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SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
SharePoint Saturday Philly CRM and SharePoint  - Better Together
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SharePoint Saturday Philly CRM and SharePoint - Better Together

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SharePoint Saturday Slide deck from April 5 2014 at Microsoft in Malvern PA

SharePoint Saturday Slide deck from April 5 2014 at Microsoft in Malvern PA

Published in: Technology, Business
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  • In addition to walking through the setup, configuration and deployment phases, we will demonstrate best practices for getting the CRM users to adhere to your current Information Architecture strategy, while allowing CRM users to enjoy the benefits of SharePoint Document Management features.
  • In addition to walking through the setup, configuration and deployment phases, we will demonstrate best practices for getting the CRM users to adhere to your current Information Architecture strategy, while allowing CRM users to enjoy the benefits of SharePoint Document Management features.
  • In addition to walking through the setup, configuration and deployment phases, we will demonstrate best practices for getting the CRM users to adhere to your current Information Architecture strategy, while allowing CRM users to enjoy the benefits of SharePoint Document Management features.
  • In addition to walking through the setup, configuration and deployment phases, we will demonstrate best practices for getting the CRM users to adhere to your current Information Architecture strategy, while allowing CRM users to enjoy the benefits of SharePoint Document Management features.
  • Although this has been released for awhile, it has taken me a large chunk of time to warm up fully. I am happy to say I am now fully on board.
  • Microsoft believes that social capabilities are core to CRM. Microsoft Social Listening will be offered as part of the Microsoft Dynamics CRM Online professional licenses at no additional charge; On-premises customers can get Microsoft Social Listening for an incremental cost.Social should not be limited to an elite few at high costs. Enabling every employee within an organization,
  • Fast download of Posts. When NetBreeze was a startup, due to costs, it took them awhile to down load the posts from those Twitter fire hoses. MSFT invested heavily in paying for the posts in NEAR realtime.
  • Included for Free for CRM Pro. Retail Price $65 per user per month. Or if you have over 10 users they all get it free.Can still use CRM On Premises and use Social Listening in the cloud.Enterprise CRM announced March 5th will also include this.Jaw dropping price compared to competition.You can tie this to CRM Sales data….
  • Technology Solution Professional
  • Transcript

