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An extended overview of AgileXRM and how it brings agility to the xRM Platform when creating LOB applications
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AgilePoint Company Proprietary [email protected]
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Microsoft’s VisionWhat is xRM?Challenges faced in xRMWhat is AgileXRM?
AgileXRM Form EngineAgileXRM Process EngineAgileXRM AgileParts & AgileWorksAgileXRM ArchitectureAgileXRM Screenshots
About Us
Presentation Content
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Microsoft’s Vision
“…the three pillars of the Dynamic Business:
1. People
2. Process - the backbone of business. Every unit of execution in a business can be distilled into some kind of process. It could be an order approval, an expense report submission, a workflow, the fact of the matter is that process is everywhere! When it comes down to it, getting process right is a tough thing to do. It’s a complex world that we live in and as businesses grow and change, things like agility and flexibility are highly important. Processes need to be structured enough to enforce efficiency, while at the same time flexible enough to provide adaptability. Again – effective usage of a business solution can truly enable the kind of agility that today’s businesses require.
3. Ecosystem …”
Kirill Tatarinov – Executive Insight blog entry (Jan 11th 2010)Corporate Vice President, Microsoft Business Solutions
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What is xRM?
Microsoft Dynamics CRM is fast becoming a viable alternative platform for building Line-Of-Business applications that are not necessarily Marketing, Sales or Services.
Dynamic CRM’s superior metadata-driven architecture provides most of the required functionalities that people look for in a platform; things like Security, web-based UI, Metadata Management, Scalability, Multi-Tenancy, Multi-Currency and Multi-Language in conjunction with simple customization mechanisms, powerful extensibility via .NET and multiple deployment options
This capability of using Dynamics CRM as a LOB developmentplatform is commonly known as xRM, or “Anything Relationship Management”
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Many of these issues in fact, apply to other Development Platforms:
xRM is a Management-by-Data solutionEnd-users are given a rich UI to manage the information and although the built-in Workflow functionality helps to automate certain tasks, it is the end user who is given the overall responsibility to adhere to the company’s business rules, procedures and processes.
Challenges in implementing business processes:Rarely implemented end-to-end, rather partial, due to high cost of implementation
Implemented with combination of Customizations, Workflows, Plug-ins and JavaScript
No visual modeling of processes, but a combination of declarative WFs and code
Monitoring status of running process is difficult due to use of different techniques
Involving External Users as part of a business process is via custom code and hence rigid
Incorporating External Systems as part of the business process is via custom code
Very little control over running processes for managing unexpected situations
Challenges in interacting with people:Single Form per Entity requiring too many clicks and popup windows to get to the desired info
Heavy use of JavaScript required in Form personalization making it hard to maintain
Hard to expose data from different entities in same Form
Even harder is to expose data from external systems in the Forms
Costly development and maintenance of UI for External Ecosystem Users (MS License limitation)
Challenges faced in xRM
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Challenges faced in xRM
(…continued)
Challenges in KPI ReportingMost business KPIs are based on the status of business processes . Extracting this info from xRM Repository is not always apparent to business users
Dependency on highly qualified resourcesAlthough many of the platforms customizations are simple enough to do, real-life xRM projects require high usage of expert-level developers for creation of desired end solution
Loss of AgilityMetadata-driven customization benefits are reduced drastically when custom code extensions are required. If developers are needed to apply the change, then time to market becomes longer, reducing the agility of the platform
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What is AgileXRM?
It is not just another Add-in!
AgileXRM means Agility for xRMKeeps xRM metadata-driven providing agility and flexibility needed for Dynamic Business
AgileXRM converts xRM to a Management-by-Process PlatformEach piece of data is managed in the context of some business process
Directs end-users to what to do and when to do it; and gives them all the info needed for being able to do it
Non-Developer OrientedAllows modeling business processes visually in MS Visio and deploying them without code nor compilation
Maintains the advantages of the metadata-driven nature of xRM with minimal dependency on developers
Extends into the Ecosystem, beyond the bounds of xRMInteracts with external users with ease
Involves external systems simply
Full control over processes in executionEnables actions like visual Rollback or Roll-Forward within the processes
Multiple versions of business processes can be running simultaneously
Zero down-time for deployment of new versions of processes
On-the-fly visual migration of running processes from one version to another
Exception management is greatly simplified
Clear separation of actorsPermits clear separation of application users from “contributors” or sporadic participants
Implicit ComplianceBy following the company’s rules and processes, users automatically comply with these regulations
Implicit AuditingAutomatically audits who did what and when, including for external users
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AgileXRM Form Engine
Simple and familiar Form Designer for non-developers
Multiple FormsMultiple Forms per Activity
For internal users, as well as external users
RIA FormsForms designed and rendered using Silverlight 3.0
Compound FormsExpose all related data necessary for the user
Via chaining of relations of entities
Via external data sources
Filtered Lookups (*)
Hierarchical Picklists (*)
Advanced Validation at UI level (*)
Further customizable and extendable (*)With Expression Blend
For changing Look & Feel
With Visual StudioFor adding custom logic in .NET
Third-party Silverlight controls can be added (*) For v4.1 release
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AgileXRM Process EngineSimple and visual Process Designer for non-developers using MS Visio
End-to-end business process design: Full data life-cycle management inside xRM
Visual monitorization of processesFor individual instance or for groups of instances
Able to navigate within process hierarchy
Full Version Control, Multiple versions executable simultaneously
Powerful Runtime managementRollback or Roll-forward inside a running process
Migrate running instance(s) to different version of process
Easily interact with external users
Simple to involve external systems: SAP, SharePoint, DBs, WS, etc.
