Microsoft Dynamics CRM (XRM) & Microsoft Sharepoint

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Microsoft Dynamics CRM (XRM) & Microsoft SharePoint Infrastructures and Integrations

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Microsoft Dynamics CRM (XRM) & Microsoft Sharepoint

  1. 1. . A tour of new features and integration By: Ali Sharifi sharifi.ali@hotmail.com Xrm@mapnaboiler.com
  2. 2. .
  3. 3. Microsoft SharePoint 2010 •What is sharePoint? •History of sharePoint versions. •New features in SharePoint 2010. .
  4. 4. PowerPoint 2007  This presentation demonstrates the new capabilities of PowerPoint through examples. You can view it in Slide Show or by browsing through the slides in Normal View. These slides are designed to give you great ideas for the presentations you’ll create in PowerPoint 2007! Text, Graphics & Pictures SmartArt Themes & Quick Styles New Layouts .
  5. 5. PowerPoint 2007  This presentation demonstrates the new capabilities of PowerPoint through examples. You can view it in Slide Show or by browsing through the slides in Normal View. These slides are designed to give you great ideas for the presentations you’ll create in PowerPoint 2007! Text, Graphics & Pictures SmartArt Themes & Quick Styles New Layouts .
  6. 6. The SharePoint Wheel PowerPoint 2007  This presentation demonstrates the new capabilities of PowerPoint through examples. You can view it in Slide Show or by browsing through the slides in Normal View. These slides are designed to give you great ideas for the presentations you’ll create in PowerPoint 2007! Text, Graphics & Pictures SmartArt Themes & Quick Styles New Layouts .
  7. 7. The SharePoint Wheel Microsoft's SharePoint marketing refers to the “SharePoint Wheel" to help describe the package of functionality built into the SharePoint platform. The wheel refers to six abstract functional capabilities: 07! •The SharePoint platform fundamentally enables users to provision 'sites' (public or private) without a requirement for specialized knowledge. SharePoint is designed to become the central location for management of sites in an organization. Sites Communities: Content: Search: Insights: Composites: •SharePoint aims to support the formation of communities within an organization - these communities may form around teams, projects, clients, geographic locations, etc. SharePoint also provides social features and social integration. •SharePoint provides a central location to put content such as files, documents, or general information. This can be accessed and modified within a web browser or using a client application (typically Microsoft Office) via desktop or smartphone. SharePoint 2010 also provides a concurrent edit ability with Office 2010. •SharePoint provides a range of search abilities, including in documents, in external content (such as network shares or public websites), and in user profiles. •SharePoint provides data integration, data crawling, and report design to enable business decision making. SharePoint can integrate with SQL Server Reporting Services to surface business intelligence. • SharePoint provides an application platform based on ASP.NET 3.5 allowing no-code solutions to complex business problems using SharePoint Designer. SharePoint also allows custom code solutions to be deployed using Visual Studio. .
  8. 8. Features  This presentation demonstrates the new capabilities of PowerPoint through examples. You can view it in Slide Show or by browsing through the slides in Normal View. These slides are designed to give you great ideas for the presentations you’ll create in PowerPoint 2007! Text, Graphics & Pictures SmartArt Themes & Quick Styles New Layouts .
  9. 9. eXtended Relationship Management
  10. 10. Power your business productivity Microsoft Dynamics is the business solutions arm of Microsoft .
  11. 11. xRM oneplatform, manyapplications xRM is Anything(x) Relationship Management. It is the concept of leveraging a flexible and powerful platform, and the applications sitting on that platform, to meet any and all business requirements. .