    • 1. Technology Consulting Manager McGladrey.com
    • 2. Platinum Gold Silver Web
    • 3. SharePoint User Group • SharePoint • End Users • Administrators • Architects • Developers • IT Pros • Meetings: 2nd Tuesday of the month, Microsoft Malvern, 5:30-8 pm WEB: www.TriStateSharePoint.org EMAIL: info@TriStateSharePoint.org TWITTER: @tristateSP
    • 4. © 2012 McGladrey LLP. All Rights Reserved. WHOIS @JohnMongell John.Mongell@Mcgladrey.com MCP MCTS SharePoint 2003, 2007, 2010, 2013, SQLServer McGladrey.com 3 facebook.com/McGladreyTBS twitter.com/JohnMongell twitter.com/McGladreyTech twitter.com/McGladreyERP twitter.com/McGladreyCRM yammer.com/mcgladrey.com mongell.blogspot.com dynamicscrmpros.com slideshare.net/JohnMongell
    • 5. Moorestown 224 Strawbridge Drive Moorestown, NJ 08057 856.722.1787 Philadelphia 30 South 17th St Suite 710 Philadelphia, PA 19103 215.765.4600 Blue Bell 751 Arbor Way Suite 200 Blue Bell, PA 19422 215.641.8600 Harrisburg 3605 Vartan Way Suite 203A Harrisburg, PA 17110 717.909.0590 Baltimore 100 International Drive Baltimore , MD 21202 410.246.9300 Frederick 5291 Corporate Dr Frederick, MD 21703 301.663.8600 Gaithersburg 9737 Washingtonian Blvd. Gaithersburg, MD 20878 301.296.3600 McLean 1861 International Drive McLean, VA 22102 703.336.6400 New York 1185 6th Ave New York, NY 10036 212.372.1000 Boston 80 City Square Boston, MA 02129 617.912.9000 New Haven 1 Church St. 8th Floor New Haven, CT 06510 203.777.4293 Stamford 850 Canal St. 4th Floor Stamford, CT 06902 203.327.3112
    • 6. © 2012 McGladrey LLP. All Rights Reserved. Best Practices for Enterprise Implementation 5 In this session, we will experience the value of using SharePoint for document storage attached to Microsoft Dynamics CRM records
    • 7. © 2012 McGladrey LLP. All Rights Reserved. Applies to both CRM 2011 and CRM 2013 versions 6 CRM2013 CRM 2011On Premises or Online
    • 8. © 2012 McGladrey LLP. All Rights Reserved. Applies to both SharePoint 2010 and 2013 7 SP 2013 SP 2010
    • 9. © 2012 McGladrey LLP. All Rights Reserved. Best Practices for Enterprise Implementation 8 col·lab·o·ra·tion • the action of working with someone to produce or create something • traitorous cooperation with an enemy
    • 10. © 2012 McGladrey LLP. All Rights Reserved. CRM Document Storage Options 9 1. Stored in CRM record ‘Notes’ field as an attachment 2. Stored in SharePoint libraries, linked to CRM Records 3. Stored in contextual CRM Yammer conversations
    • 11. © 2012 McGladrey LLP. All Rights Reserved. Stored in CRM Notes field 10 • Attachments are made in the Notes field • Stored in the CRM db and linked to record • Only 1 file can be stored per note • No search capabilities • No version control • Limited collaboration options Best Practice is to use this option when there are a smaller number of records needing contextual documents and no requirement for versioning, broad search or deep document collaboration.
    • 12. © 2012 McGladrey LLP. All Rights Reserved. Docs stored in Yammer conversations 11 • Contextual to CRM records • Only searchable through Yammer • Basic content management, no versioning, etc. • No workflows • Skype and Yammer web integration • Less secure, public to anyone in the Yammer group. Again, Best Practice here is to use this option when there are a smaller number of records needing contextual documents and no requirement for versioning, broad search or deep document collaboration.
    • 13. © 2012 McGladrey LLP. All Rights Reserved. Stored in integrated SharePoint libraries 12 The SharePoint CRM List Connector solution
    • 14. © 2012 McGladrey LLP. All Rights Reserved. Stored in integrated SharePoint libraries 13
    • 15. © 2012 McGladrey LLP. All Rights Reserved. Stored in integrated SharePoint libraries 14 • Rich Content Management • Full version control • Site Collection level security for each entity, if required. Can keep intranet users from collaborating with CRM document storage. • Non CRM users can get access to documents. • Permission Management controlled outside of CRM • Docs are searchable through SharePoint Search interface. (Or Not) • SharePoint document workflows can be applied. (Alerts, Approvals)
    • 16. © 2012 McGladrey LLP. All Rights Reserved. Integrated SharePoint libraries 15 Can be enabled only on customizable entities CRM that can be customized. By default, document management is enabled for these entities  in a new installation of CRM Account Kb Article Lead Opportunity Product Quote Sales Literature Best Practice is to use this option when there are a MANY records, your team requires versioning or search or deep document collaboration. Or perhaps there is a need to expose them to non CRM users.
    • 17. © 2012 McGladrey LLP. All Rights Reserved. …more CRM SharePoint Integration Business Connectivity Services Create an External Content Type to CRM data  Using On Premises method is straight forward, simply add a SQL data source to your CRM db.  Using CRM Online requires an Azure layer to Proxy the OData Service 16
    • 18. © 2012 McGladrey LLP. All Rights Reserved. CRM-BCS Online Integration Approach 17 Q: Why do we need an Azure Proxy for CRM Online? A: External authentication is not enabled on CRM Online’s REST endpoint. It is only available for use by jscript and web resources within CRM, but we hear that limitation may change in the future. Student Proxy OData Service CRM Online Windows Azure SharePoint
    • 19. © 2012 McGladrey LLP. All Rights Reserved. Common and useful External Content Types for CRM 18 • You could easily create a SharePoint list of all of your CRM Accounts, Contacts, Opportunities or Projects. Want to try it? Read Girish Raja’s blog: http://blogs.msdn.com/b/girishr/archive/2013/05/13/connecting-sharepoint-online- and-crm-online-using-bcs-2013-edition.aspx • Use an ECT list as a reference for creating a SharePoint search on your other software databases, like Microsoft Dynamics GP or your staffing software ! • Search results from the CRM database can present a security concern. To security trim these results, you will need to create and implement a custom security trimmer to the Search Service application.
