19
Speaker
Fabrice Di GiulioTechnical Solutions Professional, AvePoint
[email protected]://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.
