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Integrating Microsoft Dynamics CRM and Microsoft SharePoint 2010

Required Slide. SESSION CODE: OSP207. Integrating Microsoft Dynamics CRM and Microsoft SharePoint 2010. Girish Raja Technical Evangelist – DPE Microsoft Corporation. http://blogs.msdn.com/girishr http://twitter.com/girishr. What is Microsoft Dynamics?. Outline. CRM & xRM overview

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Integrating Microsoft Dynamics CRM and Microsoft SharePoint 2010

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  1. Required Slide SESSION CODE: OSP207 Integrating Microsoft Dynamics CRM and Microsoft SharePoint 2010 Girish Raja Technical Evangelist – DPE Microsoft Corporation http://blogs.msdn.com/girishr http://twitter.com/girishr

  2. What is Microsoft Dynamics?

  3. Outline • CRM & xRM overview • SharePoint & CRM are complementary • Developer samples for CRM • Developer Patterns for SP + CRM + SL • Joint Scenarios (Data + Process) • Document Collaboration • Dashboards • Portals • Search • BI

  4. Microsoft Dynamics CRM: Global Customer Base Professional Services Manufacturing Financial Services Over 22,000 customers Over 1.1M users in more than 40 languages Over 4,000 worldwide partners Over 50 worldwide hosting partners Over 50 industry solutions PublicSector Retail & Hospitality Health &Life Sciences Travel &Entertainment

  5. The Evolution From CRM to xRM xRM= “Any”Relationship Management Partner Relationship Management • Asset Management • Distributor Relationship Management • Property Management • Reseller Relationship Management Fleet Management • Employee Relationship Management • Case Management • Contractor Relationship Management Task Management Customer Relationship Management • Supplier Relationship Management • Event Management • Rapid Application Development Business Process Management Business Intelligence Office and Web-based User Experiences Shared Infrastructure and Services

  6. Microsoft Dynamics CRM Architecture

  7. SharePoint and CRM/xRMare ComplementaryCombined strengths cover broad business needs Structured & Semi-structured Data Social Engagement & Collaboration Information Evolution & Storage Informal Rules Enterprise Search Across Teams & Domains SharePoint Structured Relational Data Interactions, Activities & Tasks Information Generation & Analytics Formalized Processes Data Query & Filter Within Teams & Domains xRM

  8. Office Business Applications (OBA)FundamentalDesign SharePoint Office Doc Solution External List Silverlight Web Part Add-In Open XML … … WCF BCS ASMX SQL

  9. Consuming Microsoft Dynamics CRM in C#Sample Code to create a contact //Use the CRM Online connection string from the app.config file. varcrm = newXrm.XrmDataContext("CRMOnline"); //Create a new contact called Allison Brown. var contact = newXrm.contact() { firstname = "Allison", lastname = "Brown" }; crm.AddTocontacts(contact); crm.SaveChanges(); <connectionStrings> <addname="CRMOnline"connectionString="Authentication Type=Passport; Server=https://your-org-name.crm.dynamics.com/your-orgid; User ID=your-windowslive-id; Password=your-wlid-password;"/> </connectionStrings>

  10. “Hello World” from CRM A SharePoint WebPart consuming CRM Web Services DEMO

  11. CRM – Power of Choice & New SDK • Choose where • Outlook, Browser, Mobile • Choose how • Software or service • Same Code Base • Advanced Developer Extensions • CRM SDK 4.0.12 • Strongly typed, LINQ Provider, Caching, oData …

  12. Silverlight ClientWhat Does it Mean for CRM & SharePoint • Dynamic User experience • Supported OOB in SharePoint 2010 • Cross-browser compatibility • Different ways to integrate with SharePoint • No touch • Low touch • High touch • Can use Silverlight out of browser • Code reusability SharePoint Silverlight SP COM ASMX/WCF/BCS

  13. Integrating Silverlight, Dynamics, & SharePoint DEMO

  14. Document Management in CRM What • Deliver robust document management capabilities • Drive collaboration through SharePoint workspaces • Security needs to be bridged How • Embed Document libraries in CRM through IFrame • Automatic Library (or Workspace) Provisioning through Workflow • Skin using Minimal Master Page

  15. Contextual Collaboration in CRM Using SharePoint document libraries in CRM using Workflow DEMO

  16. CRM Dashboards using SharePoint What • Surface CRM data in configurable audience-specific dashboards • CRM List WebPartsavailable on Microsoft Downloads. • Custom Visual & Silverlight WebParts How • Embed using IFrame • Skin using Minimal Master Page for embedding