    • 20. © 2012 McGladrey LLP. All Rights Reserved. Common Troubleshooting Issues 19 Problem Observations/Issues Recommendations Cannot open iFrame • User received the message: "This content cannot be displayed in an iFrame" • Add CRM and SharePoint to Trusted Sites • Check ‘Display Mixed Content” in security zone • If SharePoint is on a separate domain, Sign into your SharePoint site Users in SP can search and discover all CRM documents • Search returns links to the CRM document repository to all users • Add a User Policy for the web application hosting the documents • Use security groups in all sites and libraries that hold CRM documents Performance Issues as volume increases • Backups taking forever • Logins and user permissions taking longer than expected • Segregate CRM documents into their own DB, Web App, Site Collection.
    • 21. © 2012 McGladrey LLP. All Rights Reserved. Architecture and Governance Best Practices 20 Area Recommendations Security • Secure your SharePoint Document Libraries • Create a CRM Document Storage Site Collection on its own database • Use Cross Site Publishing to another branded site collection • Create a Web Application level User Policy Structure • Document Libraries should contain Managed Metadata columns. You should either automatically assign Metadata to the documents or have the user entered it. This way if you expose the documents outsite of CRM, they can be more easily filtered, rather than using the default folders. • Use security groups in all sites and libraries that hold CRM documents
    • 22. © 2012 McGladrey LLP. All Rights Reserved. Dynamics CRM News and Updates  Internet Explorer 11 and Windows 8.1 support added for Dynamics CRM 2013  In February 2013, MSFT integrated Yammer into Microsoft Dynamics CRM  In the spring 2014 release of Microsoft Dynamics CRM, MSFT further enhances customer-facing enterprise social capabilities by delivering a comprehensive set of new social listening, marketing, and service desk capabilities. http://www.microsoft.com/en-us/news/press/2014/feb14/02-18crmspringpr.aspx 21
    • 23. © 2012 McGladrey LLP. All Rights Reserved. CRM and Yammer Yammer and Skype integration were in the CRM 2011 update
    • 24. Follow in CRM auto-follows the OpenGraph object in Yammer. Same behavior for following users User posts on record wall – Yammer
    • 25. © 2012 McGladrey LLP. All Rights Reserved. Why Social is so important to us all… Gartner predicts that by 2017, CMOs will spend more on IT than CIOs. 24 Microsoft acquires Parature to add customer self-service suite to CRM …provides helpful insights for sales organizations when interacting with customers so that they are aware of open support issues before and/or during client interactions. This integration provides a real-time web resource in Dynamics CRM on the account or contact level with a portal or window view of Parature tickets associated with Microsoft Dynamics accounts or contacts.
    • 26. © 2012 McGladrey LLP. All Rights Reserved. Microsoft Key Acquisitions for Dynamics 25 + = Microsoft Social Listening GA Q2 2014
    • 27. © 2012 McGladrey LLP. All Rights Reserved. Introducing Microsoft Social Listening (MSL) Microsoft Dynamics CRM aligned UI Responsive design – desktop, tablet, phone Easier setup O365 identity integration Faster download of posts Geo expansion Fully running on Azure
    • 28. © 2012 McGladrey LLP. All Rights Reserved. Included for all CRM Online Professional >= 10 seats Including basic posts/month limit Reduced price for CRM On-Premises Professional Including basic posts/month limit Buy higher “posts/month limit” as add-on Democratizing Social Stand-alone Stand-alone, minimum 1 seat Including basic posts/month limit
    • 29. © 2012 McGladrey LLP. All Rights Reserved. Social Dashboard on CRM
    • 30. Q1 CY 2014 Q2 CY 2014 Q3 CY 2014 Q4 CY 2014 H1 CY 2015 CRMSocialMarketingParature CRM Roadmap
    • 31. © 2012 McGladrey LLP. All Rights Reserved. Microsoft is practicing Social techniques like we are! 30
    • 32. © 2012 McGladrey LLP. All Rights Reserved. Microsoft is practicing Social techniques like we are! 31
    • 33. © 2012 McGladrey LLP. All Rights Reserved. CRM Blogs and Resources 32 CRM Online Video Gallery http://www.democrmonline.com/ Tutorial videos that show how to use different aspects of CRM Online, such as performing mail merges or completing administrative functions like adding a new users or queues. CRM Resource Center http://rc.crm.dynamics.com/rc/regcont/en_us/opdefault.aspx Popular dashboard for gaining insight into the various support channels available for CRM Online, such as the knowledge base and popular articles. CRM Team Blog http://blogs.msdn.com/crm/ CRM List Web Part http://www.microsoft.com/en- us/download/details.aspx?id=5283 Girish Raja’s Blog http://blogs.technet.com/b/anand_nigam Custom Search Service Security Trimmer http://msdn.microsoft.com/en- us/magazine/ff796226.aspx CRM Connections Blog https://community.dynamics.com/crm/b/crmconnection/d efault.aspx
    • 34. © 2012 McGladrey LLP. All Rights Reserved. Additional Related Sessions SPC 284 Girish Raja - Technical Marketing Manager Harnessing Social Technologies With Microsoft Dynamics Crm SPC 281 Jason Bullock – Cloud Productivity TSP Office 365 And Dynamics Crm Online Better Together 33
    • 35. © 2012 McGladrey LLP. All Rights Reserved. Q & A’s @JohnMongell John.Mongell@Mcgladrey.com MCP MCTS SharePoint 2003, 2007, 2010, 2013, SQLServer …THANK YOU ! 34 facebook.com/McGladreyTBS twitter.com/JohnMongell twitter.com/McGladreyTech twitter.com/McGladreyERP twitter.com/McGladreyCRM yammer.com/mcgladrey.com mongell.blogspot.com dynamicscrmpros.com slideshare.net/JohnMongell
    • 36. Platinum Gold Silver Web
    • 37. SharePoint User Group • SharePoint • End Users • Administrators • Architects • Developers • IT Pros • Meetings: 2nd Tuesday of the month, Microsoft Malvern, 5:30-8 pm WEB: www.TriStateSharePoint.org EMAIL: info@TriStateSharePoint.org TWITTER: @tristateSP

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