Microsoft Dynamics XRM

What Is XRM?

With XRM you do not have to make important trade-offs between buying packaged or building specialized line-of-business applications, because XRM offers an end-to-end, line-of-business applications development platform that combines the best of both worlds. XRM enables organizations to build any number of end-to-end line-of-business applications rapidly and cost-effectively.

XRM works like, and with, familiar Microsoft technologies, such as Microsoft SQL Server, .NET, and the Microsoft Office system, and by optimizing your excising infrastructure XRM enables you to deliver business results.


XRM is a line-of-business (LOB) application platform for the management of any business entity.

XRM arose out of the use of customer relationship management (CRM) applications to manage customer relationships in marketing, sales, and customer service. XRM is the same platform that underlies Microsoft Dynamics® CRM today. XRM is a Microsoft application platform layer that accelerates the development of relational, line-of-business applications through point & click customizations, built on the Microsoft technology building blocks such as Windows, SQL Server, and .NET. 

 

 

CRM

XRM

Definition

C = Customer:
Manage customers through the automation of marketing, sales, and service processes

X = Any Business Entity:
Many any business relationship through the automation of relevant business unit processes

Used by

Marketing, sales, and customer service teams

Any team

To Manage

Customer relationships

Any relationship

Automates

Marketing, sales, and service processes

Any business process

Tracks

Interactions, activities, tasks, and 360-degree history of the customer

Interactions, activities, tasks, and 360-degree history of “X”

Provides

Customer-centric analytics

“X”-centric analytics

 

One Platform: Many Applications

XRM allows organizations to build many applications on a single platform with shared resources and infrastructure through the following platform capabilities. See some examples below.

xRM

 

Platform Capabilities

What XRM Provides

1 - Multi-tenancy

One platform capable of hosting multiple unique applications for different customers, teams, or business units

2 - Dynamic application services

Pre-built, re-usable application services that each application can use in its own way

3 - Point-and-click customizations

The bulk of application customization is handled through a simple point-and-click interface with a wide range of extensibility options

4 - Tightly-coupled services

When the application is customized, changes propagate through services automatically

 

Dynamic Application Services

XRM is built on flexible services that provide core functionality. XRM services are re-usable, pre-built capabilities that are flexible and scalable enough to support business requirements:

XRM provides the platform capabilities that organizations require in order to quickly deliver multiple customized line-of-business applications while taking advantage of shared infrastructure and resources.

  • Flexibility to meet business needs
  • Built on low-cost scalable Microsoft technologies
  • Leverage existing Microsoft resources
  • Out-of-the-box capabilities for Microsoft Office Outlook®, mobility, offline access
  • Supports on-demand, on-premise, or both

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