  12. 12. xRM is a platform that use Microsoft Dynamics CRM and extend it for building Custom applications. Just like the .net framework libraries Which ease the work of programmers with Its predefined methods, Dynamics xRM Would change the hardship of designing LOB Applications. There are a couple of different definitions for XRM. One is that the “x” stands for extended , as in extended relationship management. The other definition is that the “x” is a variable, and means “anything” relationship management, such as partner relationship management, constituent relationship management, employee relationship management, etc. Both of these definitions are referring to building any application on top of the Microsoft Dynamics CRM platform. Building an XRM application can take the form of customizing the existing customer relationship management applications that are included in Microsoft Dynamics CRM, or by designing completely new line-of-business applications that are not based on the sales, service, or marketing capabilities included in Microsoft Dynamics CRM. The common thread to all the definitions of XRM and methods of extending it is that your application will use the Microsoft Dynamics CRM as a platform, leveraging the capabilities of the platform to deliver business value to your users. .
  13. 13. The top ten reasons organizations choose Microsoft Dynamics CRM Value Productivity Familiarity Innovation The Cloud Partner Network Global Availability Microsoft Office Business Insights Extended CRM Industries .
  14. 14. Microsoft CRM Core Modules .
  15. 15. Marketing Data Segmentation Planning Execution Response Leads Timesavers Workflows Mobility Analytics Streamline campaign planning Manage your data management Streamline lead for decision making Improve your for execution Pinpoint campaigneffectively Extend value with Microsoft Dynamics CRM Gain key insights tracking Mobile Expressmarketing efforts AutomateresponseMicrosoft Office Simplify workflows • Plan and track activities, tasks, budgets and details for each marketing Measure and importwithpersonal,tracking performance instantly. improved • •Use Microsoft marketingsalesresponsescommunicationsindicators system. Effortlessly distribute campaignsteam,for organizational workflows. Boostnatural-language track byweb-enabledinto one Outlook for prospects. Better coordinate data from Centrally capture with success instantly marketing centralized Use productivity and queries other sources device customers or (KPIs). activity.your Dynamics CRM within Microsoft Office campaigns. •Access customer data from anytowith keyleads in Microsoft Initiate and or segment anywhere, anytime. productivity. assignpush and theleads basedthem with campaigns. • •Trackup productcapture through approvals discountstheInternetfly. Use predefinedcatalogues, categorizeand detailsfrom optimal offers. Dynamically and tasks score rules or responses resource usinglanding Automatically data-mapping most create and inline data Create highly targeted lists price listsappropriate in for on the platform. •Gain business insight with flexiblecustomer while ononesroad. visualization. Set budgets assign or to and associate on predefinedcentral Track and manage all event and dashboards new one workflows. • •Instantly findrules.the objectivesthe fly.leads with conditional formatting. pages. personal campaigns on with comprehensive goal-tracking • •configurable theMail Mergepromising with e-mail notification. Follow keylightimport offers to highly targeted lists. send mass Create or update or public views for reuse. instantly panes, personal Confirm data upand status capabilities Instantly marketing most with need Set upmessages information you automatic preview Tailorrecord pinning and Most Recently to Use embedded Used lists. • •views, timeapprovalsto streamline eliminateroad. Score responses assign leads while lead vendors. Update, qualify money with colleagues andduplications and Intelligently cleanse using predefined workflows. •capabilities. dialogslistspredefinedthecampaign templates. decrease your Use guided Easily communications. your •Accelerate and orusingwith reusableon thequalification process. Save share target email data to rules. Office Outlook synchronization • •Eliminate engagement(CPE). most built-in reports. cost key redundant metrics are working on resources for follow-up. • •Automatecampaign withstaffwhile for the road withandcurrent leads with Instantly assign responsestracking through tasks andoffline Track per marketingindicators streamline processesrichleads. •Trackpredefined workflows assign marketingthe or direct-mail reporting. Ensure your marketing predefined triggers. Export lists into multiple formats on bulk email most approvals. Manually or automatically to with qualified Use key followup to • •Better collaborate responsescampaignwith powerfulpresence feature. Identify trendsdatawith co-workers with embedded • •Set alerts and reminders forresources milestones. predictive analytics. bidirectional and allocate to leads. Instantly convert synchpage for campaigns Campaign Wizard. communications. campaigns with the Quick without any coding. with Excel. on-the-fly Create Internet landing with built-in mail-merge capabilities. • Streamline data cubes for trending analysis. mailings • •Use robust masstrigger responses based on customer interest. Createcreateto Easily rules marketing plans with embeddedwith a few mouse clicks. • Add Office Outlook contacts to marketing lists document management capabilities. .
