Guide to Integrating Microsoft Dynamics CRM amp SharePoint 2013 Girish Raja Technical Product Manager Microsoft httpblogsmsdncomgirishr girishr SPC085 Business Solutions Productivity Services ID: 153235
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Developer's Guide to Integrating Microsoft Dynamics CRM & SharePoint 2013
Girish RajaTechnical Product Manager, Microsofthttp://blogs.msdn.com/girishr, @girishr
SPC085Slide3
Business Solutions
Productivity Services
Cloud OS
The
Microsoft
Cloud
Comprehensive
Trustworthy
Integrated
FlexibleSlide4
Microsoft Unified Business Platform
Business solutions
Application Services
Data Platform
Microsoft Platform
Microsoft Confidential
Unified Experience
Subscription
Identity
Management
Development
PC
Phone
TabletSlide5
Document Integration Extensibility
Analytics with
PowerView
Business Connectivity Services
AgendaSlide6
DEVICES
Tablet
Desktop
Phone
WORKLOADS
DEPLOYMENT
Customer Relationship Management
Sales
Marketing
Service
Extended
CRM
Cloud
Relationships | Interactions | Process | Insights
Framework
On-PremisesSlide7
Reporting
(Dashboards, Charts, Excel, FetchXML and SRS)
Integrated
Applications
CRM Architecture Drill Down
Pre-Event Plug-ins
(.NET Assemblies)
Post-Event Plug-ins
(.NET Assemblies)
Web Services
Custom Workflow
(.NET Assemblies)
Backend Integration Server-to-Server
Extensible Application: Form and client side events, Ribbon, Sitemap, Web Resources, JS libraries…
Front End Integration
Business Entity Components
Data Access Components
Synchronous and Asynchronous Business Logic
Metadata
DataFiltered SQL ViewsData Access Platform
= Extensibility
Points
Mobile
Tablet
Outlook
Web
Workflow
SecuritySlide8
SharePoint & CRM are Complementary
Structured & Semi-structured
Data
Social Engagement & Collaboration
Information Evolution & Storage
Informal Rules
Enterprise Search
Across Teams & Domains
Structured Relational Data
Social Interactions & Tasks
Information Generation & Analytics
Formalized Processes
Data Query & Filter
Within Teams & Domains
SharePoint
C
RMSlide9
Document IntegrationSlide10
Out of Box Document Integration
Works with
Online & On-Premises (SharePoint & CRM)
Update for other Browsers (Firefox, Chrome, etc) coming in DecemberUpdate for SharePoint 2013 (online & on-prem) coming in early 2013
Native CRM View of Documents
Native SharePoint Actions (Check-in, Checkout, …)Slide11
Document Library Structure
Document Library per CRM EntitySeparate Folder for each CRM Record
Open in SharePoint button
Documents reside in SharePoint
Manually Change Locations if need beSlide12
Library instead of folder per recordPerhaps Document WorkspaceSynchronize Security CRM renames to cascade to SPMerging CRM records to merge SP folders
…But, but, I want ….Slide13
DemoExtending the Native SharePoint Document Integration
http://crmconsultancy.wordpress.com/2011/10/27/crm-2011-integration-with-sharepoint-custom-document-management/Slide14
AnalyticsSlide15
Business Intelligence in CRM
Data Drill Through
Advanced Analysis
Self-Service Dashboards
Guided Report WizardsSlide16
Power View with SQL 2012 & SharePoint
Considerations
Uses
ODataOn-Prem AD onlySlide17
Power View with Excel 2013
AdvantagesUses CRM Outlook Add-in
Works with
CRM OnlineSharePoint 2013 Online publishing*Slide18
DemoCRM Analytics with PowerView Dashboards
On-Premises & OnlineSlide19
Business Connectivity ServicesSlide20
BCS with
SP2010 & CRM Slide21
SharePoint
Design Tools
Office Applications
BCS Client
Business Data Connectivity
External Content Type Repository
External Lists
Dev Platform
Enterprise Search
Business Intelligence
Collaboration Social
Enterprise Content Management
SharePoint Designer
Visual Studio
BCS in SharePoint 2013
LOB
WCF/WS
DB
ODataSlide22
CRM-BCS Integration Approach
Student
SP Online
(Office 365)
Proxy
OData
Service
CRM Online
Windows
AzureSlide23
DemoBCS with SP2013 & Dynamics CRM using OData Proxy ApproachSlide24
SPC093: Document Management and Collaboration Best Practices with Microsoft SharePoint, Office and Dynamics CRM SPC185: Overview of Social CRM: Using Microsoft Social technologies for real business benefit
Related Session RecordingsSlide25
Document Integration Extensibility
Analytics with
PowerView
Business Connectivity Services
In ReviewSlide26
Evaluate this session now on
MySPC
using your laptop or mobile device:
http://myspc.sharepointconference.com
MySPCSlide27
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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.