Microsoft dynamic CRM

1. Introduction to Microsoft
Dynamics CRM
AKILA IROSHAN
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2. Outline
 Microsoft Dynamics
 CRM
 Microsoft Dynamic CRM
 History
 Pre-requisites
 Customization
 Solutions
 Publisher
 Demo
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3. Microsoft Dynamics
 Set of business applications developed by Microsoft.
 Microsoft Dynamics AX (ERP)
 Microsoft Dynamics GP (ERP)
 Microsoft Dynamics NAV
 Microsoft Dynamics SL
 Microsoft Dynamics CRM
 Etc.
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4. CRM
Customer relationship management(CRM) system is a
system for managing a company’s interactions with
current and future customers. It use to organize,
automate sales, marketing and customer service.
E.g. Appointment, Opportunities, Marketing, Sales
etc…
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5. Microsoft Dynamics CRM
 Customer relationship management software package
developed by Microsoft.
 Focuses mainly on Sales, Marketing, and Service
sectors.
 Client-Server web application.
 Supports IE, Chrome, Firefox
 Sells Microsoft dynamics as either as on-premises
software or SaaS called ‘Microsoft Dynamics CRM
Online’.
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6. History
 Microsoft CRM 1.0 (January 2003).
 Microsoft CRM 1.2 (December, 2003).
 Microsoft Dynamics CRM 3.0 (December, 2005)
 Microsoft Dynamics CRM 4.0 (December 2007)
 Microsoft Dynamics CRM 2011(February 2011)
 Microsoft Dynamics CRM 2013 (November 2013)
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7. Advantages of building an application
on top of Microsoft Dynamics CRM
 Security
 Workflow
 Reporting
 User Interface
 Office Integration
 Data Modeling
 Web Services
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8. Pre-requisites
 Windows Server 2008 R2 or later OS
 IIS
 MS SQL Server standalone installation
 Active Directory user login with administrative
privileges on the server
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9. Customization
 Individuals can personalize. (E.g. Dashboard, … )
 Need System Administrator or System Customizer
security roles to Customize the system.
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System Administrator System Customizer
Has full permission to customize
the system.
Has full permission to customize
the system.
Can view all data in the system. Can only view records for
system entities that they create.

10. Supported Customizations
 Customizations with the tools in application (Web
Interface).
 Use Microsoft Dynamics CRM Software Development
Kit (SDK) code only using supported APIs
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11. Unsupported Customizations
 Interacting with the web application Document Object
Model (DOM) elements using JavaScript
 Using any undocumented internal objects or methods
using JavaScript
 Directly changing files in the application
 Retrieving data directly from database tables
 Updating data directly in the database tables
 Changing the database tables, stored procedures, or
views
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12. Solutions
 Bundle of components (Entities, web resources etc.)
that provides a specific business functionality.
 Can used it package up the customization in to
separate solutions. (helps when deploying
customizations)
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13. Key features of solutions
 Allow moving customizations in development, QA and
production environments.
 Solutions helps to track dependencies.
 Support install and upgrades.
 Allow users to see merge version of multiple solutions.
 Can reuse existing solution and build solutions on top
of that.
 Safeguard end-user customizations.
 Ability to uninstall.
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14. Types of solutions
 Default solution
Get with the CRM installation.
 Managed solutions
Customizations are read only.
Can uninstall and remove components.
 Unmanaged solutions
Can do customizations.
Uninstall will remove components.
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15. How changes appear 15

16. 16
Start
Customization
DE
V
QA
End User/
Marketplace
Import/
Export
Import/
Export
Unmanaged
solution
Changes/
Feedback
Starts update
Managed
solution

17. Publisher
 Publishes changers in a solution.
 Every solution has a publisher.
 Publisher records contains a Prefix value. It can be
use to track customizations.
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18. Demo 18

19. Thank You
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