  16. 16. Sales Planning Leads Opportunities Accounts Timesavers Pipeline Workflows Mobility Mobility Analytics .
  17. 17. Customer Services Accounts Analytics Cases Contracts Knowledge Mobility Scheduling Workflows .
  18. 18. What Microsoft is saying:  xRM is a flexible development platform. Accelerate the creation of Line of Business (LOB) applications using Microsoft Dynamics CRM as a flexible development platform.  Rapid development platform (RDP). By leveraging the Microsoft Dynamics CRM framework (database, UI, workflow, reporting engine), a savvy user or business analyst can now accomplish what before would require a developer. In other words, RDP means less need for custom development or a developer.
  19. 19. Why XRM? There are a number of advantages to building an application on top of Microsoft Dynamics CRM instead of SQL Server: Microsoft Dynamics CRM platform comes with a number of in-the-box entities and applications: Helpdesk Case Management Service Scheduling Activity Tracking E-Commerce Marketing Campaigns Sales-ForceAutomation Auditing Business Insights …. Microsoft Dynamics CRM includes the following features for any XRM application: Security Workflow Reporting User Interface Office Integration Data modeling Web Services Auditing Dashboards ….
  20. 20. XRM Architecture: .
  21. 21. Dynamic Application Services xRM provides dynamic application services to deliver a fully featured LOB application development platform that rapidly adjusts to meet your ever-changing business application needs. xRM provides the capability to build multiple complex LOB applications on a common platform with a familiar and consistent user interface. .
  22. 22. Dynamic application services xRM provides core functionality across multiple applications using dynamic applications services that are: • Reusable across any number of applications. • Prebuilt so you don’t have to reinvent the wheel. • Flexible to support unique and hanging business needs. • Scalable for enterprise deployments. Integration between XRM and Microsoft technologies
  23. 23. Why integrate with SharePoint? • SharePoint Widely used as CMS in an organization but some expert think of SharePoint as a BPM system. With the help of Windows Workflow Foundation and its related SharePoint workflow products like Nintex, K2, AgilePoint, Global 360, Metastorm creating Workflow for SharePoint has been improved. SharePoint is a suitable tool for creating simple business workflows but its not efficient for LOB and BPM applications. Why the integration between these two products makes so much sense: • • • • • • • • Microsoft brand and a large community and support network Seamless Microsoft Office integration Standards-based platforms (XML, XHTML, REST, SOAP, WCAG) Shared skill sets for both platforms (.NET, WCF, REST, SOAP, JavaScript, Workflows) Both platforms have native support for cloud technologies (Azure, OData) Both platforms utilize the same backend data repository (Microsoft SQL Server) Dynamics CRM and SharePoint are very complimentary (think structured data versus unstructured data) 60 percent of current partner implementations of XRM involve SharePoint as well. .
  24. 24. Sharepoint and xRM are Complementary Combined solutions cover broad business needs SharePoint xRM .
  25. 25. Common Places to Integrate Dynamics CRM with SharePoint 2010 CRM Integration Example Business Connectivity Services Create external list to CRM entity with read/write capability SharePoint Client Object Model Interact with CRM data from an external list Microsoft Office Client Consume data directly from CRM or a BCS external list Performance Point Services Run dynamic, analytical, and ad hoc reports on CRM data Search Use BCS or Federated Search to include CRM data Social Activity Feed Consume and subscribe to events from CRM Web Parts Show CRM data within any SharePoint page REST / Web Services Automatically create customer sites/libraries in SharePoint .
  26. 26. By: Ali Sharifi sharifi.ali@hotmail.com xrm@mapnaboiler.com .

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