Building Solutions with Microsoft Dynamics CRM

Presented By:

Chris Jones
AlfaPeople Twitter: MrCLJ chris.jones@alfapeople.com

Prague

April 3 - 6, 2011

For Microsoft Dynamics CRM Partners

About Me
Solution Architect at AlfaPeople UK Developing with the MS platform for over ten years Currently focused on CRM
SharePoint and SQL server

Microsoft Certified Trainer (MCT)

For Microsoft Dynamics CRM Partners

Agenda
Overview of Solutions In CRM 2011
New Components Clarity on Managed/Unmanaged Deployment/Versioning

Demo
Building Solution (Bing Map Mash up) MPR (Microsoft Platform Ready) for CRM
First Step to deploying to Dynamics Marketplace

Best Our Practices

Working with teams Managing Multiple Solutions Layering

Q&A
For Microsoft Dynamics CRM Partners

Customisation in CRM 4
XML File ISV Folders
sharpest tool in the box

Limited Deployment

For Microsoft Dynamics CRM Partners

Solutions In CRM 2011

Schema Components
Standard Entities, Attributes, Forms, Views, Relationships Charts, Reports, Ribbons, Sitemap, Dashboards etc

Web Resources
HTML Pages, Images, Configuration pages, JavaScript

Code
Silverlight, Plug-ins, Custom WF Activities
For Microsoft Dynamics CRM Partners

Inside Solution Files

ZIP containing
A set of XML files, Web resource folders and Assemblies

No encryption
Content can be browsed by the customer also in managed solutions

For Microsoft Dynamics CRM Partners

Solutions Flavours
Unmanaged
Add new or existing solution components Remove components Export Solutions as a managed/unmanaged

Managed
You cannot add or remove solution components Deleting will uninstall all the solution components within it You cannot export a managed solution
For Microsoft Dynamics CRM Partners

Updating Managed Solutions

Managed Solutions are updateable No rollback support in the CRM platform Solution version numbers are simply metadata set by the publisher

For Microsoft Dynamics CRM Partners

Uninstall Solutions
Uninstalling an unmanaged solution will leave all the components in the system, only the solution record is removed

Uninstalling a managed Solution will remove both components and data from the system

For Microsoft Dynamics CRM Partners

Demo
Overview Solution Interface Test Using Microsoft Platform Ready (MPR) for CRM

For Microsoft Dynamics CRM Partners

Solution Best Practices

Solution Layering Strategies
Working with Teams Managing Multiple Solutions

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Solution Layering Strategies

Evaluate the practical number of different Solutions Separate CRM organisation needed for publishing each individual Solution layer Only import managed Solutions to your test environment to preserve the default (unmanaged) layer Automation is the key
For Microsoft Dynamics CRM Partners

Team Development Strategies

Single organisation,
one master Solution

Single organisation,
multiple developer Solutions + one master Solution

One organisation per developer

For Microsoft Dynamics CRM Partners

Next Steps
Attend Labs
Reach Out

CRM 2011 Online Account Browse Dynamics Marketplace SDK

Loads of good stuff here.

Sign up for MPR Think like an ISV

For Microsoft Dynamics CRM Partners

Sessions
Session Presenter Date, Time

Communicating Together: Microsoft Windows Azure Hosted Services and Microsoft Dynamics CRM 2011

Sebastian Waksmundzki

Day 2 10:15 PM

Nikhil Hasija Best Practices in Microsoft Dynamics CRM 2011 Sandboxed Plugin Development

Day 2 11:30

Taking Advantage of Web Resources

Sebastian Waksmundzki

Day 2 1.30 PM

Dynamics CRM Developer Toolkit

Marco Amoedo

Day 3 11:30

For Microsoft Dynamics CRM Partners

Questions

For Microsoft Dynamics CRM Partners

Chris Jones
AlfaPeople chris.jones@alfapeople.com

Thank You for Attending extreme 2011!

Please remember to fill out your session evaluation form

For Microsoft Dynamics CRM Partners

For Microsoft Dynamics CRM Partners

For Microsoft Dynamics CRM Partners

For Microsoft Dynamics CRM Partners