microsoft sharepoint 2010 and microsoft dynamics crm 2011 – better together
DESCRIPTION
Microsoft Dynamics CRM 2011 and SharePoint 2010 are often said to be a match made in heaven. The new user configurable integration embeds powerful SharePoint document features in the CRM user interface. But what about alternative storage, metadata synchronization, search and other powerful capabilities of the SharePoint platform? What are the extensibility points to leverage both sides and how do you deal with .NET framework version collisions? The black belt solution patterns and expert insights shared in this session will help you to become a real match maker.TRANSCRIPT
![Page 1: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/1.jpg)
Better TogetherMicrosoft SharePoint 2010 and Microsoft Dynamics CRM 2011
Wim CoorevitsLead ExpertDynamics CRM MVPDelaware Consulting
![Page 2: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/2.jpg)
Session Objectives• Dynamics CRM and SharePoint: Better Together –
Why?• What is offered out of the box (OOB)? • What are the extensibility points and how to use
them?• Common Scenarios and Integration Patterns
Understand the possibilities and sparkle your imagination
![Page 3: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/3.jpg)
Agenda• The Basics
• Better Together?• The OOB Experience
• Beyond the Basics• Typical scenarios• Extensibility points & Integration Challenges
• Beyond the Typical• Not so common scenarios
![Page 4: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/4.jpg)
The Basics
Why and the OOB Experience
![Page 5: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/5.jpg)
Better Together
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
CRM
Unstructured
Structured
![Page 6: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/6.jpg)
The OOB ExperienceVisual IntegrationSharePoint Document Management in CRM
Two Step SetupInstall SharePoint WSPConfigure CRM Locations & Entities
ProvisioningDocument Library per CRM EntityOn Demand Folder per CRM Record
Dynamics CRM 2011 Online & OnPremise
SharePoint Online, 2010 & 2007
Document Management
Out of the Box Experience
![Page 7: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/7.jpg)
DemoThe OOB Experience
![Page 8: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/8.jpg)
The OOB Experience
Only Document ManagementAll document management options available from within CRMVisually integrates SharePoint within CRMCreates the SharePoint storage locations on demand
Nothing ElseExcept an SDK and a load of extensibility pointsto extend it yourself No Metadata /
Attribute Synchronization
Mainly: Visual Application Integration
Folder per CRM record
Document Library per CRM entity
![Page 9: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/9.jpg)
Beyond the Basics
Extensibility Points, Integration Challenges & Common Scenarios
![Page 10: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/10.jpg)
Common Scenarios
Control & Automate ProvisioningDecide what kind of storage is created, where and when
Expose CRM data to SharePointPublish CRM Data to a broader audience and make it SearchableCRM Data as Metadata on SharePoint items and within Office
Combine, Compose & CollaborateBridge structured and unstructured environments
Combine the best of 2 worldsMetadata
Broader Audience & Search
Controlled Provisioning
![Page 11: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/11.jpg)
Extensibility Points #1 – From CRM to ?Plugin Workflow
Services (WCF, OData)
Services (ASMX, REST, Client Object
Model)
UI UI
Server Object Model
Custom Web Service
![Page 12: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/12.jpg)
DemoControlled Provisioning
![Page 13: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/13.jpg)
Extensibility Points #2 – From SP to ?Plugin Workflow
Services (WCF, OData)
Services (ASMX, REST, Client Object
Model)
Event Receiver
UI UI
Workflow
Server Object Model
Custom Web Service
![Page 14: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/14.jpg)
.NET Version Challenge?
From CRM:• Use SharePoint Client Object Model
• Workaround for CRM Online with ILMerge?• Use SharePoint Web Services (ASMX)
From SharePoint: • Use the CRM WSDL Based Endpoint• Samples in CRM SDK + Blog Girish Raja -
http://bit.ly/kNi05Yhttp://blogs.msdn.com/b/girishr/
Dynamics CRM 2011
.NET 4.0 VERSUSSharePoint 2010
.NET 3.5
![Page 15: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/15.jpg)
DemoMetadata and Metadata synchronization
![Page 16: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/16.jpg)
Extensibility Points #3 – UI Integration
Services (WCF, OData)
Services (ASMX, REST, Client Object
Model)
UI UI
Web Resource(Silverlight, HTML5,…)
Web Part, BCS, Search,…
IFrame
Server Object Model
Custom Web Service
Navigation, Ribbons
Navigation, Ribbons
![Page 17: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/17.jpg)
Business Connectivity Services - Architecture
CustomDB
External Data
Web Service
Cache
Business Connectivity Services
BDC Client Runtime
SharePoint Server 2010
Business Connectivity Services
Secure Store Service (SSS)
Search, Workflow, Web Parts
External Content Types (ECT)
BDC Server Runtime
SharePoint Site
VSTOPackage
External List
Office Client
Office Integration
External Business Parts
Custom Code
.NET Assembly Connector
![Page 18: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/18.jpg)
BCS – External Content Type
External Content Type
(ECT)
External Data Source
(Web Service, DB, .NET Assembly Connector,
external systems, Web 2.0 service, etc.)
Office Clients (Rich)
SharePoint (Thin)
BCS
BCS
Describes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint
*formerly known as BDC Entity
![Page 19: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/19.jpg)
BCS Connector for CRM• Tool to generate BCS Model for a given CRM Entity
Model• Uses a “bridging” WCF Service• By Girish Raja: http://bit.ly/kNi05Y - http
://blogs.msdn.com/b/girishr/
User
CRM Online
BCSLocal WCF
![Page 20: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/20.jpg)
DemoExpose CRM Data with BCS, External Content Types & Search
![Page 21: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/21.jpg)
Key Takeaways• Choice of Extensibility Points
• Sandboxed (Online) vs Non Sandboxed (On Premise) environments• SharePoint Client Object Model: Challenge for CRM Online
(ILMerge)• SharePoint Server Object Model: Same server or deploy custom
service; custom web services not possible in Office365
• Expose with BCS• BCS since Sharepoint 2010 a part of SharePoint
Foundation• BCS is enabler towards Office Applications
• UI can be “extended” too
![Page 22: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/22.jpg)
Beyond the Typical
Not so common scenarios
![Page 23: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/23.jpg)
Be Creative – Use your imagination
Office Extensions (VSTO)
Business Intelligence
Social Collaboration (Tagging, Forum, Like)
Document Routing
A lot of opportunities
![Page 24: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/24.jpg)
Extensibility Points #4 - DB
Services (WCF, OData) UI
Database
Read Only Data Access
BI Semantic Model
![Page 25: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/25.jpg)
DemoDocument Routing
![Page 26: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/26.jpg)
Session Summary
![Page 27: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/27.jpg)
Session SummaryGet Started QuicklyOut of the Box ExperienceDocument Management
No Rocket ScienceReuse skills across CRM and SharePointKeep the Extensibility Points in mind
Be CreativeExtend as requiredPut the strengths of each product to work
No Rocket Science
Get Started Quickly
Be Creative
![Page 28: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/28.jpg)
Q&A
![Page 29: Microsoft SharePoint 2010 and Microsoft Dynamics CRM 2011 – Better Together](https://reader035.vdocument.in/reader035/viewer/2022062615/548b2d88b47959ac748b45a0/html5/thumbnails/29.jpg)
© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.