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MS Dynamics CRM 2011 Integration with SharePoint. Travis Chen Senior Developer 10 Nov 2011. 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
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MS Dynamics CRM 2011 Integration with SharePoint Travis Chen Senior Developer 10 Nov 2011
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
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 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 SharePoint 2010 CRM Proxy Service CRM 2011 WCF BCS Connector 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 entityto be published to SharePoint
Custom BCS Connector -2 • Pros • Read/Write • No Code required for extending integration • Dynamic Filter • Cons • Development required for custom BCS Connector and CRM Proxy Service SharePoint 2010 CRM Proxy Service CRM 2011 Custom BCS Connector
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-session-recording-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