Microsoft Dynamics XRM Workshop

Contact Larry Tobin (086 7749881)

Overview of Codec-dss Group

• Privately owned Irish company founded in 1985

• Solid Best Practice – 27th Year delivering Enterprise Solutions

• Microsoft Gold Certified Partner for 8 years

• Group consists of 106 employees

• Microsoft Dynamics C/XRM Partner of Year

• 1st Irish Partner to achieve Gold Competency for Dynamics CRM

• Largest Dynamics CRM Practice in Ireland with 70+ years experience

• Hardware Partners with HP & Dell

Our Microsoft Competencies

• Dynamics CRM/XRM

• Dynamics AX

• Business Intelligence

• Cloud Services - Office 365 & Azure

• SQL Server & Master Data Management Services

• Infrastructure Services

• Systems Management - Microsoft System Centre

• Desktop Platform - Windows 7, Office 2010

• Virtualisation - Windows Server 2008, Hyper-V

• Server Platform - Windows Server

• Unified Communications – Exchange, Lync Server

Sample Clients (All Competencies)

What is Microsoft Dynamics XRM

Key IT ChallengesChallenges with delivering sustainable business value

6

Too much time and

money is required to

efficiently develop,

deploy and maintain

custom applications.

Identifying the right

application is costly.

Maintaining applications

from multiple vendors is

cumbersome.

Difficult to deliver business ROI and differentiators

Limited budget and resources

Too many issues with buying and

building apps

Not equipped to rapidly respond to business change

The Shift Toward Application PlatformsMany organisations are embracing application platforms

“Many Organizations Embrace Converged Application Platforms, But Adoption Barriers Remain”, a commissioned study conducted by Forrester Consulting

Yes, it’s currently under way

41%

Yes,but no plan is in place

35% No 24%

Don’t know 0.5%

Forrester Research 2010

Organisations are converging what were once disparate, standalone applications and systems into an integrated, unified application platform.

Approximately 75 percent of IT leaders across 412 companies in North America, Europe, Asia-Pacific, and Latin America anticipate a shift towards a buy and build approach

Buy

Build

Buy v BuildBoth Buy and Build Benefits Come Locked in with ‘Costs’

Benefits Costs

Locked into vendor / schedule Customized to fit business Business adjust their processes Must buy new software with new

licenses for every application need

Tailor application to business needs Leverage existing infrastructure Not one size fits all program Greater control over dev process Not as reliant on a vendor

Leap frog end-to-end development Configuration /OOB capabilities Earlier to maximize benefits Vendor provides maintenance Vendor delivers enhancements

Expensive to develop Compromise application capabilities High maintenance costs Inability to rapidly change / innovate Long delivery cycles

Buy & BuildA better way to accelerate application development

Development Tools

Development Frameworks

Packaged Applications

Build Buy

Dynamics XRM

Lower total cost of ownership

(TCO)

Rapidly innovate and grow your

business

Shared Application and Data Services

Vendor Management

Asset Management

Employee Management

StudentManagement

BUILD

many LOB applications

ON

a single framework

WITH

shared resources

One Framework : Many ApplicationsxRM accelerates the development of many LOB applications

DonationManagement

Property Management

Recruit Management

Project Management

Contractor Management

Fleet Management

Resource Management

Product Management

Partnership Management

Contract Management

EventManagement

Constituent Management

Grant Management

License Management

PatientManagement

SupplierManagement

Shared Environments & Resources

Consistent and Complete User Experience

xRM Enables IT & Business Success xRM delivers business results through 4 D’s of Differentiated IT

Business IT

Differentiated IT

Deliver rapid

innovation & agility

Develop flexible

business applications

Drive efficient & effective IT

Demonstrate business success

xRM11

xRM Application Framework

• Application Layer – xRM is a business application framework designed to accelerate the development of line-of-business (LOB) applications through flexible dynamic application services

• Dynamic Application Services – Reusable application

services that can be adapted and extended to create many

unique applications

• Multi-Tenant Architecture – Multi-tenancy allows

organizations to build and run many LOB applications on a

single framework

• Microsoft Technology – xRM leverages familiar Microsoft

technologies as building blocks, including Microsoft

Office, Outlook, SQL Server, .NET and Windows

Multi-tenant controller

Entities

SQL

Workflow Security

Client

Forms / Views

Application models

in metadata

xRM Foundational Technologies

Microsoft Technologies Maximize your existing technology investments & resources

xRM works like and with familiar

Microsoft technologies

Intuitive user tools increase user adoption & productivity

Standard tools optimizes IT resources and infrastructure

13

Powerful and intuitive point & click allows organisations to rapidly build entire applications

• For technical and non-technical users

• Enables lightning fast deployments and agile iterative design and feedback

• Completely define each unique application through point & click

• Less developers focused on building infrastructure

Point & Click CustomisationBuild your applications with nothing but a mouse

Point & Click Customisation Components Relational Data Schema Forms Designer & Navigation Feature Functionality Role-based Security

Business Logic Process Automation Reporting Application

Configuration

SharePoint

xRM

Unstructured & Semi-structured

Data

Social Engagement & Collaboration

Information Evolution &

Storage

Informal Rules Enterprise Search

Across Teams & Domains

Structured Relational

Data

Interactions, Activities &

Tasks

Information Generation &

Analytics

Formalized Processes

Data Query & Filter

Within Teams & Domains

SharePoint and xRM are ComplementaryCombined strengths cover broad business needs

Custom Web Portal Mobile Devices Silverlight / WPF

SharePoint Microsoft Office Word Composite UI

Extensible User ExperiencesExtend the UI to the environment that best fit your people

Reduced Customisation Time

-50%

Application Development

Costs

-60%

Reduce Support &

Maintenance Costs- 40%

Winner2010

Gartner CRM Excellence

Awards

Delivering Extended CRM

Usability through Microsoft Office/Outlook

Flexibility through Dynamic Application Services

Choice through various delivery and usage options

Productivity through point & click and Microsoft

Fits people, business, environment and budget

Enterprise-class scalability, availability and performance

xRM Delivers BenefitsxRM provides both innovation and operational benefits

Demonstration of Dynamics XRM