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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

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

outline
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
microsoft dynamics crm global customer base
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

the evolution from crm to xrm
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

sharepoint and crm xrm are complementary combined strengths cover broad business needs
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

office business applications oba fundamental design
Office Business Applications (OBA)FundamentalDesign

SharePoint

Office

Doc

Solution

External

List

Silverlight

Web Part

Add-In

Open XML

WCF

BCS

ASMX

SQL

consuming microsoft dynamics crm in c sample code to create a contact
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>

hello world from crm

“Hello World” from CRM

A SharePoint WebPart consuming CRM Web Services

DEMO

crm power of choice new sdk
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 …
silverlight client what does it mean for crm sharepoint
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

document management in crm
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
contextual collaboration in crm

Contextual Collaboration in CRM

Using SharePoint document libraries in CRM using Workflow

DEMO

crm dashboards using sharepoint
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
intranet extranet portal scenarios
Intranet & Extranet Portal Scenarios
  • Role Specific Intranet portals
  • Customers directly enter data into CRM through Extranet
enterprise search
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

business intelligence
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)
next generation bi self service bi
Next Generation BI - Self Service BI
  • PowerPivot + Excel Services
    • Combine data from multiple sources
  • PowerPivot Add-in for SharePoint
let s review what we saw
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
resources
Resources
  • http://channel9.msdn.com/learn/
  • http://blogs.msdn.com/girishr
  • http://channel9.msdn.com/niners/girishr
resources to get started with crm 4 0
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
related content

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
track resources

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
related content27

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
resources28

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
slide29

Required Slide

Complete an evaluation on CommNet and enter to win!

slide30

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

slide31

© 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.

slide32

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!