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Building Applications in XRM

  • Starting Point: System Mind Map.

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      Entities/Relationships

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        Views

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        Forms

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        Reports

  • Map provides rational approach for dividing work among team.

  • OAG uses a combination of out of the box functions and customized features.

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        Most of our applications involve some customization.

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        The major entities that we use are contacts, accounts and currency.

  • Many plug-ins and custom work flow have been developed to meet OAG- specific business requirements.

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        Plug-ins that handle creating, updating, and deleting records.

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        Enhanced security requirements (e.g. ability for a specific user to only delete certain records).

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        Business validation rules (e.g. ensuring the correct case subjects are on a selected case).

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        Plug-ins that handle financial transactions (e.g. saving a case expense and deducting the amount from the agent’s checking account).

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        Plug-ins that provide auto-numbering functionality for custom entities.

  • Customization is done with several tools:

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        C#. Net 2008, ASP.Net, .Net Framework 3 + 3.5, CRM SDK, SQL Server Reporting Services

  • Looking to begin using XRM Accelerators

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