Extensive Workflow patterns supported Covers the majority of business use cases out-of-the-box
Make sure processes move forwardMultiple Notification mechanisms to make sure users are duly reminded of their tasks
Create escalation routes after timeouts
Existing xRM Workflows are reusable within the processes
Further extendable with Visual Studio
For adding custom steps or connectors using .NET
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AgileXRM AgileParts & AgileWorks
AgileParts• Set of automatic (or “system”) activities that
allow automations to be executed in CRM server
– CRM Workflow
– Search CRM
– Add Note
– Create Word & PDF docs
– Set Status
– Wait for Event
– Detach Attachment
– Assign to Manager
– Change Ownership
– Sub-process
– Multi Sub-process
– Create Entity
– Update Entity
– Cancel Parent Process
– Suspend Parent Process
– Resume Parent process
– Send email using CRM email Template
AgileWorks• Set of manual activities that require user
interactions:
– Manual Task
– External User Manual Task
– Fax
– Phone Call
– CRM Email
– CRM Letter
– CRM Service
– Appointment (*)
–Delete entity–Multi-record Set Status–Multi-record Update–Multi-record Change Ownership–Multi-record Delete–Convert Lead–Converter (e.g. Order to Invoice)
(*) For v4.1 release
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Screenshots: Visio-based Process Modeler
Model processes directly in Visio and deploy instantly. No code. No hassle.Rich set of Visio Shapes out-of-the-box, each being a process step. Can add custom steps.
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Visual Process Execution and Task Management
Showing a process in execution in Dynamics. Clicking on the pending task icon, a pop-up window shows its basic information and a link opens the window task in context.
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Rollback, Roll Forward
Flexibility in managing running processes. Rollback or jump ahead in a process, all at runtime.
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Process Migration
Exclusive functionality of visual on-the-fly migration of running processes. Maximum agility in adapting to change.
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Form Designer
Simple yet powerful Silverlight Form Designer. Create and expose multi-language compound forms for internal and external users. Just add bounded Data Sources to show contextual external data.
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AgilePoint has developed the first comprehensive Business Solution for the Microsoft xRM platform. AgilePoint’s deep enterprise experience and its utilization of the latest Microsoft technologies enable it to provide the first secure, reliable, scalable, and affordable solutions in the market.
AgilePoint’s solution is designed to enable business users to quickly implement and deploy cross-functional and cross-organizational business processes in the form of process-based applications, all while in an easy-to-use process-modeling environment running on their desktops using reusable business activity modules and executable functional parts built by IT.
AgilePoint founders are technology industry veterans in delivering value producing process-centric business solutions. AgilePoint aims to redefine the boundaries of enterprise-class performance and affordability by delivering a highly effective yet extremely affordable solutions to enable any enterprise to quickly achieve operational excellence and maximize return on investment.
To help any business attain the highest level of end-to-end business operational efficiency by becoming a process-managed enterprise faster, better, and cheaper.
Our Objective
About Us
AgilePoint Company Proprietary [email protected]
AgilePoint IberiaEdificio Cuzco IVPaseo de la Castellana 141, 8º 28046 MadridT: 91 572 66 84 F: 91 572 66 21
AgilePoint Inc. - U.S. Headquarters1916C Old Middlefield WayMountain View, CA 94043, USATel: +1 650-968-6789Fax: +1 650-968-6785E-mail: [email protected]
AgilePoint EMEAIndustriepark De Bruwaan 35b9700 Oudenaarde, BelgiumTel: +32 55 31.62.09E-mail: [email protected]
AgilePoint Japanアセントン株式会社〒141-0031東京都品川区西五反田 7-13-6SDI 五反田ビル 10FTel: +81-3-3505-8178Fax: +81-3-3505-8198E-mail: [email protected]: www.agilepoint.co.jp
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Agility for Dynamic Business
