Our integration story between SharePoint and Dynamics CRM. Covers sending data from SharePoint to CRM and querying CRM to show data in SharePoint

1. Dynamics CRM,
SharePoint, &
www.wecc.biz
Greg McMurray
July 2016

2. Greg McMurray
 Business Solutions Developer at WECC
 Find me online:
 @goyuix
 https://www.linkedin.com/in/goyuix
 http://stackoverflow.com/cv/goyuix

3. Western Electricity Coordinating Council
 Covers all or portions of 14 states, part of Mexico and Canada
 Promote reliability of the Bulk Electric System in the western U.S.
 Independent research, models and opinions on issues and policy
 Coordination with members and interested parties
 Compliance monitoring and enforcement
 Development of reliability standards

4. What are we going to look at?
 Micro services to expose select CRM data to SharePoint
 External user information stored and vetted in Dynamics CRM
 Account info saved to SharePoint List to vet email ownership
 Validated email action creates account in AD, copies data to CRM for review of
additional requested permissions e.g. NDA access
 Integration with CRM & Active Directory to create and manage accounts
 Stakeholder information and relationships managed in Dynamics CRM

5. ASP.NET Web Handler (.ashx)
 Generic and light responder to web requests inside of ASP.NET pipeline
 Ideal for headless, service oriented calls
 No page context, no web parts, no user controls, etc.
 ASP.NET server classes available for things like caching
 Implement IHttpHandler interface
 One property: IsReusable
Controls instantiation of class objects for each request
 One method: ProcessRequest
Handle calls made to your service
 https://gist.github.com/goyuix/b58d81fe21a113f785a99ad7e4ff627f

6. Interactive Demo
 Backup slides to follow for offline viewing

7. Request Account Form

8. User Provided Account Info in CRM

9. Account Groups and Related Info

10. Info Exposed on SharePoint Site

11. Questions?
 Did I introduce everything you hoped to learn today?
 Would you like any clarifications on something we covered?
 Share with us: How are you going to apply this is your world?
 Feel free to reach out to me online:
 Twitter: @goyuix
 LinkedIn: https://www.linkedin.com/in/goyuix