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PRESENTED BY: K2.COM BUILDING BUSINESS APPS WITH MICROSOFT DYNAMICS CRM AND K2 ANDREW MURPHY [email protected]
| Date post: | 21-Jun-2015 |
| Category: |
Technology |
| Upload: | gemma-adair |
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PRESENTED BY:
K2.COM
BUILDING BUSINESS
APPS WITH MICROSOFT
DYNAMICS CRM AND K2ANDREW MURPHY
K2.COM
POLL
K2.COM
K2 PLATFORM
K2.COM
K2 PLATFORM FOR BUSINESS APPLICATIONS
K2.COM
Designers
Task
Management
Integration
Versioning
CloudData Abstraction
Composite
Objects
Process Insight
Business Insight
Validation &
Rules
Controls
Views
Escalations
Audit Reports
K2.COM
GRAPHICAL WORKFLOW DESIGN
K2.COM
INTEGRATING SYSTEMS
SHAREPOINT SQL MS CRM AD SAPK2 PROCESS
INFOWEB SERVICE
FORMS MOBILITY REPORTS PORTALS
Business Apps
WORKFLOW
K2 SMARTOBJECTS
First Name
Last Name
Department
Employee
Department Name
Manager
HR Manager
Director
Department
Client Name
Telephone
Web Address
Clients
IT F
OC
US
BU
SIN
ES
S F
OC
US
K2.COM
DESIGN AND BUILD WEB FORMS
K2.COM
EMBED IN CRM PORTALS
K2.COM
K2.COM
Dynamics CRM
Use Cases
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
K2.COM
WHAT K2
DELIVERS
K2.COM
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
K2.COM
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
K2.COM
INTEGRATED FORMS
K2.COM
INTEGRATED FORMS
K2.COM
INTEGRATED FORMS DESIGN
K2.COM
INTEGRATED WORKFLOW
K2.COM
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
K2.COM
DEMO
K2.COM
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
K2.COM
COMMUNITY.K2.COM
K2.COM
POLL
K2.COM
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 – [email protected]
K2.COM
What you saw in
the demo
K2.COM
K2.COM
K2.COM
K2.COM
