Integrating Dynamics CRMwith SharePoint and Yammer!

Fabrice Di Giulio, AvePoint

fabrice.digiulio@avepoint.com

Speaker

Fabrice Di GiulioTechnical Solutions Professional, AvePoint

fabrice.digiulio@avepoint.comhttp://blog.digiulio.fr

AGENDA

• Differents features for differents usages

• Integration step by step

• Advanced possibilities

• Conclusion

Differents features for differents usages

Dynamics CRM

Leads

CasesOffers

Accounts

Opportunities

StructuredData

SharePoint

Social

SharingDocuments

Versioning, MD,

Workflows…

Collaborating

Unstructured

Data

Yammer!

Wikis and Documents

Social Networking

Ideas, management

Online meetings, IM, group chats

Groups

Collaboration Platform

The world is changing

Usages are also changing

The UI have to be adapted to new resolutions, new user interactions

It’s a way to add more Business Value

Mobile devices

Responsive design

Differentresolutions

Control your

fingertips

Release cycle

Apps

Integration, step by stepA fast how-to for a native integration

Add your domain to Office 365

This is done through 4 configuration steps:

1. In the administration portal, go to « Domains » and click on the « AddDomain » item

2. Confirm your domain ownership requiresa DNS entry

3. Add your O365 users to your domain

4. Add DNS entries according to yourobjectives

Integrate Yammer and SharePoint

Prerequisite: a Yammer administratoraccount. The Yammer network creation is not covered here, go to to Yammer.com and use the domain you add to your O365 account.

Two possibilities:

• Yammer Connector (obsolete)

• Replace the SharePoint newsFeed by Yammer.

IntegrateYammer and Dynamics CRM

In the administration settings, click on the Yammer configuration button.

A wizard will help you with the configuration (authentification on your Yammer network).

Two additional options (but you should do it):

• Yammer user group to control the conversations

• Security level for the Yammer feeds (public / private)

Connect Dynamics CRM and SharePoint

At your first connection in Dynamics CRM, direct shortcut to the SharEPoint integrationis displayed. Otherwise, go to Settings / Document management.

A popup with a field to reference yourSharePoint site is displayed. Fill it to finalizeyour basic integration.

DEMO #1How-to / integration configuration

What is next?

• Advanced configuration• Structure your SharePoint data by Entity

• Configure SharePoint Search to point to your CRM elements

• Configure specific Yammer networks or groups• Ex. one group by customer

• End user customization• Apps (Windows, iOS, Android…), business oriented

• End User websites

DEMO #2Add business value with apps

Advantages

• Business• Collaboration with different business profiles

• Smart control and use of your products licences

• Easy integration of a public social link

• Drives the focus to business value

• Technical• No worries about limitations

• Benefit from the best of each product

Thank you

Collaboration with Confidence: Let take you there.