In this session we will build a custom SharePoint integration for CRM for scratch to a working version. I will build the following parts: Custom workflow activity to call an Azure function Workflow A SharePoint model to create a SharePoint site using remote provisioning Azure function to create a site on demand The solution is is fully supported, easy to implement and after the custom creation run has taken place, only uses out of the box CRM components. All the great CRM document integration benefits and a decent SharePoint solution.  

1. From zero to hero in 60 minutes
Martijn
Delta-N B.V.
Eikelenboom
SharePoint integration

2. Why this session
Custom SharePoint (Online) integration
As much out of the box as possible
SharePoint best practices
Easy to build
Low cost

3. Solution overview

4. We’re going to build
CRM
Workflow
Workflow
Activity
Azure
Function
SharePoint
Model
Writeback
to CRM

5. In this order
CRM
Workflow
Workflow
Activity
Azure
Function
SharePoint
Model
Writeback
to CRM
SharePoint
Model

6. SharePoint model
Remote provisioning
SPMeta2 (http://bit.ly/spmeta2)
Alternative: PNP (http://bit.ly/sp_pnp)

7. Demo

8. We’re going to build
CRM
Workflow
Workflow
Activity
Azure
Function
SharePoint
Model
Writeback
to CRM
Writeback
to CRM

9. Writeback to CRM
SharePoint site
Document locations

10. Demo

11. We’re going to build
CRM
Workflow
Workflow
Activity
Azure
Function
SharePoint
Model
Writeback
to CRM
Azure
Function

12. Azure Function
Serverless
Triggers
Scalable
Pay-as-you-go
Deploy from manually, from VS or Source Control

13. Demo

14. We’re going to build
CRM
Workflow
Workflow
Activity
Azure
Function
SharePoint
Model
Writeback
to CRM
Workflow
Activity
CRM
Workflow

15. Workflow activity
Calling Azure Function endpoint

16. Demo

17. We’re going to build
CRM
Workflow
Workflow
Activity
Azure
Function
SharePoint
Model
Writeback
to CRM

18. Demo

19. Takeaways
SharePoint limitations
CRM limitations

20. Where to go from here
Use this concept as a starting point
Queues
Resilience
Content types
Document sets
Permissions
SharePoint updates

21. Martijn Eikelenboom
Office 365 and Dynamics 365 architect/consultant
Delta-N
Netherlands
www.oak3.org
@meikelenboom
First Dutch meetup 23rd of March: http://bit.ly/dutch365meetup

22. Thank you

23. Over Delta-N
Delta-N BV | Laan van Waalhaven 450, 2497 GR Den Haag | 085 – 487 52 00 | info@delta-n.nl | www.delta-n.nl

24. Complete prior to the closing session to be included in the survey drawing!
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Martijn Eikelenboom, Delta-N B.V.
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25. Thank you to our sponsors!