The document discusses integrating SharePoint with CRM using Logic Apps to enhance performance and manage loan applications. It outlines pros and cons, such as scheduling jobs and querying data, while mentioning limitations like required programming skills and sparse documentation. The deployment is server-less and the configuration is done through JSON, with a focus on Azure's web interface for development.

1. CRM using Logic Apps
Bright ideas for better performance
How to integrate SharePoint and

2. 




3. 







4. 








5. 








6. 









7. 




8. 








9. 



Opportunity
(Loan Application)
Managed Document/Notes
Service bus
Managed Document
Managed Document/Notes
Managed Document/Notes
WF New M.D.
Logic
App
Documents

10. 












11. 






12. 



13. 






14. 

15. 



 ( )
 ( )

16. 



17. 

18. 


19. Pros Cons Deployment
Can schedule jobs
Can query and update D365 data
(workflows with loops!)
Can interface with Service Bus
Can connect to non-MS services
290 actions
Configuration through JSON – no
code
Price based on # of executions
“Server-less”
Weekly Updates
No code – anything more
than simple tasks requires a
Azure Function
UI to develop is inside Azure
– not easy to figure out
Documentation is sparse
Programing skill level
Limited triggers:
Min trigger schedule
15 seconds
60 seconds
Version control built in to web UI
Visual Studio – Publish
ARM template deployment

20. Source: https://docs.microsoft.com/en-us/azure/azure-functions/functions-compare-logic-apps-ms-flow-webjobs

21. www.broadpoint.net
Q&A

22. www.broadpoint.net
Thank You!
Contact info:
njohnson@broadpoint.net