Microsoft Dynamics CRM and MOSS – Working together

1. Microsoft Dynamics CRM and MOSS – Working together Dynamics CRM User Group December 2009

2. Introduction • Tim Lewis – Director • Tony Sloggett – Director and Chief Solutions Architect • Tony Hinkley – Lead Developer – MOSS/CRM

3. Why Ascentium? • Enabling Business / Organisational transformation through innovative use of technology • Recognised by Microsoft as ‘Thought Leaders’ • Microsoft Dynamics CRM ‘Partner of the Year’ 2009 • Microsoft Portals and Collaboration ‘Partner of the Year’ 2008 • Customer Awarded Pinnacle Awards • Deep Subject Matter Expertise & Microsoft Technical Experience • 80+ professionals in CRM, 120+ professionals in SharePoint & 35+ professionals in Reporting/BI • 5 Time Customer Excellence Award Winners for Microsoft CRM (Highest Microsoft Awards) • MSFT product team members now with Ascentium • Over 130+ Microsoft CRM customers and 40,000+ CRM Business Users • Contact: Tim Lewis – tim.lewis@ascentium.com, tel: 0208 600 5104, mob: 07904 547822

4. Dynamics CRM - Single Platform, Multiple Uses Contact Centre/One Stop Shop Complaints Policy/Campaign Management Funding/Grants Management Rural Payments System for US Department of Agriculture Grant Management Solution for Charity/NfP Sector inc Macmillan Cancer Support Management Solution for US Dept of Agriculture Federal initiatives Emergency Planning Solution Citizen Portal and Case Management Platform (311) - used extensively in US State + UK Local Govt Complaint Management Solution used Extensively by US Depts of Administration. Regulator Management + Tracking Defense Task Management Membership Management solution for US Dept of Veterans Affairs Department of Correction Prison Visitor tracking solution • Task Management Solution designed • for use by US Military Command and • deployed throughout Europe Human Resources Management • Personnel Management Solutions that cover • Recruitment, training + personal development • In use US Federal and UK Central Govt, • Healthcare and Higher Education Multi Agency Social Care Shared Service Social Care Solutions co-ordinating activities between Socal Care, Health Service, Police, Housing Vetting and Licencing Contracts Management Vetting Solutions, Licence and Permit Management for State/Local Government and Education Health + Safety Contract Management Solution Legal Case Management solutions deployed in US State Government Solutions developed for Fire Safety, Health + Safety legislation, Epidemic Management

5. Technical Demonstrations

6. Solution architecture • Dynamics CRM 4.0 • Custom mail-merge engine • SharePoint 2010 • Business Connectivity Services • No code configuration • Connects to Dynamics CRM database view • Called BDC in SharePoint 2007 • Search • Out of the box configuration managed metadata fields and scope • Minor modifications to search results XSLT • Same configuration as SharePoint 2007 • External List and Content type • No code configuration • Not available in SharePoint 2007

7. Demonstrations Three demonstrations • Scenario 1 – Custom Mail Merge Engine • Scenario 2 – Use of Dynamics data in SharePoint • Scenario 3 – Searching of CRM content

8. Demonstrations • Scenario 1 – Custom Mail Merge Engine • Document creation in Dynamics • Retrieval of document artifacts from SharePoint (i.e. signature image) • Storage of created document in SharePoint • Associate with Dynamics customer, add additional SharePoint metadata

9. Demonstrations • Scenario 2 – Use of Dynamics data in SharePoint • Manually association of SharePoint content to CRM contact • Browsing of CRM contacts in a SharePoint list

10. Demonstrations • Scenario 3 – Searching of CRM content • Search using OOTB SharePoint Search • Render CRM contact results • Launch contact in Dynamics for editing from search results

11. Q & A