spsri dynamics crm and sharepoint integration

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Dynamics CRM SharePoint Integration John Mongell Technology Consulting Manager [email protected]

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My slides from SPSRI on Nov 09, 2013

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Page 1: SPSRI Dynamics CRM and SharePoint integration

Dynamics CRM SharePoint IntegrationJohn MongellTechnology Consulting Manager [email protected]

Page 2: SPSRI Dynamics CRM and SharePoint integration

Introductions

@[email protected] MCP MCTS SharePoint 2003, 2007, 2010, 2013

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twitter.com/JohnMongell

yammer.com/spyam

Page 3: SPSRI Dynamics CRM and SharePoint integration

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.

Page 4: SPSRI Dynamics CRM and SharePoint integration

 

Applies to both CRM 2011 and 2013 versions

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2013 2011On Premises or Online

Page 5: SPSRI Dynamics CRM and SharePoint integration

 

Applies to both SharePoint 2010 and 2013

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2013 2010

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List Web Part Connector

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Page 7: SPSRI Dynamics CRM and SharePoint integration

 

Best Practices for Enterprise Implementation

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Why should I care?

Page 8: SPSRI Dynamics CRM and SharePoint integration

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

Page 9: SPSRI Dynamics CRM and SharePoint integration

 

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

Page 10: SPSRI Dynamics CRM and SharePoint integration

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.

Page 11: SPSRI Dynamics CRM and SharePoint integration

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

Page 12: SPSRI Dynamics CRM and SharePoint integration

Integrated SharePoint libraries

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Page 13: SPSRI Dynamics CRM and SharePoint integration

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.

Page 14: SPSRI Dynamics CRM and SharePoint integration

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.

Page 15: SPSRI Dynamics CRM and SharePoint integration

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

Page 16: SPSRI Dynamics CRM and SharePoint integration

User posts on record wall –

Yammer

Follow in CRM auto-follows the

opengraph object in Yammer. Same

behavior for following users

Page 17: SPSRI Dynamics CRM and SharePoint integration

Responses to post show up in

Yammer and CRM

Page 18: SPSRI Dynamics CRM and SharePoint integration

…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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Page 19: SPSRI Dynamics CRM and SharePoint integration

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

Page 20: SPSRI Dynamics CRM and SharePoint integration

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.

Page 21: SPSRI Dynamics CRM and SharePoint integration

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.

Page 22: SPSRI Dynamics CRM and SharePoint integration

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

Page 23: SPSRI Dynamics CRM and SharePoint integration

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

Page 24: SPSRI Dynamics CRM and SharePoint integration

Q & A’s@JohnMongell

[email protected] MCP MCTS SharePoint 2003, 2007, 2010, 2013, SQLServer

THANK YOU !

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facebook.com/McGladreyTBS

twitter.com/McGladreyTechtwitter.com/McGladreyERPtwitter.com/McGladreyCRM

yammer.com/mcgladrey.com

Page 25: SPSRI Dynamics CRM and SharePoint integration

Thanks to our sponsors! And you.

Images © 2013 http://www.flickr.com/photos/boliyou/2884130773/

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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!