers.
Export lists into multiple formats on bulk email most approvals.
Manually or automatically to with qualified
Use key followup
to
• •Better collaborate responsescampaignwith powerfulpresence feature.
Identify trendsdatawith co-workers with embedded
• •Set alerts and reminders forresources milestones. predictive analytics.
bidirectional and allocate to leads.
Instantly convert synchpage for campaigns Campaign Wizard.
communications. campaigns with the Quick without any coding.
with Excel.
on-the-fly
Create Internet landing with built-in mail-merge capabilities.
• Streamline data cubes for trending analysis.
mailings
• •Use robust masstrigger responses based on customer interest.
Createcreateto
Easily rules marketing plans with embeddedwith a few mouse clicks.
• Add Office Outlook contacts to marketing lists document management
capabilities.
.

16. Sales
Planning
Leads
Opportunities
Accounts
Timesavers
Pipeline
Workflows
Mobility
Mobility
Analytics
.

17. Customer Services
Accounts
Analytics
Cases
Contracts
Knowledge
Mobility
Scheduling
Workflows
.

18. What Microsoft is saying:
 xRM is a flexible development platform. Accelerate the creation of Line of Business (LOB) applications using
Microsoft Dynamics CRM as a flexible development platform.
 Rapid development platform (RDP). By leveraging the Microsoft Dynamics CRM framework
(database, UI, workflow, reporting engine), a savvy user or business analyst can now accomplish what before would require
a developer. In other words, RDP means less need for custom development or a developer.

19. Why XRM?
There are a number of advantages to building an application on top of Microsoft Dynamics CRM instead of SQL Server:
Microsoft Dynamics CRM platform comes with a
number of in-the-box entities and applications:
Helpdesk
Case
Management
Service
Scheduling
Activity
Tracking
E-Commerce
Marketing
Campaigns
Sales-ForceAutomation
Auditing
Business
Insights
….
Microsoft Dynamics CRM includes the following
features for any XRM application:
Security
Workflow
Reporting
User
Interface
Office
Integration
Data
modeling
Web Services
Auditing
Dashboards
….

20. XRM Architecture:
.

21. Dynamic Application Services
xRM provides dynamic application services to deliver
a fully featured LOB application development platform
that rapidly adjusts to meet your ever-changing
business application needs.
xRM provides the capability to build multiple complex
LOB applications on a common platform with a familiar
and consistent user interface.
.

22. Dynamic application services
xRM provides core functionality across multiple applications using dynamic applications services that are:
• Reusable across any number of applications.
• Prebuilt so you don’t have to reinvent the wheel.
• Flexible to support unique and hanging business needs.
• Scalable for enterprise deployments.
Integration between XRM and Microsoft technologies

24. Why integrate with SharePoint?
• SharePoint Widely used as CMS in an organization but some expert think of SharePoint as a BPM system.
With the help of Windows Workflow Foundation and its related SharePoint workflow products like
Nintex, K2, AgilePoint, Global 360, Metastorm creating Workflow for SharePoint has been improved.
SharePoint is a suitable tool for creating simple business workflows but its not efficient for LOB and BPM
applications.
Why the integration between these two products makes so much sense:
•
•
•
•
•
•
•
•
Microsoft brand and a large community and support network
Seamless Microsoft Office integration
Standards-based platforms (XML, XHTML, REST, SOAP, WCAG)
Shared skill sets for both platforms (.NET, WCF, REST, SOAP, JavaScript, Workflows)
Both platforms have native support for cloud technologies (Azure, OData)
Both platforms utilize the same backend data repository (Microsoft SQL Server)
Dynamics CRM and SharePoint are very complimentary (think structured data versus unstructured data)
60 percent of current partner implementations of XRM involve SharePoint as well.
.

25. Sharepoint and xRM are Complementary
Combined solutions cover broad business needs
SharePoint
xRM
.

26. Common Places to Integrate Dynamics CRM with SharePoint 2010
CRM Integration
Example
Business Connectivity Services
Create external list to CRM entity with read/write capability
SharePoint Client Object Model
Interact with CRM data from an external list
Microsoft Office Client
Consume data directly from CRM or a BCS external list
Performance Point Services
Run dynamic, analytical, and ad hoc reports on CRM data
Search
Use BCS or Federated Search to include CRM data
Social Activity Feed
Consume and subscribe to events from CRM
Web Parts
Show CRM data within any SharePoint page
REST / Web Services
Automatically create customer sites/libraries in SharePoint
.

27. By: Ali Sharifi
sharifi.ali@hotmail.com
xrm@mapnaboiler.com
.