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Travis Chen Senior Developer 10 Nov 2011

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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Travis Chen Senior Developer 10 Nov 2011

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  1. MS Dynamics CRM 2011 Integration with SharePoint Travis Chen Senior Developer 10 Nov 2011

  2. SharePoint and CRM are complementary

  3. SharePoint and CRM integration features • Document Integration How about bring CRM data to SharePoint?

  4. 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

  5. BCS Architecture

  6. 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

  7. BCS Support

  8. BCS Connectors • SQL connector • WCF connector • .net assembly connector • Custom connector

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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

  14. 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

  15. Q & A

  16. Business Connectivity Service Architecture

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