spsri dynamics crm and sharepoint integration
DESCRIPTION
My slides from SPSRI on Nov 09, 2013TRANSCRIPT
Dynamics CRM SharePoint IntegrationJohn MongellTechnology Consulting Manager [email protected]
Introductions
@[email protected] MCP MCTS SharePoint 2003, 2007, 2010, 2013
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twitter.com/JohnMongell
yammer.com/spyam
Best Practices for Enterprise Implementation
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In this session, we will experience the value of using SharePoint linked document storage in Microsoft Dynamics CRM records.
Applies to both CRM 2011 and 2013 versions
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2013 2011On Premises or Online
Applies to both SharePoint 2010 and 2013
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2013 2010
List Web Part Connector
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Best Practices for Enterprise Implementation
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Why should I care?
Best Practices for Enterprise Implementation
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col·lab·o·ra·tion• the action of working with someone to produce or create
something• traitorous cooperation with an enemy
CRM Document Storage Options
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1. Documents stored in CRM record’s ‘Notes’ field as an attachment
2. CRM records linked to SharePoint libraries
3. Documents stored in contextual CRM Yammer conversations
CRM Notes field storage
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• Stored in the CRM db and linked to record• Attachments are made in the Notes field• Only 1 file can be stored per note• No search capabilities• No version control• Limited collaboration options
Best Practice is to use this option when there are a smaller number of records needing contextual documents and no requirement for versioning, broad search or deep document collaboration.
Integrated SharePoint libraries
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• Rich Content Management, full version control
• Site Collection level security for each entity if required. Keep intranet users from collaborating with CRM document storage
• Permission Management outside of CRM
• Non CRM users can get access to documents.
• Docs are searchable through SharePoint Search interface. Or Not
• SharePoint document centric workflows
• The CRM Workflow Engine is same as SP, uses Foundation
Integrated SharePoint libraries
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Integrated SharePoint libraries
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Can be enabled only on the entities in CRM that can be customized.
By default, document management is enabled only for these entities in a new installation of Microsoft Dynamics CRM
Account
Kb Article
Lead
Opportunity
Product
Quote
Sales
Literature
Best Practice is to use this option when there are a MANY records, your team requires versioning or search or deep document collaboration. Or perhaps there is a need to expose them to non CRM users.
Docs stored in Yammer conversations
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• Contextual to CRM records
• Only searchable through Yammer
• Basic content management, no versioning, etc.
• No workflows
• Skype and Yammer web integration
• Less secure, public to anyone in the Yammer groupAgain, Best Practice here is to use this option when there are a smaller number of records needing contextual documents and no requirement for versioning, broad search or deep document collaboration.
CRM and Yammer
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Desktop, browser & device choice
Publish to Yammer activity stream
Seamless conversations
Follow CRM records in Yammer
Yammer social layer
Post, Like & Share
Global search across Yammer & CRM
Yammer and Skype integration are new for the CRM 2011 recent update
User posts on record wall –
Yammer
Follow in CRM auto-follows the
opengraph object in Yammer. Same
behavior for following users
Responses to post show up in
Yammer and CRM
…more CRM SharePoint Integration
Business Connectivity ServicesCreate an External Content Type to CRM data
• Using On Premises method is straightforward, simply add a SQL data source to your CRM db
• Using CRM Online requires an Azure layer to Proxy the OData Service
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CRM-BCS Online Integration Approach
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Why do we need an Azure Proxy for CRM Online?
External authentication is not enabled on CRM Online’s REST endpoint
It is only available for use by JScript and web resources within CRM, but we here that limitation may change in the future.
Student
ProxyOData Servic
e
CRM Online
Windows Azure
SharePoint
Common and useful External Content Types for CRM
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• You could easily create a SharePoint list of all of your CRM Accounts, Contacts, Opportunities or Projects in your CRM system.
• Use an ECT list as a reference for creating a SharePoint search on your other software databases, like Microsoft Dynamics GP or your staffing software !
• Search results from the CRM database can present a security concern. To security trim these results, you will need to create and implement a custom security trimmer to the Search Service application.
Common Troubleshooting Issues
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Problem Observations/Issues Recommendations
Cannot open iFrame • User received the message: "This content cannot be displayed in an iFrame"
• Add CRM and SharePoint to Trusted Sites
• Check ‘Display Mixed Content” in security zone
• If SharePoint is on a separate domain, Sign into your SharePoint site
Users in SP can search and discover all CRM documents
• Search returns links to the CRM document repository to all users
• Add a User Policy for the web application hosting the documents
• Use security groups in all sites and libraries that hold CRM documents
Performance Issues as volume increases
• Backups taking forever
• Logins and user permissions taking longer than expected
• Segregate CRM documents into their own DB, Web App, Site Collection.
Architecture and Governance Best Practices
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Area Recommendations
Security • Secure your SharePoint Document Libraries• Create a CRM Document Storage Site Collection on its own database• Use Cross Site Publishing to another branded site collection• Create a Web Application level User Policy
Structure • Document Libraries should contain Managed Metadata columns. You should either automatically assign Metadata to the documents or have the user entered it. This way if you expose the documents outsite of CRM, they can be more easily filtered, rather than using the default folders.
• Use security groups in all sites and libraries that hold CRM documents
CRM Resources
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Microsoft Dynamics CRM Online Video Gallery http://www.democrmonline.com/ This website contains tutorial videos that show how to use different aspects of CRM Online, such as performing mail merges or completing administrative functions like adding a new users or queues.
CRM Resource Center http://rc.crm.dynamics.com/rc/regcont/en_us/opdefault.aspx This website is a popular dashboard for gaining insight into the various support channels available for CRM Online, such as the knowledge base and popular articles.
CRM Team Blog http://blogs.msdn.com/crm/ This website contains news and information regarding the development of CRM Online, as well as resources for administrative tips and tricks.
CRM List Web Part http://www.microsoft.com/en-us/download/details.aspx?id=5283
How To Guide on BCS ECT set up for CRMhttp://blogs.technet.com/b/anand_nigam/archive/2012/07/29/crm-2011-and-sharepoint-2010-integration-part-4.aspx
Create and implement a custom security trimmer to the Search Service applicationhttp://msdn.microsoft.com/en-us/magazine/ff796226.aspx
Q & A’s@JohnMongell
[email protected] MCP MCTS SharePoint 2003, 2007, 2010, 2013, SQLServer
THANK YOU !
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Thanks to our sponsors! And you.
Images © 2013 http://www.flickr.com/photos/boliyou/2884130773/
One final note• Fill out your evaluation form & turn for the
big raffle (tablet)• SharePint next door (American) 5:30pm• Don’t forget WaterFire downtown tonight!