A T C S C C O N F E R E N C E H O S T E D B Y M I C R O S O F T Smart Development using the CRM Platform Debbie DeHart, Sr. Consultant Debbie.DeHart@TCSC.com
Debbie DeHart Sr. Consultant MCTS, CRM 4.0, 2011, 2013 MCITP Dynamics GP, CRM MCTS, Dynamics AX, SharePoint, SQL 120+ End to end implementations of ERP and CRM, 35 CRM, 400+ projects Author, Articles for CRMUG Magazine Speaker on CRM, ERP, and SharePoint
What s so hot about CRM as a Development Platform?
Dynamics 365 (CRM) is built on the XRM Framework
X is for extensibility
A powerful platform for building Line of Business Applications
Dynamics 365 Ecosystem
New modules: Flow PowerApps Field Service Project Service Automation
ERP (Operations) modules: Finance Retail & Commerce Manufacturing & Supply Chain
BUILDING APPLICATIONS Without XRM execute the following tasks. Database Security model Optimization features Application Server Design custom forms Business rules and logic Authentication methodology Upgradeability suspect Long term care and maintenance costs
BUILDING APPLICATIONS With XRM All Included Database Security model Optimization features Application Server Design custom forms Business rules and logic Authentication methodology Upgradeability suspect Long term care and maintenance costs controlled
BUILDING APPLICATIONS With XRM An Entity = a single database table When you create an entity in CRM - it creates a corresponding form for viewing and entering the associated data.
BUILDING APPLICATIONS With XRM Elements out of the box: Lists Forms Advanced Find with Criteria Import/Export Dashboards Charts Activities
BUILDING APPLICATIONS With XRM Compatible with all browsers Native tablet, phone, IOS and Android Full mobile experience Outlook integration
BUILDING APPLICATIONS With XRM User interface ready for International use Support for many languages and currencies
BUILDING APPLICATIONS With XRM Microsoft Office 365 Integration Exchange and Outlook Email, scheduling and tasks Skype for Business Instant messaging and phone calls Excel Edit your data OneNote Manage documents SharePoint OneDrive Office 365 Groups
BUILDING APPLICATIONS With XRM Business Intelligence Power BI (at 2:30 join Kevin Carter for more) Dashboards SSRS Reporting built in Contextual charts
BUILDING APPLICATIONS With XRM Development tools HTML JavaScript CSS.NET Framework
BUILDING APPLICATIONS With XRM UI tools for customization
BUILDING APPLICATIONS Client Applications created with XRM Prisoner tracking Including Medical and Legal forms and information
Prisoner Tracking Application
Prisoner Tracking Application
BUILDING APPLICATIONS Client Applications created with XRM Cybersecurity Incident Response Created by Prosoft Systems
Cybersecurity Incident Response
Cybersecurity Incident Response
BUILDING APPLICATIONS More Client Applications created with XRM Sales Entities Manpower Tracking for Armed Services Sophisticated Government Contracting processes Asset Management Car Dealer Management Events and Roadshow Management
BUILDING APPLICATIONS More Client Applications created with XRM Service Entities Child Support Enforcement Case tracking for many government agencies Citizen Case Management Events and Roadshow Management
BUILDING APPLICATIONS New tools for XRM Flow (at 1:30 join Andrea O Hara for more on Flow and PowerApps) Automate Workflows between your favorite apps and services Also use with On premise data PowerApps Connect to many common data sources Build Apps without code Publish for use on the web and mobile devices Portals (ADXStudio) Profile Management, online self service for your customers Portal access to CRM entities Content Management Customer Service, and Knowledgebase Communities, including Facebook integration Channel Management E-Commerce Microsoft Technology Integrations
Your app idea featured here next year!
YOUR CALL TO ACTION Put together App Ideas for your business. Define the application and objectives. Create an actionable Plan. Set a date to Execute!
LET S GET STARTED We re ready as soon as you are.
A T C S C C O N F E R E N C E H O S T E D B Y M I C R O S O F T THANK YOU Debbie DeHart, Sr. Consultant Debbie.DeHart@TCSC.com