Integrating SharePoint with Microsoft Dynamics CRM

Report
Integrating SharePoint with
Microsoft Dynamics CRM
CRM3007
Dennis Hobmaier
Sr. Technical Solutions Professional @AvePoint
#CampusDays
Agenda
• #WhoAmI
• Dynamics CRM World?
•
•
Documents?
Got it – Search with SharePoint!
• #GetItDone
• Live Demo
• What else? – 3rd Party Tools
•
Start today – Windows 8 Apps (free)
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• Wrap Up and Q&A
#CampusDays
#WhoAmI
#CampusDays
Our Strengths: About AvePoint
Technologies
Solutions
Partners
Support
Services
Community
AvePoint Solutions: Collaborate with Confidence across the Microsoft
Technology Stack
Governance
Infrastructure
Management
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Key Platform(s)
Customer
Stakeholders
Microsoft
Technologies
DocAve
IT Professionals
Compliance
Governance
Automation
Compliance
Guardian
Privacy, Risk &
Compliance Officers
Productivity
/ Mobility
Productivity and
Mobility Suite
End Users
@DHobmaier – Dennis Hobmaier
#CampusDays
dennis.hobmaier
@avepoint.com
http://www.hobmaier.net
@dhobmaier
Sr. Technical
Solutions
Professional
#CampusDays
Dynamics CRM World?
Entities
Offer
Opportunities
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Leads
Accounts
Structured
Data
Cases
The World is changing
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Mobile
Devices
Apps
Responsive
Design
Release
Cycle
Different
resolutions
Control at
your
fingertips
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Documents?
Benefits of SharePoint
Sharing
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Social
Documents
Versioning
Unstructured
Data
Check-In
and Out
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Architechture
Dynamics CRM
(WFE)
SQL Server CRM
(DB)
SharePoint
(WFE)
SQL Server SP
(DB)
Architechture
Permissions / Security
Cloud
On-Premise
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Hybrid
Records
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Got it – Search!
Advantages
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•
•
•
•
•
•
•
•
•
SharePoint users can work with CRM documents
SharePoint Crawler will automatically make documents searchable
SharePoint 2013 contains Fast Search by default
Create documents where they‘re needed
Everyone knows how to use Search
Everyone is using Google Search
It doesn‘t matter where I‘m storing a document as long as I can find them
Metadata
Office Web Access
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#GetItDone
Components you‘ll need
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Dynamics
CRM
SQL Server
Reporting
Services
SharePoint
2013
Optional:
• Yammer
• Cloud /
Office 365
Download
- For CRM 2013 including SP1: Microsoft Dynamics CRM 2013 List Component for
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Microsoft SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple
browsers)
http://www.microsoft.com/en-us/download/details.aspx?id=40345
- For CRM 2013 RTM: Microsoft Dynamics CRM 2011 List Component for Microsoft
SharePoint Server 2010 and Microsoft SharePoint Server 2013 (for multiple browsers)
http://www.microsoft.com/en-us/download/details.aspx?id=5283
SharePoint Sandboxed Solution
• AllowHtcExtn.ps1 http://intranet
•
•
Starts Sandboxed Solutions Service (SPUserCodeV4)
Adds htc MIME-Type to IIS Web Application
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• Create a Site Collection
• Enable Site Collection Feature
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Enable Dynamics Integration
Settings – Document Management – Enable Server-based SharePoint Integration
Entities
• Account
• KbArticle
• Lead
• Opportunity
• Product
• Quote
• SalesLiterature
• Custom = EntityMetadata.IsDocumentManagementEnabled attribute value to true
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Demo
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What else? – 3rd Party Tools
Productivity Suite
Call
Assist
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Tags
Productivity
Suite
SearchAll
Record
Rollback
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Start today – Windows 8 Apps
(free)
Timeline
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View, manage, and log Dynamics CRM activity on the go
Improve CRM User Productivity
Pipeline
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View and manage Dynamics CRM opportunities on the go
Improve CRM User Productivity
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Wrap up – Our resources
EVENT SPONSORER
TRACK SPONSORER
EXPO SPONSORER
Q&A
#Ask me about everything!
Join me at the Microsoft Booth the next
30 minutes @Meet The Experts
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Dont forget to: Evaluate this session!
Follow me @DHobmaier

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