  17. Intranet & Extranet Portal Scenarios • Role Specific Intranet portals • Customers directly enter data into CRM through Extranet

  18. Enterprise Search • Global Search for CRM using SharePoint • Connect using BCS • Enterprise Search Accelerator • http://codeplex.com/crmaccelerators SharePoint Server Process Account Application WebPart VL Logged-on user BDC Server Runtime Secure Store Service SQL / Web Service SQL Dynamics CRM Web 2.0 External DB

  19. Connecting to CRM using BCS DEMO

  20. Business Intelligence • CRM systems have large amounts of data • Millions of rows are quite common • SQL Analysis Services + SQL Reporting + SharePoint • PerformancePoint Services (for KPI + Dashboards)

  21. Next Generation BI - Self Service BI • PowerPivot + Excel Services • Combine data from multiple sources • PowerPivot Add-in for SharePoint

  22. Let’s review what we saw • CRM & xRM overview • SharePoint & CRM are complementary • Developer samples for CRM • Developer Patterns for SP + CRM + SL • Joint Scenarios (Data + Process) • Document Collaboration • Dashboards • Portals • Search • BI

  23. Resources • http://channel9.msdn.com/learn/ • http://blogs.msdn.com/girishr • http://channel9.msdn.com/niners/girishr

  24. Resources to get started with CRM 4.0 • CRM 4.0 Training Kit • http://msdn.microsoft.com/en-us/library/dd393296.aspx • CRM Online Development/Demo Offer • Absolutely Free (1 year subscription) • http://offers.crmlive.com/partneroffer12 • CRM SDK May 2010 Refresh • http://msdn.microsoft.com/library/bb928212.aspx • Virtual Machine (time bombed) • https://mbs.microsoft.com/partnersource/deployment/methodology/vpc/MSD_CRM4VPCApril09

  25. Required Slide Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session. Related Content • COS304: Microsoft Dynamics CRM Online to Microsoft SharePoint Online Customization and Integration Deep Dive • Earlier Sessions: • OSP307: Developing Office Business Applications with Microsoft Office 2010 and Microsoft SharePoint Server 2010 • OSP212: Overview of the SharePoint 2010 Developer Platform • Product Demo Stations: Yellow Section, OSP • Office 2010, SharePoint 2010, Project Server 2010, Visio 2010 have kiosks & demos

  26. Required Slide Track PMs will supply the content for this slide, which will be inserted during the final scrub. Track Resources • For More Information – http://sharepoint.microsoft.com • SharePoint Developer Center – http://msdn.microsoft.com/sharepoint • SharePoint Tech Center – http://technet.microsoft.com/sharepoint • Official SharePoint Team Blog – http://blogs.msdn.com/sharepoint

  27. Required Slide Speakers, please list the Breakout Sessions, Interactive Sessions, Labs and Demo Stations that are related to your session. Related Content • Breakout Sessions – See Conference Guide for full list of OSP Track Sessions • Interactive Sessions – OSP Track has 10 Interactive Sessions – OSP01-INT – OSP10-INT • Hands-on Labs – OSP01-HOL – OSP20-HOL • Product Demo Stations – Yellow Section, OSP • Office 2010, SharePoint 2010, Project Server 2010, Visio 2010 have kiosks and demos

  28. Required Slide Resources Learning • Sessions On-Demand & Community • Microsoft Certification & Training Resources www.microsoft.com/teched www.microsoft.com/learning • Resources for IT Professionals • Resources for Developers • http://microsoft.com/technet • http://microsoft.com/msdn

  29. Required Slide Complete an evaluation on CommNet and enter to win!

  30. Sign up for Tech·Ed 2011 and save $500 starting June 8 – June 31st http://northamerica.msteched.com/registration You can also register at the North America 2011 kiosk located at registrationJoin us in Atlanta next year

  31. © 2010 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. 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.

  32. Play the Microsoft Office & SharePoint Track Tag Contest Download the Microsoft Tag Reader Open the internet browser on your mobile phone and visit http://gettag.mobi Grand Prize (1) Xbox 360 Prize Package and Microsoft® Office 2010 Daily Prizes 40 copies of Microsoft® Office 2010 Come to the Expo Hall – Yellow Section OSP Info Desk for Official Rules & Collect Additional Tags from all OSP Track Sessions, Speakers and Expo Hall!

  33. Required Slide

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