SharePoint Best Practices - Microsoft Dynamics User Group

Report
MS Dynamics CRM 2011
Integration with SharePoint
Travis Chen
10 Nov 2011
Senior Developer
SharePoint and CRM are complementary
SharePoint and CRM integration features
Document Integration
How about bring CRM data to SharePoint?
Why not build SharePoint Web Part for CRM
Expensive
Reusability and Maintenance
Limited Features
CRM 2011 is built on .Net 4 and SharePoint 2010 is .Net
3.5
BCS Architecture
Benefits of integrating CRM to SharePoint via BCS
• Familiar User Interface e.g. Data/List View, BDC Web Parts
• Read or Write to External System
• No-Code Connectivity to External System (Built-in Connectors)
• Offline Access to External Data
• Discovery Through Search
BCS Support
BCS Connectors
SQL connector
WCF connector
.net assembly connector
Custom connector
SQL BCS Connector
Connect to CRM 2011 database, Use SQL View to retrieve data
Pros
• 100% out of box
• No code required
• Best Performance
Cons
• Read only
• Does not support CRM Online
WCF BCS Connector
CRM
SharePoint
WCF BCS
Proxy
CRM 2011
2010
Connector
Service
WCF Connector requires WCF proxy service to have following
methods:
• Read, Read Multiple, Add, Update, Delete
Pros
• Read/Write
• Support CRM Online
Cons
• Custom development required for CRM Proxy Service
Custom BCS Connector -1
WCF Connector is good but not flexible
New WCF Service/Web Methods have to be developed
for each CRM entity to be published to SharePoint
Custom BCS Connector -2
SharePoint
2010
Custom
BCS
Connector
CRM
Proxy
Service
CRM 2011
Pros
• Read/Write
• No Code required for extending integration
• Dynamic Filter
Cons
• Development required for custom BCS Connector and CRM Proxy
Service
How about office 365 and CRM online 2011
SharePoint On Premise to CRM On Premise – Full support for all
connectors
SharePoint On Premise to CRM On Line – Full Support except SQL
Connector
SharePoint On Line to CRM On Premise – SQL and WCF Connector
SharePoint On Line to CRM On Line – WCF Connector
Reference
Girish Raja’s Blog – Custom BCS Connector
http://blogs.msdn.com/b/girishr/archive/2011/06/16/teched-na-2011-sessionrecording-crm-and-sharepoint.aspx
Build Custom BCS Connector
http://msdn.microsoft.com/en-us/library/ff953161.aspx
BCS Overview
http://technet.microsoft.com/en-us/sharepoint/ee518675
Q&A
Business Connectivity Service Architecture

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