Introduction to Demo Builder for Microsoft CRM 2011
Last week I got an early look at Microsoft’s new Demo Builder utility for Microsoft Dynamics CRM Online and Office 365. Expect to hear an announcement on this next week. The utility is a provisioning wizard that quickly deploys an integrated demo environment in the cloud to showcase Dynamics CRM, SharePoint, Lync and CRM-powered portals on Azure.
Here’s the URL: http://demobuilder.cloudapp.net
Why should you care? Well if you are selling this SAS stack then this is definitely going to be useful. But even if your focus is solely Microsoft CRM there is still benefit, as a Microsoft CRM demo can really sing when you include a little SharePoint and Lync integration. And there’s some other cool functionality showcased in the packaged demo that you will like.
Now I tend to prefer creating demos in a VM because there is no 30-day expiry period, no risk of internet connectivity issues upsetting you on demo day and because my VM environment is faster then CRM online. But for the benefits mentioned above I will utilise Demo Builder in some cases in the future and I will always have an environment up and running so I have the various demo features up my sleeve.
Here’s a run through on the configuration process:
- Create a CRM Online 30 day trial the way you always have in the past
- Go to http://demobuilder.cloudapp.net and sign in using a Windows Live Id
- Click the Run DemoBuilder link and follow the prompts to install the utility locally
- The DemoBuilder wizard will then fire up automatically (or can be launched from your Start menu). Work your way through the screens (it’s all pretty obvious). You will be asked for a unique name for Windows Azure, use the unique name of your CRM Organisation:
- Continue through the wizard:
After an hour or so the process will finish and you can click a link to be sent an email containing all the URLs and logons you need.
Here’s what you get:
- CRM’s native SharePoint integration configured and working:
- CRM’s native Lync integration configured and working (several user accounts are provisioned in CRM Online and Office 365 so you can demonstrate Lync’s presence and chat functionality during a demo (you just need to create local user profiles on your laptop):
- More CRM demo data, dashboards, sample workflows and dialogs:
- A few UI mash-ups (Inside View, Montage, Bing Maps):
- Microsoft’s Customer Portal accelerator, hosted on Azure, running over your CRM Online instance, offering Lead Capture, Submit Case, Search Knowledge Base, Event Registration, etc.:
- Microsoft’s Partner Portal accelerator, hosted on Azure, running over your CRM Online instance, offering Account and Contact creation, Opportunity Bidding, Opportunity Registration, etc.:
And a script is provided that guides you on how to setup and demonstrate all of this.
My favourite part of the demo is where you launch SharePoint from a CRM Opportunity and quickly create a collection of proposal documents from organisation templates. You then browse a slide library in PowerPoint and select some slides that you want to incorporate into your proposal and with a click of button copy those into your proposal. Very nice.
The tool is still very young but it works ok and I’m glad it’s here. There’s promise from Microsoft of more functionality to come, including some industry templates. The tool doesn’t replace the need to personalise your CRM demo to your customer’s business processes and it doesn’t help you once you actually sell the solution and need to implement, but it will allow you to quickly and easily show off some of CRM’s harder to setup capabilities.
UPDATE: If you find you get this error clicking the Document link on the Opportunity form when using the Outlook Client (but don’t get it on the Account form or when using the web client)…
… make sure your CRM and SharePoint URL’s are added to your Trusted Sites and then enable this Misc. option under the Trusted Sites’ Custom Level settings: