Relational Productivity Applications: SharePoint 2010 and CRM 2011

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Presentation at SharePoint Saturday DC The Conference August 11-13, 2011.
www.spstc.org

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Relational Productivity Applications: SharePoint 2010 and CRM 2011

  1. 1. Relational Productivity Applications: SharePoint 2010 and Dynamics CRM 2011ARCH 300<br />Marie-Michelle Strah, PhD<br />BroadPoint Technologies<br />Welcome to SharePoint Saturday—The Conference<br />
  2. 2. Welcome to SharePoint Saturday—The Conference<br />Thank you for being a part of the first SharePoint Saturday conference<br />Please turn off all electronic devices or set them to vibrate.<br />If you must take a phone call, please do so in the hall so as not to disturb others.<br />Open wireless access is available at SSID: SPSTC2011<br />Feel free to “tweet and blog” during the session<br />Thanks to our Diamond and Platinum Sponsors:<br />
  3. 3. Thanks to Our Other Sponsors!<br />Thanks to our Sponsors<br />
  4. 4. Session Evaluation<br />Please complete and turn in your Session Evaluation Form so we can improve future events. Survey can be filled out at:<br />http://app.fluidsurveys.com/surveys/spstc2011-<br />and add the Session number to the URL<br />Presenter: Marie-Michelle Strah, PhD<br />Session Name: Relational Productivity Applications: SP2010 and CRM2011<br />Session No.: Sat-S2A-105<br />
  5. 5. Marie-Michelle Strah, PhD<br />SharePoint Solutions Architect and Practice Lead<br />BroadPoint Technologies<br />Washington, DC<br />Michelle |@| lifeincapslock.com<br />Twitter: @cyberslate<br />Blog: http://lifeincapslock.com<br />SSWUG: http://www.sswug.org<br />FEDSPUG/WSPDC: http://www.meetup.com/fedspug-wspdc<br />
  6. 6. Objectives<br />Overview of Relational Productivity Applications<br />RPA Solutions<br />Workflow<br />Interfaces<br />Enterprise Search and Data Structure<br />xRM and SharePoint: Better together<br />
  7. 7. Information Workers (Unstructured Data)<br />Structured Task Workers<br />New Horizons<br />
  8. 8. Relational Productivity Applications<br />Information Work<br />Task Work<br />RPA<br />Regimented<br />Individual<br />Precise management<br />Line of Business Applications<br />Transactional<br />Relational Data<br />Quantitative<br />Collaborative<br />Unstructured<br />Productivity Tools<br />Online Workspaces<br />Qualitative<br />Relationship Management<br />Blended<br />Operational Details<br />Process<br />Contextual information and decision support<br />
  9. 9. EXAMPLE: Relational Productivity Applications: Leveraging Microsoft Dynamics CRM and SharePoint for Enhanced Business Impact<br />Microsoft Corporation<br />April 2010<br />
  10. 10. Solution Approaches to RPAs<br /><ul><li>Reference Architecture
  11. 11. Workflows
  12. 12. Interfaces
  13. 13. Enterprise Search and Data Architecture</li></li></ul><li>Reference Architecture for RPAs<br />
  14. 14. Business Process Automation<br />Business Process Re-Engineering<br />
  15. 15. Role Based Interfaces<br />Unstructured (Information Workers)<br />Structured (Task Workers)<br />
  16. 16. Enterprise Search<br />Search results yield data from both account ordering and document management systems<br />
  17. 17. xRM Foundational Technologies<br />
  18. 18. External SharePoint Dashboard in CRM<br />
  19. 19. CRM Architecture Overview<br />Multi-tenant<br />Web Services<br />Metadata-driven<br />Entity concept: data storage container<br />
  20. 20. xRMScaleable Architecture<br />
  21. 21. xRMand SharePoint: Better Together<br />Reference Architecture (SP2007/CRM4.0)<br />
  22. 22. SharePoint and xRM: Design to Strengths<br />TRADITIONAL SHAREPOINT PAIN POINTS: Transactional and Relational Data<br />TRADITIONAL CRM PAIN POINTS: User Interface, User Experience, Web-Based Access<br />
  23. 23. Example: Association Management<br />SP<br />xRM<br />
  24. 24. Objectives<br />Resources<br />GirishRaja: http://blogs.msdn.com/b/girishr/<br />Michelle Strah:<br />http://lifeincapslock.com/ask-the-experts-conv11-how-to-leverage-micros<br />http://lifeincapslock.com/business-intelligence-across-the-enterprise-s<br />
  25. 25. Q&ADISCUSSION<br /><ul><li>Marie-Michelle Strah, PhD
  26. 26. @cyberslate
  27. 27. http://lifeincapslock.com
  28. 28. http://www.sswug.org
  29. 29. http://womeninspdc.org</li>

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