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Microsoft Dynamics CRM and MOSS – Working together. Dynamics CRM User Group. December 2009. Introduction. Tim Lewis – Director Tony Sloggett – Director and Chief Solutions Architect Tony Hinkley – Lead Developer – MOSS/CRM. Why Ascentium ?.

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microsoft dynamics crm and moss working together
Microsoft Dynamics CRM and MOSS – Working together

Dynamics CRM User Group

December 2009

introduction
Introduction
  • Tim Lewis – Director
  • Tony Sloggett – Director and Chief Solutions Architect
  • Tony Hinkley – Lead Developer – MOSS/CRM
why ascentium
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
slide4

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

solution architecture
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
demonstrations
Demonstrations

Three demonstrations

  • Scenario 1 – Custom Mail Merge Engine
  • Scenario 2 – Use of Dynamics data in SharePoint
  • Scenario 3 – Searching of CRM content
demonstrations8
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
demonstrations9
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
demonstrations10
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