Better TogetherMicrosoft SharePoint 2010 and Microsoft Dynamics CRM 2011

Wim CoorevitsLead ExpertDynamics CRM MVPDelaware Consulting

Session Objectives• Dynamics CRM and SharePoint: Better Together –

Why?• What is offered out of the box (OOB)? • What are the extensibility points and how to use

them?• Common Scenarios and Integration Patterns

Understand the possibilities and sparkle your imagination

Agenda• The Basics

• Better Together?• The OOB Experience

• Beyond the Basics• Typical scenarios• Extensibility points & Integration Challenges

• Beyond the Typical• Not so common scenarios

The Basics

Why and the OOB Experience

Better Together

Unstructured & Semi-structured

Data

Social Engagement & Collaboration

Information Evolution &

Storage

Informal Rules Enterprise Search

Across Teams & Domains

Structured Relational

Data

Interactions, Activities &

Tasks

Information Generation &

Analytics

Formalized Processes

Data Query & Filter

Within Teams & Domains

SharePoint

CRM

Unstructured

Structured

The OOB ExperienceVisual IntegrationSharePoint Document Management in CRM

Two Step SetupInstall SharePoint WSPConfigure CRM Locations & Entities

ProvisioningDocument Library per CRM EntityOn Demand Folder per CRM Record

Dynamics CRM 2011 Online & OnPremise

SharePoint Online, 2010 & 2007

Document Management

Out of the Box Experience

DemoThe OOB Experience

The OOB Experience

Only Document ManagementAll document management options available from within CRMVisually integrates SharePoint within CRMCreates the SharePoint storage locations on demand

Nothing ElseExcept an SDK and a load of extensibility pointsto extend it yourself No Metadata /

Attribute Synchronization

Mainly: Visual Application Integration

Folder per CRM record

Document Library per CRM entity

Beyond the Basics

Extensibility Points, Integration Challenges & Common Scenarios

Common Scenarios

Control & Automate ProvisioningDecide what kind of storage is created, where and when

Expose CRM data to SharePointPublish CRM Data to a broader audience and make it SearchableCRM Data as Metadata on SharePoint items and within Office

Combine, Compose & CollaborateBridge structured and unstructured environments

Combine the best of 2 worldsMetadata

Broader Audience & Search

Controlled Provisioning

Extensibility Points #1 – From CRM to ?Plugin Workflow

Services (WCF, OData)

Services (ASMX, REST, Client Object

Model)

UI UI

Server Object Model

Custom Web Service

DemoControlled Provisioning

Extensibility Points #2 – From SP to ?Plugin Workflow

Services (WCF, OData)

Services (ASMX, REST, Client Object

Model)

Event Receiver

UI UI

Workflow

Server Object Model

Custom Web Service

.NET Version Challenge?

From CRM:• Use SharePoint Client Object Model

• Workaround for CRM Online with ILMerge?• Use SharePoint Web Services (ASMX)

From SharePoint: • Use the CRM WSDL Based Endpoint• Samples in CRM SDK + Blog Girish Raja -

http://bit.ly/kNi05Yhttp://blogs.msdn.com/b/girishr/

Dynamics CRM 2011

.NET 4.0 VERSUSSharePoint 2010

.NET 3.5

DemoMetadata and Metadata synchronization

Extensibility Points #3 – UI Integration

Services (WCF, OData)

Services (ASMX, REST, Client Object

Model)

UI UI

Web Resource(Silverlight, HTML5,…)

Web Part, BCS, Search,…

IFrame

Server Object Model

Custom Web Service

Navigation, Ribbons

Navigation, Ribbons

Business Connectivity Services - Architecture

CustomDB

External Data

Web Service

Cache

Business Connectivity Services

BDC Client Runtime

SharePoint Server 2010

Business Connectivity Services

Secure Store Service (SSS)

Search, Workflow, Web Parts

External Content Types (ECT)

BDC Server Runtime

SharePoint Site

VSTOPackage

External List

Office Client

Office Integration

External Business Parts

Custom Code

.NET Assembly Connector

BCS – External Content Type

External Content Type

(ECT)

External Data Source

(Web Service, DB, .NET Assembly Connector,

external systems, Web 2.0 service, etc.)

Office Clients (Rich)

SharePoint (Thin)

BCS

BCS

Describes the schema and data access capabilities of an external data source and its behavior within Office and SharePoint

*formerly known as BDC Entity

BCS Connector for CRM• Tool to generate BCS Model for a given CRM Entity

Model• Uses a “bridging” WCF Service• By Girish Raja: http://bit.ly/kNi05Y - http

://blogs.msdn.com/b/girishr/

User

CRM Online

BCSLocal WCF

DemoExpose CRM Data with BCS, External Content Types & Search

Key Takeaways• Choice of Extensibility Points

• Sandboxed (Online) vs Non Sandboxed (On Premise) environments• SharePoint Client Object Model: Challenge for CRM Online

(ILMerge)• SharePoint Server Object Model: Same server or deploy custom

service; custom web services not possible in Office365

• Expose with BCS• BCS since Sharepoint 2010 a part of SharePoint

Foundation• BCS is enabler towards Office Applications

• UI can be “extended” too

Beyond the Typical

Not so common scenarios

Be Creative – Use your imagination

Office Extensions (VSTO)

Business Intelligence

Social Collaboration (Tagging, Forum, Like)

Document Routing

A lot of opportunities

Extensibility Points #4 - DB

Services (WCF, OData) UI

Database

Read Only Data Access

BI Semantic Model

DemoDocument Routing

Session Summary

Session SummaryGet Started QuicklyOut of the Box ExperienceDocument Management

No Rocket ScienceReuse skills across CRM and SharePointKeep the Extensibility Points in mind

Be CreativeExtend as requiredPut the strengths of each product to work

No Rocket Science

Get Started Quickly

Be Creative

Q&A

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