K2 Webinar - K2 for Dynamics CRM - Andrew Murphy (Head of Technical Pre-Sales) - andrew@k2.com

1. PRESENTED BY:
K2.COM
BUILDING BUSINESS
APPS WITH MICROSOFT
DYNAMICS CRM AND K2
ANDREW MURPHY
ANDREW@K2.COM

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POLL

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K2 PLATFORM

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K2 PLATFORM FOR BUSINESS APPLICATIONS

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Designers
Task
Management
Integration
Versioning
Cloud
Data Abstraction
Composite
Objects
Process Insight
Business Insight
Validation &
Rules
Controls
Views
Escalations
Audit Reports

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GRAPHICAL WORKFLOW DESIGN

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INTEGRATING SYSTEMS
SHAREPOINT SQL MS CRM AD SAP
K2 PROCESS
INFO
WEB SERVICE
FORMS MOBILITY REPORTS PORTALS
Business Apps
WORKFLOW
K2 SMARTOBJECTS
First Name
Last Name
Email
Department
Employee
Department Name
Manager
HR Manager
Director
Department
Client Name
Email
Telephone
Web Address
Clients
ITFOCUSBUSINESSFOCUS

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DESIGN AND BUILD WEB FORMS

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EMBED IN CRM PORTALS

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Dynamics CRM
Use Cases

12. Dynamics CRM (Online or On-Premises)
Workflows and Forms for Dynamics CRM Workflows and Forms that
integrate with Dynamics CRM as
a LOB system
Forms, Workflow, Data
in Dynamics CRM
Business apps that
use Dynamics CRM
data
I want to create richer
forms and workflows,
that integrate Dynamics
CRM, SharePoint and
3rd party line-of-business
data – all within
Dynamics CRM.
I want to create web and
mobile apps outside of
Dynamics CRM using
forms, workflow and other
line-of-business data.
K2 HELPS YOUR PEOPLE GET MORE DONE
WITH DYNAMICS CRM

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WHAT K2
DELIVERS

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 Capabilities beyond what Dynamics CRM offers OOB
 Visual workflow designers
 Complex rules, tasking, task escalations, delegation, complex workflow pattern support,
workflow OOF
 Visual forms design and runtime
 Data integration beyond Dynamics CRM including SharePoint, Oracle, SAP, Active
Directory, Salesforce, web services, etc
 Workflows and forms that can span on-premises and cloud boundaries
 Visual workflow monitoring
 Comprehensive workflow audit and tracking
BUSINESS PROCESS APPS

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 Dynamics CRM workflow
 CRM-centric
 Good for short lived (seconds), data-centric workflows
 Not good for long running, user or decision based workflows
 Code intensive for a workflow to span multiple LOB systems
 Dynamics CRM UI
 Forms are CRM-centric
 3rd party LOB system requires either data duplication, custom dev, iframes
 Process drive UI is milestone based
 Dynamics CRM data in non Dynamics CRM solutions
 Code intensive – web services, REST/OData
DYNAMICS CRM LIMITATIONS

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INTEGRATED FORMS

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INTEGRATED FORMS

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INTEGRATED FORMS DESIGN

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INTEGRATED WORKFLOW

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FULL SERVICE BROKER
Service Broker
> Supports on-premises and Dynamics CRM Online
Create SmartObjects that work with the CRM entity model
> Load
> Get List
> Create
> Update
> Delete
Use SmartObjects in K2 workflows and smartforms
Start Dynamics CRM workflow from K2 process

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DEMO

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 K2 and Dynamics CRM provide a comprehensive platform for building business applications
 K2 compliments Dynamics CRM
 Provides enterprise workflow capabilities for Dynamics CRM and across other LOB systems.
 No-code integration with 3rd party solutions
 Enhanced users experience through enterprise forms for no-code forms on Dynamics CRM
and other LOB information – inside and outside of Dynamics CRM
 Visual design tools for forms, workflow and data
 Delivering on the promise of XRM
KEY TAKEAWAYS

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COMMUNITY.K2.COM

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POLL

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NEXT STEPS
 Other K2 Webinars http://www.K2.com/events
 Youtube Channel - http://www.youtube.com/K2onK2
 K2 + Dynamics CRM 2011 + SharePoint 2010 - Enhanced Process Driven
Collaboration - http://www.youtube.com/watch?v=2h3HFkn3ZiQ
 K2 Blog Post - 5 Reasons to Build Business Apps with K2 and Microsoft Dynamics
CRM
 Email – Gemma@K2.com

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What you saw in
the demo

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