Technology Consulting Manager
John.Mongell@mcgladrey.com
twitter.com/JohnMongell

yammer.com/spyam

1
In this session, we will experience the value of using SharePoint
linked document storage in Microsoft Dynamics CRM record...
2013

On Premises or Online

2011

3
2013

2010

4
5
Why should I care?

6
col·lab·o·ra·tion
• the action of working with someone to produce or create something
• traitorous cooperation with an ene...
1. Documents stored in CRM record’s ‘Notes’ field as an attachment
2. CRM records linked to SharePoint libraries

3. Docum...
•
•
•
•
•
•

Stored in the CRM db and linked to record
Attachments are made in the Notes field
Only 1 file can be stored p...
• Rich Content Management, full version control
• Site Collection level security for each entity if required. Keep intrane...
11
Account

Can be enabled only on the entities in
CRM that can be customized.
By default, document management is
enabled onl...
• Contextual to CRM records
• Only searchable through Yammer
• Basic content management, no versioning, etc.
• No workflow...
Yammer and Skype integration are new for the CRM 2011 recent update

14
Follow in CRM autofollows the
opengraph object in
Yammer. Same
behavior for
following users

User posts on
record wall –
Y...
Responses to post
show up in
Yammer and CRM
17
Why do we need an Azure Proxy for CRM Online?
External authentication is not enabled on CRM Online’s REST endpoint
It is o...
• You could easily create a SharePoint list of all of your CRM
Accounts, Contacts, Opportunities or Projects in your CRM s...
Problem

Observations/Issues

Recommendations

Cannot open iFrame

• User received the message:
"This content cannot be di...
Area

Recommendations

Security

• Secure your SharePoint Document Libraries
• Create a CRM Document Storage Site Collecti...
Microsoft Dynamics CRM Online Video Gallery http://www.democrmonline.com/

This website contains tutorial videos that show...
@JohnMongell
John.Mongell@Mcgladrey.com

facebook.com/McGladreyTBS

MCP MCTS
SharePoint 2003, 2007, 2010, 2013, SQLServer
...
http://www.flickr.com/photos/boliyou/2884130773/
SPSRI Dynamics CRM and SharePoint integration
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SPSRI Dynamics CRM and SharePoint integration

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My slides from SPSRI on Nov 09, 2013

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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.
  • SPSRI Dynamics CRM and SharePoint integration

    1. 1. Technology Consulting Manager John.Mongell@mcgladrey.com
    2. 2. twitter.com/JohnMongell yammer.com/spyam 1
    3. 3. In this session, we will experience the value of using SharePoint linked document storage in Microsoft Dynamics CRM records. 2
    4. 4. 2013 On Premises or Online 2011 3
    5. 5. 2013 2010 4
    6. 6. 5
    7. 7. Why should I care? 6
    8. 8. col·lab·o·ra·tion • the action of working with someone to produce or create something • traitorous cooperation with an enemy 7
    9. 9. 1. Documents stored in CRM record’s ‘Notes’ field as an attachment 2. CRM records linked to SharePoint libraries 3. Documents stored in contextual CRM Yammer conversations 8
    10. 10. • • • • • • Stored in the CRM db and linked to record Attachments are made in the Notes field 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. 9
    11. 11. • Rich Content Management, full version control • Site Collection level security for each entity if required. Keep intranet users from collaborating with CRM document storage • Permission Management outside of CRM • Non CRM users can get access to documents. • Docs are searchable through SharePoint Search interface. Or Not • SharePoint document centric workflows • The CRM Workflow Engine is same as SP, uses Foundation 10
    12. 12. 11
    13. 13. Account Can be enabled only on the entities in CRM that can be customized. By default, document management is enabled only for these entities in a new installation of Microsoft Dynamics CRM Literature Kb Article Sales Lead Quote Opportunity Product 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. 12
    14. 14. • 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
    15. 15. Yammer and Skype integration are new for the CRM 2011 recent update 14
    16. 16. Follow in CRM autofollows the opengraph object in Yammer. Same behavior for following users User posts on record wall – Yammer
    17. 17. Responses to post show up in Yammer and CRM
    18. 18. 17
    19. 19. Why do we need an Azure Proxy for CRM Online? 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 here that limitation may change in the future. Windows Azure Proxy OData Service Student SharePoint CRM Online 18
    20. 20. • You could easily create a SharePoint list of all of your CRM Accounts, Contacts, Opportunities or Projects in your CRM system. • 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. 19
    21. 21. 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 Performance Issues as volume increases • Backups taking forever • Add a User Policy for the web application hosting the documents • Use security groups in all sites and libraries that hold CRM documents • Logins and user permissions taking longer than expected • Segregate CRM documents into their own DB, Web App, Site Collection. 20
    22. 22. 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 21
    23. 23. Microsoft Dynamics CRM Online Video Gallery http://www.democrmonline.com/ This website contains 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 This website is a 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/ This website contains news and information regarding the development of CRM Online, as well as resources for administrative tips and tricks. CRM List Web Part http://www.microsoft.com/en-us/download/details.aspx?id=5283 How To Guide on BCS ECT set up for CRM http://blogs.technet.com/b/anand_nigam/archive/2012/07/29/crm-2011-and-sharepoint-2010-integration-part-4.aspx Create and implement a custom security trimmer to the Search Service application http://msdn.microsoft.com/en-us/magazine/ff796226.aspx 22
    24. 24. @JohnMongell John.Mongell@Mcgladrey.com facebook.com/McGladreyTBS MCP MCTS SharePoint 2003, 2007, 2010, 2013, SQLServer twitter.com/McGladreyTech twitter.com/McGladreyERP twitter.com/McGladreyCRM THANK YOU ! yammer.com/mcgladrey.com 23
    25. 25. http://www.flickr.com/photos/boliyou/2884130773/
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